Priebe Wealth Holdings

Priebe Wealth Holdings as of June 30, 2025

Portfolio Holdings for Priebe Wealth Holdings

Priebe Wealth Holdings holds 53 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust Portfolio S&p500 (SPLG) 24.9 $29M 396k 72.69
Davis Fundamental Etf Tr Select Us Eqty (DUSA) 6.7 $7.7M 166k 46.28
Fidelity Covington Trust Enhanced Large (FELC) 6.5 $7.5M 219k 34.49
Simplify Exchange Traded Fun Mbs Etf (MTBA) 5.3 $6.2M 123k 50.09
Ark Etf Tr Next Gnrtn Inter (ARKW) 5.1 $5.9M 40k 147.62
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.6 $5.4M 11k 485.77
First Tr Exchange-traded Smid Risng Etf (SDVY) 4.3 $4.9M 139k 35.28
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 3.1 $3.6M 38k 95.32
Spdr Series Trust Bloomberg 3-12 M (BILS) 2.9 $3.4M 34k 99.43
Adams Express Company (ADX) 2.8 $3.2M 149k 21.71
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $3.0M 10k 303.93
Spdr Index Shs Fds Msci Acwi Exus (CWI) 2.2 $2.5M 77k 32.66
J P Morgan Exchange Traded F Active Value Etf (JAVA) 1.8 $2.1M 33k 65.50
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.8 $2.1M 22k 98.24
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 1.6 $1.8M 81k 22.50
Natixis Etf Trust Ii Natixis Loomis (LSGR) 1.4 $1.6M 38k 41.83
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 1.4 $1.6M 30k 52.34
Blackrock Etf Trust Ii Ishares Flexible (BINC) 1.3 $1.5M 28k 52.84
Wisdomtree Tr Intl Qulty Div (IQDG) 1.2 $1.4M 36k 39.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.2 $1.4M 2.2k 617.85
Spdr Series Trust Portfoli S&p1500 (SPTM) 1.1 $1.3M 18k 74.89
Federated Hermes Etf Trust Us Strategic Div (FDV) 0.9 $1.1M 40k 27.46
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.9 $1.1M 34k 31.54
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.9 $1.1M 21k 50.92
First Tr Exchange-traded SHS (FDL) 0.9 $989k 24k 41.87
First Tr Exchange-traded A Com Shs (FNX) 0.8 $972k 8.5k 114.85
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.8 $961k 20k 49.26
Ishares Tr Core Div Grwth (DGRO) 0.8 $903k 14k 63.94
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.8 $886k 9.7k 91.10
Pgim Etf Tr Aaa Clo Etf (PAAA) 0.7 $803k 16k 51.45
Spdr Series Trust Portfolio Agrgte (SPAB) 0.7 $788k 31k 25.60
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.6 $685k 7.5k 90.89
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $670k 6.1k 110.10
Apple (AAPL) 0.6 $663k 3.2k 205.17
Alphabet Cap Stk Cl C (GOOG) 0.6 $647k 3.6k 177.39
T Rowe Price Etf Cap Appreciation (TCAF) 0.5 $575k 16k 35.28
Abbvie (ABBV) 0.5 $543k 2.9k 185.62
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $511k 2.5k 204.67
Ishares Tr Core S&p500 Etf (IVV) 0.4 $482k 776.00 620.90
Wisdomtree Tr Itl High Div Fd (DTH) 0.4 $449k 9.7k 46.33
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $400k 2.0k 195.42
Cisco Systems (CSCO) 0.3 $389k 5.6k 69.38
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $349k 614.00 568.03
Spdr Series Trust Bloomberg 1-3 Mo (BIL) 0.3 $328k 3.6k 91.73
Tesla Motors (TSLA) 0.3 $320k 1.0k 317.66
Spdr Series Trust Portfli Tips Etf (SPIP) 0.3 $313k 12k 26.06
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.3 $298k 6.1k 48.65
3M Company (MMM) 0.2 $261k 1.7k 152.24
Microsoft Corporation (MSFT) 0.2 $246k 494.00 497.41
Tri-Continental Corporation (TY) 0.2 $240k 7.6k 31.66
Boston Scientific Corporation (BSX) 0.2 $240k 2.2k 107.41
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $205k 3.4k 61.13
NVIDIA Corporation (NVDA) 0.2 $203k 1.3k 157.99