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Priebe Wealth Holdings LLC Last Quarter Change: USA Stocks, Added

Priebe Wealth Holdings LLC quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Priebe Wealth Holdings LLC opened 0 positions, added to 2, reduced 10, sold out of 20 and left 0 unchanged. The largest increase in value was SGOL (+$181,430); the largest decrease was AAPL (-$764,086).

  • SGOL: Country of operation United States; Class PHYSCL GOLD SHS; Shares 2025-03-31 30,300; Shares 2025-06-30 34,400.
  • CSCO: Country of operation United States; Class COM; Shares 2025-03-31 4,870; Shares 2025-06-30 5,600.

Two Form 13F-HR filings compared (SEC CIK 2009646): 2025-03-31 (filed 2025-04-14) and 2025-06-30 (filed 2025-07-25). 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; share change is the position change.

StockCountry of operationClassShares 2025-03-31Shares 2025-06-30Share changeValue 2025-03-31Value 2025-06-30Value change
SGOL
ETFS GOLD TR
United StatesPHYSCL GOLD SHS30,30034,400+4,100$903,546$1,084,976+$181,430
CSCO
CISCO SYS INC
United StatesCOM4,8705,600+730$300,528$388,528+$88,000

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