Prairieview Wealth Partners, LLC Portfolio Holdings

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.