Priebe Wealth Holdings LLC Top Holdings and 13F Report (2025) About Priebe Wealth Holdings LLCInvestment ActivityPriebe Wealth Holdings LLC has $160.35 million in total holdings as of March 31, 2025.Priebe Wealth Holdings LLC owns shares of 77 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 17.16% of the portfolio was purchased this quarter.About 5.94% of the portfolio was sold this quarter.This quarter, Priebe Wealth Holdings LLC has purchased 67 new stocks and bought additional shares in 27 stocks.Priebe Wealth Holdings LLC sold shares of 31 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $53,478,201iShares Flexible Income Active ETF $13,055,181ARK Next Generation Internet ETF $12,249,968SPDR Portfolio S&P 500 Growth ETF $7,100,143Berkshire Hathaway $6,017,089 Largest New Holdings this Quarter 33741X102 - First Trust SMID Cap Rising Dividend Achievers ETF $3,516,562 Holding14020Y102 - Capital Group Core Plus Income ETF $1,306,321 Holding69344A834 - PGIM ETF TR $1,179,873 Holding63875W406 - Natixis Loomis Sayles Focused Growth ETF $868,640 Holding33739Q200 - First Trust Low Duration Opportunities ETF $476,852 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 90,674 shares (about $5.96M)Davis Select U.S. Equity ETF 117,315 shares (about $4.96M)SIMPLIFY EXCHANGE TRADED FUN 83,600 shares (about $4.19M)First Trust SMID Cap Rising Dividend Achievers ETF 104,972 shares (about $3.52M)Capital Group Core Plus Income ETF 58,188 shares (about $1.31M) Largest Sales this Quarter First Trust Mid Cap Core AlphaDEX Fund 14,371 shares (about $1.57M)Avantis U.S. Small Cap Value ETF 10,257 shares (about $894.10K)JPMorgan Ultra-Short Municipal ETF 14,448 shares (about $734.68K)Adams Diversified Equity Fund 37,981 shares (about $721.26K)Vanguard Total Stock Market ETF 2,003 shares (about $550.50K) 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$53,478,201$5,962,722 ▲12.5%813,23333.4%ETFBINCiShares Flexible Income Active ETF$13,055,181$204,229 ▲1.6%249,2408.1%ETFARKWARK Next Generation Internet ETF$12,249,968$537,440 ▼-4.2%129,3977.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$7,100,143$117,903 ▼-1.6%88,3434.4%ETFBRK.BBerkshire Hathaway$6,017,089$173,089 ▲3.0%11,2983.8%FinanceDUSADavis Select U.S. Equity ETF$5,247,257$4,964,771 ▲1,757.5%123,9903.3%ETFSIMPLIFY EXCHANGE TRADED FUN$4,713,160$4,191,704 ▲803.8%94,0002.9%MBS ETFSPYVSPDR Portfolio S&P 500 Value ETF$4,000,722$115,827 ▼-2.8%78,3382.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$3,516,562$3,516,562 ▲New Holding104,9722.2%ETFADXAdams Diversified Equity Fund$3,442,317$721,259 ▼-17.3%181,2702.1%FinanceVTIVanguard Total Stock Market ETF$2,951,232$550,505 ▼-15.7%10,7381.8%ETFCWISPDR MSCI ACWI ex-US ETF$2,825,796$90,722 ▲3.3%95,5311.8%ETFJAVAJPMorgan Active Value ETF$2,192,956$425,718 ▲24.1%34,5131.4%ETFFNXFirst Trust Mid Cap Core AlphaDEX Fund$1,965,234$1,566,150 ▼-44.3%18,0331.2%ManufacturingXMHQInvesco S&P MidCap Quality ETF$1,906,570$993,558 ▲108.8%20,8301.2%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$1,680,297$395,077 ▼-19.0%16,8891.0%ETFIQDGWisdomTree International Quality Dividend Growth Fund$1,518,184$167,696 ▲12.4%42,5500.9%FinanceSPABSPDR Portfolio Aggregate Bond ETF$1,469,571$89,594 ▲6.5%57,5400.9%ETFSPYSPDR S&P 500 ETF Trust$1,427,563$128,660 ▼-8.3%2,5520.9%FinanceAAPLApple$1,426,785$254,125 ▲21.7%6,4230.9%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$1,338,931$894,103 ▼-40.0%15,3600.8%ETFDGROiShares Core Dividend Growth ETF$1,312,701$19,399 ▼-1.5%21,2480.8%ETFCGCPCapital Group Core Plus Income ETF$1,306,321$1,306,321 ▲New Holding58,1880.8%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,285,389$462,808 ▼-26.5%18,9000.8%ETFFDVFederated Hermes U.S. Strategic Dividend ETF$1,189,056$230,912 ▼-16.3%42,2250.7%ETFPGIM ETF TR$1,179,873$1,179,873 ▲New Holding22,9950.7%AAA CLO ETFFDLFirst Trust Morningstar Dividend Leaders Index$965,541$194,611 ▼-16.8%22,2270.6%ETFMSFTMicrosoft$921,207$61,564 ▲7.2%2,4540.6%Computer and TechnologySGOLabrdn Physical Gold Shares ETF$903,546$177,429 ▲24.4%30,3000.6%ETFLSGRNatixis Loomis Sayles Focused Growth ETF$868,640$868,640 ▲New Holding25,0250.5%ETFNVDANVIDIA$762,128$58,634 ▲8.3%7,0320.5%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$701,971$533,179 ▼-43.2%7,8310.4%ETFABBVAbbVie$688,483$41,904 ▲6.5%3,2860.4%MedicalJAAAJanus Henderson AAA CLO ETF$629,666$98,732 ▼-13.6%12,4170.4%ETFGOOGAlphabet$628,826$2,500 ▼-0.4%4,0250.4%Computer and TechnologyTCAFT. Rowe Price Capital Appreciation Equity ETF$574,5840.0%17,8000.4%ETFIVWiShares S&P 500 Growth ETF$565,149$63,124 ▼-10.0%6,0880.4%ETFAMZNAmazon.com$521,312$65,640 ▲14.4%2,7400.3%Retail/WholesaleVOOVanguard S&P 500 ETF$496,437$5,139 ▼-1.0%9660.3%ETFVIGVanguard Dividend Appreciation ETF$484,005$4,462 ▼-0.9%2,4950.3%ETFIVEiShares S&P 500 Value ETF$477,784$124,258 ▼-20.6%2,5070.3%ETFJMSTJPMorgan Ultra-Short Municipal ETF$476,973$734,681 ▼-60.6%9,3800.3%ETFLMBSFirst Trust Low Duration Opportunities ETF$476,852$476,852 ▲New Holding9,7000.3%ManufacturingIVViShares Core S&P 500 ETF$436,034$7,305 ▲1.7%7760.3%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$426,086$538,180 ▼-55.8%4,6450.3%ETFMETAMeta Platforms$374,634$53,025 ▲16.5%6500.2%Computer and TechnologyGRAYSCALE BITCOIN TRUST ETF$363,6490.0%5,5800.2%SHS REP COM UTPEOAdams Natural Resources Fund$339,778$7,596 ▲2.3%14,8960.2%FinanceJNJJohnson & Johnson$335,221$33,837 ▲11.2%2,0210.2%MedicalMMM3M$322,651$3,378 ▼-1.0%2,1970.2%Multi-Sector ConglomeratesBSXBoston Scientific$300,622$27,742 ▼-8.4%2,9800.2%MedicalCSCOCisco Systems$300,528$300,528 ▲New Holding4,8700.2%Computer and TechnologyCVXChevron$296,940$31,116 ▲11.7%1,7750.2%EnergyISTBiShares Core 1-5 Year USD Bond ETF$295,6600.0%6,1150.2%ManufacturingXELXcel Energy$292,292$25,838 ▲9.7%4,1290.2%UtilitiesPMPhilip Morris International$289,047$289,047 ▲New Holding1,8210.2%Consumer StaplesTSLATesla$286,113$13,995 ▲5.1%1,1040.2%Auto/Tires/TrucksGOOGLAlphabet$282,063$45,619 ▲19.3%1,8240.2%Computer and TechnologyTYTri-Continental$279,907$39,290 ▼-12.3%9,1260.2%FinanceCBChubb$273,603$273,603 ▲New Holding9060.2%FinanceVZVerizon Communications$269,121$8,437 ▼-3.0%5,9330.2%Computer and TechnologyAMKRAmkor Technology$267,288$36,120 ▲15.6%14,8000.2%Computer and TechnologyHONHoneywell International$264,645$4,234 ▼-1.6%1,2500.2%Multi-Sector ConglomeratesSHYiShares 1-3 Year Treasury Bond ETF$258,283$438,800 ▼-62.9%3,1220.2%ManufacturingTTETotalEnergies$253,132$253,132 ▲New Holding3,9130.2%EnergyENBEnbridge$242,131$13,870 ▲6.1%5,4640.2%EnergyVUGVanguard Growth ETF$234,7290.0%6330.1%ETFBMYBristol-Myers Squibb$222,492$1,769 ▼-0.8%3,6480.1%MedicalXOMExxon Mobil$221,923$221,923 ▲New Holding1,8660.1%EnergySNYSanofi$220,842$220,842 ▲New Holding3,9820.1%MedicalUSBU.S. Bancorp$219,671$5,278 ▲2.5%5,2030.1%FinanceVTVVanguard Value ETF$214,7160.0%1,2430.1%ETFGILDGilead Sciences$212,223$43,363 ▼-17.0%1,8940.1%MedicalAMGNAmgen$209,050$209,050 ▲New Holding6710.1%MedicalNFLXNetflix$201,426$201,426 ▲New Holding2160.1%Consumer DiscretionaryPGProcter & Gamble$201,099$10,907 ▼-5.1%1,1800.1%Consumer StaplesGGGGraco$200,1730.0%2,3970.1%IndustrialsTOTLSPDR Doubleline Total Return Tactical ETF$0$433,290 ▼-100.0%00.0%ETFAVGOBroadcom$0$255,951 ▼-100.0%00.0%Computer and TechnologyJHMMJohn Hancock Multifactor Mid Cap ETF$0$214,909 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
