Top 50 Priebe Wealth Holdings Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPLG | SPDR SERIES TRUST | 24.92% | 395.9K | $28.8M | โ | โ | โ | 2025-06-30 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | 6.66% | 166.3K | $7.7M | โ | โ | โ | 2025-06-30 |
| FELC | FIDELITY COVINGTON TRUST | 6.53% | 218.7K | $7.5M | โ | โ | โ | 2025-06-30 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | 5.34% | 123.1K | $6.2M | โ | โ | โ | 2025-06-30 |
| ARKW | ARK ETF TR | 5.09% | 39.9K | $5.9M | โ | โ | โ | 2025-06-30 |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 4.65% | 11.0K | $5.4M | โ | โ | โ | 2025-06-30 |
| SDVY | FIRST TR EXCHANGE-TRADED FD | 4.26% | 139.4K | $4.9M | โ | โ | โ | 2025-06-30 |
| SPYG | SPDR SERIES TRUST | 3.1% | 37.6K | $3.6M | โ | โ | โ | 2025-06-30 |
| BILS | SPDR SERIES TRUST | 2.9% | 33.7K | $3.4M | โ | โ | โ | 2025-06-30 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | 2.81% | 149.4K | $3.2M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.64% | +22.74% |
| Top 20 Holdings Unweighted | +11.07% | +17.06% |
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