Prairieview Wealth Partners, LLC Portfolio Holdings

Prairieview Wealth Partners, LLC

  • $92.5 Billion
  • Q4 2024

Prairieview Wealth Partners, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $92.5 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20.4B, Ishares Core U.S. Aggregate Bo with a value of $16.3B, Ishares Russell Mid Cap ETF with a value of $12.9B, Vanguard Value ETF with a value of $8.97B, and Vanguard Russell 2000 ETF with a value of $8.25B.

Examining the 13F form we can see an increase of $16.1M in the current position value, from $92.5B to 92.5B.

Prairieview Wealth Partners, LLC is based out at Orland Park, IL

Below you can find more details about Prairieview Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $92.5 Billion
ETFs: $83.4 Billion
Communication Services: $828 Million
Technology: $678 Million
Financial Services: $540 Million
Industrials: $200 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.4 Billion 22.05% of portfolio
34,666
Q4 2024 Reduced 1.15%
$0
$16.3 Billion 17.61% of portfolio
168,180
Q4 2024 Added 1.55%
$0
$12.9 Billion 13.92% of portfolio
145,698
Q4 2024 Reduced 1.08%
$0
$8.97 Billion 9.69% of portfolio
52,955
Q4 2024 Reduced 0.63%
$0
$8.25 Billion 8.91% of portfolio
92,336
Q4 2024 Reduced 0.56%
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$6.93 Billion 7.49% of portfolio
-
Q4 2024 Added 1.64%
$0
$6.14 Billion 6.64% of portfolio
69,870
Q4 2024 Reduced 2.51%
$0
$5.12 Billion 5.53% of portfolio
102,071
Q4 2024 Added 4.6%
$0
$3.14 Billion 3.39% of portfolio
47,493
Q4 2024 Reduced 1.73%
$3.58B
$828 Million 0.89% of portfolio
10,742
Q4 2024 Added 9.81%
$236B
$540 Million 0.58% of portfolio
1,818
Q4 2023 New
$0
$452 Million 0.49% of portfolio
885
Q4 2024 New
$0
$395 Million 0.43% of portfolio
7,861
Q4 2024 Reduced 21.5%
$3.3T
$392 Million 0.42% of portfolio
931
Q4 2024 Reduced 7.91%
$0
$376 Million 0.41% of portfolio
6,479
Q4 2024 Reduced 23.48%
$0
$377 Million 0.41% of portfolio
7,367
Q4 2024 New
$308B
$286 Million 0.31% of portfolio
2,130
Q2 2024 New
$0
$257 Million 0.28% of portfolio
3,733
Q4 2024 New
$11B
$200 Million 0.22% of portfolio
1,204
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $92.5 Billion
  • Prior Value $92.5 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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