Prairieview Wealth Partners, LLC Top Holdings and 13F Report (2024) → Nvidia CEO Says It Will Be “the Next Revolution” Beyond AI (From Banyan Hill Publishing) (Ad) About Prairieview Wealth Partners, LLCInvestment ActivityPrairieview Wealth Partners, LLC has $110.22 million in total holdings as of March 31, 2024.Prairieview Wealth Partners, LLC owns shares of 17 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 14.74% of the portfolio was purchased this quarter.About 9.67% of the portfolio was sold this quarter.This quarter, Prairieview Wealth Partners, LLC has purchased 17 new stocks and bought additional shares in 13 stocks.Prairieview Wealth Partners, LLC sold shares of 1 stock and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $21,029,870Vanguard Value ETF $13,898,743iShares Core MSCI Total International Stock ETF $12,833,419iShares U.S. Treasury Bond ETF $10,986,548VictoryShares Short-Term Bond ETF $10,622,909 Largest New Holdings this Quarter VictoryShares Short-Term Bond ETF $10,622,909 HoldingMarsh & McLennan Companies $206,598 Holding Largest Purchases this Quarter VictoryShares Short-Term Bond ETF 213,183 shares (about $10.62M)iShares Russell Mid-Cap ETF 15,395 shares (about $1.29M)Vanguard Russell 2000 ETF 11,591 shares (about $985.93K)iShares Core S&P 500 ETF 1,066 shares (about $560.43K)iShares U.S. Treasury Bond ETF 21,171 shares (about $482.06K) Largest Sales this Quarter Microsoft 75 shares (about $31.55K) 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$21,029,870$560,432 ▲2.7%40,00119.1%ETFVTVVanguard Value ETF$13,898,743$398,354 ▲3.0%85,34212.6%ETFIXUSiShares Core MSCI Total International Stock ETF$12,833,419$471,627 ▲3.8%189,11611.6%ManufacturingGOVTiShares U.S. Treasury Bond ETF$10,986,548$482,064 ▲4.6%482,50110.0%ETFUSTBVictoryShares Short-Term Bond ETF$10,622,909$10,622,909 ▲New Holding213,1839.6%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$10,318,613$222,742 ▲2.2%141,0619.4%ETFAGGiShares Core U.S. Aggregate Bond ETF$8,443,505$425,255 ▲5.3%86,2117.7%FinanceISTBiShares Core 1-5 Year USD Bond ETF$8,119,309$409,787 ▲5.3%171,1497.4%ManufacturingIWRiShares Russell Mid-Cap ETF$3,186,254$1,294,565 ▲68.4%37,8912.9%ETFVTEBVanguard Tax-Exempt Bond ETF$2,960,252$49,335 ▲1.7%58,5032.7%ETFSUBiShares Short-Term National Muni Bond ETF$2,862,961$57,391 ▲2.0%27,3372.6%ETFVTWOVanguard Russell 2000 ETF$2,033,444$985,930 ▲94.1%23,9061.8%ETFSPEMSPDR Portfolio Emerging Markets ETF$1,286,844$22,727 ▲1.8%35,5581.2%ETFCCOICogent Communications$576,341$31,358 ▲5.8%8,8220.5%Computer and TechnologyMSFTMicrosoft$435,866$31,554 ▼-6.8%1,0360.4%Computer and TechnologyAXPAmerican Express$413,9400.0%1,8180.4%FinanceMMCMarsh & McLennan Companies$206,598$206,598 ▲New Holding1,0030.2%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$0$10,395,138 ▼-100.0%00.0%ETFBNDVanguard Total Bond Market ETF$0$231,168 ▼-100.0%00.0%ETFShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial 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 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.
