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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.39B
$5.4 Billion 3.93% of portfolio
250,524
Q3 2024 Reduced 30.8%
$590B
$5.15 Billion 3.75% of portfolio
11,196
Q3 2024 Added 3.17%
$4.09T
$1.1 Billion 0.8% of portfolio
4,713
Q3 2024 Reduced 2.82%
$3.25T
$851 Million 0.62% of portfolio
1,979
Q3 2024 Reduced 5.36%
$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%
$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%
$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
$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%
$1.32T
$266 Million 0.19% of portfolio
464
Q2 2024 Reduced 5.31%
$127B
$260 Million 0.19% of portfolio
3,103
Q3 2024 New
$193B
$237 Million 0.17% of portfolio
1,951
Q3 2024 Reduced 18.94%
$1.14T
$229 Million 0.17% of portfolio
1,383
Q3 2024 Reduced 0.65%
$71.2B
$222 Million 0.16% of portfolio
4,863
Q3 2024 New
$2.52B
$204 Million 0.15% of portfolio
5,200
Q3 2024 New
$378B
$211 Million 0.15% of portfolio
1,304
Q3 2024 New
$83.8B
$203 Million 0.15% of portfolio
4,988
Q3 2024 New
$14.3B
$210 Million 0.15% of portfolio
2,397
Q3 2024 New
$398B
$203 Million 0.15% of portfolio
1,174
Q3 2024 New
$3.13B
$205 Million 0.15% of portfolio
2,624
Q4 2023 New
$36.9B
$206 Million 0.15% of portfolio
3,148
Q3 2024 New

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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