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CIK: 0002009646
Total reported value
$115.5M
$115.5M
67 檔
78.0%
According to the latest 13F quarterly dataset, Priebe Wealth Holdings LLC managed an equity portfolio of $115.5M at the end of Q4 2024, spanning 67 distinct U.S. exchange-listed positions.
During Q4 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 | 33.76% | — | +6.31% | |
| 2 | ARKW | Ark Next Generation Internet | ETF-Other | 9.89% | — | -9.89% | |
| 3 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 8.65% | — | +0.61% | |
| 4 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.35% | — | +0.13% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.37% | — | -1.99% | |
| 6 | ADX | Adams Diversified Equity | Stock-Other | 3.00% | — | -12.48% | |
| 7 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.79% | — | +2.26% | |
| 8 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 2.54% | — | +5.22% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.50% | — | -20.55% | |
| 10 | CWI | State Street Spdr Msci Acwi | ETF-Other | 1.75% | — | +9.57% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.68% | — | +267.16% | |
| 12 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 1.40% | — | +42.21% | |
| 13 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.24% | — | -19.91% | |
| 14 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 1.19% | — | +40.73% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.11% | — | -10.69% | |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.92% | — | +10.24% | |
| 17 | FDV | Fed Hermes US Strat Div ETF | ETF-Other | 0.91% | — | +99.11% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.90% | — | -0.58% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.90% | — | +12.01% | |
| 20 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 0.88% | — | +58.04% | |
| 21 | FTCS | First Trust Capital Strength | ETF-Other | 0.82% | — | -3.50% | |
| 22 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.82% | — | +8.10% | |
| 23 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.73% | — | +10.99% | |
| 24 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.67% | — | +22.02% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.65% | — | +15.71% | |
| 26 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.65% | — | -11.19% | |
| 27 | NVDA | Nvidia CORP | Stock-Tech | 0.59% | — | +12.95% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.52% | — | -4.20% | |
| 29 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.49% | — | +22.10% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.47% | — | -5.92% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | — | -2.65% | |
| 32 | SGOL | Abrdn Physical Gold Shares | ETF-Commodities | 0.41% | — | +141.09% | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.41% | — | -1.56% | |
| 34 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.40% | — | — | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | — | +41.30% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | +55.17% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | — | +46.57% | |
| 38 | MTBA | Simplify Mbs ETF | ETF-Other | 0.35% | — | — | |
| 39 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | — | -1.83% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | — | -0.39% | |
| 41 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.29% | — | +35.80% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | — | -4.46% | |
| 43 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.28% | — | -10.43% | |
| 44 | TY | Tri-continental CORP | Stock-Other | 0.22% | — | -6.40% | |
| 45 | AMKR | Amkor Technology Inc | Stock-Tech | 0.22% | — | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.22% | — | +20.26% | |
| 47 | PEO | Adams Natural Resources Fund | Stock-Other | 0.21% | — | — | |
| 48 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 0.20% | — | — | |
| 49 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.20% | — | +4.90% | |
| 50 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | — | +10.56% |
According to official SEC Form 13F filings, Priebe Wealth Holdings LLC reported a total U.S. public equity portfolio value of $115.5M across 67 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, ARKW, BINC) accounted for 78.0% of total reported equity market value during Q4 2024.
During Q4 2024, Priebe Wealth Holdings LLC's top holdings by market value included SPYM (33.8%)、ARKW (9.9%)、BINC (8.7%). The largest single position, SPYM, represented 33.8% of total portfolio value.
In Q4 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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