Priebe Wealth Holdings LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 6 quarters from 2023-12-31 to 2025-06-30, Priebe Wealth Holdings LLC opened 24 positions, added to 49, reduced 55 and sold out of 40.
- Q2 2025: Stock SGOL; Country of operation United States; Class PHYSCL GOLD SHS; Shares before 30,300.
- Q2 2025: Stock CSCO; Country of operation United States; Class COM; Shares before 4,870.
- Q1 2025: Stock BRKB; Country of operation —; Class CL B NEW; Shares before 10,973.
- Q1 2025: Stock SGOL; Country of operation United States; Class PHYSCL GOLD SHS; Shares before 24,350.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2009646), 6 quarters: Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-16); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-10); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2025 | SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 30,300 | 34,400 | +4,100 | $903,546 | $1,084,976 | +$181,430 | 2025-07-25 |
|---|
| Q2 2025 | CSCO
CISCO SYS INC | United States | COM | 4,870 | 5,600 | +730 | $300,528 | $388,528 | +$88,000 | 2025-07-25 |
|---|
| Q1 2025 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 10,973 | 11,298 | +325 | $4,973,841 | $6,017,089 | +$1,043,248 | 2025-04-14 |
|---|
| Q1 2025 | SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 24,350 | 30,300 | +5,950 | $609,968 | $903,546 | +$293,578 | 2025-04-14 |
|---|
| Q1 2025 | ABBV
ABBVIE INC | United States | COM | 3,086 | 3,286 | +200 | $548,382 | $688,483 | +$140,101 | 2025-04-14 |
|---|
| Q1 2025 | TSLA
TESLA INC | United States | COM | 1,050 | 1,104 | +54 | $424,032 | $286,113 | -$137,919 | 2025-04-14 |
|---|
| Q1 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 6,491 | 7,032 | +541 | $871,676 | $762,128 | -$109,548 | 2025-04-14 |
|---|
| Q1 2025 | AAPL
APPLE INC | United States | COM | 5,279 | 6,423 | +1,144 | $1,322,017 | $1,426,785 | +$104,768 | 2025-04-14 |
|---|
| Q1 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 1,817 | 2,021 | +204 | $262,825 | $335,221 | +$72,396 | 2025-04-14 |
|---|
| Q1 2025 | CVX
CHEVRON CORP NEW | United States | COM | 1,589 | 1,775 | +186 | $230,151 | $296,940 | +$66,789 | 2025-04-14 |
|---|
| Q1 2025 | AMKR
AMKOR TECHNOLOGY INC | United States | COM | 12,800 | 14,800 | +2,000 | $328,832 | $267,288 | -$61,544 | 2025-04-14 |
|---|
| Q1 2025 | META
META PLATFORMS INC | United States | CL A | 558 | 650 | +92 | $326,715 | $374,634 | +$47,919 | 2025-04-14 |
|---|
| Q1 2025 | MSFT
MICROSOFT CORP | United States | COM | 2,290 | 2,454 | +164 | $965,066 | $921,207 | -$43,859 | 2025-04-14 |
|---|
| Q1 2025 | XEL
XCEL ENERGY INC | United States | COM | 3,764 | 4,129 | +365 | $254,145 | $292,292 | +$38,147 | 2025-04-14 |
|---|
| Q1 2025 | ENB
ENBRIDGE INC | | COM | 5,151 | 5,464 | +313 | $218,577 | $242,131 | +$23,554 | 2025-04-14 |
|---|
| Q1 2025 | USB
US BANCORP DEL | United States | COM NEW | 5,078 | 5,203 | +125 | $242,881 | $219,671 | -$23,210 | 2025-04-14 |
|---|
| Q1 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,529 | 1,824 | +295 | $289,440 | $282,063 | -$7,377 | 2025-04-14 |
|---|
| Q1 2025 | AMZN
AMAZON COM INC | United States | COM | 2,395 | 2,740 | +345 | $525,439 | $521,312 | -$4,127 | 2025-04-14 |
|---|
| Q4 2024 | SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 10,100 | 24,350 | +14,250 | $253,813 | $609,968 | +$356,155 | 2025-01-16 |
|---|
| Q4 2024 | AAPL
APPLE INC | United States | COM | 4,713 | 5,279 | +566 | $1,098,176 | $1,322,017 | +$223,841 | 2025-01-16 |
|---|
| Q4 2024 | AMZN
AMAZON COM INC | United States | COM | 1,634 | 2,395 | +761 | $304,463 | $525,439 | +$220,976 | 2025-01-16 |
|---|
