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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
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
Exited
0%
$323,400
12,000 shares@ $26.95 avg price
PFEPfizer Inc
Recent Activity
Exited
0%
$306,619
10,595 shares@ $28.94 avg price
PMPhilip Morris Intl Inc
Recent Activity
Exited
0%
$236,851
1,951 shares@ $121.4 avg price
OTTROtter Tail Corp
Recent Activity
Exited
0%
$205,092
2,624 shares@ $78.17 avg price
VSTOVista Outdoor Inc
Recent Activity
Exited
0%
$203,736
5,200 shares@ $39.18 avg price