Prairieview Wealth Partners, LLC Portfolio Holdings

Prairieview Wealth Partners, LLC

  • $117 Billion
  • Q2 2024

Prairieview Wealth Partners, LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $117 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 $22B, Vanguard Value ETF with a value of $13.9B, Ishares Russell Mid Cap ETF with a value of $13.8B, Ishares Tr with a value of $13B, and Spdr Portfolio with a value of $11.3B.

Examining the 13F form we can see an increase of $7.15B in the current position value, from $110B to 117B.

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 $117 Billion
ETFs: $115 Billion
Technology: $726 Million
Financial Services: $632 Million
Communication Services: $525 Million
Industrials: $210 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.47B
$525 Million 0.45% of portfolio
9,302
Q2 2024 Added 5.44%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $117 Billion
  • Prior Value $110 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 11, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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