Prairie Wealth Advisors
Latest statistics and disclosures from Prairie Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are LNN, NVDA, GLD, AMZN, IAU, and represent 44.33% of Prairie Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: PAUG, Innovator Growth-100 Power Buffer Etf - September, AVGO, ETHE, EJUL, CEG, SPY, ZBRA, HII, TT.
- Started 14 new stock positions in TT, ETHE, Grayscale Bitcoin Mini Trust BTC, PFE, CEG, Grayscale Ethereum Mini Tr E, HII, XLU, EJUL, FCOM. PAUG, SPY, ZBRA, Innovator Growth-100 Power Buffer Etf - September.
- Reduced shares in these 10 stocks: PAPR, NOCT, LLY, JPST, ESGU, , IVV, VOO, VUSB, EOCT.
- Sold out of its positions in ELV, CYBN, SNSR, NOCT, EOCT, QQQ, EFG, ESGU, JNPR, NLR. VUSB, VOO.
- Prairie Wealth Advisors was a net seller of stock by $-969k.
- Prairie Wealth Advisors has $202M in assets under management (AUM), dropping by 2.56%.
- Central Index Key (CIK): 0002022783
Tip: Access up to 7 years of quarterly data
Positions held by Prairie Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Prairie Wealth Advisors
Prairie Wealth Advisors holds 145 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Lindsay Corporation (LNN) | 23.6 | $48M | 384k | 124.64 |
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NVIDIA Corporation (NVDA) | 9.5 | $19M | 158k | 121.45 |
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Spdr Gold Tr Gold Shs (GLD) | 4.7 | $9.6M | 39k | 243.06 |
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Amazon (AMZN) | 3.7 | $7.5M | 40k | 186.33 |
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Ishares Gold Tr Ishares New (IAU) | 2.8 | $5.7M | 114k | 49.70 |
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Eli Lilly & Co. (LLY) | 2.6 | $5.3M | -13% | 6.0k | 885.94 |
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Apple (AAPL) | 2.1 | $4.2M | 18k | 233.00 |
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Blackstone Secd Lending Common Stock (BXSL) | 2.0 | $4.0M | -3% | 132k | 30.05 |
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Shopify Cl A (SHOP) | 1.6 | $3.3M | -5% | 41k | 80.14 |
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Alphabet Cap Stk Cl C (GOOG) | 1.6 | $3.2M | 19k | 167.19 |
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Microsoft Corporation (MSFT) | 1.3 | $2.7M | 6.2k | 430.27 |
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Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 1.1 | $2.2M | NEW | 58k | 37.86 |
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Vaneck Etf Trust Semiconductr Etf (SMH) | 1.0 | $2.1M | 8.6k | 245.45 |
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UnitedHealth (UNH) | 1.0 | $2.1M | +4% | 3.6k | 584.61 |
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Northrop Grumman Corporation (NOC) | 0.9 | $1.9M | +2% | 3.5k | 528.07 |
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Calamos Strategic Total Retu Com Sh Ben Int (CSQ) | 0.9 | $1.9M | +3% | 107k | 17.35 |
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Visa Com Cl A (V) | 0.9 | $1.7M | 6.3k | 274.95 |
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Casey's General Stores (CASY) | 0.8 | $1.7M | 4.5k | 375.71 |
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Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.8 | $1.7M | -6% | 17k | 101.32 |
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MercadoLibre (MELI) | 0.8 | $1.7M | 816.00 | 2051.96 |
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Ishares Tr Us Aer Def Etf (ITA) | 0.8 | $1.6M | +3% | 11k | 149.64 |
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Verisign (VRSN) | 0.8 | $1.6M | 8.3k | 189.96 |
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Innovator Etfs Trust Growth 100 Power | 0.7 | $1.5M | NEW | 59k | 24.98 |
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Innovator Etfs Trust Us Eqty Pwr Buf (PNOV) | 0.7 | $1.5M | 40k | 36.92 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $1.5M | 3.2k | 460.23 |
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Blackrock Util & Infrastrctu (BUI) | 0.7 | $1.4M | +10% | 58k | 24.83 |
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Innovator Etfs Trust Us Eqt Pwr Buf (PAPR) | 0.7 | $1.4M | -61% | 39k | 35.94 |
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Constellation Brands Cl A (STZ) | 0.7 | $1.4M | 5.4k | 257.67 |
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Broadcom (AVGO) | 0.6 | $1.3M | +908% | 7.3k | 172.50 |
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Target Corporation (TGT) | 0.6 | $1.2M | 7.5k | 155.86 |
