Priebe Wealth Holdings LLC has filed its 13F form on July 17, 2024 for Q2 2024 where it was disclosed a total value porftolio of $126 Billion distributed in 54 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 $40.7B, Blackrock ETF Trust Ii with a value of $12.6B, Ark Next Generation Internet E with a value of $11.8B, Adams Diversified Equity Fund, Inc. with a value of $7.78B, and Spdr Portfolio with a value of $7.36B.

Examining the 13F form we can see an decrease of $2.1B in the current position value, from $128B to 126B.

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 $126 Billion
ETFs: $93.3 Billion
Financial Services: $12.5 Billion
Technology: $3.39 Billion
Communication Services: $1.53 Billion
Healthcare: $717 Million
Consumer Cyclical: $530 Million
Industrials: $276 Million
Consumer Defensive: $244 Million
Other: $230 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $126 Billion
  • Prior Value $128 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 17, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 2 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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