Prairieview Wealth Partners, LLC Top Holdings and 13F Report (2025) About Prairieview Wealth Partners, LLCInvestment ActivityPrairieview Wealth Partners, LLC has $81.81 million in total holdings as of March 31, 2025.Prairieview Wealth Partners, LLC owns shares of 21 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.53% of the portfolio was purchased this quarter.About 12.35% of the portfolio was sold this quarter.This quarter, Prairieview Wealth Partners, LLC has purchased 20 new stocks and bought additional shares in 8 stocks.Prairieview Wealth Partners, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $21,014,320iShares Core U.S. Aggregate Bond ETF $12,884,231iShares Russell Mid-Cap ETF $8,549,025Vanguard Value ETF $7,946,660Vanguard Russell 2000 ETF $7,176,640 Largest New Holdings this Quarter 571748102 - Marsh & McLennan Companies $203,277 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,733 shares (about $1.54M)Marsh & McLennan Companies 833 shares (about $203.28K)JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 3,360 shares (about $200.52K)Invesco QQQ 58 shares (about $27.20K)SPDR Portfolio S&P 500 Value ETF 512 shares (about $26.15K) Largest Sales this Quarter iShares Russell Mid-Cap ETF 45,204 shares (about $3.85M)iShares Core U.S. Aggregate Bond ETF 37,931 shares (about $3.75M)Vanguard Value ETF 6,951 shares (about $1.20M)SPDR Portfolio S&P 500 Growth ETF 9,259 shares (about $744.15K)Vanguard Russell 2000 ETF 3,351 shares (about $270.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrairieview Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$21,014,320$1,535,660 ▲7.9%37,39925.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$12,884,231$3,752,134 ▼-22.6%130,24915.7%FinanceIWRiShares Russell Mid-Cap ETF$8,549,025$3,845,504 ▼-31.0%100,49410.5%ETFVTVVanguard Value ETF$7,946,660$1,200,705 ▼-13.1%46,0049.7%ETFVTWOVanguard Russell 2000 ETF$7,176,640$270,258 ▼-3.6%88,9858.8%ETFJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$6,867,318$200,525 ▲3.0%115,0698.4%ETFVTEBVanguard Tax-Exempt Bond ETF$5,077,218$12,455 ▲0.2%102,3226.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,871,303$744,145 ▼-13.3%60,6116.0%ETFIXUSiShares Core MSCI Total International Stock ETF$3,170,298$145,206 ▼-4.4%45,4133.9%ManufacturingCCOICogent Communications$683,116$24,524 ▲3.7%11,1420.8%Computer and TechnologyAXPAmerican Express$508,235$19,103 ▲3.9%1,8890.6%FinanceQQQInvesco QQQ$442,192$27,197 ▲6.6%9430.5%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$402,386$26,148 ▲6.9%7,8790.5%ETFMSFTMicrosoft$349,4880.0%9310.4%Computer and TechnologyVGITVanguard Intermediate-Term Treasury ETF$319,334$65,518 ▼-17.0%5,3760.4%ETFUSTBVictoryShares Short-Term Bond ETF$318,690$79,470 ▼-20.0%6,2920.4%ETFSUBiShares Short-Term National Muni Bond ETF$306,399$211 ▼-0.1%2,9020.4%ETFSPLGSPDR Portfolio S&P 500 ETF$265,428$19,927 ▲8.1%4,0360.3%ETFNVDANVIDIA$230,8490.0%2,1300.3%Computer and TechnologyWWDWoodward$219,7180.0%1,2040.3%AerospaceMMCMarsh & McLennan Companies$203,277$203,277 ▲New Holding8330.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
