Prairieview Wealth Partners

Prairieview Wealth Partners as of March 31, 2025

Portfolio Holdings for Prairieview Wealth Partners

Prairieview Wealth Partners holds 21 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 25.7 $21M 37k 561.90
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 15.7 $13M 130k 98.92
Ishares Russell Midcap Etf Etf (IWR) 10.5 $8.5M 101k 85.07
Vanguard Value Etf Etf (VTV) 9.7 $7.9M 46k 172.74
Vanguard Russell 2000 Etf Etf (VTWO) 8.8 $7.2M 89k 80.65
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 8.4 $6.9M 115k 59.68
Vanguard Tax-exempt Bond Etf Etf (VTEB) 6.2 $5.1M 102k 49.62
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 6.0 $4.9M 61k 80.37
Ishares Core Msci Total International Stock Etf Etf (IXUS) 3.9 $3.2M 45k 69.81
Cogent Communications Hldgs In Stock (CCOI) 0.8 $683k 11k 61.31
American Express Stock (AXP) 0.6 $508k 1.9k 269.05
Invesco Qqq Trust Series I Etf (QQQ) 0.5 $442k 943.00 468.92
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.5 $402k 7.9k 51.07
Microsoft Corp Stock (MSFT) 0.4 $350k 931.00 375.39
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.4 $319k 5.4k 59.40
Victoryshares Short-term Bond Etf Etf (USTB) 0.4 $319k 6.3k 50.65
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.4 $306k 2.9k 105.58
Spdr Portfolio S&p 500 Etf Etf (SPYM) 0.3 $265k 4.0k 65.77
Nvidia Corporation Stock (NVDA) 0.3 $231k 2.1k 108.38
Woodward Stock (WWD) 0.3 $220k 1.2k 182.49
Marsh & Mclennan Cos Stock 0.2 $203k 833.00 244.03