Priebe-Wealth-Holdings

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "MMM",
  "ABBV",
  "GOOGL",
  "ADX",
  "BSX",
  null,
  null,
  null,
  null,
  null,
  "GILD",
  "HON",
  null,
  "META",
  "IVW",
  null,
  "AMKR",
  "MSFT",
  "IVV",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  "PG",
  "VZ",
  null,
  "AMGN",
  null,
  null,
  "SPYG",
  null,
  "SPLG",
  "PEO",
  null,
  null,
  null,
  "TY",
  "VIG",
  "TTE",
  "SNY",
  "GGG",
  null,
  "SGOL",
  null,
  "AMZN",
  null,
  "IVE",
  null,
  "USB",
  "VUG",
  "VOO",
  "VTV",
  null,
  "XEL",
  null,
  null,
  "DGRO",
  "SPYV",
  null,
  null,
  null,
  "BRK-B",
  "BMY",
  "CVX",
  "CB",
  "CSCO",
  null,
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "PM",
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 77
Total Value: 160347935
Accession Number: 0002009646-25-000003
Form Type: 13F-HR
CIK: priebe-wealth-holdings
Manager Name: Priebe-Wealth-Holdings

Data Enrichment

64% identified

49 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

77 positions • $160.3M total value

SEC FilingSEC DataHachi Filing

Manager:

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78464A854

SPLG|78464A854

Shares:813.2K

Value:$53.5M

% of Portfolio:33.4% ($53.5M/$160.3M)

092528603

Shares:249.2K

Value:$13.1M

% of Portfolio:8.1% ($13.1M/$160.3M)

00214Q401

Shares:129.4K

Value:$12.2M

% of Portfolio:7.6% ($12.2M/$160.3M)

78464A409

SPYG|78464A409

Shares:88.3K

Value:$7.1M

% of Portfolio:4.4% ($7.1M/$160.3M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:11.3K

Value:$6.0M

% of Portfolio:3.8% ($6.0M/$160.3M)

23908L207

Shares:124.0K

Value:$5.2M

% of Portfolio:3.3% ($5.2M/$160.3M)

82889N525

Shares:94.0K

Value:$4.7M

% of Portfolio:2.9% ($4.7M/$160.3M)

78464A508

SPYV|78464A508

Shares:78.3K

Value:$4.0M

% of Portfolio:2.5% ($4.0M/$160.3M)

33741X102

Shares:105.0K

Value:$3.5M

% of Portfolio:2.2% ($3.5M/$160.3M)

ADAMS DIVERSIFIED EQUITY FUND, INC.

ADX|006212104

Shares:181.3K

Value:$3.4M

% of Portfolio:2.1% ($3.4M/$160.3M)

922908769

VTI|922908769

Shares:10.7K

Value:$3.0M

% of Portfolio:1.8% ($3.0M/$160.3M)

78463X848

Shares:95.5K

Value:$2.8M

% of Portfolio:1.8% ($2.8M/$160.3M)

46641Q167

Shares:34.5K

Value:$2.2M

% of Portfolio:1.4% ($2.2M/$160.3M)

33735B108

Shares:18.0K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$160.3M)

46137V472

Shares:20.8K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$160.3M)

78468R523

Shares:16.9K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$160.3M)

97717X131

Shares:42.5K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$160.3M)

78464A649

Shares:57.5K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$160.3M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:2.6K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$160.3M)

Apple Inc.

