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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025072877

Shares:15.4K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$160.3M)

46434V621

DGRO|46434V621

Shares:21.2K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$160.3M)

14020Y102

Shares:58.2K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$160.3M)

78464A805

Shares:18.9K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$160.3M)

31423L305

Shares:42.2K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$160.3M)

69344A834

Shares:23.0K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$160.3M)

336917109

Shares:22.2K

Value:$965.5K

% of Portfolio:0.6% ($965.5K/$160.3M)

MICROSOFT CORP

MSFT|594918104

Shares:2.5K

Value:$921.2K

% of Portfolio:0.6% ($921.2K/$160.3M)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:30.3K

Value:$903.5K

% of Portfolio:0.6% ($903.5K/$160.3M)

63875W406

Shares:25.0K

Value:$868.6K

% of Portfolio:0.5% ($868.6K/$160.3M)

NVIDIA CORP

NVDA|67066G104

Shares:7.0K

Value:$762.1K

% of Portfolio:0.5% ($762.1K/$160.3M)

33733E104

Shares:7.8K

Value:$702.0K

% of Portfolio:0.4% ($702.0K/$160.3M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.3K

Value:$688.5K

% of Portfolio:0.4% ($688.5K/$160.3M)

47103U845

Shares:12.4K

Value:$629.7K

% of Portfolio:0.4% ($629.7K/$160.3M)

Alphabet Inc.

GOOG|02079K107

Shares:4.0K

Value:$628.8K

% of Portfolio:0.4% ($628.8K/$160.3M)

87283Q867

Shares:17.8K

Value:$574.6K

% of Portfolio:0.4% ($574.6K/$160.3M)

464287309

IVW|464287309

Shares:6.1K

Value:$565.1K

% of Portfolio:0.4% ($565.1K/$160.3M)

AMAZON COM INC

AMZN|023135106

Shares:2.7K

Value:$521.3K

% of Portfolio:0.3% ($521.3K/$160.3M)

922908363

VOO|922908363

Shares:966

Value:$496.4K

% of Portfolio:0.3% ($496.4K/$160.3M)

921908844

VIG|921908844

Shares:2.5K

Value:$484.0K

% of Portfolio:0.3% ($484.0K/$160.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip025072877)✕	15.4K	QoQ -40.03% (-10.3K) YoY NEW(+15.4K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$160.3M)	QoQ -45.85% (-$1.1M) YoY NEW(+$1.3M)
(DGROcusip46434V621)	21.2K	QoQ -1.45% (-314) YoY -16.48% (-4.2K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$160.3M)	QoQ -0.74% (-$9.9K) YoY -11.13% (-$164.5K)
(cusip14020Y102)✕	58.2K	QoQ NEW(+58.2K) YoY NEW(+58.2K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$160.3M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip78464A805)✕	18.9K	QoQ -26.47% (-6.8K) YoY -49.26% (-18.4K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$160.3M)	QoQ -29.99% (-$550.7K) YoY -46.20% (-$1.1M)
(cusip31423L305)✕	42.2K	QoQ -16.26% (-8.2K) YoY +81.80% (+19.0K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$160.3M)	QoQ -11.35% (-$152.2K) YoY +102.52% (+$601.9K)
(cusip69344A834)✕	23.0K	QoQ NEW(+23.0K) YoY NEW(+23.0K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$160.3M)	QoQ NEW(+$1.2M) YoY NEW(+$1.2M)
(cusip336917109)✕	22.2K	QoQ -16.77% (-4.5K) YoY +14.79% (+2.9K)	All Managers (Combined)	$965.5K	0.6% ($965.5K/$160.3M)	QoQ -10.20% (-$109.7K) YoY +29.59% (+$220.5K)
MICROSOFT CORP(MSFTcusip594918104)	2.5K	QoQ +7.16% (-164) YoY +13.87% (+299)	All Managers (Combined)	$921.2K	0.6% ($921.2K/$160.3M)	QoQ -4.54% (-$43.9K) YoY +1.62% (+$14.7K)
abrdn Gold ETF Trust(SGOLcusip00326A104)	30.3K	QoQ +24.43% (+6.0K) YoY NEW(+30.3K)	All Managers (Combined)	$903.5K	0.6% ($903.5K/$160.3M)	QoQ +48.13% (+$293.6K) YoY NEW(+$903.5K)
(cusip63875W406)✕	25.0K	QoQ NEW(+25.0K) YoY NEW(+25.0K)	All Managers (Combined)	$868.6K	0.5% ($868.6K/$160.3M)	QoQ NEW(+$868.6K) YoY NEW(+$868.6K)
NVIDIA CORP(NVDAcusip67066G104)	7.0K	QoQ +8.33% (-541) YoY +1062.31% (+6.4K)	All Managers (Combined)	$762.1K	0.5% ($762.1K/$160.3M)	QoQ -12.56% (-$109.5K) YoY +39.46% (+$215.7K)
(cusip33733E104)✕	7.8K	QoQ -43.16% (-5.9K) YoY -33.65% (-4.0K)	All Managers (Combined)	$702.0K	0.4% ($702.0K/$160.3M)	QoQ -41.98% (-$508.1K) YoY -30.56% (-$309.0K)
AbbVie Inc.(ABBVcusip00287Y109)	3.3K	QoQ +6.48% (+200) YoY +48.15% (+1.1K)	All Managers (Combined)	$688.5K	0.4% ($688.5K/$160.3M)	QoQ +25.54% (+$140.1K) YoY +70.45% (+$284.6K)
(cusip47103U845)✕	12.4K	QoQ -13.55% (-1.9K) YoY +201.60% (+8.3K)	All Managers (Combined)	$629.7K	0.4% ($629.7K/$160.3M)	QoQ -13.55% (-$98.7K) YoY +201.42% (+$420.8K)
Alphabet Inc.(GOOGcusip02079K107)	4.0K	QoQ -0.39% (-16) YoY -12.55% (-578)	All Managers (Combined)	$628.8K	0.4% ($628.8K/$160.3M)	QoQ -18.28% (-$140.7K) YoY -10.27% (-$72.0K)
(cusip87283Q867)✕	17.8K	QoQ 0.00% (-0) YoY +143.83% (+10.5K)	All Managers (Combined)	$574.6K	0.4% ($574.6K/$160.3M)	QoQ -2.97% (-$17.6K) YoY +160.37% (+$353.9K)
(IVWcusip464287309)	6.1K	QoQ -10.04% (-680) YoY -19.78% (-1.5K)	All Managers (Combined)	$565.1K	0.4% ($565.1K/$160.3M)	QoQ -17.75% (-$122.0K) YoY -11.81% (-$75.8K)
AMAZON COM INC(AMZNcusip023135106)	2.7K	QoQ +14.40% (-345) YoY +65.55% (+1.1K)	All Managers (Combined)	$521.3K	0.3% ($521.3K/$160.3M)	QoQ -0.78% (-$4.1K) YoY +74.62% (+$222.8K)
(VOOcusip922908363)	966	QoQ -1.02% (-10) YoY +52.36% (+332)	All Managers (Combined)	$496.4K	0.3% ($496.4K/$160.3M)	QoQ -5.59% (-$29.4K) YoY +62.89% (+$191.7K)
(VIGcusip921908844)	2.5K	QoQ -0.91% (-23) YoY -7.11% (-191)	All Managers (Combined)	$484.0K	0.3% ($484.0K/$160.3M)	QoQ -1.84% (-$9.1K) YoY -1.32% (-$6.5K)