Prairieview Wealth Partners

Prairieview Wealth Partners as of Sept. 30, 2024

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