Priebe Wealth Holdings LLC Portfolio Holdings

Priebe Wealth Holdings LLC

  • $148 Billion
  • Q4 2024

Priebe Wealth Holdings LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $148 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $49.8B, Ark Next Generation Internet E with a value of $14.6B, Blackrock ETF Trust Ii with a value of $12.8B, Spdr Portfolio with a value of $7.89B, and Berkshire Hathaway Inc Class B with a value of $4.97B.

Examining the 13F form we can see an increase of $10.3B in the current position value, from $137B to 148B.

Priebe Wealth Holdings LLC is based out at Maple Grove, MN

Below you can find more details about Priebe Wealth Holdings LLC portfolio as well as his latest detailed transactions.

Portfolio value $148 Billion
ETFs: $113 Billion
Financial Services: $10.3 Billion
Technology: $3.74 Billion
Communication Services: $1.63 Billion
Healthcare: $1.52 Billion
Consumer Cyclical: $949 Million
Industrials: $775 Million
Energy: $449 Million
Other: $463 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$330 Million 0.22% of portfolio
10,407
Q4 2024 Reduced 6.4%

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $148 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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