Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 3 | Q2 2024 | 33.9% |
ARK ETF TR | 3 | Q2 2024 | 10.0% |
BLACKROCK ETF TRUST II | 3 | Q2 2024 | 10.0% |
ADAMS DIVERSIFIED EQUITY FD | 3 | Q2 2024 | 6.2% |
SPDR SER TR | 3 | Q2 2024 | 5.8% |
VANGUARD INDEX FDS | 3 | Q2 2024 | 4.1% |
BERKSHIRE HATHAWAY INC DEL | 3 | Q2 2024 | 3.6% |
SPDR SER TR | 3 | Q2 2024 | 3.1% |
SPDR SER TR | 3 | Q2 2024 | 4.0% |
FIRST TR MID CAP CORE ALPHAD | 3 | Q2 2024 | 2.5% |
View Priebe Wealth Holdings LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-07 |
13F-HR | 2024-07-17 |
13F-HR | 2024-04-12 |
13F-HR | 2024-01-26 |
View Priebe Wealth Holdings LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.