Prairieview Wealth Partners, LLC Top Holdings and 13F Report (2024) About Prairieview Wealth Partners, LLCInvestment ActivityPrairieview Wealth Partners, LLC has $92.52 million in total holdings as of September 30, 2024.Prairieview Wealth Partners, LLC owns shares of 18 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 24.43% of the portfolio was purchased this quarter.About 58.83% 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 $20,227,969iShares Core U.S. Aggregate Bond ETF $16,770,818iShares Russell Mid-Cap ETF $12,982,405Vanguard Value ETF $9,303,154Vanguard Russell 2000 ETF $8,297,791 Largest New Holdings this Quarter JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF $6,719,592 Holding Largest Purchases this Quarter iShares Core U.S. Aggregate Bond ETF 121,485 shares (about $12.30M)JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF 109,905 shares (about $6.72M)Vanguard Tax-Exempt Bond ETF 69,031 shares (about $3.53M)Cogent Communications 480 shares (about $36.44K)Marsh & McLennan Companies 60 shares (about $13.39K) Largest Sales this Quarter Vanguard Intermediate-Term Treasury Index ETF 181,386 shares (about $10.96M)VictoryShares Short-Term Bond ETF 207,663 shares (about $10.55M)iShares Core MSCI Total International Stock ETF 144,774 shares (about $10.51M)Vanguard Value ETF 33,359 shares (about $5.82M)SPDR Portfolio S&P 500 Growth ETF 69,185 shares (about $5.74M) 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$20,227,969$2,932,559 ▼-12.7%35,06821.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$16,770,818$12,302,786 ▲275.4%165,60518.1%FinanceIWRiShares Russell Mid-Cap ETF$12,982,405$1,968,519 ▼-13.2%147,29314.0%ETFVTVVanguard Value ETF$9,303,154$5,823,462 ▼-38.5%53,29210.1%ETFVTWOVanguard Russell 2000 ETF$8,297,791$2,127,751 ▼-20.4%92,8589.0%ETFJPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF$6,719,592$6,719,592 ▲New Holding109,9057.3%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$5,944,449$5,738,178 ▼-49.1%71,6726.4%ETFVTEBVanguard Tax-Exempt Bond ETF$4,988,392$3,528,865 ▲241.8%97,5825.4%ETFIXUSiShares Core MSCI Total International Stock ETF$3,509,996$10,514,954 ▼-75.0%48,3273.8%ManufacturingCCOICogent Communications$742,649$36,442 ▲5.2%9,7820.8%Computer and TechnologyVGITVanguard Intermediate-Term Treasury Index ETF$511,576$10,959,339 ▼-95.5%8,4670.6%ETFUSTBVictoryShares Short-Term Bond ETF$508,811$10,551,350 ▼-95.4%10,0140.5%ETFAXPAmerican Express$493,0420.0%1,8180.5%FinanceMSFTMicrosoft$435,033$10,757 ▼-2.4%1,0110.5%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$382,549$2,445,361 ▼-86.5%3,6020.4%ETFNVDANVIDIA$258,6670.0%2,1300.3%Computer and TechnologyMMCMarsh & McLennan Companies$237,145$13,385 ▲6.0%1,0630.3%FinanceWWDWoodward$206,4980.0%1,2040.2%AerospaceSPEMSPDR Portfolio Emerging Markets ETF$0$1,358,418 ▼-100.0%00.0%ETFShowing 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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