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:
48.45%
Gain +0.15%
Monthly
1.19%
Yearly
15.22%
Drawdown
17.75%
$135.98M
Equity
Holdings
$135.98M
Investment
$100.45M
$56.02M
Profit +$236,573.63
Realized
$20.48M
Unrealized
$35.53M
Dividends
$6.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$236,573.63
Win %
80%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$824,425.33
Win %
80%
This Month
Compared to last month
Gain
1.29%
Profit
$1.73M
Win %
80%
This Year
Compared to last year
Gain
8.96%
Profit
$11.19M
Win %
80%
BSX Boston Scientific Corporation
+2.06%
+$1,974.43 
ABBV AbbVie Inc.
+1.77%
+$14,702.66 
FTCS First Trust Capital Strength ETF
+1.53%
+$11,258.84 
SGOL abrdn Physical Gold Shares ETF
+1.19%
+$15,996 
MSFT Microsoft Corp.
+1.09%
+$2,884.96 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1%
+$12,042.12 
DUSA Davis Select U.S. Equity ETF
+0.96%
+$89,810.1 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.95%
+$10,954.41 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.88%
+$50,175.72 
VIG Vanguard Dividend Appreciation ETF
+0.85%
+$5,064.85 
DGRO iShares Core Dividend Growth ETF
+0.81%
+$8,900.64 
MMM 3M Company
+0.78%
+$2,212.33 
JAVA JPMorgan Active Value ETF
+0.72%
+$19,220.43 
XMHQ Invesco S&P MidCap Quality ETF
+0.66%
+$16,245.75 
AVUV Avantis U.S. Small Cap Value ETF
+0.63%
+$7,296 
DTH WisdomTree International High Dividend Fund
+0.6%
+$3,249.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.6%
+$11,278.87 
IVE ISHARES S&P 500 VALUE ETF
+0.59%
+$2,822.1 
IQDG WisdomTree International Quality Dividend Growth Fund
+0.57%
+$8,712 
LSGR Natixis Loomis Sayles Focused Growth ETF
+0.53%
+$9,039.6 
JHMM John Hancock Multifactor Mid Cap ETF
+0.51%
+$1,240.61 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.51%
+$3,846.75 
CGCP Capital Group Core Plus Income ETF
+0.47%
+$8,098.8 
MTBA Simplify MBS ETF
+0.46%
+$26,466.5 
SPIP SPDR Portfolio TIPS ETF
+0.43%
+$1,260 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$23,863.68 
TY Tri-Continental Corporation
+0.41%
+$1,060.78 
AAPL Apple Inc.
+0.23%
+$2,584.03 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.16%
+$1,141 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.16%
+$458.62 
BINC iShares Flexible Income Active ETF
+0.11%
+$1,539.56 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$1,047.3 
LMBS First Trust Low Duration Opportunities ETF
+0.09%
+$877.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$1,193.12 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$71.6 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$674.64 
PAAA PGIM AAA CLO ETF
+0.01%
+$78.05 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
FDV Federated Hermes U.S. Strategic Dividend ETF
-12.56%
-$137,224.7 
CSCO Cisco Systems, Inc.
-4.25%
-$27,048 
NVDA NVIDIA Corporation
-2.25%
-$6,407.16 
TSLA Tesla, Inc.
-1.99%
-$7,338.77 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.6%
-$5,144.36 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.55%
-$25,187.98 
ARKW ARK Next Generation Internet ETF
-0.41%
-$25,903.8 
ADX Adams Diversified Equity Fund, Inc.
