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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
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
SPTMSpdr Ser Tr
Recent Activity
Decreased -19.9%
1.25%
$1.836M
25,705 shares@ $71.43 avg price
JAVAJ P Morgan Exchange Traded F
Recent Activity
Increased 40.74%
1.2%
$1.761M
27,813 shares@ $63.31 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -10.69%
1.11%
$1.63M
2,782 shares@ $586.09 avg price
SPABSpdr Ser Tr
Recent Activity
Increased 10.25%
0.92%
$1.35M
54,032 shares@ $24.99 avg price
FDVFederated Hermes Etf Trust
Recent Activity
Increased 99.12%
0.91%
$1.341M
50,425 shares@ $26.6 avg price
DGROIshares Tr
Recent Activity
Decreased -0.57%
0.9%
$1.323M
21,562 shares@ $61.34 avg price
AAPLApple Inc
Recent Activity
Increased 12.01%
0.9%
$1.322M
5,279 shares@ $250.43 avg price
IQDGWisdomtree Tr
Recent Activity
Increased 58.04%
0.88%
$1.295M
37,850 shares@ $34.22 avg price