Prairieview Wealth Partners

Latest statistics and disclosures from Prairieview Wealth Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, AGG, IWR, VTV, VTWO, and represent 73.05% of Prairieview Wealth Partners's stock portfolio.
  • Added to shares of these 5 stocks: AGG (+$12M), HELO (+$6.7M), VTEB, CCOI, MMC.
  • Started 1 new stock position in HELO.
  • Reduced shares in these 10 stocks: VGIT (-$11M), USTB (-$11M), IXUS (-$11M), VTV (-$5.8M), SPYG (-$5.7M), IVV, SUB, VTWO, IWR, .
  • Sold out of its position in SPEM.
  • Prairieview Wealth Partners was a net seller of stock by $-32M.
  • Prairieview Wealth Partners has $93M in assets under management (AUM), dropping by -21.17%.
  • Central Index Key (CIK): 0002011194

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Portfolio Holdings for Prairieview Wealth Partners

Prairieview Wealth Partners holds 18 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
Ishares Core S&p 500 Etf Etf (IVV) 21.9 $20M -12% 35k 576.82
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 18.1 $17M +275% 166k 101.27
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Ishares Russell Midcap Etf Etf (IWR) 14.0 $13M -13% 147k 88.14
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Vanguard Value Etf Etf (VTV) 10.1 $9.3M -38% 53k 174.57
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Vanguard Russell 2000 Etf Etf (VTWO) 9.0 $8.3M -20% 93k 89.36
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Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 7.3 $6.7M NEW 110k 61.14
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Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 6.4 $5.9M -49% 72k 82.94
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Vanguard Tax-exempt Bond Etf Etf (VTEB) 5.4 $5.0M +241% 98k 51.12
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Ishares Core Msci Total International Stock Etf Etf (IXUS) 3.8 $3.5M -74% 48k 72.63
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Cogent Communications Hldgs In Stock (CCOI) 0.8 $743k +5% 9.8k 75.92
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Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.6 $512k -95% 8.5k 60.42
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Victoryshares Short-term Bond Etf Etf (USTB) 0.5 $509k -95% 10k 50.81
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American Express Stock (AXP) 0.5 $493k 1.8k 271.20
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Microsoft Corp Stock (MSFT) 0.5 $435k -2% 1.0k 430.30
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Ishares Short-term National Muni Bond Etf Etf (SUB) 0.4 $383k -86% 3.6k 106.20
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Nvidia Corporation Stock (NVDA) 0.3 $259k 2.1k 121.44
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Marsh & Mclennan Cos Stock (MMC) 0.3 $237k +5% 1.1k 223.09
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Woodward Stock (WWD) 0.2 $207k 1.2k 171.51
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Past Filings by Prairieview Wealth Partners

SEC 13F filings are viewable for Prairieview Wealth Partners going back to 2023