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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VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:5.9K

Value:$269.1K

% of Portfolio:0.2% ($269.1K/$160.3M)

AMKOR TECHNOLOGY, INC.

AMKR|031652100

Shares:14.8K

Value:$267.3K

% of Portfolio:0.2% ($267.3K/$160.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.3K

Value:$264.6K

% of Portfolio:0.2% ($264.6K/$160.3M)

464287457

Shares:3.1K

Value:$258.3K

% of Portfolio:0.2% ($258.3K/$160.3M)

TotalEnergies SE

TTE|89151E109

Shares:3.9K

Value:$253.1K

% of Portfolio:0.2% ($253.1K/$160.3M)

ENBRIDGE INC

ENB|29250N105

Shares:5.5K

Value:$242.1K

% of Portfolio:0.2% ($242.1K/$160.3M)

922908736

VUG|922908736

Shares:633

Value:$234.7K

% of Portfolio:0.1% ($234.7K/$160.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:3.6K

Value:$222.5K

% of Portfolio:0.1% ($222.5K/$160.3M)

EXXON MOBIL CORP

XOM|30231G102

Shares:1.9K

Value:$221.9K

% of Portfolio:0.1% ($221.9K/$160.3M)

Sanofi

SNY|80105N105

Shares:4.0K

Value:$220.8K

% of Portfolio:0.1% ($220.8K/$160.3M)

US BANCORP \DE\

USB|902973304

Shares:5.2K

Value:$219.7K

% of Portfolio:0.1% ($219.7K/$160.3M)

922908744

VTV|922908744

Shares:1.2K

Value:$214.7K

% of Portfolio:0.1% ($214.7K/$160.3M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:1.9K

Value:$212.2K

% of Portfolio:0.1% ($212.2K/$160.3M)

AMGEN INC

AMGN|031162100

Shares:671

Value:$209.1K

% of Portfolio:0.1% ($209.1K/$160.3M)

NETFLIX INC

NFLX|64110L106

Shares:216

Value:$201.4K

% of Portfolio:0.1% ($201.4K/$160.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.2K

Value:$201.1K

% of Portfolio:0.1% ($201.1K/$160.3M)

GRACO INC

GGG|384109104

Shares:2.4K

Value:$200.2K

% of Portfolio:0.1% ($200.2K/$160.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	5.9K	QoQ -3.03% (-186) YoY -11.59% (-778)	All Managers (Combined)	$269.1K	0.2% ($269.1K/$160.3M)	QoQ +9.98% (-$24.4K) YoY -4.42% (-$12.5K)
AMKOR TECHNOLOGY, INC.(AMKRcusip031652100)	14.8K	QoQ +15.62% (-2.0K) YoY +12.97% (-1.7K)	All Managers (Combined)	$267.3K	0.2% ($267.3K/$160.3M)	QoQ -18.71% (-$61.5K) YoY -36.71% (-$155.1K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.3K	QoQ -1.57% (-20) YoY -3.10% (-40)	All Managers (Combined)	$264.6K	0.2% ($264.6K/$160.3M)	QoQ -7.73% (-$22.2K) YoY -0.03% (-$86)
(cusip464287457)✕	3.1K	QoQ -62.94% (-5.3K) YoY -59.72% (-4.6K)	All Managers (Combined)	$258.3K	0.2% ($258.3K/$160.3M)	QoQ -62.60% (-$432.5K) YoY -59.25% (-$375.7K)
TotalEnergies SE(TTEcusip89151E109)	3.9K	QoQ NEW(+3.9K) YoY +12.37% (+431)	All Managers (Combined)	$253.1K	0.2% ($253.1K/$160.3M)	QoQ NEW(+$253.1K) YoY +5.61% (+$13.5K)
ENBRIDGE INC(ENBcusip29250N105)	5.5K	QoQ +6.07% (+313) YoY NEW(+5.5K)	All Managers (Combined)	$242.1K	0.2% ($242.1K/$160.3M)	QoQ +10.77% (+$23.6K) YoY NEW(+$242.1K)
(VUGcusip922908736)	633	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$234.7K	0.1% ($234.7K/$160.3M)	QoQ -9.65% (-$25.1K) YoY +7.73% (+$16.9K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	3.6K	QoQ -0.78% (-29) YoY NEW(+3.6K)	All Managers (Combined)	$222.5K	0.1% ($222.5K/$160.3M)	QoQ +6.98% (-$14.5K) YoY NEW(+$222.5K)
EXXON MOBIL CORP(XOMcusip30231G102)	1.9K	QoQ NEW(+1.9K) YoY NEW(+1.9K)	All Managers (Combined)	$221.9K	0.1% ($221.9K/$160.3M)	QoQ NEW(+$221.9K) YoY NEW(+$221.9K)
Sanofi(SNYcusip80105N105)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$220.8K	0.1% ($220.8K/$160.3M)	QoQ NEW(+$220.8K) YoY NEW(+$220.8K)
US BANCORP \DE\(USBcusip902973304)	5.2K	QoQ +2.46% (-125) YoY +13.62% (+624)	All Managers (Combined)	$219.7K	0.1% ($219.7K/$160.3M)	QoQ -9.55% (-$23.2K) YoY +7.32% (+$15.0K)
(VTVcusip922908744)	1.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$214.7K	0.1% ($214.7K/$160.3M)	QoQ +2.03% (+$4.3K) YoY +6.06% (+$12.3K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	1.9K	QoQ -16.96% (-387) YoY NEW(+1.9K)	All Managers (Combined)	$212.2K	0.1% ($212.2K/$160.3M)	QoQ +0.72% (-$1.5K) YoY NEW(+$212.2K)
AMGEN INC(AMGNcusip031162100)	671	QoQ NEW(+671) YoY NEW(+671)	All Managers (Combined)	$209.1K	0.1% ($209.1K/$160.3M)	QoQ NEW(+$209.1K) YoY NEW(+$209.1K)
NETFLIX INC(NFLXcusip64110L106)	216	QoQ NEW(+216) YoY NEW(+216)	All Managers (Combined)	$201.4K	0.1% ($201.4K/$160.3M)	QoQ NEW(+$201.4K) YoY NEW(+$201.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.2K	QoQ -5.14% (-64) YoY -18.56% (-269)	All Managers (Combined)	$201.1K	0.1% ($201.1K/$160.3M)	QoQ -3.57% (-$7.5K) YoY -14.46% (-$34.0K)
GRACO INC(GGGcusip384109104)	2.4K	QoQ 0.00% (-0) YoY -0.58% (-14)	All Managers (Combined)	$200.2K	0.1% ($200.2K/$160.3M)	QoQ -0.92% (-$1.9K) YoY -11.16% (-$25.2K)