Priebe Wealth Holdings LLC
CIK 2009646 · Lihat di SEC EDGAR ↗
Tidak ada posisi 13F aktif dalam jendela saat ini.
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
1,0%
Healthcare
0,7%
Communication Services
0,6%
Communications
0,3%
Consumer Discretionary
0,3%
Industrials
0,2%
Lainnya/Tidak terpetakan
97,0%
Portofolio lengkap 53 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| SPYM | $28.781.521 | 24,92% | 395.949 | $-24.696.680 | Turun ×1 | ||
| DUSA | $7.697.058 | 6,66% | 166.315 | $2.449.801 | Naik ×2 | ||
| FELC | $7.542.791 | 6,53% | 218.695 | Naik ×1 | |||
| MTBA | $6.166.079 | 5,34% | 123.100 | $1.452.919 | Naik ×2 | ||
| ARKW | $5.882.896 | 5,09% | 39.852 | $-6.367.072 | Turun ×2 | ||
| BRKB | $5.366.787 | 4,65% | 11.048 | $-650.302 | Turun ×1 | ||
| SDVY First Trust SMID Cap Rising Dividend Achievers ETF | $4.917.221 | 4,26% | 139.377 | $1.400.659 | Naik ×1 | ||
| SPYG | $3.583.458 | 3,10% | 37.594 | $-3.516.685 | Turun ×2 | ||
| BILS | $3.353.933 | 2,90% | 33.732 | $1.673.636 | Naik ×1 | ||
| ADX Adams Diversified Equity Fund Inc. | $3.242.671 | 2,81% | 149.363 | $-199.646 | Turun ×2 | ||
| VTI | $3.024.407 | 2,62% | 9.951 | $73.175 | Turun ×2 | ||
| CWI | $2.510.354 | 2,17% | 76.863 | $-315.442 | Turun ×1 | ||
| JAVA | $2.133.794 | 1,85% | 32.577 | $-59.162 | Turun ×1 | ||
| XMHQ | $2.127.977 | 1,84% | 21.661 | $221.407 | Naik ×2 | ||
| CGCP | $1.822.230 | 1,58% | 80.988 | $515.909 | Naik ×1 | ||
| LSGR | $1.575.678 | 1,36% | 37.665 | $707.038 | Naik ×1 | ||
| SPYV | $1.574.209 | 1,36% | 30.077 | $-2.426.513 | Turun ×2 | ||
| BINC | $1.479.094 | 1,28% | 27.992 | $-11.576.087 | Turun ×1 | ||
| IQDG | $1.438.932 | 1,25% | 36.300 | $-79.252 | Turun ×1 | ||
| SPY SPY | $1.385.220 | 1,20% | 2.242 | $-42.343 | Turun ×2 | ||
| SPTM | $1.322.183 | 1,14% | 17.655 | $36.794 | Turun ×2 | ||
| FDV | $1.092.222 | 0,95% | 39.775 | $-96.834 | Turun ×2 | ||
| SGOL | $1.084.976 | 0,94% | 34.400 | $181.430 | Naik ×2 | ||
| JMST | $1.066.570 | 0,92% | 20.946 | $589.597 | Naik ×1 | ||
| FDL | $988.634 | 0,86% | 23.612 | $23.093 | Naik ×1 | ||
| FNX First Trust Mid Cap Core AlphaDEX Fund | $971.521 | 0,84% | 8.459 | $-993.713 | Turun ×2 | ||
| LMBS First Trust Low Duration Opportunities ETF | $960.570 | 0,83% | 19.500 | $483.718 | Naik ×1 | ||
| DGRO | $903.344 | 0,78% | 14.128 | $-409.357 | Turun ×2 | ||
| AVUV | $886.221 | 0,77% | 9.728 | $-452.710 | Turun ×2 | ||
| PAAA | $803.135 | 0,70% | 15.610 | $-376.738 | Turun ×1 | ||
| SPAB | $787.806 | 0,68% | 30.774 | $-681.765 | Turun ×1 | ||
| FTCS First Trust Capital Strength ETF | $684.493 | 0,59% | 7.531 | $-17.478 | Turun ×2 | ||
| IVW | $670.289 | 0,58% | 6.088 | $105.140 | |||
| AAPL Apple Inc. - Common Stock | $662.699 | 0,57% | 3.230 | $-764.086 | Turun ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $647.119 | 0,56% | 3.648 | $18.293 | Turun ×2 | ||
| TCAF | $575.064 | 0,50% | 16.300 | $480 | Turun ×1 | ||
| ABBV AbbVie Inc. Common Stock | $542.567 | 0,47% | 2.923 | $-145.916 | Turun ×1 | ||
| VIG | $510.652 | 0,44% | 2.495 | $26.647 | |||
| IVV | $481.818 | 0,42% | 776 | $45.784 | |||
| DTH | $449.437 | 0,39% | 9.700 | Naik ×1 | |||
| IVE | $399.634 | 0,35% | 2.045 | $-78.150 | Turun ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $388.528 | 0,34% | 5.600 | $88.000 | Naik ×1 | ||
