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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
SPLGSpdr Ser Tr
Recent Activity
Increased 6.32%
33.77%
$49.813M
722,559 shares@ $68.94 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 0.62%
8.66%
$12.763M
245,341 shares@ $52.02 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 0.13%
5.36%
$7.894M
89,810 shares@ $87.91 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 2.26%
2.8%
$4.122M
80,606 shares@ $51.15 avg price
FNXFirst Tr Mid Cap Core Alphad
Recent Activity
Increased 5.23%
2.55%
$3.75M
32,404 shares@ $115.72 avg price
CWISpdr Index Shs Fds
Recent Activity
Increased 9.57%
1.76%
$2.583M
92,464 shares@ $27.94 avg price
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 267.17%
1.68%
$2.473M
25,617 shares@ $96.53 avg price
BILSSpdr Ser Tr
Recent Activity
Increased 42.22%
1.41%
$2.068M
20,860 shares@ $99.16 avg price
JAVAJ P Morgan Exchange Traded F
Recent Activity
Increased 40.74%
1.2%
$1.761M
27,813 shares@ $63.31 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 10.25%
0.92%
$1.35M
54,032 shares@ $24.99 avg price