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CIK: 0002022783
Total reported value
$419.6M
$419.6M
145 檔
21.4%
According to the latest 13F quarterly dataset, Prairie Wealth Advisors, Inc. managed an equity portfolio of $419.6M at the end of Q3 2024, spanning 145 distinct U.S. exchange-listed positions.
During Q3 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 | 23.65% | -8.49% | — | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 9.46% | -2.16% | -0.11% | |
| 3 | GLD | Spdr Gold Shares | ETF-Commodities | 4.74% | -3.94% | +1.60% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.69% | -0.57% | -1.07% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 2.80% | -2.33% | — | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.62% | -0.27% | -13.96% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.06% | +1.23% | -1.78% | |
| 8 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.97% | -0.56% | -3.35% | |
| 9 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.61% | -0.95% | -5.09% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.60% | -0.67% | +0.71% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.32% | +0.59% | -0.89% | |
| 12 | PAUG | Innovator U.s. Equity Power | ETF-Other | 1.09% | — | — | |
| 13 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.04% | +1.15% | -0.51% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.04% | — | +4.23% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 0.92% | -0.47% | EXIT | |
| 16 | CSQ | Calamos Strat Ttl Rtrn Fnd | Stock-Other | 0.92% | -0.35% | +3.14% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | +0.17% | +0.48% | |
| 18 | CASY | Casey's General Stores Inc | Stock-Consumer Disc | 0.84% | -0.46% | — | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.84% | -0.30% | -6.53% | |
| 20 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.83% | -0.34% | — | |
| 21 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.82% | -0.40% | +3.12% | |
| 22 | VRSN | Verisign Inc | Stock-Tech | 0.78% | -0.37% | — | |
| 23 | NSEP | Innovator G100 Pb Etf-sep | ETF-Other | 0.73% | — | — | |
| 24 | PNOV | Innovator U.s. Equity Power | ETF-Other | 0.72% | -0.26% | -1.00% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.72% | +0.52% | +1.93% | |
| 26 | BUI | Blckrck Util Infra & Pwr Opp | Stock-Other | 0.71% | -0.45% | +10.51% | |
| 27 | PAPR | Innovator U.s. Equity Power | ETF-Other | 0.69% | -0.27% | -61.28% | |
| 28 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.69% | — | — | |
| 29 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | +0.10% | +908.30% | |
| 30 | TGT | Target CORP | Stock-Consumer Disc | 0.58% | -0.16% | — | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 0.58% | — | -1.92% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | +0.21% | — | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.07% | +0.00% | |
| 34 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.55% | -0.27% | — | |
| 35 | PFF | Ishares Preferred & Income S | ETF-Other | 0.55% | — | +0.43% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.52% | +0.11% | -0.26% | |
| 37 | NAPR | Innovator Growth 100 Power B | ETF-Other | 0.49% | -0.18% | -0.65% | |
| 38 | NEE | Nextera Energy Inc | Stock-Utilities | 0.48% | +0.10% | -1.29% | |
| 39 | ANETEUR | Arista Networks Inc | Stock-Other | 0.48% | — | +0.60% | |
| 40 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.47% | -0.13% | -38.28% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.46% | +0.93% | -6.37% | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.46% | — | -2.10% | |
| 43 | HACK | Amplify Cybersecurity ETF | ETF-Other | 0.45% | -0.09% | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | +0.37% | +2.51% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.09% | -29.49% | |
| 46 | CGO | Calamos Global Total Return | Stock-Other | 0.42% | -0.12% | +0.39% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.41% | -0.20% | -22.91% | |
| 48 | FIW | First Trust Water ETF | ETF-Other | 0.41% | -0.12% | -0.33% | |
| 49 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.41% | -0.07% | +2.90% | |
| 50 | KAPR | Innovator U.s. Small Cap Pow | ETF-Small Cap | 0.40% | -0.07% | -1.30% |
According to official SEC Form 13F filings, Prairie Wealth Advisors, Inc. reported a total U.S. public equity portfolio value of $419.6M across 145 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including LNN, NVDA, GLD) accounted for 21.4% of total reported equity market value during Q3 2024.
During Q3 2024, Prairie Wealth Advisors, Inc.'s top holdings by market value included LNN (23.6%)、NVDA (9.5%)、GLD (4.7%). The largest single position, LNN, represented 23.6% of total portfolio value.
In Q3 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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