Priebe Wealth Holdings LLC Top Holdings and 13F Report (2025) About Priebe Wealth Holdings LLCInvestment ActivityPriebe Wealth Holdings LLC has $147.54 million in total holdings as of December 31, 2024.Priebe Wealth Holdings LLC owns shares of 67 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 8.05% of the portfolio was purchased this quarter.About 3.79% of the portfolio was sold this quarter.This quarter, Priebe Wealth Holdings LLC has purchased 65 new stocks and bought additional shares in 35 stocks.Priebe Wealth Holdings LLC sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $49,813,207ARK Next Generation Internation ETF $14,585,329iShares Flexible Income Active ETF $12,762,634SPDR Portfolio S&P 500 Growth ETF $7,894,317Berkshire Hathaway $4,973,841 Largest New Holdings this Quarter SIMPLIFY EXCHANGE TRADED FUN $516,776 HoldingAdams Natural Resources Fund $316,600 HoldingDavis Select U.S. Equity ETF $281,084 HoldingBroadcom $255,951 HoldingChevron $230,151 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 42,906 shares (about $2.96M)Avantis U.S. Small Cap Value ETF 18,640 shares (about $1.80M)Federated Hermes U.S. Strategic Dividend ETF 25,100 shares (about $667.66K)SPDR Bloomberg 3-12 Month T-Bill ETF 6,192 shares (about $613.95K)SIMPLIFY EXCHANGE TRADED FUN 10,400 shares (about $516.78K) Largest Sales this Quarter ARK Next Generation Internation ETF 14,827 shares (about $1.60M)Vanguard Total Stock Market ETF 3,296 shares (about $955.21K)Adams Diversified Equity Fund 31,273 shares (about $631.71K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 6,390 shares (about $456.44K)SPDR S&P 500 ETF Trust 333 shares (about $195.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPriebe Wealth Holdings LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$49,813,207$2,957,939 ▲6.3%722,55933.8%ETFARKWARK Next Generation Internation ETF$14,585,329$1,601,024 ▼-9.9%135,0749.9%ETFBINCiShares Flexible Income Active ETF$12,762,634$77,822 ▲0.6%245,3418.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$7,894,317$10,196 ▲0.1%89,8105.4%ETFBRK.BBerkshire Hathaway$4,973,841$101,081 ▼-2.0%10,9733.4%FinanceADXAdams Diversified Equity Fund$4,428,870$631,715 ▼-12.5%219,2513.0%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$4,122,191$91,080 ▲2.3%80,6062.8%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$3,749,781$186,077 ▲5.2%32,4042.5%ManufacturingVTIVanguard Total Stock Market ETF$3,692,469$955,214 ▼-20.6%12,7412.5%ETFCWISPDR MSCI ACWI ex-US ETF$2,583,434$225,615 ▲9.6%92,4641.8%ETFAVUVAvantis U.S. Small Cap Value ETF$2,472,809$1,799,319 ▲267.2%25,6171.7%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$2,068,303$613,947 ▲42.2%20,8601.4%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,836,108$456,438 ▼-19.9%25,7051.2%ETFJAVAJPMorgan Active Value ETF$1,760,563$509,565 ▲40.7%27,8131.2%ETFSPYSPDR S&P 500 ETF Trust$1,630,475$195,165 ▼-10.7%2,7821.1%FinanceSPABSPDR Portfolio Aggregate Bond ETF$1,350,248$125,449 ▲10.2%54,0320.9%ETFFDVFederated Hermes U.S. Strategic Dividend ETF$1,341,305$667,660 ▲99.1%50,4250.9%ETFDGROiShares Core Dividend Growth ETF$1,322,613$7,667 ▼-0.6%21,5620.9%ETFAAPLApple$1,322,017$141,743 ▲12.0%5,2790.9%Computer and TechnologyIQDGWisdomTree International Quality Dividend Growth Fund$1,294,849$475,519 ▲58.0%37,8500.9%FinanceFTCSFirst Trust Capital Strength ETF$1,210,072$43,910 ▼-3.5%13,7790.8%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,208,318$90,517 ▲8.1%23,8280.8%ETFFDLFirst Trust Morningstar Dividend Leaders Index$1,075,224$106,488 ▲11.0%26,7070.7%ETFXMHQInvesco S&P MidCap Quality ETF$982,238$177,246 ▲22.0%9,9750.7%ETFMSFTMicrosoft$965,066$131,064 ▲15.7%2,2900.7%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$961,071$121,140 ▼-11.2%10,5120.7%ETFNVDANVIDIA$871,676$99,912 ▲12.9%6,4910.6%Computer and TechnologyGOOGAlphabet$769,568$33,708 ▼-4.2%4,0410.5%Computer and TechnologyJAAAJanus Henderson AAA CLO ETF$728,398$131,846 ▲22.1%14,3640.5%ETFSHYiShares 1-3 Year Treasury Bond ETF$690,763$43,449 ▼-5.9%8,4260.5%ManufacturingIVWiShares S&P 500 Growth ETF$687,155$18,682 ▼-2.6%6,7680.5%ETFSGOLabrdn Physical Gold Shares ETF$609,968$356,963 ▲141.1%24,3500.4%ETFIVEiShares S&P 500 Value ETF$602,990$9,544 ▼-1.6%3,1590.4%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$592,2060.0%17,8000.4%ETFABBVAbbVie$548,382$160,285 ▲41.3%3,0860.4%MedicalVOOVanguard S&P 500 ETF$525,879$186,967 ▲55.2%9760.4%ETFAMZNAmazon.com$525,439$166,956 ▲46.6%2,3950.4%Retail/WholesaleSIMPLIFY EXCHANGE TRADED FUN$516,776$516,776 ▲New Holding10,4000.4%MBS ETFVIGVanguard Dividend Appreciation ETF$493,100$9,204 ▼-1.8%2,5180.3%ETFIVViShares Core S&P 500 ETF$449,163$1,766 ▼-0.4%7630.3%ETFTOTLSPDR Doubleline Total Return Tactical ETF$433,290$114,231 ▲35.8%11,0000.3%ETFTSLATesla$424,032$19,788 ▼-4.5%1,0500.3%Auto/Tires/TrucksGRAYSCALE BITCOIN TRUST ETF$413,032$48,113 ▼-10.4%5,5800.3%SHS REP COM UTTYTri-Continental$329,813$22,564 ▼-6.4%10,4070.2%FinanceAMKRAmkor Technology$328,8320.0%12,8000.2%Computer and TechnologyMETAMeta Platforms$326,715$55,038 ▲20.3%5580.2%Computer and TechnologyPEOAdams Natural Resources Fund$316,600$316,600 ▲New Holding14,5630.2%FinanceISTBiShares Core 1-5 Year USD Bond ETF$292,1140.0%6,1150.2%ManufacturingBSXBoston Scientific$290,737$13,577 ▲4.9%3,2550.2%MedicalGOOGLAlphabet$289,440$27,638 ▲10.6%1,5290.2%Computer and TechnologyHONHoneywell International$286,835$4,969 ▲1.8%1,2700.2%Multi-Sector ConglomeratesMMM3M$286,580$1,549 ▲0.5%2,2200.2%Multi-Sector ConglomeratesDUSADavis Select U.S. Equity ETF$281,084$281,084 ▲New Holding6,6750.2%ETFJNJJohnson & Johnson$262,825$74,204 ▲39.3%1,8170.2%MedicalVUGVanguard Growth ETF$259,8090.0%6330.2%ETFAVGOBroadcom$255,951$255,951 ▲New Holding1,1040.2%Computer and TechnologyXELXcel Energy$254,145$41,592 ▲19.6%3,7640.2%UtilitiesVZVerizon Communications$244,699$10,917 ▲4.7%6,1190.2%Computer and TechnologyUSBU.S. Bancorp$242,881$10,283 ▲4.4%5,0780.2%FinanceCVXChevron$230,151$230,151 ▲New Holding1,5890.2%Oils/EnergyENBEnbridge$218,577$6,917 ▲3.3%5,1510.1%Oils/EnergyJHMMJohn Hancock Multifactor Mid Cap ETF$214,9090.0%3,5980.1%ETFGILDGilead Sciences$210,696$210,696 ▲New Holding2,2810.1%MedicalVTVVanguard Value ETF$210,4400.0%1,2430.1%ETFPGProcter & Gamble$208,560$11,736 ▲6.0%1,2440.1%Consumer StaplesBMYBristol-Myers Squibb$207,971$207,971 ▲New Holding3,6770.1%MedicalGGGGraco$202,0430.0%2,3970.1%Industrial ProductsCAPITAL GRP FIXED INCM ETF T$0$323,400 ▼-100.0%00.0%CORE BOND ETFPFEPfizer$0$306,619 ▼-100.0%00.0%MedicalPMPhilip Morris International$0$236,851 ▼-100.0%00.0%Consumer StaplesOTTROtter Tail$0$205,092 ▼-100.0%00.0%UtilitiesVSTOVista Outdoor$0$203,736 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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