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  Name: Priebe Wealth Holdings LLC
  City: MAPLE GROVE
  State: MN
  Zip: 55311
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $128,293,000
  Total Value Change : $6,502,000
  Securities Held Change : -2
   
All Securities Held : 62
  New Positions : 9
  Closed Positions : 11
  Increased Positions : 23
  Unchanged Positions : 3
  Decreased Positions : 27

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 11     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (UPS)1 Year Chart         UPS United Parcel Service Inc 67 Closed $147.59 $0 0 0% -375,000 -2,383 0    AirDelivery & Freight...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 73 Closed $60.70 $0 0 0% -209,000 -4,255 0    Domestic Money Center...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 66 Closed $229.17 $0 0 0% -1,072,000 -4,819 0    Home Improvement Stores
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 72 Closed $60.24 $0 0 0% -891,000 -5,650 0    Discount, Variety Stores
   (DUK)1 Year Chart         DUK Duke Energy Corp 65 Closed $103.66 $0 0 0% -208,000 -2,139 0    Electric Utilities
   (MMM)1 Year Chart         MMM 3M Co 71 Closed $105.21 $0 0 0% -311,000 -2,842 0    Conglomerates
   (BA)1 Year Chart         BA Boeing Co 64 Closed $186.61 $0 0 0% -432,000 -1,659 0    Aerospace/Defense - M...
   (SGOL)1 Year Chart         SGOL Aberdeen Standard Physical ... 70 Closed $23.19 $0 0 0% -244,000 -12,350 0    Closed - End Fund - Debt
   (LLY)1 Year Chart         LLY Eli Lilly & Co 63 Closed $783.18 $0 0 0% -218,000 -375 0    Drug Manufacturers - ...
   (GIS)1 Year Chart         GIS General Mills Inc 69 Closed $71.43 $0 0 0% -463,000 -7,111 0    Food - Major Diversified
   (SYY)1 Year Chart         SYY SYSCO Corp 68 Closed $75.06 $0 0 0% -536,000 -7,330 0    Food Wholesale

      11 Records Found
  1    
Page 1 of 1
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