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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
MTBASimplify Exchange Traded Fun
Recent Activity
New Position
0.36%
$516,776
10,400 shares@ $49.69 avg price
PEOAdam Nat Res Fd Inc
Recent Activity
New Position
0.22%
$316,600
14,563 shares@ $21.75 avg price
DUSADavis Fundamental Etf Tr
Recent Activity
New Position
0.2%
$281,084
6,675 shares@ $42.11 avg price
AVGOBroadcom Inc
Recent Activity
New Position
0.18%
$255,951
1,104 shares@ $231.84 avg price
CVXChevron Corp New
Recent Activity
New Position
0.16%
$230,151
1,589 shares@ $144.85 avg price
GILDGilead Sciences Inc
Recent Activity
New Position
0.15%
$210,696
2,281 shares@ $92.38 avg price
BMYBristol-myers Squibb Co
Recent Activity
New Position
0.15%
$207,971
3,677 shares@ $56.56 avg price