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PWA
Prairie Wealth Advisors Portfolio holdings
AUM
$231M
1-Year Est. Return
23.67%
This Fund
S&P 500
This Quarter
Est. Return
+11.93%
1 Year Est. Return
+23.67%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$213M
AUM Growth
–
Cap. Flow
+$206M
Cap. Flow
% of AUM
96.54%
Top 10 Holdings %
Top 10 Hldgs %
48.93%
Holding
166
New
166
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Lindsay Corp
LNN
|
+$47.7M |
| 2 |
NVIDIA
NVDA
|
+$12.2M |
| 3 |
SPDR Gold Trust
GLD
|
+$7.41M |
| 4 |
Amazon
AMZN
|
+$7.4M |
| 5 |
Eli Lilly
LLY
|
+$6.58M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Industrials | 24.09% |
| 2 | Technology | 17.97% |
| 3 | Consumer Discretionary | 6.97% |
| 4 | Healthcare | 6.49% |
| 5 | Financials | 6.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Casey's General Stores
CASY
$32.1B
| $1.43M | 0.67% |
+4,495
| New | +$1.31M |
|
27
Innovator US Equity Power Buffer ETF November
PNOV
$874M
| $1.43M | 0.67% |
+40,088
| New | +$1.4M |
|
28
Grayscale Bitcoin Trust
GBTC
$9.54B
| $1.42M | 0.67% |
+24,894
| New | +$1.1M |
|
29
iShares US Aerospace & Defense ETF
ITA
$14B
| $1.4M | 0.66% |
+10,598
| New | +$1.33M |
|
30
Innovator Growth-100 Power Buffer ETF October
NOCT
$222M
| $1.36M | 0.64% |
+28,621
| New | +$1.34M |
|
31
Target
TGT
$66.3B
| $1.32M | 0.62% |
+7,476
| New | +$1.14M |
|
32
Meta Platforms (Facebook)
META
$1.49T
| $1.29M | 0.61% |
+2,666
| New | +$1.19M |
|
33
Mercado Libre
MELI
$94.5B
| $1.24M | 0.58% |
+821
| New | +$1.34M |
|
34
StoneCo
STNE
$2.67B
| $1.18M | 0.55% |
+71,000
| New | +$1.22M |
|
35
Adobe
ADBE
$105B
| $1.18M | 0.55% |
+2,334
| New | +$1.34M |
|
36
Cisco
CSCO
$443B
| $1.17M | 0.55% |
+23,532
| New | +$1.17M |
|
37
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
$722M
| $1.11M | 0.52% |
+51,360
| New | +$1.09M |
|
38
iShares Preferred and Income Securities ETF
PFF
$13.1B
| $1.06M | 0.5% |
+32,970
| New | +$1.05M |
|
39
Super Micro Computer
SMCI
$16.6B
| $1.03M | 0.48% |
+10,190
| New | +$747K |
|
40
McDonald's
MCD
$193B
| $1.03M | 0.48% |
+3,641
| New | +$1.06M |
|
41
Broadcom
AVGO
$1.76T
| $1.01M | 0.47% |
+7,630
| New | +$945K |
|
42
Costco
COST
$432B
| $967K | 0.45% |
+1,321
| New | +$943K |
|
43
Home Depot
HD
$337B
| $932K | 0.44% |
+2,429
| New | +$887K |
|
44
Innovator Growth-100 Power Buffer ETF April
NAPR
$207M
| $925K | 0.43% |
+20,328
| New | +$915K |
|
45
Advanced Micro Devices
AMD
$700B
| $863K | 0.41% |
+4,781
| New | +$836K |
|
46
Chevron
CVX
$382B
| $862K | 0.4% |
+5,465
| New | +$825K |
|
47
Danaher
DHR
$138B
| $859K | 0.4% |
+3,438
| New | +$839K |
|
48
Amplify Cybersecurity ETF
HACK
$2.6B
| $858K | 0.4% |
+13,385
| New | +$849K |
|
49
Tesla
TSLA
$1.18T
| $855K | 0.4% |
+4,861
| New | +$950K |
|
50
FedEx
FDX
$73B
| $847K | 0.4% |
+2,912
| New | +$728K |
|
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Prairie Wealth Advisors's Q1 2024 Portfolio in Review
Q1 2024 is the first quarter with a 13F filing on record for Prairie Wealth Advisors, which disclosed 166 positions worth $213M. Its ten largest holdings account for 49% of the portfolio.
Its largest position is Lindsay Corp: 383,726 shares worth $45.1M.
By sector, the portfolio is most concentrated in Industrials at 24% of assets, followed by Technology and Consumer Discretionary.
- Prairie Wealth Advisors's largest Q1 2024 buy was Lindsay Corp: 383,726 shares worth $45.1M.
- Prairie Wealth Advisors's ten largest holdings make up 49% of its $213M portfolio in Q1 2024.
- Prairie Wealth Advisors disclosed 166 positions in Q1 2024, its first 13F filing on record.
Based on Prairie Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.