Priebe Wealth Holdings LLC

MAPLE GROVE, MN · CIK 2009646 · 13F filing filed 2025-04-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$160.3m reported value +8.7% vs Q4 2024

77positions

70.4%in top 10

13 new 27 added 31 reduced 3 sold out vs Q4 2024

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	813,233	$53.5m33.35%	33.35%	Added +90.7k	+90,674 12.6%
2	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	249,240	$13.1m8.14%	8.14%	Added +3.9k	+3,899 1.6%
3	ARK ETF TR NEXT GNRTN INTER ARKW	ARKW	129,397	$12.2m7.64%	7.64%	Reduced -5.7k	-5,677 -4.2%
4	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	88,343	$7.1m4.43%	4.43%	Reduced -1.5k	-1,467 -1.6%
5	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	11,298	$6.0m3.75%	3.75%	Added +325	+325 3.0%
6	DAVIS FUNDAMENTAL ETF TR SELECT US EQTY DUSA	DUSA	123,990	$5.2m3.27%	3.27%	Added +117.3k	+117,315 1757.5%
7	SIMPLIFY EXCHANGE TRADED FUN MBS ETF MTBA	MTBA	94,000	$4.7m2.94%	2.94%	Added +83.6k	+83,600 803.9%
8	SPDR SERIES TRUST PRTFLO S&P500 VL SPYV	SPYV	78,338	$4.0m2.50%	2.50%	Reduced -2.3k	-2,268 -2.8%
9	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	104,972	$3.5m2.19%	2.19%	New
10	ADAMS DIVERSIFIED EQUITY FD COM ADX	ADX	181,270	$3.4m2.15%	2.15%	Reduced -38.0k	-37,981 -17.3%
11	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	10,738	$3.0m1.84%	1.84%	Reduced -2.0k	-2,003 -15.7%
12	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	95,531	$2.8m1.76%	1.76%	Added +3.1k	+3,067 3.3%
13	J P MORGAN EXCHANGE TRADED F ACTIVE VALUE ETF JAVA	JAVA	34,513	$2.2m1.37%	1.37%	Added +6.7k	+6,700 24.1%
14	FIRST TR MID CAP CORE ALPHAD COM SHS FNX	FNX	18,033	$2.0m1.23%	1.23%	Reduced -14.4k	-14,371 -44.4%
15	INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY XMHQ	XMHQ	20,830	$1.9m1.19%	1.19%	Added +10.9k	+10,855 108.8%
16	SPDR SER TR BLOOMBERG 3-12 M BILS	BILS	16,889	$1.7m1.05%	1.05%	Reduced -4.0k	-3,971 -19.0%
17	WISDOMTREE TR INTL QULTY DIV IQDG	IQDG	42,550	$1.5m0.95%	0.95%	Added +4.7k	+4,700 12.4%
18	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	57,540	$1.5m0.92%	0.92%	Added +3.5k	+3,508 6.5%
19	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	2,552	$1.4m0.89%	0.89%	Reduced -230	-230 -8.3%
20	APPLE INC COM AAPL	AAPL	6,423	$1.4m0.89%	0.89%	Added +1.1k	+1,144 21.7%
21	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	15,360	$1.3m0.84%	0.84%	Reduced -10.3k	-10,257 -40.0%
22	ISHARES TR CORE DIV GRWTH DGRO	DGRO	21,248	$1.3m0.82%	0.82%	Reduced -314	-314 -1.5%
23	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	58,188	$1.3m0.81%	0.81%	New
24	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	18,900	$1.3m0.80%	0.80%	Reduced -6.8k	-6,805 -26.5%
25	FEDERATED HERMES ETF TRUST US STRATEGIC DIV FDV	FDV	42,225	$1.2m0.74%	0.74%	Reduced -8.2k	-8,200 -16.3%
26	PGIM ETF TR AAA CLO ETF PAAA	PAAA	22,995	$1.2m0.74%	0.74%	New
27	FIRST TR MORNINGSTAR DIVID L SHS FDL	FDL	22,227	$965.5k0.60%	0.60%	Reduced -4.5k	-4,480 -16.8%
28	MICROSOFT CORP COM MSFT	MSFT	2,454	$921.2k0.57%	0.57%	Added +164	+164 7.2%
29	ETFS GOLD TR PHYSCL GOLD SHS SGOL	SGOL	30,300	$903.5k0.56%	0.56%	Added +6.0k	+5,950 24.4%
30	NATIXIS ETF TRUST II NATIXIS LOOMIS LSGR	LSGR	25,025	$868.6k0.54%	0.54%	New
31	NVIDIA CORPORATION COM NVDA	NVDA	7,032	$762.1k0.48%	0.48%	Added +541	+541 8.3%
32	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	7,831	$702.0k0.44%	0.44%	Reduced -5.9k	-5,948 -43.2%
33	ABBVIE INC COM ABBV	ABBV	3,286	$688.5k0.43%	0.43%	Added +200	+200 6.5%
34	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	12,417	$629.7k0.39%	0.39%	Reduced -1.9k	-1,947 -13.6%
35	ALPHABET INC CAP STK CL C GOOG	GOOG	4,025	$628.8k0.39%	0.39%	Reduced -16	-16 -0.4%
