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CIK: 0002022783
Total reported value
$419.6M
$419.6M
166 檔
19.9%
As reported in its official Q1 2024 Form 13F filing, Prairie Wealth Advisors, Inc.'s tracked investment portfolio stood at $419.6M with 166 total positions.
During Q1 2024, Prairie Wealth Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LNN | Lindsay CORP | Stock-Other | 21.19% | -8.49% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 7.12% | -2.16% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.75% | -0.57% | — | |
| 4 | GLD | Spdr Gold Shares | ETF-Commodities | 3.73% | -3.94% | — | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.37% | -0.27% | — | |
| 6 | IAU | Ishares Gold Trust | ETF-Commodities | 2.24% | -2.33% | — | |
| 7 | BXSL | Blackstone Secured Lending F | Stock-Financials | 2.22% | -0.56% | — | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.84% | -0.13% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.80% | +1.23% | — | |
| 10 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.65% | -0.95% | — | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.62% | +0.09% | — | |
| 12 | PAPR | Innovator U.s. Equity Power | ETF-Other | 1.58% | -0.27% | — | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.54% | -0.67% | — | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | +0.59% | — | |
| 15 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 1.43% | — | — | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.03% | -0.30% | — | |
| 17 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.97% | +1.15% | — | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.97% | — | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.87% | +0.17% | — | |
| 20 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | 0.79% | -0.35% | — | |
| 21 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.78% | -0.47% | EXIT | |
| 22 | VRSN | Verisign Inc | Stock-Tech | 0.74% | -0.37% | — | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.73% | +0.52% | — | |
| 24 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.72% | — | — | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.71% | — | — | |
| 26 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.67% | -0.46% | — | |
| 27 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.67% | -0.26% | — | |
| 28 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.67% | -0.27% | — | |
| 29 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.66% | -0.40% | — | |
| 30 | NOCT | Innovator Growth-100 Power B | ETF-Other | 0.64% | — | — | |
| 31 | TGT | Target CORP | Stock-Consumer Disc | 0.62% | -0.16% | — | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | +0.21% | — | |
| 33 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.58% | -0.34% | — | |
| 34 | STNE | StoneCo Ltd. | Stock-Other | 0.55% | -0.28% | — | |
| 35 | ADBE | Adobe Inc | Stock-Tech | 0.55% | — | — | |
| 36 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.07% | — | |
| 37 | BUI | Blckrck Util Infra & Pwr Opp | Stock-Other | 0.52% | -0.45% | — | |
| 38 | PFF | Ishares Preferred & Income S | ETF-Other | 0.50% | — | — | |
| 39 | SMCIUSD | Super Micro Computer Inc | Stock-Other | 0.48% | — | — | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.48% | +0.11% | — | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.47% | +0.10% | — | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.45% | -0.20% | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | +0.37% | — | |
| 44 | NAPR | Innovator Growth 100 Power B | ETF-Other | 0.43% | -0.18% | — | |
| 45 | AMD | Advanced Micro Devices | Stock-Tech | 0.40% | +0.51% | — | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.40% | — | — | |
| 47 | DHR | Danaher CORP | Stock-Healthcare | 0.40% | — | — | |
| 48 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.40% | -0.09% | — | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.40% | +0.93% | — | |
| 50 | FDX | Fedex CORP | Stock-Industrials | 0.40% | -0.16% | — |
According to official SEC Form 13F filings, Prairie Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $419.6M across 166 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LNN, NVDA, AMZN) accounted for 19.9% of total reported equity market value during Q1 2024.
During Q1 2024, Prairie Wealth Advisors, Inc.'s top holdings by market value included LNN (21.2%)、NVDA (7.1%)、AMZN (3.8%). The largest single position, LNN, represented 21.2% of total portfolio value.
In Q1 2024, Prairie Wealth Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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