Emily Priebe Portfolio
Invests via Priebe Wealth Holdings LLC | Managed by Jason Michael Priebe, Kestra Advisory Services, LLC
Invests via Priebe Wealth Holdings LLC
Managed by Jason Michael Priebe, Kestra Advisory Services, LLC
Automatically Tracked
Emily Priebe Profile
Seasoned investor and operator focused on early-stage fintech and enterprise software, with experience advising founders on go-to-market and scaling revenue. Emily Priebe leads seed and Series A investments, sources deal flow, and serves on boards to drive product-market fit and operational discipline. Frequently cited for pragmatic portfolio support, strategic hiring, and fundraising guidance for high-growth startups.
Seasoned investor and operator focused on early-stage fintech and enterprise software, with experience advising founders on go-to-market and scaling revenue. Emily Priebe leads seed and Series A investments, sources deal flow, and serves on boards to drive product-market fit and operational discipline. Frequently cited for pragmatic portfolio support, strategic hiring, and fundraising guidance for high-growth startups.
Investment Philosophy & Strategy
Focuses on early-stage fintech and enterprise software, prioritizing founders with clear go-to-market plans and measurable unit economics. Deploys seed and Series A capital to accelerate product-market fit, emphasizing operational KPIs, customer acquisition efficiency, and hiring to scale. Uses hands-on board engagement to de-risk execution, bridges fundraising rounds, and favors durable revenue models and configurable platforms. Time horizon: venture growth with conviction-weighted follow-on reserve and disciplined downside protection.
Focuses on early-stage fintech and enterprise software, prioritizing founders with clear go-to-market plans and measurable unit economics. Deploys seed and Series A capital to accelerate product-market fit, emphasizing operational KPIs, customer acquisition efficiency, and hiring to scale. Uses hands-on board engagement to de-risk execution, bridges fundraising rounds, and favors durable revenue models and configurable platforms. Time horizon: venture growth with conviction-weighted follow-on reserve and disciplined downside protection.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
16.48%
Gain
Monthly
0.5%
Yearly
6.19%
Drawdown
20.54%
$134.82M
Equity
Holdings
$134.82M
Investment
$100.45M
$54.43M
Profit -$152,477.63
Realized
$20.06M
Unrealized
$34.37M
Dividends
$5.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$152,477.63
Win %
85%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$82,499.7
Win %
85%
This Month
Compared to last month
Gain
0.9%
Profit
$1.2M
Win %
85%
This Year
Compared to last year
Gain
7.87%
Profit
$9.84M
Win %
85%
BSX Boston Scientific Corporation
+3.98%
+$3,826.16 
ABBV AbbVie Inc.
+3.14%
+$22,375.56 
FDL First Trust Morningstar Dividend Leaders Index Fund
+2.01%
+$23,730.06 
FDV Federated Hermes U.S. Strategic Dividend ETF
+1.92%
+$24,461.62 
FTCS First Trust Capital Strength ETF
+1.58%
+$11,481.76 
MSFT Microsoft Corp.
+1.51%
+$2,944.24 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.43%
+$85,716.85 
AVUV Avantis U.S. Small Cap Value ETF
+1.38%
+$16,723.4 
AAPL Apple Inc.
+1.3%
+$13,808.25 
MMM 3M Company
+1.11%
+$3,052.7 
DGRO iShares Core Dividend Growth ETF
+1.04%
+$11,231.76 
IVE ISHARES S&P 500 VALUE ETF
+0.8%
+$3,742.35 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.74%
+$13,685.03 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$3,567.83 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.56%
+$6,724.9 
DUSA Davis Select U.S. Equity ETF
+0.53%
+$50,726.07 
JAVA JPMorgan Active Value ETF
+0.46%
+$12,053.49 
XMHQ Invesco S&P MidCap Quality ETF
+0.37%
+$8,989.32 
ADX Adams Diversified Equity Fund, Inc.
+0.31%
+$11,949.04 
JHMM John Hancock Multifactor Mid Cap ETF
+0.24%
+$603.54 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$12,760.44 
GOOG Alphabet Inc
+0.06%
+$820.8 
PAAA PGIM AAA CLO ETF
+0.06%
+$468.3 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$17.9 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$168.66 
CSCO Cisco Systems, Inc.
-2.65%
-$16,576 
NVDA NVIDIA Corporation
-2.58%
-$7,031.18 
ARKW ARK Next Generation Internet ETF
-2.27%
-$133,902.72 
SGOL abrdn Physical Gold Shares ETF
-1.8%
-$23,908 
TSLA Tesla, Inc.
-1.72%
-$6,840.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.18%
-$53,195.51 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$9,801.68 
CWI SPDR MSCI ACWI ex-US ETF
-1.15%
-$35,741.29 
FELC Fidelity Enhanced Large Cap Core ETF
-0.5%
-$47,019.43 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.43%
-$6,715.5 
IVV iShares Core S&P 500 ETF
-0.34%
-$1,991.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$116,804.96 
VOO Vanguard S&P 500 ETF
-0.33%
-$1,402.99 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$5,515.32 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$11,344.14 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.28%
-$1,874.5 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.22%
-$3,619.28 
LSGR Natixis Loomis Sayles Focused Growth ETF
-0.22%
-$3,578.18 
DTH WisdomTree International High Dividend Fund
-0.21%
-$1,138.78 
TY Tri-Continental Corporation
-0.14%
-$378.85 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.14%
-$1,077.09 
MTBA Simplify MBS ETF
-0.11%
-$6,413.51 
SPIP SPDR Portfolio TIPS ETF
-0.1%
-$300 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$1,214.82 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.03%
-$92.95 
LMBS First Trust Low Duration Opportunities ETF
-0.03%
-$292.5 
BINC iShares Flexible Income Active ETF
-0.02%
-$279.92 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$102.64 Events
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Dividends
Dividend Analysis
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| Trades 406 | Longs Won 310/406 76% | Profit Factor 72.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $632,149.45 |
| Average Win $178,034.15 | Best Trade (Jun 30) $7.01M | Sharpe Ratio -9.24 |
| Average Loss -$7,947.5 | Worst Trade (Jun 29) -$194,688 | Z-Score 3.57 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 2d | Expectancy $134,058.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
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