Priebe Wealth Holdings LLC Portfolio Holdings

Priebe Wealth Holdings LLC

  • $137 Billion
  • Q3 2024

Priebe Wealth Holdings LLC has filed its 13F form on October 10, 2024 for Q3 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 65 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 $45.9B, Blackrock ETF Trust Ii with a value of $13.1B, Ark Next Generation Internet E with a value of $12.8B, Spdr Portfolio with a value of $7.44B, and Adams Diversified Equity Fund, Inc. with a value of $5.4B.

Examining the 13F form we can see an increase of $11.1B in the current position value, from $126B to 137B.

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 $137 Billion
ETFs: $103 Billion
Financial Services: $11.1 Billion
Technology: $3.04 Billion
Communication Services: $1.46 Billion
Healthcare: $1.21 Billion
Consumer Cyclical: $796 Million
Industrials: $770 Million
Consumer Defensive: $440 Million
Other: $613 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.9 Billion 33.42% of portfolio
679,653
Q3 2024 Added 6.85%
Blackrock ETF Trust Ii
-
$13.1 Billion 9.51% of portfolio
-
Q3 2024 Added 1.11%
$0
$12.8 Billion 9.3% of portfolio
149,901
Q3 2024 Reduced 0.92%
$0
$7.44 Billion 5.42% of portfolio
89,694
Q3 2024 Reduced 2.31%
$2.39B
$5.4 Billion 3.93% of portfolio
250,524
Q3 2024 Reduced 30.8%
$585B
$5.15 Billion 3.75% of portfolio
11,196
Q3 2024 Added 3.17%
$0
$4.54 Billion 3.31% of portfolio
16,037
Q3 2024 Reduced 16.66%
$0
$4.17 Billion 3.04% of portfolio
78,825
Q3 2024 Reduced 2.14%
$0
$3.61 Billion 2.63% of portfolio
30,796
Q3 2024 Added 6.82%
$0
$2.57 Billion 1.87% of portfolio
84,389
Q3 2024 Added 7.92%
$0
$2.25 Billion 1.64% of portfolio
32,095
Q3 2024 Reduced 16.17%
$0
$1.79 Billion 1.3% of portfolio
3,115
Q3 2024 Reduced 5.35%
$0
$1.46 Billion 1.06% of portfolio
14,668
Q3 2024 Added 31.1%
$0
$1.36 Billion 0.99% of portfolio
21,687
Q3 2024 Reduced 11.52%
$0
$1.3 Billion 0.94% of portfolio
14,279
Q3 2024 Added 15.82%
$0
$1.28 Billion 0.93% of portfolio
49,012
Q3 2024 Added 0.34%
$0
$1.12 Billion 0.82% of portfolio
22,043
Q3 2024 Added 20.54%
$4.09T
$1.1 Billion 0.8% of portfolio
4,713
Q3 2024 Reduced 2.82%
$0
$1.09 Billion 0.79% of portfolio
11,837
Q3 2024 Reduced 6.36%
$0
$1.01 Billion 0.74% of portfolio
24,062
Q3 2024 Added 19.88%
$0
$938 Million 0.68% of portfolio
23,950
Q3 2024 Added 119.72%
$3.25T
$851 Million 0.62% of portfolio
1,979
Q3 2024 Reduced 5.36%
$0
$839 Million 0.61% of portfolio
8,175
Q3 2024 Added 39.15%
$0
$745 Million 0.54% of portfolio
8,956
Q3 2024 Added 7.57%
$336B
$698 Million 0.51% of portfolio
5,747
Q3 2024 Reduced 0.86%
-
$707 Million 0.51% of portfolio
-
Q3 2024 Added 6.74%
$1.17T
$705 Million 0.51% of portfolio
4,218
Q3 2024 Reduced 0.17%
$0
$669 Million 0.49% of portfolio
6,977
Q3 2024 New
$0
$666 Million 0.48% of portfolio
6,952
Q3 2024 Reduced 7.79%
$0
$633 Million 0.46% of portfolio
3,209
Q3 2024 Reduced 8.5%
$0
$599 Million 0.44% of portfolio
11,764
Q3 2024 Added 18.07%
T Rowe Price ETF Inc
-
$592 Million 0.43% of portfolio
-
Q3 2024 Added 143.84%
$0
$508 Million 0.37% of portfolio
2,565
Q3 2024 Reduced 0.58%
$0
$442 Million 0.32% of portfolio
766
Q2 2024 Reduced 1.29%
$310B
$431 Million 0.31% of portfolio
2,184
Q2 2024 Reduced 1.53%
$6.19B
$392 Million 0.29% of portfolio
12,800
Q2 2024 Reduced 2.29%
$0
$367 Million 0.27% of portfolio
11,119
Q2 2024 Added 0.94%
$0
$332 Million 0.24% of portfolio
629
Q2 2024 Reduced 0.79%
$0
$335 Million 0.24% of portfolio
8,100
Q2 2024 Added 24.62%
Capital Grp Fixed Incm ETF T
-
$323 Million 0.24% of portfolio
-
Q3 2024 New
$52.9B
$315 Million 0.23% of portfolio
6,230
Q1 2024 New
$2.29T
$304 Million 0.22% of portfolio
1,634
Q3 2024 Added 1.81%
$71.5B
$302 Million 0.22% of portfolio
2,208
Q3 2024 New
$0
$298 Million 0.22% of portfolio
6,115
Q4 2023 New
$148B
$307 Million 0.22% of portfolio
10,595
Q3 2024 Reduced 12.16%
$1.33T
$288 Million 0.21% of portfolio
1,099
Q3 2024 Reduced 1.08%
$154B
$258 Million 0.19% of portfolio
1,248
Q3 2024 Reduced 3.33%
$168B
$263 Million 0.19% of portfolio
5,846
Q3 2024 Reduced 8.24%
$1.32T
$266 Million 0.19% of portfolio
464
Q2 2024 Reduced 5.31%

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $137 Billion
  • Prior Value $126 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 10, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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