AAPL|037833100

Shares:6.4K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$160.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPLGcusip78464A854)	813.2K	QoQ +12.54% (+90.7K) YoY +14.93% (+105.6K)	All Managers (Combined)	$53.5M	33.4% ($53.5M/$160.3M)	QoQ +7.35% (+$3.7M) YoY +22.83% (+$9.9M)
(cusip092528603)✕	249.2K	QoQ +1.58% (+3.9K) YoY +53.10% (+86.5K)	All Managers (Combined)	$13.1M	8.1% ($13.1M/$160.3M)	QoQ +2.29% (+$292.5K) YoY +52.87% (+$4.5M)
(cusip00214Q401)✕	129.4K	QoQ -4.20% (-5.7K) YoY -16.12% (-24.9K)	All Managers (Combined)	$12.2M	7.6% ($12.2M/$160.3M)	QoQ -16.01% (-$2.3M) YoY -4.67% (-$600.5K)
(SPYGcusip78464A409)	88.3K	QoQ -1.63% (-1.5K) YoY +3.98% (+3.4K)	All Managers (Combined)	$7.1M	4.4% ($7.1M/$160.3M)	QoQ -10.06% (-$794.2K) YoY +14.25% (+$885.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	11.3K	QoQ +2.96% (+325) YoY +3.86% (+420)	All Managers (Combined)	$6.0M	3.8% ($6.0M/$160.3M)	QoQ +20.97% (+$1.0M) YoY +31.53% (+$1.4M)
(cusip23908L207)✕	124.0K	QoQ +1757.52% (+117.3K) YoY NEW(+124.0K)	All Managers (Combined)	$5.2M	3.3% ($5.2M/$160.3M)	QoQ +1766.79% (+$5.0M) YoY NEW(+$5.2M)
(cusip82889N525)✕	94.0K	QoQ +803.84% (+83.6K) YoY NEW(+94.0K)	All Managers (Combined)	$4.7M	2.9% ($4.7M/$160.3M)	QoQ +812.03% (+$4.2M) YoY NEW(+$4.7M)
(SPYVcusip78464A508)	78.3K	QoQ -2.81% (-2.3K) YoY +0.96% (+747)	All Managers (Combined)	$4.0M	2.5% ($4.0M/$160.3M)	QoQ -2.94% (-$121.5K) YoY +2.91% (+$113.4K)
(cusip33741X102)✕	105.0K	QoQ NEW(+105.0K) YoY NEW(+105.0K)	All Managers (Combined)	$3.5M	2.2% ($3.5M/$160.3M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
ADAMS DIVERSIFIED EQUITY FUND, INC.(ADXcusip006212104)	181.3K	QoQ -17.32% (-38.0K) YoY -49.62% (-178.6K)	All Managers (Combined)	$3.4M	2.1% ($3.4M/$160.3M)	QoQ -22.27% (-$986.6K) YoY -50.99% (-$3.6M)
(VTIcusip922908769)	10.7K	QoQ -15.72% (-2.0K) YoY -45.03% (-8.8K)	All Managers (Combined)	$3.0M	1.8% ($3.0M/$160.3M)	QoQ -20.07% (-$741.2K) YoY -41.87% (-$2.1M)
(cusip78463X848)✕	95.5K	QoQ +3.31% (+3.1K) YoY +37.39% (+26.0K)	All Managers (Combined)	$2.8M	1.8% ($2.8M/$160.3M)	QoQ +9.38% (+$242.4K) YoY +43.09% (+$851.1K)
(cusip46641Q167)✕	34.5K	QoQ +24.08% (+6.7K) YoY +137.80% (+20.0K)	All Managers (Combined)	$2.2M	1.4% ($2.2M/$160.3M)	QoQ +24.55% (+$432.4K) YoY +152.30% (+$1.3M)
(cusip33735B108)✕	18.0K	QoQ -44.34% (-14.4K) YoY -31.17% (-8.2K)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$160.3M)	QoQ -47.59% (-$1.8M) YoY -33.83% (-$1.0M)
(cusip46137V472)✕	20.8K	QoQ +108.82% (+10.9K) YoY +251.56% (+14.9K)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$160.3M)	QoQ +94.10% (+$924.3K) YoY +192.39% (+$1.3M)
(cusip78468R523)✕	16.9K	QoQ -19.03% (-4.0K) YoY -67.50% (-35.1K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$160.3M)	QoQ -18.75% (-$388.0K) YoY -67.48% (-$3.5M)
(cusip97717X131)✕	42.5K	QoQ +12.41% (+4.7K) YoY +380.79% (+33.7K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$160.3M)	QoQ +17.24% (+$223.3K) YoY +350.72% (+$1.2M)
(cusip78464A649)✕	57.5K	QoQ +6.49% (+3.5K) YoY +57.36% (+21.0K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$160.3M)	QoQ +8.83% (+$119.3K) YoY +58.98% (+$545.2K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	2.6K	QoQ -8.26% (-230) YoY -25.64% (-880)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$160.3M)	QoQ -12.44% (-$202.9K) YoY -20.47% (-$367.6K)
Apple Inc.(AAPLcusip037833100)	6.4K	QoQ +21.67% (+1.1K) YoY +40.24% (+1.8K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$160.3M)	QoQ +7.92% (+$104.8K) YoY +81.66% (+$641.4K)