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Prairie Wealth Advisors, Inc.13F | |
Prairie Wealth Advisors, Inc. | |
Last update 2024-11-07 | 142 Stocks (14 new) |
Value $199.00 Mil | Turnover 4 % |
Portfolio Report |
Prairie Wealth Advisors, Inc. Top Holdings of 2024-09-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
LNN | Lindsay Corp | 383,736 | 47828.860 | 0% | 24.030 | 0% | 3.540 | +7.72% | -1.30% | 1370.670 | Farm & Heavy Construction Machinery | |
NVDA | NVIDIA Corp | 157,548 | 19134.260 | -0.11% | 9.610 | -0.01% | 0.000 | +40.65% | +198.17% | 3621363.900 | Semiconductors | |
GLD | SPDR Gold Shares ETF | 39,424 | 9582.450 | +1.60% | 4.820 | +0.08% | 0.010 | +10.69% | +29.71% | 76668.813 | ||
AMZN | Amazon.com Inc | 40,073 | 7466.800 | -1.07% | 3.750 | -0.04% | 0.000 | +25.56% | +37.01% | 2189014.992 | Retail - Cyclical | |
IAU | iShares Gold Trust | 113,792 | 5655.460 | 0% | 2.840 | 0% | 0.020 | +10.77% | +29.90% | 32869.573 | ||
LLY | Eli Lilly and Co | 5,979 | 5297.040 | -13.96% | 2.660 | -0.46% | 0.000 | -1.49% | +43.34% | 789393.972 | Drug Manufacturers | |
AAPL | Apple Inc | 17,880 | 4166.030 | -1.78% | 2.090 | -0.04% | 0.000 | +6.64% | +18.46% | 3430687.188 | Hardware | |
BXSL | Blackstone Secured Lending Fund | 132,326 | 3976.730 | -3.35% | 2.000 | -0.07% | 0.060 | +7.65% | +22.55% | 6485.530 | Asset Management | |
SHOP | Shopify Inc | 40,705 | 3262.100 | -5.09% | 1.640 | -0.07% | 0.000 | +27.09% | +11.84% | 112818.146 | Software | |
GOOG | Alphabet Inc | 19,384 | 3240.810 | +0.71% | 1.630 | +0.01% | 0.000 | +9.92% | +27.94% | 2191538.690 | Interactive Media |
Prairie Wealth Advisors, Inc.'s Historical Top Holdings Breakdowns
Prairie Wealth Advisors, Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
PAPR | Innovator U.S. Equity Power Buffer ETF - April | 2024-09-30 | Reduce | -1.11% | 33.61 ($35.04) 35.94 | $36.68 | 4.68% | Reduce -61.28% | 38,866 | -61,517 | |
PAUG | Innovator U.S. Equity Power Buffer ETF - August | 2024-09-30 | New Buy | +1.11% | 35.57 ($36.93) 37.87 | $38.54 | 4.36% | New holding | 58,106 | 58,106 | |
NSEP | Innovator Growth-100 Power Buffer ETF - September | 2024-09-30 | New Buy | +0.74% | 23.88 ($24.56) 24.98 | $25.57 | 4.11% | New holding | 59,140 | 59,140 | |
LLY | Eli Lilly and Co | 2024-09-30 | Reduce | -0.46% | 772.14 ($899.05) 960.02 | $831.54 | -7.51% | Reduce -13.96% | 5,979 | -970 | |
JPST | JPMorgan Ultra-Short Income ETF | 2024-09-30 | Reduce | -0.31% | 50.25 ($50.53) 50.74 | $50.45 | -0.16% | Reduce -38.28% | 18,868 | -11,700 | |
ETHE | Common units of fractional undivided beneficial interest | 2024-09-30 | New Buy | +0.25% | 18.75 ($24.22) 32.61 | $24.79 | 2.35% | New holding | 22,976 | 22,976 | |
ESGU | iShares MSCI USA ESG Optimized ETF | 2024-09-30 | Sold Out | -0.23% | 113.45 ($121.43) 126.18 | $131.58 | 8.36% | Sold Out | 0 | -3,696 | |
VOO | Vanguard S&P 500 ETF | 2024-09-30 | Sold Out | -0.20% | 475.2 ($508.3) 527.7 | $549.95 | 8.19% | Sold Out | 0 | -752 | |
JNPR | Juniper Networks Inc | 2024-09-30 | Sold Out | -0.20% | 36.35 ($38.16) 39.03 | $38.91 | 1.97% | Sold Out | 0 | -10,675 | |
IVV | iShares Core S&P 500 ETF | 2024-09-30 | Reduce | -0.19% | 520.18 ($556.01) 576.82 | $601.13 | 8.11% | Reduce -29.49% | 1,564 | -654 |
Prairie Wealth Advisors, Inc. Total Holding History ($B)
Prairie Wealth Advisors, Inc.'s Asset Allocation
Prairie Wealth Advisors, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Prairie Wealth Advisors, Inc.'s Hypothetical Growth since 2024-09-30
Prairie Wealth Advisors, Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Prairie Wealth Advisors, Inc.'s Holdings Heat Map
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Prairie Wealth Advisors, Inc.'s Holdings Bubble Chart
Prairie Wealth Advisors, Inc. News
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