-0.16%
-$5,974.52 
FELC Fidelity Enhanced Large Cap Core ETF
-0.15%
-$14,215.17 
CWI SPDR MSCI ACWI ex-US ETF
-0.14%
-$4,227.47 
GOOG Alphabet Inc
-0.05%
-$620.12 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$706.19 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.04%
-$13,858.22 
VOO Vanguard S&P 500 ETF
-0.04%
-$166.39 
IVV iShares Core S&P 500 ETF
-0.04%
-$213.4 Events
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Dividends
Dividend Analysis
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| Trades 406 | Longs Won 307/406 75% | Profit Factor 38.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $653,029.25 |
| Average Win $186,849.84 | Best Trade (Oct 14) $7.05M | Sharpe Ratio -13.58 |
| Average Loss -$15,000.44 | Worst Trade (Oct 14) -$263,758 | Z-Score 4.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $137,968.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,230 | $693,408.71 | $1.11M | - | $416,936.09 | 60.13% | +0.233% |
| ABBV AbbVie Inc. | 2,923 | $484,367.29 | $843,314.73 | - | $358,947.44 | 74.11% | +1.774% |
| ADX Adams Diversified Equity Fund, Inc. | 149,363 | $2.66M | $3.83M | - | $1.17M | 43.89% | -0.156% |
| ARKW ARK Next Generation Internet ETF | 39,852 | $3.03M | $6.34M | - | $3.3M | 108.97% | -0.407% |
| AVUV Avantis U.S. Small Cap Value ETF | 9,728 | $939,043.84 | $1.17M | - | $227,732.48 | 24.25% | +0.629% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,580 | $327,176.27 | $327,695.3 | - | $519.03 | 0.16% | +0.022% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 33,732 | $3.35M | $3.35M | - | -$6,635 | -0.2% | +0.02% |
| BINC iShares Flexible Income Active ETF | 27,992 | $1.47M | $1.42M | - | -$46,391.13 | -3.17% | +0.109% |
| BRK-B Berkshire Hathaway Inc. | 11,048 | $4.05M | $5.84M | - | $1.79M | 44.31% | +0.41% |
| BSX Boston Scientific Corporation | 2,231 | $187,796.59 | $97,907.43 | - | -$89,889.16 | -47.87% | +2.058% |
| CGCP Capital Group Core Plus Income ETF | 80,988 | $1.82M | $1.73M | - | -$84,558.04 | -4.65% | +0.469% |
| CSCO Cisco Systems, Inc. | 5,600 | $351,175.4 | $609,336 | - | $258,160.6 | 73.51% | -4.25% |
| CWI SPDR MSCI ACWI ex-US ETF | 76,863 | $2.13M | $3.05M | - | $916,105.07 | 42.92% | -0.138% |
| DGRO iShares Core Dividend Growth ETF | 14,128 | $760,375.03 | $1.11M | - | $349,803.21 | 46% | +0.808% |
| DTH WisdomTree International High Dividend Fund | 9,700 | $449,437 | $540,484 | - | $91,047 | 20.26% | +0.605% |
| DUSA Davis Select U.S. Equity ETF | 166,315 | $7.2M | $9.4M | - | $2.2M | 30.52% | +0.964% |
| FDL First Trust Morningstar Dividend Leaders Index Fund | 23,612 | $894,652.51 | $1.21M | - | $319,004.29 | 35.66% | +1.002% |
| FDV Federated Hermes U.S. Strategic Dividend ETF | 39,775 | $1.03M | $954,997.3 | - | -$73,189.81 | -7.12% | -12.564% |
| FELC Fidelity Enhanced Large Cap Core ETF | 218,695 | $7.54M | $9.53M | - | $1.99M | 26.37% | -0.149% |
| FNX First Trust Mid Cap Core AlphaDEX Fund | 8,459 | $944,182.36 | $1.16M | - | $216,180.96 | 22.9% | +0.953% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Emily Priebe?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 ETF - $7.85M, ARK Next Generation Internet ETF - $7.12M, Adams Diversified Equity Fund, Inc - $1.91M, SPDR Portfolio S&P 500 Growth ETF - $1.69M, and iShares Flexible Income Active ETF - $1.22M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Amkor Technology Inc - $181,524.27, Boeing Company - $112,160.57, Avantis U.S. Small Cap Value ETF - $84,923.02, Broadcom Inc - $70,456.92, and DNA - $23,371.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Emily Priebe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.22M earned over time. The largest contributors to dividend income include Adams Diversified Equity Fund, Inc - $1.23M, iShares Flexible Income Active ETF - $1.09M, Simplify MBS ETF - $530,077, SPDR Bloomberg 3-12 Month T-Bill ETF - $331,338.07, and State Street SPDR Portfolio S&P 500 ETF - $266,244.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Emily Priebe's monthly returns?
Emily Priebe's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Emily Priebe's strategy be considered aggressive or moderate?
Emily Priebe's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Emily Priebe's strategy?
Emily Priebe's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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