Priebe Wealth Holdings

Priebe Wealth Holdings as of March 31, 2025

Portfolio Holdings for Priebe Wealth Holdings

Priebe Wealth Holdings holds 77 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG) 33.4 $54M 813k 65.76
Blackrock Etf Trust Ii Ishares Flexible (BINC) 8.1 $13M 249k 52.38
Ark Etf Tr Next Gnrtn Inter (ARKW) 7.6 $12M 129k 94.67
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 4.4 $7.1M 88k 80.37
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.8 $6.0M 11k 532.58
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 3.3 $5.2M 124k 42.32
Simplify Exchange Traded Fun Mbs Etf (MTBA) 2.9 $4.7M 94k 50.14
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.5 $4.0M 78k 51.07
First Tr Exchange-traded Smid Risng Etf (SDVY) 2.2 $3.5M 105k 33.50
Adams Express Company (ADX) 2.1 $3.4M 181k 18.99
Vanguard Index Fds Total Stk Mkt (VTI) 1.8 $3.0M 11k 274.84
Spdr Index Shs Fds Msci Acwi Exus (CWI) 1.8 $2.8M 96k 29.58
J P Morgan Exchange Traded F Active Value Etf (JAVA) 1.4 $2.2M 35k 63.54
First Tr Mid Cap Core Alphad Com Shs (FNX) 1.2 $2.0M 18k 108.98
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.2 $1.9M 21k 91.53
Spdr Ser Tr Bloomberg 3-12 M (BILS) 1.0 $1.7M 17k 99.49
Wisdomtree Tr Intl Qulty Div (IQDG) 0.9 $1.5M 43k 35.68
Spdr Ser Tr Portfolio Agrgte (SPAB) 0.9 $1.5M 58k 25.54
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.4M 2.6k 559.39
Apple (AAPL) 0.9 $1.4M 6.4k 222.14
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.8 $1.3M 15k 87.17
Ishares Tr Core Div Grwth (DGRO) 0.8 $1.3M 21k 61.78
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.8 $1.3M 58k 22.45
Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.8 $1.3M 19k 68.01
Federated Hermes Etf Trust Us Strategic Div (FDV) 0.7 $1.2M 42k 28.16
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.7 $1.2M 23k 51.31
First Tr Morningstar Divid L SHS (FDL) 0.6 $966k 22k 43.44
Microsoft Corporation (MSFT) 0.6 $921k 2.5k 375.39
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.6 $904k 30k 29.82
Natixis Etf Trust Ii Natixis Loomis (LSGR) 0.5 $869k 25k 34.71
NVIDIA Corporation (NVDA) 0.5 $762k 7.0k 108.38
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $702k 7.8k 89.64
Abbvie (ABBV) 0.4 $689k 3.3k 209.52
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.4 $630k 12k 50.71
Alphabet Cap Stk Cl C (GOOG) 0.4 $629k 4.0k 156.23
T Rowe Price Etf Cap Appreciation (TCAF) 0.4 $575k 18k 32.28
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $565k 6.1k 92.83
Amazon (AMZN) 0.3 $521k 2.7k 190.26
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $496k 966.00 513.91
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $484k 2.5k 193.99
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $478k 2.5k 190.58
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.3 $477k 9.4k 50.85
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.3 $477k 9.7k 49.16
Ishares Tr Core S&p500 Etf (IVV) 0.3 $436k 776.00 561.90
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.3 $426k 4.6k 91.73
Meta Platforms Cl A (META) 0.2 $375k 650.00 576.36
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $364k 5.6k 65.17
Petroleum & Res Corp Com cef (PEO) 0.2 $340k 15k 22.81
Johnson & Johnson (JNJ) 0.2 $335k 2.0k 165.87
3M Company (MMM) 0.2 $323k 2.2k 146.86
Boston Scientific Corporation (BSX) 0.2 $301k 3.0k 100.88
Cisco Systems (CSCO) 0.2 $301k 4.9k 61.71
Chevron Corporation (CVX) 0.2 $297k 1.8k 167.29
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.2 $296k 6.1k 48.35
Xcel Energy (XEL) 0.2 $292k 4.1k 70.79
Philip Morris International (PM) 0.2 $289k 1.8k 158.73
Tesla Motors (TSLA) 0.2 $286k 1.1k 259.16
Alphabet Cap Stk Cl A (GOOGL) 0.2 $282k 1.8k 154.64
Tri-Continental Corporation (TY) 0.2 $280k 9.1k 30.67
Chubb (CB) 0.2 $274k 906.00 301.99
Verizon Communications (VZ) 0.2 $269k 5.9k 45.36
Amkor Technology (AMKR) 0.2 $267k 15k 18.06
Honeywell International (HON) 0.2 $265k 1.3k 211.72
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $258k 3.1k 82.73
Totalenergies Se Sponsored Ads (TTE) 0.2 $253k 3.9k 64.69
Enbridge (ENB) 0.2 $242k 5.5k 44.31
Vanguard Index Fds Growth Etf (VUG) 0.1 $235k 633.00 370.82
Bristol Myers Squibb (BMY) 0.1 $223k 3.6k 60.99
Exxon Mobil Corporation (XOM) 0.1 $222k 1.9k 118.93
Sanofi Sponsored Adr (SNY) 0.1 $221k 4.0k 55.46
Us Bancorp Del Com New (USB) 0.1 $220k 5.2k 42.22
Vanguard Index Fds Value Etf (VTV) 0.1 $215k 1.2k 172.74
Gilead Sciences (GILD) 0.1 $212k 1.9k 112.05
Amgen (AMGN) 0.1 $209k 671.00 311.55
Netflix (NFLX) 0.1 $201k 216.00 932.53
Procter & Gamble Company (PG) 0.1 $201k 1.2k 170.42
Gra (GGG) 0.1 $200k 2.4k 83.51