Priebe Wealth Holdings LLC Reduced Holdings in Q3 2024

Priebe Wealth Holdings LLC

  • $137 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ADX
Adams Diversified Equity Fund, Inc.

Financial Services
-111K
- 30.8%
$19.94 - $22.45 $2.22M - $2.5M
251K $5.4B
VTI
Vanguard Total Stock Market Et

ETFs
-3.21K
- 16.66%
$255.18 - $283.2 $818K - $908K
16K $4.54B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-6.19K
- 16.17%
$63.28 - $70.06 $392K - $434K
32.1K $2.25B
MSFT
Microsoft Corp

Technology
-112
- 5.36%
$395.15 - $467.56 $44.3K - $52.4K
1.98K $851M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-804
- 6.36%
$91.42 - $91.82 $73.5K - $73.8K
11.8K $1.09B
GOOG
Alphabet Inc.

Communication Services
-7
- 0.17%
$149.54 - $192.66 $1.05K - $1.35K
4.22K $705M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.82K
- 11.52%
$57.47 - $62.76 $162K - $177K
21.7K $1.36B
IVW
Ishares S&P 500 Growth ETF

ETFs
-587
- 7.79%
$84.77 - $97.13 $49.8K - $57K
6.95K $666M
PFE
Pfizer Inc

Healthcare
-1.47K
- 12.16%
$27.7 - $31.39 $40.6K - $46K
10.6K $307M
GOOGL
Alphabet Inc.

Communication Services
-9
- 0.65%
$148.65 - $191.18 $1.34K - $1.72K
1.38K $229M
HON
Honeywell International Inc

Industrials
-43
- 3.33%
$196.73 - $220.21 $8.46K - $9.47K
1.25K $258M
PM
Philip Morris International Inc.

Consumer Defensive
-456
- 18.94%
$101.25 - $127.45 $46.2K - $58.1K
1.95K $237M
IVE
Ishares S&P 500 Value ETF

ETFs
-298
- 8.5%
$181.06 - $197.17 $54K - $58.8K
3.21K $633M
SPY
Spdr S&P 500 ETF Trust

ETFs
-176
- 5.35%
$517.38 - $573.86 $91.1K - $101K
3.12K $1.79B
VZ
Verizon Communications Inc

Communication Services
-525
- 8.24%
$38.89 - $45.0 $20.4K - $23.6K
5.85K $263M
VIG
Vanguard Dividend Appreciation

ETFs
-15
- 0.58%
$182.15 - $182.15 $2.73K - $2.73K
2.57K $508M
TSLA
Tesla, Inc.

Consumer Cyclical
-12
- 1.08%
$191.76 - $263.26 $2.3K - $3.16K
1.1K $288M
AAPL
Apple Inc.

Technology
-137
- 2.82%
$207.23 - $234.82 $28.4K - $32.2K
4.71K $1.1B
SPYG
Spdr Portfolio

ETFs
-2.13K
- 2.31%
$73.38 - $84.1 $156K - $179K
89.7K $7.44B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.72K
- 2.14%
$48.51 - $52.86 $83.5K - $91K
78.8K $4.17B
ARKW
Ark Next Generation Internet E

ETFs
-1.39K
- 0.92%
$68.06 - $85.67 $94.5K - $119K
150K $12.8B
Activity Summary
Buys All Purchases 32 New Holdings 13 Increased Positions 19 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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