| VOO | $348.770 | 0,30% | 614 | $-147.667 | Turun ×2 | ||
| BIL | $328.393 | 0,28% | 3.580 | $-97.693 | Turun ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $319.566 | 0,28% | 1.006 | $33.453 | Turun ×1 | ||
| SPIP | $312.720 | 0,27% | 12.000 | Naik ×1 | |||
| ISTB iShares Core 1-5 Year USD Bond ETF | $297.495 | 0,26% | 6.115 | $1.835 | |||
| MMM 3M Company Common Stock | $261.092 | 0,23% | 1.715 | $-61.559 | Turun ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $245.721 | 0,21% | 494 | $-675.486 | Turun ×1 | ||
| TY Tri Continental Corporation Common Stock | $239.901 | 0,21% | 7.577 | $-40.006 | Turun ×2 | ||
| BSX Boston Scientific Corporation Common Stock | $239.632 | 0,21% | 2.231 | $-60.990 | Turun ×2 | ||
| JHMM | $204.969 | 0,18% | 3.353 | ||||
| NVDA NVIDIA Corporation - Common Stock | $202.859 | 0,18% | 1.284 | $-559.269 | Turun ×1 | ||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| FELC | $7.542.791 | 218.695 | 6,53% |
| DTH | $449.437 | 9.700 | 0,39% |
| SPIP | $312.720 | 12.000 | 0,27% |
| JHMM | $204.969 | 3.353 | 0,18% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| SPYM | Dipangkas | -417K | -$24.7M |
| ARKW | Dipangkas | -90K | -$6.4M |
| SPYG | Dipangkas | -51K | -$3.5M |
| DUSA | Beli lebih banyak | +42K | +$2.4M |
| SPYV | Dipangkas | -48K | -$2.4M |
| BILS | Beli lebih banyak | +17K | +$1.7M |
| MTBA | Beli lebih banyak | +29K | +$1.5M |
| SDVY | Beli lebih banyak | +34K | +$1.4M |
| FNX | Dipangkas | -10K | -$994K |
| AAPL | Dipangkas | -3K | -$764K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| JAAA | 30 Juni 2025 | 12.417 | $629.666 | Tidak lagi dilacak |
| AMZN | 30 Juni 2025 | 2.740 | $521.312 | 18,5% |
| TOTL | 31 Maret 2025 | 11.000 | $433.290 | Tidak lagi dilacak |
| META | 30 Juni 2025 | 650 | $374.634 | -26,1% |
| GBTC | 30 Juni 2025 | 5.580 | $363.649 | Tidak lagi dilacak |
| PEO | 30 Juni 2025 | 14.896 | $339.778 | 32,9% |
| JNJ | 30 Juni 2025 | 2.021 | $335.221 | 80,4% |
| CVX | 30 Juni 2025 | 1.775 | $296.940 | 44,6% |
| XEL | 30 Juni 2025 | 4.129 | $292.292 | 16,9% |
| PM | 30 Juni 2025 | 1.821 | $289.047 | 3,0% |
| GOOGL | 30 Juni 2025 | 1.824 | $282.063 | 94,0% |
| CB | 30 Juni 2025 | 906 | $273.603 | 20,1% |
| VZ | 30 Juni 2025 | 5.933 | $269.121 | 14,2% |
| AMKR | 30 Juni 2025 | 14.800 | $267.288 | 146,5% |
| HON | 30 Juni 2025 | 1.250 | $264.645 | 2,8% |
| SHY | 30 Juni 2025 | 3.122 | $258.283 | |
| AVGO | 31 Maret 2025 | 1.104 | $255.951 | 116,0% |
| TTE | 30 Juni 2025 | 3.913 | $253.132 | 48,4% |
| ENB | 30 Juni 2025 | 5.464 | $242.131 | 12,6% |
| VUG | 30 Juni 2025 | 633 | $234.729 | Tidak lagi dilacak |
| BMY | 30 Juni 2025 | 3.648 | $222.492 | 46,9% |
| XOM | 30 Juni 2025 | 1.866 | $221.923 | 55,7% |
| SNY | 30 Juni 2025 | 3.982 | $220.842 | -4,9% |
| USB | 30 Juni 2025 | 5.203 | $219.671 | 42,5% |
| JHMM | 31 Maret 2025 | 3.598 | $214.909 | Tidak lagi dilacak |
| VTV | 30 Juni 2025 | 1.243 | $214.716 | Tidak lagi dilacak |
| GILD | 30 Juni 2025 | 1.894 | $212.223 | 33,9% |
| AMGN | 30 Juni 2025 | 671 | $209.050 | 57,2% |
| NFLX | 30 Juni 2025 | 216 | $201.426 | -94,0% |
| PG | 30 Juni 2025 | 1.180 | $201.099 | -8,3% |
| GGG | 30 Juni 2025 | 2.397 | $200.173 | -4,3% |