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Size ($ in 1000's)
At 03/31/2024: $128,293
At 12/31/2023: $121,791
Priebe Wealth Holdings LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Priebe Wealth Holdings LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Priebe Wealth Holdings LLC top holdings by largest position size, as per the latest 13f filing made by Priebe Wealth Holdings LLC.
In the Priebe Wealth Holdings LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Priebe Wealth Holdings LLC in that top holding, then the share count change between reporting periods, and finally the Priebe Wealth Holdings LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| SPDR SER TR (SPLG) |
707,586 |
+17,746 |
$43,538 | | SPLG | 707,586 | +17,746 | $43,538 | | ARK ETF TR (ARKW) |
154,267 |
+1,089 |
$12,850 | | ARKW | 154,267 | +1,089 | $12,850 | | BLACKROCK ETF TRUST II (BINC) |
162,790 |
+3,543 |
$8,540 | | BINC | 162,790 | +3,543 | $8,540 | | ADAMS DIVERSIFIED EQUITY FD |
359,850 |
+2,796 |
$7,024 | | ADX | 359,850 | +2,796 | $7,024 | | SPDR SER TR (SPYG) |
84,954 |
+234 |
$6,214 | | SPYG | 84,954 | +234 | $6,214 | | SPDR SER TR (BILS) |
51,977 |
+8,117 |
$5,168 | | BILS | 51,977 | +8,117 | $5,168 | | VANGUARD INDEX FDS (VTI) |
19,536 |
-132 |
$5,077 | | VTI | 19,536 | -132 | $5,077 |  BERKSHIRE HATHAWAY INC DEL |
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$4,574 | | BRK.B | 10,878 | +204 | $4,574 | | SPDR SER TR (SPYV) |
77,591 |
+936 |
$3,887 | | SPYV | 77,591 | +936 | $3,887 | | FIRST TR MID CAP CORE ALPHAD (FNX) |
26,200 |
+766 |
$2,970 | | FNX | 26,200 | +766 | $2,970 | | SPDR SER TR (SPTM) |
37,250 |
-480 |
$2,390 | | SPTM | 37,250 | -480 | $2,390 | | SPDR INDEX SHS FDS (CWI) |
69,532 |
+6,416 |
$1,975 | | CWI | 69,532 | +6,416 | $1,975 | | SPDR S&P 500 ETF TR (SPY) |
3,432 |
-10 |
$1,795 | | SPY | 3,432 | -10 | $1,795 | | ISHARES TR (DGRO) |
25,443 |
-402 |
$1,477 | | DGRO | 25,443 | -402 | $1,477 | | SPDR SER TR (BIL) |
13,795 |
-853 |
$1,266 | | BIL | 13,795 | -853 | $1,266 | | J P MORGAN EXCHANGE TRADED F (JMST) |
21,322 |
-13,250 |
$1,082 | | JMST | 21,322 | -13,250 | $1,082 | | FIRST TR EXCHANGE TRADED FD (FTCS) |
11,804 |
+250 |
$1,011 | | FTCS | 11,804 | +250 | $1,011 | | SPDR SER TR (SPAB) |
36,565 |
+1,325 |
$924 | | SPAB | 36,565 | +1,325 | $924 | | MICROSOFT CORP |
2,155 |
-33 |
$906 | | MSFT | 2,155 | -33 | $906 | | J P MORGAN EXCHANGE TRADED F (JAVA) |
14,513 |
+1,650 |
$869 | | JAVA | 14,513 | +1,650 | $869 | | APPLE INC |
4,580 |
-827 |
$785 | | AAPL | 4,580 | -827 | $785 | | FIRST TR MORNINGSTAR DIVID L (FDL) |
19,362 |
+730 |
$745 | | FDL | 19,362 | +730 | $745 | | ALPHABET INC |
4,603 |
+75 |
$701 | | GOOG | 4,603 | +75 | $701 | | ISHARES TR (IVE) |
3,585 |
-193 |
$670 | | IVE | 3,585 | -193 | $670 | | INVESCO EXCHANGE TRADED FD T (XMHQ) |
5,925 |
+50 |
$652 | | XMHQ | 5,925 | +50 | $652 | | ISHARES TR (IVW) |
7,590 |
-285 |
$641 | | IVW | 7,590 | -285 | $641 | | ISHARES TR (SHY) |
7,752 |
+725 |
$634 | | SHY | 7,752 | +725 | $634 | | FEDERATED HERMES ETF TRUST (FDV) |
23,225 |
+1,200 |
$587 | | FDV | 23,225 | +1,200 | $587 | | NVIDIA CORPORATION |
605 |
+30 |
$546 | | NVDA | 605 | +30 | $546 | | VANGUARD SPECIALIZED FUNDS (VIG) |
2,686 |
UNCH |
$490 | | VIG | 2,686 | UNCH | $490 | | AMKOR TECHNOLOGY INC |
13,100 |
-500 |
$422 | | AMKR | 13,100 | -500 | $422 | | ISHARES TR (IVV) |
776 |
-436 |
$408 | | IVV | 776 | -436 | $408 | | ABBVIE INC |
2,218 |
-334 |
$404 | | ABBV | 2,218 | -334 | $404 | | GRAYSCALE BITCOIN TR BTC |
6,230 |
+6,230 |
$394 | | GBTC | 6,230 | +6,230 | $394 | | TRI CONTL CORP |
11,016 |
-592 |
$339 | | TY | 11,016 | -592 | $339 | | WISDOMTREE TR |
8,850 |
+2,900 |
$337 | | IQDG | 8,850 | +2,900 | $337 | | VANGUARD INDEX FDS (VOO) |
634 |
+2 |
$305 | | VOO | 634 | +2 | $305 | | AMAZON COM INC |
1,655 |
+1,655 |
$299 | | AMZN | 1,655 | +1,655 | $299 | | ISHARES TR (ISTB) |
6,115 |
UNCH |
$290 | | ISTB | 6,115 | UNCH | $290 | | PFIZER INC |
10,451 |
+771 |
$290 | | PFE | 10,451 | +771 | $290 | | VERIZON COMMUNICATIONS INC |
6,711 |
-238 |
$282 | | VZ | 6,711 | -238 | $282 | | HONEYWELL INTL INC |
1,290 |
-1,809 |
$265 | | HON | 1,290 | -1,809 | $265 | | SPDR SER TR (SPIP) |
10,330 |
-30,913 |
$265 | | SPIP | 10,330 | -30,913 | $265 | | SSGA ACTIVE ETF TR (TOTL) |
6,500 |
-1,100 |
$260 | | TOTL | 6,500 | -1,100 | $260 | | TOTALENERGIES SE |
3,482 |
-765 |
$240 | | TTE | 3,482 | -765 | $240 | | META PLATFORMS INC |
490 |
+490 |
$238 | | META | 490 | +490 | $238 | | PROCTER AND GAMBLE CO |
1,449 |
-4,623 |
$235 | | PG | 1,449 | -4,623 | $235 | | OTTER TAIL CORP |
2,624 |
UNCH |
$227 | | OTTR | 2,624 | UNCH | $227 | | GRACO INC |
2,411 |
-11 |
$225 | | GGG | 2,411 | -11 | $225 | | JOHN HANCOCK EXCHANGE TRADED (JHMM) |
3,883 |
-100 |
$223 | | JHMM | 3,883 | -100 | $223 |
See Full List: All Stocks Held By Priebe Wealth Holdings LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Priebe Wealth Holdings LLC
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