Priebe Wealth Holdings LLC
- SEC CIK
- 0002009646
- 最新申報
- 2025/7/25
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/1/26 申報。只含多頭部位。
- 持股檔數
- 64
- 2023 年第 3 季沒有申報
- 總值
- $1.22 億
- 2023 年第 3 季沒有申報
Priebe Wealth Holdings LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 689,840 | $3,856 萬 | 31.7% | – | – | – |
| ARK Next Generation Technology ETF00214Q401 | ETF | 153,178 | $1,163 萬 | 9.5% | – | – | – |
| iShares Flexible Income Active ETF092528603 | ETF | 159,247 | $832.4 萬 | 6.8% | – | – | – |
| ADXAdams Diversified Equity Fund, Inc. | COM | 357,054 | $632.3 萬 | 5.2% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 84,720 | $551.2 萬 | 4.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 19,668 | $466.6 萬 | 3.8% | – | – | – |
| SPDR Series Trust78468R523 | ST STR BL 12 ETF | 43,860 | $434.7 萬 | 3.6% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 10,674 | $380.7 萬 | 3.1% | – | – | 歷史 |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 76,655 | $357.4 萬 | 2.9% | – | – | – |
| First Tr Exchange-Traded Alp33735B108 | COM SHS | 25,434 | $265.7 萬 | 2.2% | – | – | – |
| SPDR Series Trust78464A805 | ST STR PR SP1500 | 37,730 | $220.5 萬 | 1.8% | – | – | – |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 34,572 | $175.4 萬 | 1.4% | – | – | – |
| SPDR Index Shs FDS78463X848 | ST STR ACWI ETF | 63,116 | $170.7 萬 | 1.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 3,442 | $163.6 萬 | 1.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 25,845 | $139.1 萬 | 1.1% | – | – | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 14,648 | $133.9 萬 | 1.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 4,819 | $107.2 萬 | 0.9% | – | – | 歷史 |
| SPDR Series Trust78464A656 | ST STR TIPS ETF | 41,243 | $105.5 萬 | 0.9% | – | – | – |
| AAPLApple Inc. | Stock | 5,407 | $104.1 萬 | 0.9% | – | – | 歷史 |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 11,554 | $92.5 萬 | 0.8% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 35,240 | $90.4 萬 | 0.7% | – | – | – |
| WMTWalmart Inc. | Stock | 5,650 | $89.1 萬 | 0.7% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 6,072 | $89.0 萬 | 0.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,188 | $82.3 萬 | 0.7% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q167 | ACTIVE VALUE ETF | 12,863 | $71.5 萬 | 0.6% | – | – | – |
| First Tr Exchange-Traded FD336917109 | SHS | 18,632 | $66.9 萬 | 0.5% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 3,778 | $65.7 萬 | 0.5% | – | – | – |
| HONHoneywell International Inc | COM | 3,099 | $65.0 萬 | 0.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 4,528 | $63.8 萬 | 0.5% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 7,875 | $59.1 萬 | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,212 | $57.9 萬 | 0.5% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 7,027 | $57.6 萬 | 0.5% | – | – | – |
| SYYSysco Corp | Stock | 7,330 | $53.6 萬 | 0.4% | – | – | 歷史 |
| Federated Hermes ETF Trust31423L305 | US STRATEGIC DIV | 22,025 | $52.9 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 5,875 | $52.1 萬 | 0.4% | – | – | – |
| GISGeneral Mills Inc | Stock | 7,111 | $46.3 萬 | 0.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,686 | $45.8 萬 | 0.4% | – | – | – |
| AMKRAmkor Technology, Inc. | COM | 13,600 | $45.2 萬 | 0.4% | – | – | 歷史 |
| BABoeing Co | Stock | 1,659 | $43.2 萬 | 0.4% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 2,552 | $39.5 萬 | 0.3% | – | – | 歷史 |
| UPSUnited Parcel Service Inc | Stock | 2,383 | $37.5 萬 | 0.3% | – | – | 歷史 |
| TYTRI-CONTINENTAL Corp | COM | 11,608 | $33.5 萬 | 0.3% | – | – | 歷史 |
| MMM3M Co | Stock | 2,842 | $31.1 萬 | 0.3% | – | – | 歷史 |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 7,600 | $30.6 萬 | 0.3% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 6,115 | $29.1 萬 | 0.2% | – | – | – |
| TTETotalEnergies SE | SPONSORED ADS | 4,247 | $28.6 萬 | 0.2% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 575 | $28.5 萬 | 0.2% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 9,680 | $27.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 632 | $27.6 萬 | 0.2% | – | – | – |
| VZVerizon Communications Inc | Stock | 6,949 | $26.2 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 1,743 | $26.1 萬 | 0.2% | – | – | – |
| SGOLabrdn Gold ETF Trust | ETF | 12,350 | $24.4 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,441 | $23.0 萬 | 0.2% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 4,461 | $22.5 萬 | 0.2% | – | – | 歷史 |
| OTTROtter Tail Corp | COM | 2,624 | $22.3 萬 | 0.2% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 375 | $21.8 萬 | 0.2% | – | – | 歷史 |
| WisdomTree Tr97717X131 | INTL QULTY DIV | 5,950 | $21.6 萬 | 0.2% | – | – | – |
| GGGGraco Inc | COM | 2,422 | $21.0 萬 | 0.2% | – | – | 歷史 |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 3,983 | $21.0 萬 | 0.2% | – | – | – |
| WFCWells Fargo & Company | Stock | 4,255 | $20.9 萬 | 0.2% | – | – | 歷史 |
| USBUS Bancorp DE | COM NEW | 4,824 | $20.9 萬 | 0.2% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,139 | $20.8 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 12,368 | $20.8 萬 | 0.2% | – | – | 歷史 |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 13,030 | $2.20 萬 | <0.1% | – | – | 歷史 |