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Emily Priebe

@Priebe Wealth Holdings Llc

Latest period2024 - Q4ReportedManaged Assets$147.542MTotal holdings67
Assets growth rate7.48%Assets growth rate (2-Q avg)8.13%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Priebe Wealth Holdings Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 67 positions.

Assets under management

The assets under management (AUM) of Priebe Wealth Holdings Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 147.542M in assets, with a quarterly growth rate of 7.48% and a 2-quarter average growth rate of 8.13%. The portfolio is managed by Emily Priebe, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ARKWArk Etf Tr
Recent Activity
Decreased -9.89%
9.89%
$14.585M
135,074 shares@ $107.99 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1.99%
3.38%
$4.974M
10,973 shares@ $453.28 avg price
ADXAdams Diversified Equity Fd
Recent Activity
Decreased -12.48%
3.01%
$4.429M
219,251 shares@ $20.2 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -20.55%
2.51%
$3.692M
12,741 shares@ $289.81 avg price
SPTMSpdr Ser Tr
Recent Activity
Decreased -19.9%
1.25%
$1.836M
25,705 shares@ $71.43 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -10.69%
1.11%
$1.63M
2,782 shares@ $586.09 avg price
DGROIshares Tr
Recent Activity
Decreased -0.57%
0.9%
$1.323M
21,562 shares@ $61.34 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
Decreased -3.5%
0.83%
$1.21M
13,779 shares@ $87.83 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -11.19%
0.66%
$961,071
10,512 shares@ $91.43 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -4.19%
0.53%
$769,568
4,041 shares@ $190.44 avg price