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Adobe Systems Incorporated (ADBE) | 0.6 | $1.2M | 2.2k | 517.78 |
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Meta Platforms Cl A (META) | 0.6 | $1.2M | 2.0k | 572.44 |
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Cisco Systems (CSCO) | 0.6 | $1.1M | 21k | 53.22 |
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Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.6 | $1.1M | 22k | 50.50 |
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Ishares Tr Pfd And Incm Sec (PFF) | 0.6 | $1.1M | 34k | 33.23 |
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McDonald's Corporation (MCD) | 0.5 | $1.0M | 3.4k | 304.48 |
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Innovator Etfs Trust GRWT100 PWR BF (NAPR) | 0.5 | $982k | 20k | 48.64 |
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Nextera Energy (NEE) | 0.5 | $972k | 12k | 84.53 |
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Arista Networks (ANET) | 0.5 | $967k | 2.5k | 383.82 |
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.5 | $957k | -38% | 19k | 50.74 |
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Tesla Motors (TSLA) | 0.5 | $939k | -6% | 3.6k | 261.63 |
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Danaher Corporation (DHR) | 0.5 | $923k | -2% | 3.3k | 278.25 |
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Amplify Etf Tr Amplify Cybersec (HACK) | 0.5 | $918k | 13k | 68.28 |
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Home Depot (HD) | 0.5 | $911k | +2% | 2.2k | 405.11 |
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Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $902k | -29% | 1.6k | 576.88 |
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Calamos Global Total Return Com Sh Ben Int (CGO) | 0.4 | $854k | 72k | 11.95 |
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Costco Wholesale Corporation (COST) | 0.4 | $835k | -22% | 942.00 | 886.52 |
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First Tr Exchange-traded Wtr Etf (FIW) | 0.4 | $834k | 7.6k | 109.32 |
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Ishares Tr Us Home Cons Etf (ITB) | 0.4 | $826k | +2% | 6.5k | 127.11 |
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Innovator Etfs Trust Us Sml Cp Pwr Et (KAPR) | 0.4 | $811k | 25k | 32.46 |
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FedEx Corporation (FDX) | 0.4 | $801k | 2.9k | 275.06 |
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Stoneco Com Cl A (STNE) | 0.4 | $800k | 71k | 11.26 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $776k | +14% | 3.5k | 220.89 |
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Intuitive Surgical Com New (ISRG) | 0.4 | $776k | 1.6k | 491.27 |
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Wal-Mart Stores (WMT) | 0.4 | $769k | -3% | 9.5k | 80.75 |
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Netflix (NFLX) | 0.4 | $762k | 1.1k | 709.27 |
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Innovator Etfs Trust Us Eqty Ultra B (USEP) | 0.4 | $747k | 22k | 34.74 |
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Fidelity Covington Trust Msci Utils Index (FUTY) | 0.4 | $745k | +4% | 14k | 51.82 |
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Advanced Micro Devices (AMD) | 0.4 | $722k | 4.4k | 164.08 |
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Fidelity Covington Trust Msci Energy Idx (FENY) | 0.3 | $707k | 29k | 24.08 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $695k | 2.4k | 284.01 |
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Chevron Corporation (CVX) | 0.3 | $693k | 4.7k | 147.26 |
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Republic Services (RSG) | 0.3 | $691k | 3.4k | 200.84 |
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Spdr Ser Tr S&p Biotech (XBI) | 0.3 | $669k | +2% | 6.8k | 98.80 |
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Honeywell International (HON) | 0.3 | $669k | +7% | 3.2k | 206.71 |
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Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $641k | 3.7k | 174.52 |
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Procter & Gamble Company (PG) | 0.3 | $634k | +6% | 3.7k | 173.20 |
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Amgen (AMGN) | 0.3 | $606k | 1.9k | 322.21 |
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Paypal Holdings (PYPL) | 0.3 | $588k | -17% | 7.5k | 78.03 |
