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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 %
96.54%
Top 10 Hldgs %
48.93%
Holding
166
New
166
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
LNN icon
Lindsay Corp
LNN
+$47.7M
2
NVDA icon
NVIDIA
NVDA
+$12.2M
3
GLD icon
SPDR Gold Trust
GLD
+$7.41M
4
AMZN icon
Amazon
AMZN
+$7.4M
5
LLY icon
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
MMM icon
101
3M
MMM
$90.8B
$405K 0.19%
+4,562
New +$378K
IAPR icon
102
Innovator International Developed Power Buffer ETF April
IAPR
$200M
$400K 0.19%
+14,726
New +$384K
JPM icon
103
JPMorgan Chase
JPM
$933B
$398K 0.19%
+1,987
New +$359K
LQD icon
104
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.3B
$393K 0.18%
+3,605
New +$392K
NUE icon
105
Nucor
NUE
$58.5B
$384K 0.18%
+1,935
New +$354K
SPY icon
106
State Street SPDR S&P 500 ETF Trust
SPY
$784B
$379K 0.18%
+724
New +$360K
HSIC icon
107
Henry Schein
HSIC
$9.7B
$376K 0.18%
+4,985
New +$374K
XOM icon
108
ExxonMobil
XOM
$651B
$374K 0.18%
+3,220
New +$337K
GOVT icon
109
iShares US Treasury Bond ETF
GOVT
$43.7B
$372K 0.17%
+16,339
New +$371K
WM icon
110
Waste Management
WM
$90.9B
$367K 0.17%
+1,724
New +$339K
CMG icon
111
Chipotle Mexican Grill
CMG
$49.4B
$363K 0.17%
+6,250
New +$320K
XOP icon
112
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.59B
$349K 0.16%
+2,252
New +$312K
VOO icon
113
Vanguard S&P 500 ETF
VOO
$972B
$348K 0.16%
+724
New +$331K
KMB icon
114
Kimberly-Clark
KMB
$36.6B
$342K 0.16%
+2,620
New +$322K
IWR icon
115
iShares Russell Mid-Cap ETF
IWR
$56.1B
$333K 0.16%
+3,960
New +$314K
EOCT icon
116
Innovator Emerging Markets Power Buffer ETF October
EOCT
$105M
$332K 0.16%
+13,780
New +$324K
USFR icon
117
WisdomTree Floating Rate Treasury Fund
USFR
$18.1B
$327K 0.15%
+6,497
New +$327K
SNSR icon
118
Global X Internet of Things ETF
SNSR
$219M
$324K 0.15%
+8,930
New +$311K
ZM icon
119
Zoom
ZM
$27.1B
$316K 0.15%
+4,827
New +$322K
VYM icon
120
Vanguard High Dividend Yield ETF
VYM
$80.9B
$305K 0.14%
+2,521
New +$289K
ARKK icon
121
ARK Innovation ETF
ARKK
$5.77B
$303K 0.14%
+6,047
New +$295K
LOW icon
122
Lowe's Companies
LOW
$118B
$302K 0.14%
+1,185
New +$272K
IXN icon
123
iShares Global Tech ETF
IXN
$8.34B
$297K 0.14%
+3,966
New +$285K
IPAY icon
124
Amplify Mobile Payments ETF
IPAY
$173M
$296K 0.14%
+5,627
New +$270K
BIL icon
125
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$295K 0.14%
+3,217
New +$295K
3 4
5
6 7

Similar funds

YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
CP
Catalys Pacific Tokyo, Japan $231M AUM 83.19% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
MWM
Massachusetts Wealth Management North Andover, Massachusetts $231M AUM 33.21% 1-Year Est. Return
RF
rebel Financial Groveport, Ohio $231M AUM 12.5% 1-Year Est. Return
ERFOTCOFW
Employees Retirement Fund of the City of Fort Worth Fort Worth, Texas $230M AUM 10.19% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
WF
Wayfinding Financial Lynnwood, Washington $230M AUM 17.64% 1-Year Est. Return

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.