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CIK: 0002009646
Total reported value
$115.5M
$115.5M
65 檔
73.2%
During the Q3 2024 filing period, Priebe Wealth Holdings LLC (CIK: 0002009646) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $115.5M across 65 reported positions.
During Q3 2024, Priebe Wealth Holdings LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 33.42% | — | +6.85% | |
| 2 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 9.51% | — | +1.11% | |
| 3 | ARKW | Ark Next Generation Internet | ETF-Other | 9.30% | — | -0.92% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.42% | — | -2.31% | |
| 5 | ADX | Adams Diversified Equity | Stock-Other | 3.93% | — | -30.80% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.75% | — | +3.17% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.31% | — | -16.66% | |
| 8 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.04% | — | -2.14% | |
| 9 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 2.63% | — | +6.82% | |
| 10 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.87% | — | +7.92% | |
| 11 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.64% | — | -16.17% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.30% | — | -5.35% | |
| 13 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.06% | — | +31.10% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.99% | — | -11.52% | |
| 15 | FTCS | First Trust Capital Strength | ETF-Other | 0.94% | — | +15.82% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.93% | — | +0.34% | |
| 17 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 0.92% | — | +17.90% | |
| 18 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.82% | — | +20.54% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.80% | — | -2.82% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.79% | — | -6.36% | |
| 21 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.74% | — | +19.88% | |
| 22 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.68% | — | +119.72% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.62% | — | -5.36% | |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.61% | — | +39.15% | |
| 25 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.54% | — | +7.57% | |
| 26 | FDV | Fed Hermes US Strat Div ETF | ETF-Other | 0.51% | — | +6.74% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | — | -0.17% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | — | -0.86% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.49% | — | — | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.48% | — | -7.79% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.46% | — | -8.50% | |
| 32 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.44% | — | +18.07% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.43% | — | +143.84% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.37% | — | -0.58% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | — | — | |
| 36 | ABBV | Abbvie Inc | Stock-Healthcare | 0.31% | — | — | |
| 37 | AMKR | Amkor Technology Inc | Stock-Tech | 0.29% | — | — | |
| 38 | TY | Tri-continental CORP | Stock-Other | 0.27% | — | — | |
| 39 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.24% | — | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | — | — | |
| 41 | CGCB | Cap Group Core Bond | ETF-Other | 0.24% | — | — | |
| 42 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.23% | — | — | |
| 43 | PFE | Pfizer Inc | Stock-Healthcare | 0.22% | — | -12.16% | |
| 44 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.22% | — | +1.81% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.22% | — | — | |
| 46 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.22% | — | — | |
| 47 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.21% | — | -1.08% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.19% | — | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.19% | — | -8.24% | |
| 50 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.19% | — | — |
According to official SEC Form 13F filings, Priebe Wealth Holdings LLC reported a total U.S. public equity portfolio value of $115.5M across 65 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, BINC, ARKW) accounted for 73.2% of total reported equity market value during Q3 2024.
During Q3 2024, Priebe Wealth Holdings LLC's top holdings by market value included SPYM (33.4%)、BINC (9.5%)、ARKW (9.3%). The largest single position, SPYM, represented 33.4% of total portfolio value.
In Q3 2024, Priebe Wealth Holdings LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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