36	T ROWE PRICE ETF INC CAP APPRECIATION TCAF	TCAF	17,800	$574.6k0.36%	0.36%	Unchanged
37	ISHARES TR S&P 500 GRWT ETF IVW	IVW	6,088	$565.1k0.35%	0.35%	Reduced -680	-680 -10.1%
38	AMAZON COM INC COM AMZN	AMZN	2,740	$521.3k0.33%	0.33%	Added +345	+345 14.4%
39	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	966	$496.4k0.31%	0.31%	Reduced -10	-10 -1.0%
40	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	2,495	$484.0k0.30%	0.30%	Reduced -23	-23 -0.9%
41	ISHARES TR S&P 500 VAL ETF IVE	IVE	2,507	$477.8k0.30%	0.30%	Reduced -652	-652 -20.6%
42	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	9,380	$477.0k0.30%	0.30%	Reduced -14.4k	-14,448 -60.6%
43	FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT LMBS	LMBS	9,700	$476.9k0.30%	0.30%	New
44	ISHARES TR CORE S&P500 ETF IVV	IVV	776	$436.0k0.27%	0.27%	Added +13	+13 1.7%
45	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	4,645	$426.1k0.27%	0.27%	Reduced -5.9k	-5,867 -55.8%
46	META PLATFORMS INC CL A META	META	650	$374.6k0.23%	0.23%	Added +92	+92 16.5%
47	GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT GBTC	GBTC	5,580	$363.6k0.23%	0.23%	Unchanged
48	ADAM NAT RES FD INC COM PEO	PEO	14,896	$339.8k0.21%	0.21%	Added +333	+333 2.3%
49	JOHNSON & JOHNSON COM JNJ	JNJ	2,021	$335.2k0.21%	0.21%	Added +204	+204 11.2%
50	3M CO COM MMM	MMM	2,197	$322.7k0.20%	0.20%	Reduced -23	-23 -1.0%
51	BOSTON SCIENTIFIC CORP COM BSX	BSX	2,980	$300.6k0.19%	0.19%	Reduced -275	-275 -8.4%
52	CISCO SYS INC COM CSCO	CSCO	4,870	$300.5k0.19%	0.19%	New
53	CHEVRON CORP NEW COM CVX	CVX	1,775	$296.9k0.19%	0.19%	Added +186	+186 11.7%
54	ISHARES TR CORE 1 5 YR USD ISTB	ISTB	6,115	$295.7k0.18%	0.18%	Unchanged
55	XCEL ENERGY INC COM XEL	XEL	4,129	$292.3k0.18%	0.18%	Added +365	+365 9.7%
56	PHILIP MORRIS INTL INC COM PM	PM	1,821	$289.0k0.18%	0.18%	New
57	TESLA INC COM TSLA	TSLA	1,104	$286.1k0.18%	0.18%	Added +54	+54 5.1%
58	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,824	$282.1k0.18%	0.18%	Added +295	+295 19.3%
59	TRI CONTL CORP COM TY	TY	9,126	$279.9k0.17%	0.17%	Reduced -1.3k	-1,281 -12.3%
60	CHUBB LIMITED COM CB	CB	906	$273.6k0.17%	0.17%	New
61	VERIZON COMMUNICATIONS INC COM VZ	VZ	5,933	$269.1k0.17%	0.17%	Reduced -186	-186 -3.0%
62	AMKOR TECHNOLOGY INC COM AMKR	AMKR	14,800	$267.3k0.17%	0.17%	Added +2.0k	+2,000 15.6%
63	HONEYWELL INTL INC COM COM		1,250	$264.6k0.17%	0.17%	Reduced -20	-20 -1.6%
64	ISHARES TR 1 3 YR TREAS BD SHY	SHY	3,122	$258.3k0.16%	0.16%	Reduced -5.3k	-5,304 -63.0%
65	TOTALENERGIES SE SPONSORED ADS SPONSORED ADS		3,913	$253.1k0.16%	0.16%	New
66	ENBRIDGE INC COM ENB	ENB	5,464	$242.1k0.15%	0.15%	Added +313	+313 6.1%
67	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	633	$234.7k0.15%	0.15%	Unchanged
68	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	3,648	$222.5k0.14%	0.14%	Reduced -29	-29 -0.8%
69	EXXON MOBIL CORP COM XOM	XOM	1,866	$221.9k0.14%	0.14%	New
70	SANOFI SPONSORED ADR SNY	SNY	3,982	$220.8k0.14%	0.14%	New
71	US BANCORP DEL COM NEW USB	USB	5,203	$219.7k0.14%	0.14%	Added +125	+125 2.5%
72	VANGUARD INDEX FDS VALUE ETF VTV	VTV	1,243	$214.7k0.13%	0.13%	Unchanged
73	GILEAD SCIENCES INC COM GILD	GILD	1,894	$212.2k0.13%	0.13%	Reduced -387	-387 -17.0%
74	AMGEN INC COM AMGN	AMGN	671	$209.1k0.13%	0.13%	New
75	NETFLIX INC COM NFLX	NFLX	216	$201.4k0.13%	0.13%	New
76	PROCTER AND GAMBLE CO COM PG	PG	1,180	$201.1k0.13%	0.13%	Reduced -64	-64 -5.1%
77	GRACO INC COM GGG	GGG	2,397	$200.2k0.12%	0.12%	Unchanged

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
SSGA ACTIVE ETF TR TOTL	TOTL	11,000	$433.3k11.0k shares
BROADCOM INC AVGO	AVGO	1,104	$256.0k1.1k shares
JOHN HANCOCK EXCHANGE TRADED JHMM	JHMM	3,598	$214.9k3.6k shares