Prairieview Wealth Partners

Prairieview Wealth Partners as of Dec. 31, 2024

Portfolio Holdings for Prairieview Wealth Partners

Prairieview Wealth Partners holds 20 positions in its portfolio as reported in the December 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) 22.1 $20M 35k 588.68
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 17.6 $16M 168k 96.90
Ishares Russell Midcap Etf Etf (IWR) 13.9 $13M 146k 88.40
Vanguard Value Etf Etf (VTV) 9.7 $9.0M 53k 169.30
Vanguard Russell 2000 Etf Etf (VTWO) 8.9 $8.2M 92k 89.33
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 7.5 $6.9M 112k 62.04
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 6.6 $6.1M 70k 87.90
Vanguard Tax-exempt Bond Etf Etf (VTEB) 5.5 $5.1M 102k 50.13
Ishares Core Msci Total International Stock Etf Etf (IXUS) 3.4 $3.1M 48k 66.14
Cogent Communications Hldgs In Stock (CCOI) 0.9 $828k 11k 77.07
American Express Stock (AXP) 0.6 $540k 1.8k 296.79
Invesco Qqq Trust Series I Etf (QQQ) 0.5 $452k 885.00 511.23
Victoryshares Short-term Bond Etf Etf (USTB) 0.4 $395k 7.9k 50.20
Microsoft Corp Stock (MSFT) 0.4 $392k 931.00 421.50
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.4 $377k 7.4k 51.14
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.4 $376k 6.5k 58.00
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.3 $306k 2.9k 105.46
Nvidia Corporation Stock (NVDA) 0.3 $286k 2.1k 134.29
Spdr Portfolio S&p 500 Etf Etf (SPLG) 0.3 $257k 3.7k 68.94
Woodward Stock (WWD) 0.2 $200k 1.2k 166.42