Prairieview Wealth Partners, LLC Portfolio Holdings by Sector
Prairieview Wealth Partners, LLC
- $81.8 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV AGG IWR VTV VTWO VTEB SPYG IXUS 14 stocks |
$72.7 Million
97.07% of portfolio
|
  5  
|
  9  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
CCOI 1 stocks |
$683,116
0.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
AXP 1 stocks |
$508,235
0.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$349,488
0.47% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$230,849
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
WWD 1 stocks |
$219,718
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
MMC 1 stocks |
$203,277
0.27% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|