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Docusign (DOCU) | 0.3 | $560k | -6% | 9.0k | 62.09 |
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Super Micro Computer (SMCI) | 0.3 | $553k | +18% | 1.3k | 416.40 |
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3M Company (MMM) | 0.3 | $549k | +12% | 4.0k | 136.70 |
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Pepsi (PEP) | 0.3 | $544k | 3.2k | 170.04 |
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First Tr Exchange Traded Cloud Computing (SKYY) | 0.3 | $512k | 5.0k | 102.26 |
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Coca-Cola Company (KO) | 0.3 | $511k | 7.1k | 72.34 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $510k | +13% | 32k | 16.05 |
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Wisdomtree Tr Us Midcap Divid (DON) | 0.2 | $505k | 9.9k | 51.13 |
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Grayscale Ethereum Tr Eth SHS (ETHE) | 0.2 | $503k | NEW | 23k | 21.89 |
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Fidelity Covington Trust Msci Indl Indx (FIDU) | 0.2 | $492k | 6.8k | 72.17 |
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Johnson & Johnson (JNJ) | 0.2 | $483k | 3.0k | 162.09 |
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Intuit (INTU) | 0.2 | $480k | 773.00 | 621.00 |
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Fidelity Covington Trust Consmr Staples (FSTA) | 0.2 | $480k | 9.4k | 51.05 |
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Fidelity Covington Trust Sustainable High (FSYD) | 0.2 | $478k | +48% | 9.8k | 48.53 |
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Aon Shs Cl A (AON) | 0.2 | $473k | 1.4k | 345.99 |
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Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.2 | $468k | 6.4k | 72.79 |
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Raytheon Technologies Corp (RTX) | 0.2 | $462k | 3.8k | 121.16 |
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Abbvie (ABBV) | 0.2 | $456k | 2.3k | 197.52 |
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Starbucks Corporation (SBUX) | 0.2 | $449k | -4% | 4.6k | 97.50 |
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Interpublic Group of Companies (IPG) | 0.2 | $425k | 13k | 31.63 |
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Etfis Ser Tr I Infrac Act Mlp (AMZA) | 0.2 | $420k | 10k | 40.59 |
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Illinois Tool Works (ITW) | 0.2 | $420k | 1.6k | 263.57 |
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Block Cl A (SQ) | 0.2 | $410k | -17% | 6.1k | 67.13 |
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Innovator Etfs Trust Intrnl Dev Aprl (IAPR) | 0.2 | $409k | 14k | 28.41 |
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Palantir Technologies Cl A (PLTR) | 0.2 | $394k | -2% | 11k | 37.20 |
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Deere & Company (DE) | 0.2 | $389k | +27% | 929.00 | 418.80 |
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Chipotle Mexican Grill (CMG) | 0.2 | $387k | -2% | 6.7k | 57.62 |
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Coinbase Global Com Cl A (COIN) | 0.2 | $383k | -7% | 2.2k | 178.17 |
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Kimberly-Clark Corporation (KMB) | 0.2 | $376k | 2.6k | 143.50 |
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Innovator Etfs Trust Emrgng Mkt July (EJUL) | 0.2 | $356k | NEW | 14k | 25.53 |
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Henry Schein (HSIC) | 0.2 | $350k | -3% | 4.8k | 72.90 |
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Waste Management (WM) | 0.2 | $350k | -2% | 1.7k | 207.60 |
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.2 | $349k | 4.0k | 88.14 |
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Sea Sponsord Ads (SE) | 0.2 | $341k | -22% | 3.6k | 94.28 |
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Nucor Corporation (NUE) | 0.2 | $337k | +9% | 2.2k | 150.88 |
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American Electric Power Company (AEP) | 0.2 | $331k | -3% | 3.2k | 102.60 |
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Constellation Energy (CEG) | 0.2 | $329k | NEW | 1.3k | 260.02 |
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Exxon Mobil Corporation (XOM) | 0.2 | $328k | +2% | 2.8k | 117.23 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $323k | 2.5k | 128.20 |
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Lowe's Companies (LOW) | 0.2 | $321k | 1.2k | 270.85 |
