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PRAIRIEVIEW WEALTH PARTNERS, LLC

13F
PRAIRIEVIEW WEALTH PARTNERS, LLC
Last update 2025-05-09 21 Stocks (1 new)
Value $82.00 Mil Turnover 3 %
Countries:
Top Holdings: IVV(25.69%)AGG(15.75%)IWR(10.45%)VTV(9.71%)VTWO(8.77%)
Summary Stock Picks Current Portfolio
PRAIRIEVIEW WEALTH PARTNERS, L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
37,399
21,014.3
+7.88%
25.690
+1.88%
0.000
+2.01%
+1.55%
585,405.8
 
AGG 		iShares Core U.S. Aggregate Bond ETF
130,249
12,884.2
-22.55%
15.750
-3.97%
0.010
+0.18%
+2.56%
123,672.9
 
IWR 		iShares Russell Mid-Cap ETF
100,494
8,549.0
-31.03%
10.450
-4.32%
0.020
+2.27%
+1.53%
40,678.1
 
VTV 		Vanguard Value ETF
46,004
7,946.7
-13.13%
9.710
-1.27%
0.010
-1.18%
+1.78%
129,534.4
 
VTWO 		Vanguard Russell 2000 Index Fund
88,985
7,176.6
-3.63%
8.770
-0.32%
0.060
+0.21%
-5.39%
11,425.1
 
HELO 		JPMorgan Hedged Equity Laddered Overlay ETF
115,069
6,867.3
+3.01%
8.390
+0.24%
0.230
-0.23%
-0.68%
3,165.7
 
VTEB 		Vanguard Tax-Exempt Bond ETF
102,322
5,077.2
+0.25%
6.210
+0.02%
0.010
-2.18%
-1.45%
35,726.3
 
SPYG 		SPDR Portfolio S&P 500 Growth ETF
60,611
4,871.3
-13.25%
5.950
-0.88%
0.020
+5.65%
+3.09%
34,965.3
 
IXUS 		iShares Core MSCI Total International Stock ETF
45,413
3,170.3
-4.38%
3.880
-0.15%
0.010
+6.77%
+15.63%
45,010.2
 
CCOI 		Cogent Communications Holdings Inc
11,142
683.1
+3.72%
0.840
+0.03%
0.020
-29.93%
-36.19%
2,339.1
Telecommunication Services

PRAIRIEVIEW WEALTH PARTNERS, LLC's Historical Top Holdings Breakdowns

PRAIRIEVIEW WEALTH PARTNERS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IWR 		iShares Russell Mid-Cap ETF2025-03-31Reduce
-4.32%
●
82.81 ($89.19) 92.93
$89.48
0.33%
Reduce -31.03%
100,494
-45,204
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Reduce
-3.97%
●
95.85 ($97.76) 99.25
$97.78
0.02%
Reduce -22.55%
130,249
-37,931
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+1.88%
●
554.06 ($590.51) 615.85
$595.98
0.93%
Add 7.88%
37,399
2,733
VTV 		Vanguard Value ETF2025-03-31Reduce
-1.27%
●
167.73 ($174.39) 179.21
$171.32
-1.76%
Reduce -13.13%
46,004
-6,951
SPYG 		SPDR Portfolio S&P 500 Growth ETF2025-03-31Reduce
-0.88%
●
80.05 ($87.3) 92.39
$90.49
3.65%
Reduce -13.25%
60,611
-9,259
VTWO 		Vanguard Russell 2000 Index Fund2025-03-31Reduce
-0.32%
●
80.08 ($87.74) 92.93
$84.27
-3.95%
Reduce -3.63%
88,985
-3,351
MMC 		Marsh & McLennan Companies Inc2025-03-31New Buy
+0.25%
●
208.48 ($226.88) 244.03
$228.86
0.87%
New holding
833
833
HELO 		JPMorgan Hedged Equity Laddered Overlay ETF2025-03-31Add
+0.24%
●
59.58 ($62) 63.7
$61.53
-0.76%
Add 3.01%
115,069
3,360
IXUS 		iShares Core MSCI Total International Stock ETF2025-03-31Reduce
-0.15%
●
65.06 ($69.34) 72.31
$76.48
10.30%
Reduce -4.38%
45,413
-2,080
USTB 		VICTORY PTF II2025-03-31Reduce
-0.09%
●
50.08 ($50.43) 50.71
$50.66
0.46%
Reduce -19.96%
6,292
-1,569

PRAIRIEVIEW WEALTH PARTNERS, LLC Total Holding History ($B)

To

PRAIRIEVIEW WEALTH PARTNERS, LLC's Asset Allocation

To

PRAIRIEVIEW WEALTH PARTNERS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

PRAIRIEVIEW WEALTH PARTNERS, LLC's Hypothetical Growth since 2025-03-31

PRAIRIEVIEW WEALTH PARTNERS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

PRAIRIEVIEW WEALTH PARTNERS, LLC's Holdings Heat Map

Size field:

PRAIRIEVIEW WEALTH PARTNERS, LLC's Holdings Bubble Chart

PRAIRIEVIEW WEALTH PARTNERS, LLC News

  • 1

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