Prairieview Wealth Partners

Prairieview Wealth Partners as of June 30, 2025

Portfolio Holdings for Prairieview Wealth Partners

Prairieview Wealth Partners holds 28 positions in its portfolio as reported in the June 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) 24.6 $24M 38k 620.91
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 13.9 $13M 135k 99.20
Ishares Russell Midcap Etf Etf (IWR) 9.7 $9.3M 102k 91.97
Ishares National Muni Bond Etf Etf (MUB) 9.4 $9.1M 87k 104.48
Vanguard Value Etf Etf (VTV) 8.6 $8.3M 47k 176.74
Vanguard Russell 2000 Etf Etf (VTWO) 7.0 $6.8M 78k 87.22
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO) 6.9 $6.6M 106k 62.58
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) 6.1 $5.9M 62k 95.32
Ishares Core Msci Total International Stock Etf Etf (IXUS) 3.7 $3.6M 47k 77.31
Ishares Core S&p Small Cap Etf Etf (IJR) 1.4 $1.3M 12k 109.29
Hartford Total Return Bond Etf Etf (HTRB) 0.8 $814k 24k 33.87
Global X S&p 500 Covered Call Etf Etf (XYLD) 0.8 $785k 20k 38.94
American Express Stock (AXP) 0.6 $603k 1.9k 318.98
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.6 $583k 12k 49.03
Cogent Communications Hldgs In Stock (CCOI) 0.6 $556k 12k 48.21
Ishares Core U.s. Reit Etf Etf (USRT) 0.5 $491k 8.7k 56.56
Invesco Qqq Trust Series I Etf (QQQ) 0.5 $486k 881.00 551.90
Spdr Nuveen Ice High Yield Municipal Bond Etf Etf (HYMB) 0.5 $484k 20k 24.78
Microsoft Corp Stock (MSFT) 0.5 $463k 931.00 497.41
Spdr Ssga Multi-asset Real Return Etf Etf (RLY) 0.4 $428k 15k 29.09
Spdr Portfolio S&p 500 Value Etf Etf (SPYV) 0.4 $383k 7.3k 52.34
Ishares Msci Emerging Markets Etf Etf (EEM) 0.4 $376k 7.8k 48.24
Nvidia Corporation Stock (NVDA) 0.3 $337k 2.1k 157.99
Vanguard Intermediate-term Treasury Etf Etf (VGIT) 0.3 $322k 5.4k 59.81
Victoryshares Short-term Bond Etf Etf (USTB) 0.3 $320k 6.3k 50.82
Schwab Emerging Markets Equity Etf Etf (SCHE) 0.3 $309k 10k 30.14
Woodward Stock (WWD) 0.3 $295k 1.2k 245.09
Ishares Russell 1000 Etf Etf (IWB) 0.2 $235k 692.00 339.57