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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
SHYIshares Tr
Recent Activity
Decreased -5.91%
0.47%
$690,763
8,426 shares@ $81.98 avg price
IVWIshares Tr
Recent Activity
Decreased -2.64%
0.47%
$687,155
6,768 shares@ $101.53 avg price
IVEIshares Tr
Recent Activity
Decreased -1.55%
0.41%
$602,990
3,159 shares@ $190.89 avg price
VIGVanguard Specialized Funds
Recent Activity
Decreased -1.83%
0.34%
$493,100
2,518 shares@ $195.84 avg price
IVVIshares Tr
Recent Activity
Decreased -0.39%
0.31%
$449,163
763 shares@ $588.69 avg price
TSLATesla Inc
Recent Activity
Decreased -4.45%
0.29%
$424,032
1,050 shares@ $403.84 avg price
GBTCGrayscale Bitcoin Trust Etf
Recent Activity
Decreased -10.43%
0.28%
$413,032
5,580 shares@ $74.03 avg price
TYTri Contl Corp
Recent Activity
Decreased -6.4%
0.23%
$329,813
10,407 shares@ $31.7 avg price