Prairieview Wealth Partners, LLC Portfolio Holdings

Prairieview Wealth Partners, LLC

  • $92.5 Billion
  • Q3 2024

Prairieview Wealth Partners, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $92.5 Billion distributed in 18 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 $20.2B, Ishares Core U.S. Aggregate Bo with a value of $16.8B, Ishares Russell Mid Cap ETF with a value of $13B, Vanguard Value ETF with a value of $9.3B, and Vanguard Russell 2000 ETF with a value of $8.3B.

Examining the 13F form we can see an decrease of $24.8B in the current position value, from $117B 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: $743 Million
Financial Services: $730 Million
Technology: $694 Million
Industrials: $206 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.2 Billion 21.86% of portfolio
35,068
Q3 2024 Reduced 12.66%
$0
$16.8 Billion 18.13% of portfolio
165,605
Q3 2024 Added 275.35%
$0
$13 Billion 14.03% of portfolio
147,293
Q3 2024 Reduced 13.17%
$0
$9.3 Billion 10.06% of portfolio
53,292
Q3 2024 Reduced 38.5%
$0
$8.3 Billion 8.97% of portfolio
92,858
Q3 2024 Reduced 20.41%
Jpmorgan Hedged Equity Laddered Overlay ETF
-
$6.72 Billion 7.26% of portfolio
-
Q3 2024 New
$0
$5.94 Billion 6.43% of portfolio
71,672
Q3 2024 Reduced 49.12%
$0
$4.99 Billion 5.39% of portfolio
97,582
Q3 2024 Added 241.78%
$0
$3.51 Billion 3.79% of portfolio
48,327
Q3 2024 Reduced 74.97%
$3.91B
$743 Million 0.8% of portfolio
9,782
Q3 2024 Added 5.16%
$0
$509 Million 0.55% of portfolio
10,014
Q3 2024 Reduced 95.4%
$0
$512 Million 0.55% of portfolio
8,467
Q3 2024 Reduced 95.54%
$215B
$493 Million 0.53% of portfolio
1,818
Q4 2023 New
$3.1T
$435 Million 0.47% of portfolio
1,011
Q3 2024 Reduced 2.41%
$0
$383 Million 0.41% of portfolio
3,602
Q3 2024 Reduced 86.47%
$364B
$259 Million 0.28% of portfolio
2,130
Q2 2024 New
$10.4B
$206 Million 0.22% of portfolio
1,204
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $92.5 Billion
  • Prior Value $117 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 21, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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