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Spdr Ser Tr S&p Oilgas Exp (XOP) | 0.2 | $319k | 2.4k | 131.52 |
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Spdr Ser Tr Aerospace Def (XAR) | 0.2 | $312k | +13% | 2.0k | 157.34 |
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.2 | $309k | -3% | 4.3k | 71.73 |
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Fidelity Covington Trust Pfd Secs Income (FPFD) | 0.1 | $301k | +10% | 13k | 22.39 |
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Carrier Global Corporation (CARR) | 0.1 | $300k | 3.7k | 80.49 |
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $299k | +17% | 5.9k | 50.57 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $295k | NEW | 513.00 | 574.59 |
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Amplify Etf Tr Amplify Mobile P (IPAY) | 0.1 | $293k | 5.6k | 52.27 |
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Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $286k | NEW | 773.00 | 370.32 |
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Palo Alto Networks (PANW) | 0.1 | $280k | 819.00 | 341.80 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $279k | 2.4k | 117.30 |
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Ishares Tr Ishares Biotech (IBB) | 0.1 | $272k | +5% | 1.9k | 145.60 |
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Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $271k | 33k | 8.14 |
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Innovator Etfs Trust Emrgng Mkt April (EAPR) | 0.1 | $269k | 10k | 27.00 |
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Hca Holdings (HCA) | 0.1 | $268k | +3% | 660.00 | 406.43 |
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Zoom Video Communications In Cl A (ZM) | 0.1 | $266k | -15% | 3.8k | 69.74 |
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Walt Disney Company (DIS) | 0.1 | $258k | -27% | 2.7k | 96.19 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $253k | +11% | 1.2k | 210.87 |
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Huntington Ingalls Inds (HII) | 0.1 | $250k | NEW | 944.00 | 264.38 |
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Owens Corning (OC) | 0.1 | $247k | +7% | 1.4k | 176.52 |
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Micron Technology (MU) | 0.1 | $243k | 2.3k | 103.71 |
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Morgan Stanley Com New (MS) | 0.1 | $240k | -12% | 2.3k | 104.24 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $239k | -14% | 907.00 | 263.73 |
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WESCO International (WCC) | 0.1 | $237k | +7% | 1.4k | 167.98 |
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Abbott Laboratories (ABT) | 0.1 | $226k | 2.0k | 114.01 |
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Trane Technologies SHS (TT) | 0.1 | $226k | NEW | 580.00 | 388.73 |
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Pfizer (PFE) | 0.1 | $220k | NEW | 7.6k | 28.94 |
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Flaherty & Crumrine/Claymore Preferred S (FFC) | 0.1 | $218k | +6% | 13k | 16.41 |
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Novo-nordisk A S Adr (NVO) | 0.1 | $217k | +4% | 1.8k | 119.07 |
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Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $208k | NEW | 2.6k | 80.78 |
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Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.1 | $203k | NEW | 3.7k | 55.09 |
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Invesco Exch Traded Fd Tr Ii Kbw Hig Dv Yld (KBWD) | 0.1 | $197k | 13k | 15.28 |
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BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $138k | -5% | 16k | 8.65 |
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Grayscale Bitcoin Mini Tr Bt SHS | 0.1 | $125k | NEW | 22k | 5.63 |
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Calamos Global Dynamic Income Fund (CHW) | 0.1 | $108k | -5% | 15k | 7.17 |
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Grayscale Ethereum Mini Tr E Com Unit | 0.0 | $54k | NEW | 22k | 2.44 |
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Past Filings by Prairie Wealth Advisors
SEC 13F filings are viewable for Prairie Wealth Advisors going back to 2024
- Prairie Wealth Advisors 2024 Q3 filed Nov. 7, 2024
- Prairie Wealth Advisors 2024 Q2 filed Aug. 14, 2024
- Prairie Wealth Advisors 2024 Q1 filed May 15, 2024