Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
SPDR SER TR (SPLG) | 707,586 | +17,746 | $43,538 |
SPLG | 707,586 | +17,746 | $43,538 |
ARK ETF TR (ARKW) | 154,267 | +1,089 | $12,850 |
ARKW | 154,267 | +1,089 | $12,850 |
BLACKROCK ETF TRUST II (BINC) | 162,790 | +3,543 | $8,540 |
BINC | 162,790 | +3,543 | $8,540 |
ADAMS DIVERSIFIED EQUITY FD | 359,850 | +2,796 | $7,024 |
ADX | 359,850 | +2,796 | $7,024 |
SPDR SER TR (SPYG) | 84,954 | +234 | $6,214 |
SPYG | 84,954 | +234 | $6,214 |
SPDR SER TR (BILS) | 51,977 | +8,117 | $5,168 |
BILS | 51,977 | +8,117 | $5,168 |
VANGUARD INDEX FDS (VTI) | 19,536 | -132 | $5,077 |
VTI | 19,536 | -132 | $5,077 |
BERKSHIRE HATHAWAY INC DEL | $4,574 | ||
BRK.B | 10,878 | +204 | $4,574 |
SPDR SER TR (SPYV) | 77,591 | +936 | $3,887 |
SPYV | 77,591 | +936 | $3,887 |
FIRST TR MID CAP CORE ALPHAD (FNX) | 26,200 | +766 | $2,970 |
FNX | 26,200 | +766 | $2,970 |
SPDR SER TR (SPTM) | 37,250 | -480 | $2,390 |
SPTM | 37,250 | -480 | $2,390 |
SPDR INDEX SHS FDS (CWI) | 69,532 | +6,416 | $1,975 |
CWI | 69,532 | +6,416 | $1,975 |
SPDR S&P 500 ETF TR (SPY) | 3,432 | -10 | $1,795 |
SPY | 3,432 | -10 | $1,795 |
ISHARES TR (DGRO) | 25,443 | -402 | $1,477 |
DGRO | 25,443 | -402 | $1,477 |
SPDR SER TR (BIL) | 13,795 | -853 | $1,266 |
BIL | 13,795 | -853 | $1,266 |
J P MORGAN EXCHANGE TRADED F (JMST) | 21,322 | -13,250 | $1,082 |
JMST | 21,322 | -13,250 | $1,082 |
FIRST TR EXCHANGE TRADED FD (FTCS) | 11,804 | +250 | $1,011 |
FTCS | 11,804 | +250 | $1,011 |
SPDR SER TR (SPAB) | 36,565 | +1,325 | $924 |
SPAB | 36,565 | +1,325 | $924 |
MICROSOFT CORP | 2,155 | -33 | $906 |
MSFT | 2,155 | -33 | $906 |
J P MORGAN EXCHANGE TRADED F (JAVA) | 14,513 | +1,650 | $869 |
JAVA | 14,513 | +1,650 | $869 |
APPLE INC | 4,580 | -827 | $785 |
AAPL | 4,580 | -827 | $785 |
FIRST TR MORNINGSTAR DIVID L (FDL) | 19,362 | +730 | $745 |
FDL | 19,362 | +730 | $745 |
ALPHABET INC | 4,603 | +75 | $701 |
GOOG | 4,603 | +75 | $701 |
ISHARES TR (IVE) | 3,585 | -193 | $670 |
IVE | 3,585 | -193 | $670 |
INVESCO EXCHANGE TRADED FD T (XMHQ) | 5,925 | +50 | $652 |
XMHQ | 5,925 | +50 | $652 |
ISHARES TR (IVW) | 7,590 | -285 | $641 |
IVW | 7,590 | -285 | $641 |
ISHARES TR (SHY) | 7,752 | +725 | $634 |
SHY | 7,752 | +725 | $634 |
FEDERATED HERMES ETF TRUST (FDV) | 23,225 | +1,200 | $587 |
FDV | 23,225 | +1,200 | $587 |
NVIDIA CORPORATION | 605 | +30 | $546 |
NVDA | 605 | +30 | $546 |
VANGUARD SPECIALIZED FUNDS (VIG) | 2,686 | UNCH | $490 |
VIG | 2,686 | UNCH | $490 |
AMKOR TECHNOLOGY INC | 13,100 | -500 | $422 |
AMKR | 13,100 | -500 | $422 |
ISHARES TR (IVV) | 776 | -436 | $408 |
IVV | 776 | -436 | $408 |
ABBVIE INC | 2,218 | -334 | $404 |
ABBV | 2,218 | -334 | $404 |
GRAYSCALE BITCOIN TR BTC | 6,230 | +6,230 | $394 |
GBTC | 6,230 | +6,230 | $394 |
TRI CONTL CORP | 11,016 | -592 | $339 |
TY | 11,016 | -592 | $339 |
WISDOMTREE TR | 8,850 | +2,900 | $337 |
IQDG | 8,850 | +2,900 | $337 |
VANGUARD INDEX FDS (VOO) | 634 | +2 | $305 |
VOO | 634 | +2 | $305 |
AMAZON COM INC | 1,655 | +1,655 | $299 |
AMZN | 1,655 | +1,655 | $299 |
ISHARES TR (ISTB) | 6,115 | UNCH | $290 |
ISTB | 6,115 | UNCH | $290 |
PFIZER INC | 10,451 | +771 | $290 |
PFE | 10,451 | +771 | $290 |
VERIZON COMMUNICATIONS INC | 6,711 | -238 | $282 |
VZ | 6,711 | -238 | $282 |
HONEYWELL INTL INC | 1,290 | -1,809 | $265 |
HON | 1,290 | -1,809 | $265 |
SPDR SER TR (SPIP) | 10,330 | -30,913 | $265 |
SPIP | 10,330 | -30,913 | $265 |
SSGA ACTIVE ETF TR (TOTL) | 6,500 | -1,100 | $260 |
TOTL | 6,500 | -1,100 | $260 |
TOTALENERGIES SE | 3,482 | -765 | $240 |
TTE | 3,482 | -765 | $240 |
META PLATFORMS INC | 490 | +490 | $238 |
META | 490 | +490 | $238 |
PROCTER AND GAMBLE CO | 1,449 | -4,623 | $235 |
PG | 1,449 | -4,623 | $235 |
OTTER TAIL CORP | 2,624 | UNCH | $227 |
OTTR | 2,624 | UNCH | $227 |
GRACO INC | 2,411 | -11 | $225 |
GGG | 2,411 | -11 | $225 |
JOHN HANCOCK EXCHANGE TRADED (JHMM) | 3,883 | -100 | $223 |
JHMM | 3,883 | -100 | $223 |
See Full List: All Stocks Held By Priebe Wealth Holdings LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Priebe Wealth Holdings LLC
Size ($ in 1000's)
At 03/31/2024: $128,293 At 12/31/2023: $121,791 Priebe Wealth Holdings LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Priebe Wealth Holdings LLC 13F filings. Link to 13F filings: SEC filings |