Prairieview Wealth Partners, LLC Top Holdings and 13F Report (2025) About Prairieview Wealth Partners, LLCInvestment ActivityPrairieview Wealth Partners, LLC has $92.54 million in total holdings as of December 31, 2024.Prairieview Wealth Partners, LLC owns shares of 20 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.89% of the portfolio was purchased this quarter.About 1.36% of the portfolio was sold this quarter.This quarter, Prairieview Wealth Partners, LLC has purchased 18 new stocks and bought additional shares in 4 stocks.Prairieview Wealth Partners, LLC sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $20,407,151iShares Core U.S. Aggregate Bond ETF $16,296,642iShares Russell Mid-Cap ETF $12,879,703Vanguard Value ETF $8,965,315Vanguard Russell 2000 ETF $8,248,375 Largest New Holdings this Quarter Invesco QQQ $452,439 HoldingSPDR Portfolio S&P 500 Value ETF $376,748 HoldingSPDR Portfolio S&P 500 ETF $257,353 Holding Largest Purchases this Quarter Invesco QQQ 885 shares (about $452.44K)SPDR Portfolio S&P 500 Value ETF 7,367 shares (about $376.75K)SPDR Portfolio S&P 500 ETF 3,733 shares (about $257.35K)iShares Core U.S. Aggregate Bond ETF 2,575 shares (about $249.52K)Vanguard Tax-Exempt Bond ETF 4,489 shares (about $225.03K) Largest Sales this Quarter iShares Core S&P 500 ETF 402 shares (about $236.65K)SPDR Portfolio S&P 500 Growth ETF 1,802 shares (about $158.40K)iShares Russell Mid-Cap ETF 1,595 shares (about $141.00K)Vanguard Intermediate-Term Treasury Index ETF 1,988 shares (about $115.30K)VictoryShares Short-Term Bond ETF 2,153 shares (about $108.08K) 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$20,407,151$236,649 ▼-1.1%34,66622.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$16,296,642$249,518 ▲1.6%168,18017.6%FinanceIWRiShares Russell Mid-Cap ETF$12,879,703$140,998 ▼-1.1%145,69813.9%ETFVTVVanguard Value ETF$8,965,315$57,054 ▼-0.6%52,9559.7%ETFVTWOVanguard Russell 2000 ETF$8,248,375$46,630 ▼-0.6%92,3368.9%ETFJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$6,930,426$111,920 ▲1.6%111,7097.5%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$6,141,559$158,395 ▼-2.5%69,8706.6%ETFVTEBVanguard Tax-Exempt Bond ETF$5,116,819$225,034 ▲4.6%102,0715.5%ETFIXUSiShares Core MSCI Total International Stock ETF$3,141,203$55,161 ▼-1.7%47,4933.4%ManufacturingCCOICogent Communications$827,886$73,987 ▲9.8%10,7420.9%Computer and TechnologyAXPAmerican Express$539,5640.0%1,8180.6%FinanceQQQInvesco QQQ$452,439$452,439 ▲New Holding8850.5%FinanceUSTBVictoryShares Short-Term Bond ETF$394,622$108,081 ▼-21.5%7,8610.4%ETFMSFTMicrosoft$392,417$33,720 ▼-7.9%9310.4%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$376,748$376,748 ▲New Holding7,3670.4%ETFVGITVanguard Intermediate-Term Treasury Index ETF$375,782$115,304 ▼-23.5%6,4790.4%ETFSUBiShares Short-Term National Muni Bond ETF$306,261$73,612 ▼-19.4%2,9040.3%ETFNVDANVIDIA$286,0380.0%2,1300.3%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$257,353$257,353 ▲New Holding3,7330.3%ETFWWDWoodward$200,3700.0%1,2040.2%AerospaceMMCMarsh & McLennan Companies$0$237,145 ▼-100.0%00.0%FinanceShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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