Filer Name: PRAIRIEVIEW WEALTH PARTNERS, LLC
CIK: 2011194
Period: 2024-12-31
Filed At: 2025-01-29
Number of Holdings: 20
Portfolio Value: $0.09B

Prairieview Wealth Partners, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 34,666 $20M 22.05% -1.1% -
AGG US ISHARES CORE U.S. AGGREGATE 168,180 $16M 17.61% 1.6% -
IWR US ISHARES RUSSELL MID-CAP ETF 145,698 $13M 13.92% -1.1% -
VTV US VANGUARD VALUE ETF 52,955 $9M 9.69% -0.6% -
VTWO US VANGUARD RUSSELL 2000 ETF 92,336 $8M 8.91% -0.6% -
HELO US JPMORGAN HEDGED EQUITY ETF 111,709 $7M 7.49% 1.6% -
SPYG US SPDR PORTFOLIO S&P 500 GROWT 69,870 $6M 6.64% -2.5% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 102,071 $5M 5.53% 4.6% -
IXUS US ISHARES CORE INTL STOCK ETF 47,493 $3M 3.39% -1.7% -
CCOI US COGENT COMMUNICATIONS HOLDIN 10,742 $1M 0.89% 9.8% -
AXP US AMERICAN EXPRESS CO 1,818 $1M 0.58% - -
QQQ US INVESCO QQQ TRUST SERIES 1 885 $0M 0.49% 100.0% -
USTB US VICTORYSHARES SHORT-TERM BON 7,861 $0M 0.43% -21.5% -
MSFT US MICROSOFT CORP 931 $0M 0.42% -7.9% -
SPYV US SPDR PORT S&P 500 VALUE 7,367 $0M 0.41% 100.0% -
VGIT US VANGUARD INTERMEDIATE-TERM T 6,479 $0M 0.41% -23.5% -
SUB US ISHARES SHORT-TERM NATIONAL 2,904 $0M 0.33% -19.4% -
NVDA US NVIDIA CORP 2,130 $0M 0.31% - -
SPLG US SPDR PORTFOLIO S&P 500 ETF 3,733 $0M 0.28% 100.0% -
WWD US WOODWARD INC 1,204 $0M 0.22% - -
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