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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
-0.17%
1 Year Est. Return
+23.67%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$236M
AUM Growth
-$8.09M
Cap. Flow
-$239M
Cap. Flow %
-101.62%
Top 10 Hldgs %
55.54%
Holding
159
New
–
Increased
–
Reduced
–
Closed
156

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
LNN icon
Lindsay Corp
LNN
+$46.2M
2
NVDA icon
NVIDIA
NVDA
+$25.8M
3
GLD icon
SPDR Gold Trust
GLD
+$15.6M
4
IAU icon
iShares Gold Trust
IAU
+$9.57M
5
AMZN icon
Amazon
AMZN
+$8.59M

Sector Composition

Rank Sector Weight
1 Industrials 22.59%
2 Technology 22.21%
3 Consumer Discretionary 6.68%
4 Financials 5.29%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSTA icon
76
Fidelity MSCI Consumer Staples Index ETF
FSTA
$1.45B
– –
-9,783
Closed -$485K
AON icon
77
Aon
AON
$80.6B
– –
-1,366
Closed -$477K
ITB icon
78
iShares US Home Construction ETF
ITB
$2.32B
– –
-5,916
Closed -$597K
ETHE
79
Grayscale Ethereum Staking ETF Shares
ETHE
$1.53B
– –
-19,316
Closed -$549K
KO icon
80
Coca-Cola
KO
$383B
– –
-6,753
Closed -$471K
FENY icon
81
Fidelity MSCI Energy Index ETF
FENY
$1.97B
– –
-19,700
Closed -$486K
DE icon
82
Deere & Co
DE
$165B
– –
-954
Closed -$448K
INTU icon
83
Intuit
INTU
$91.1B
– –
-685
Closed -$453K
AMGN icon
84
Amgen
AMGN
$209B
– –
-1,358
Closed -$431K
FHLC icon
85
Fidelity MSCI Health Care Index ETF
FHLC
$3.35B
– –
-5,817
Closed -$419K
IAPR icon
86
Innovator International Developed Power Buffer ETF April
IAPR
$197M
– –
-13,942
Closed -$423K
HII icon
87
Huntington Ingalls Industries
HII
$11B
– –
-1,250
Closed -$388K
MS icon
88
Morgan Stanley
MS
$319B
– –
-2,300
Closed -$384K
SDY icon
89
State Street SPDR S&P Dividend ETF
SDY
$22.1B
– –
-2,896
Closed -$403K
FPFD icon
90
Fidelity Preferred Securities & Income ETF
FPFD
$80.8M
– –
-14,383
Closed -$316K
ET icon
91
Energy Transfer Partners
ET
$69.5B
– –
-25,600
Closed -$426K
AEP icon
92
American Electric Power
AEP
$70.4B
– –
-3,826
Closed -$452K
IWR icon
93
iShares Russell Mid-Cap ETF
IWR
$55.9B
– –
-3,960
Closed -$381K
SPHD icon
94
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.41B
– –
-7,829
Closed -$377K
ABBV icon
95
AbbVie
ABBV
$465B
– –
-1,660
Closed -$378K
GOOGL icon
96
Alphabet (Google) Class A
GOOGL
$4.12T
– –
-1,161
Closed -$332K
WM icon
97
Waste Management
WM
$95B
– –
-1,684
Closed -$359K
OMC icon
98
Omnicom Group
OMC
$22.7B
– –
0
– –
PANW icon
99
Palo Alto Networks
PANW
$256B
– –
-2,033
Closed -$410K
HSIC icon
100
Henry Schein
HSIC
$9.78B
– –
-4,800
Closed -$338K
2 3
4
5 6

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MIM
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MWM
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RF
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CBOA
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Prairie Wealth Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Prairie Wealth Advisors held 159 positions worth $236M, down 3.3% from $244M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Prairie Wealth Advisors withdrew a net $239M in Q4 2025, closing 156 positions. Its most notable exit was Lindsay Corp, an estimated $46.2M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 23% of assets, down from 26% a quarter earlier, followed by Technology and Consumer Discretionary.

  • Prairie Wealth Advisors fully exited Lindsay Corp in Q4 2025, selling an estimated $46.2M.
  • Prairie Wealth Advisors's ten largest holdings make up 56% of its $236M portfolio in Q4 2025.
  • Prairie Wealth Advisors opened 0 new positions and closed 156 in Q4 2025.
  • Prairie Wealth Advisors's portfolio value fell 3.3% quarter-over-quarter to $236M.

Based on Prairie Wealth Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.