| Q4 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 5,747 | 6,491 | +744 | $697,916 | $871,676 | +$173,760 | 2025-01-16 |
|---|
| Q4 2024 | ABBV
ABBVIE INC | United States | COM | 2,184 | 3,086 | +902 | $431,296 | $548,382 | +$117,086 | 2025-01-16 |
|---|
| Q4 2024 | MSFT
MICROSOFT CORP | United States | COM | 1,979 | 2,290 | +311 | $851,392 | $965,066 | +$113,674 | 2025-01-16 |
|---|
| Q4 2024 | META
META PLATFORMS INC | United States | CL A | 464 | 558 | +94 | $265,612 | $326,715 | +$61,103 | 2025-01-16 |
|---|
| Q4 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 1,383 | 1,529 | +146 | $229,371 | $289,440 | +$60,069 | 2025-01-16 |
|---|
| Q4 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 1,304 | 1,817 | +513 | $211,383 | $262,825 | +$51,442 | 2025-01-16 |
|---|
| Q4 2024 | XEL
XCEL ENERGY INC | United States | COM | 3,148 | 3,764 | +616 | $205,564 | $254,145 | +$48,581 | 2025-01-16 |
|---|
| Q4 2024 | BSX
BOSTON SCIENTIFIC CORP | United States | COM | 3,103 | 3,255 | +152 | $260,031 | $290,737 | +$30,706 | 2025-01-16 |
|---|
| Q4 2024 | HONZZZZ
HONEYWELL INTL INC | | COM | 1,248 | 1,270 | +22 | $257,933 | $286,835 | +$28,902 | 2025-01-16 |
|---|
| Q4 2024 | USB
US BANCORP DEL | United States | COM NEW | 4,863 | 5,078 | +215 | $222,385 | $242,881 | +$20,496 | 2025-01-16 |
|---|
| Q4 2024 | VZ
VERIZON COMMUNICATIONS INC | United States | COM | 5,846 | 6,119 | +273 | $262,544 | $244,699 | -$17,845 | 2025-01-16 |
|---|
| Q4 2024 | ENB
ENBRIDGE INC | | COM | 4,988 | 5,151 | +163 | $202,582 | $218,577 | +$15,995 | 2025-01-16 |
|---|
| Q4 2024 | MMM
3M CO | United States | COM | 2,208 | 2,220 | +12 | $301,834 | $286,580 | -$15,254 | 2025-01-16 |
|---|
| Q4 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 1,174 | 1,244 | +70 | $203,341 | $208,560 | +$5,219 | 2025-01-16 |
|---|
| Q3 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 10,852 | 11,196 | +344 | $4,414,594 | $5,153,071 | +$738,477 | 2024-10-10 |
|---|
| Q3 2024 | SGOL
ETFS GOLD TR | United States | PHYSCL GOLD SHS | 9,350 | 10,100 | +750 | $207,757 | $253,813 | +$46,056 | 2024-10-10 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 1,605 | 1,634 | +29 | $310,166 | $304,463 | -$5,703 | 2024-10-10 |
|---|
| Q2 2024 | AAPL
APPLE INC | United States | COM | 4,580 | 4,850 | +270 | $785,413 | $1,021,549 | +$236,136 | 2024-07-17 |
|---|
| Q2 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 605 | 5,797 | +5,192 | $546,473 | $716,161 | +$169,688 | 2024-07-17 |
|---|
| Q2 2024 | PFE
PFIZER INC | United States | COM | 10,451 | 12,062 | +1,611 | $290,015 | $337,495 | +$47,480 | 2024-07-17 |
|---|
| Q2 2024 | PM
PHILIP MORRIS INTL INC | United States | COM | 2,376 | 2,407 | +31 | $217,689 | $243,901 | +$26,212 | 2024-07-17 |
|---|
| Q2 2024 | HONZZZZ
HONEYWELL INTL INC | | COM | 1,290 | 1,291 | +1 | $264,731 | $275,637 | +$10,906 | 2024-07-17 |
|---|
| Q2 2024 | CSCO
CISCO SYS INC | United States | COM | 4,286 | 4,306 | +20 | $213,914 | $204,570 | -$9,344 | 2024-07-17 |
|---|
| Q2 2024 | TY
TRI CONTL CORP | United States | COM | 11,016 | 11,119 | +103 | $339,283 | $344,346 | +$5,063 | 2024-07-17 |
|---|
| Q1 2024 | BRKB
BERKSHIRE HATHAWAY INC DEL | | CL B NEW | 10,674 | 10,878 | +204 | $3,806,846 | $4,574,417 | +$767,571 | 2024-04-12 |
|---|
| Q1 2024 | NVDA
NVIDIA CORPORATION | United States | COM | 575 | 605 | +30 | $284,652 | $546,473 | +$261,821 | 2024-04-12 |
|---|
| Q1 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 4,528 | 4,603 | +75 | $638,131 | $700,853 | +$62,722 | 2024-04-12 |
|---|
| Q1 2024 | PFE
PFIZER INC | United States | COM | 9,680 | 10,451 | +771 | $278,699 | $290,015 | +$11,316 | 2024-04-12 |
|---|
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