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:
48.48%
Gain -0.3%
Monthly
1.24%
Yearly
15.97%
Drawdown
17.85%
$136.08M
Equity
Holdings
$136.08M
Investment
$100.45M
$55.98M
Profit -$435,072.01
Realized
$20.35M
Unrealized
$35.63M
Dividends
$5.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$435,072.01
Win %
83%
This Week
Compared To Last Week
Gain
1.7%
Profit
$2.28M
Win %
83%
This Month
Compared to last month
Gain
-0.32%
Profit
-$435,072.01
Win %
83%
This Year
Compared to last year
Gain
8.89%
Profit
$11.1M
Win %
83%
GOOG Alphabet Inc
+6.88%
+$83,794.56 
MSFT Microsoft Corp.
+3.02%
+$6,728.28 
NVDA NVIDIA Corporation
+2.93%
+$7,331.65 
LSGR Natixis Loomis Sayles Focused Growth ETF
+2.81%
+$44,068.05 
CSCO Cisco Systems, Inc.
+2.14%
+$13,608 
BSX Boston Scientific Corporation
+1.59%
+$1,628.63 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$62,781.98 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$11,688.96 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$47,796.16 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$5,868 
JAVA JPMorgan Active Value ETF
+0.87%
+$22,803.9 
DUSA Davis Select U.S. Equity ETF
+0.85%
+$80,662.77 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$72,169.35 
TSLA Tesla, Inc.
+0.76%
+$2,374.14 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$11,972.35 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,984.06 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,973.12 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$233,609.91 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$9,886.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$19,304.94 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$20,549.28 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$6,498.3 
TY Tri-Continental Corporation
+0.14%
+$378.85 
MMM 3M Company
+0.12%
+$360.14 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$6,968.85 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$107.4 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$389.12 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$674.64 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$236.12 
AAPL Apple Inc.
-7.35%
-$79,199.6 
ABBV AbbVie Inc.
-2.51%
-$18,911.81 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$19,608 
ARKW ARK Next Generation Internet ETF
-1.02%
-$56,191.32 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.8%
-$12,704.94 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$12,148.12 
FTCS First Trust Capital Strength ETF
-0.51%
-$3,840.81 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,220.55 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$4,483.27 
PAAA PGIM AAA CLO ETF
-0.37%
-$2,965.9 
FDV Federated Hermes U.S. Strategic Dividend ETF
-0.33%
-$4,375.25 
DTH WisdomTree International High Dividend Fund
-0.31%
-$1,746 
MTBA Simplify MBS ETF
-0.31%
-$18,465 
CWI SPDR MSCI ACWI ex-US ETF
-0.3%
-$9,223.56 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$3,108.13 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,538.7 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$920.23 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$3,007.67 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$360 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$780 
BINC iShares Flexible Income Active ETF
-0.08%
-$1,119.65 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$122.3 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$209.46 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$33.54 Events
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Dividends
Dividend Analysis
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| Trades 406 | Longs Won 315/406 77% | Profit Factor 47.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $642,905.08 |
| Average Win $181,517.27 | Best Trade (Aug 14) $7.17M | Sharpe Ratio -9.09 |
| Average Loss -$13,181.91 | Worst Trade (Jun 29) -$194,688 | Z-Score 6.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 3d | Expectancy $137,877.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,230 | $693,408.71 | $997,779.3 | - | $304,370.59 | 43.89% | -7.354% |
| ABBV AbbVie Inc. | 2,923 | $484,367.29 | $733,497.62 | - | $249,130.33 | 51.43% | -2.513% |
| ADX Adams Diversified Equity Fund, Inc. | 149,363 | $2.66M | $3.81M | - | $1.15M | 43.38% | +1.27% |
| ARKW ARK Next Generation Internet ETF | 39,852 | $3.03M | $5.45M | - | $2.42M | 79.81% | -1.02% |
| AVUV Avantis U.S. Small Cap Value ETF | 9,728 | $939,043.84 | $1.22M | - | $279,680 | 29.78% | +0.032% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,580 | $327,176.27 | $328,214.4 | - | $1,038.13 | 0.32% | +0.033% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 33,732 | $3.35M | $3.35M | - | $1,629.34 | 0.05% | +0.02% |
| BINC iShares Flexible Income Active ETF | 27,992 | $1.47M | $1.46M | - | -$9,861.57 | -0.67% | -0.077% |
| BRK-B Berkshire Hathaway Inc. | 11,048 | $4.05M | $5.65M | - | $1.61M | 39.68% | +0.365% |
| BSX Boston Scientific Corporation | 2,231 | $187,796.59 | $104,254.63 | - | -$83,541.96 | -44.49% | +1.587% |
| CGCP Capital Group Core Plus Income ETF | 80,988 | $1.82M | $1.77M | - | -$44,873.92 | -2.47% | -0.68% |
| CSCO Cisco Systems, Inc. | 5,600 | $351,175.4 | $649,544 | - | $298,368.6 | 84.96% | +2.14% |
| CWI SPDR MSCI ACWI ex-US ETF | 76,863 | $2.13M | $3.09M | - | $959,532.67 | 44.96% | -0.297% |
| DGRO iShares Core Dividend Growth ETF | 14,128 | $760,375.03 | $1.1M | - | $341,750.28 | 44.94% | -0.281% |
| DTH WisdomTree International High Dividend Fund | 9,700 | $449,437 | $558,429 | - | $108,992 | 24.25% | -0.312% |
| DUSA Davis Select U.S. Equity ETF | 166,315 | $7.2M | $9.56M | - | $2.36M | 32.7% | +0.851% |
| FDL First Trust Morningstar Dividend Leaders Index Fund | 23,612 | $894,652.51 | $1.22M | - | $320,893.25 | 35.87% | +0.019% |
| FDV Federated Hermes U.S. Strategic Dividend ETF | 39,775 | $1.03M | $1.31M | - | $283,592.39 | 27.58% | -0.332% |
| FELC Fidelity Enhanced Large Cap Core ETF | 218,695 | $7.54M | $9.31M | - | $1.77M | 23.43% | +0.781% |
| FNX First Trust Mid Cap Core AlphaDEX Fund | 8,459 | $944,182.36 | $1.21M | - | $267,823.16 | 28.37% | -0.369% |
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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 - $7.76M, 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 - $1.21M. 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 - $88,952.36, 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 $5.94M earned over time. The largest contributors to dividend income include Adams Diversified Equity Fund, Inc - $1.23M, iShares Flexible Income Active ETF - $1.08M, Simplify MBS ETF - $501,764, SPDR Bloomberg 3-12 Month T-Bill ETF - $320,737.45, and SPDR MSCI ACWI ex-US ETF - $188,711.85. 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.
