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Size ($ in 1000's)
At 03/31/2024: $110,216
At 12/31/2023: $100,045
Prairieview Wealth Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Prairieview Wealth Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Prairieview Wealth Partners LLC top holdings by largest position size, as per the latest 13f filing made by Prairieview Wealth Partners LLC.
In the Prairieview Wealth Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Prairieview Wealth Partners LLC in that top holding, then the share count change between reporting periods, and finally the Prairieview Wealth Partners LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES CORE S&P 500 ETF (IVV) |
40,001 |
+1,066 |
$21,030 | | IVV | 40,001 | +1,066 | $21,030 | | VANGUARD VALUE ETF (VTV) |
85,342 |
+2,446 |
$13,899 | | VTV | 85,342 | +2,446 | $13,899 | | ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS) |
189,116 |
+6,950 |
$12,833 | | IXUS | 189,116 | +6,950 | $12,833 | | ISHARES U.S. TREASURY BOND ETF (GOVT) |
482,501 |
+21,171 |
$10,987 | | GOVT | 482,501 | +21,171 | $10,987 | | VICTORYSHARES SHORT TERM BOND ETF (USTB) |
213,183 |
+213,183 |
$10,623 | | USTB | 213,183 | +213,183 | $10,623 | | SPDR PORTFOLIO S&P 500 GROWTH ETF (SPYG) |
141,061 |
+3,045 |
$10,319 | | SPYG | 141,061 | +3,045 | $10,319 | | ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) |
86,211 |
+4,342 |
$8,444 | | AGG | 86,211 | +4,342 | $8,444 | | ISHARES CORE 1 5 YEAR USD BOND ETF (ISTB) |
171,149 |
+8,638 |
$8,119 | | ISTB | 171,149 | +8,638 | $8,119 | | ISHARES RUSSELL MIDCAP ETF (IWR) |
37,891 |
+15,395 |
$3,186 | | IWR | 37,891 | +15,395 | $3,186 | | VANGUARD TAX EXEMPT BOND ETF (VTEB) |
58,503 |
+975 |
$2,960 | | VTEB | 58,503 | +975 | $2,960 | | ISHARES SHORT TERM NATIONAL MUNI BOND ETF (SUB) |
27,337 |
+548 |
$2,863 | | SUB | 27,337 | +548 | $2,863 | | VANGUARD RUSSELL 2000 ETF (VTWO) |
23,906 |
+11,591 |
$2,033 | | VTWO | 23,906 | +11,591 | $2,033 | | SPDR PORTFOLIO EMERGING MARKETS ETF (SPEM) |
35,558 |
+628 |
$1,287 | | SPEM | 35,558 | +628 | $1,287 | | COGENT COMMUNICATIONS HLDGS IN COM NEW |
8,822 |
+480 |
$576 | | CCOI | 8,822 | +480 | $576 | | MICROSOFT CORP COM |
1,036 |
-75 |
$436 | | MSFT | 1,036 | -75 | $436 | | AMERICAN EXPRESS CO COM |
1,818 |
UNCH |
$414 | | AXP | 1,818 | UNCH | $414 |
See Full List: All Stocks Held By Prairieview Wealth Partners LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Prairieview Wealth Partners LLC
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