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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
AEP icon
126
American Electric Power
AEP
$69.5B
$289K 0.14%
+3,356
New +$273K
MU icon
127
Micron Technology
MU
$988B
$289K 0.14%
+2,447
New +$221K
SPLV icon
128
Invesco S&P 500 Low Volatility ETF
SPLV
$7.13B
$288K 0.14%
+4,375
New +$279K
PANW icon
129
Palo Alto Networks
PANW
$265B
$285K 0.13%
+2,008
New +$317K
VLUE icon
130
iShares MSCI USA Value Factor ETF
VLUE
$9.28B
$284K 0.13%
+2,618
New +$268K
SGOV icon
131
iShares 0-3 Month Treasury Bond ETF
SGOV
$99.4B
$283K 0.13%
+2,815
New +$283K
UDOW icon
132
ProShares UltraPro Dow 30
UDOW
$829M
$274K 0.13%
+6,422
New +$251K
UPRO icon
133
ProShares UltraPro S&P 500
UPRO
$5.13B
$268K 0.13%
+3,799
New +$235K
SPXL icon
134
Direxion Daily S&P 500 Bull 3x ETF
SPXL
$6.59B
$267K 0.13%
+1,990
New +$234K
VO icon
135
Vanguard Morningstar Mid-Cap ETF
VO
$106B
$266K 0.13%
+4,264
New +$252K
NLR icon
136
VanEck Uranium + Nuclear Energy ETF
NLR
$3.88B
$266K 0.12%
+3,497
New +$260K
USMV icon
137
iShares MSCI USA Min Vol Factor ETF
USMV
$23.5B
$262K 0.12%
+3,135
New +$253K
TQQQ icon
138
ProShares UltraPro QQQ
TQQQ
$31.4B
$260K 0.12%
+8,448
New +$240K
EAPR icon
139
Innovator Emerging Markets Power Buffer ETF April
EAPR
$102M
$260K 0.12%
+10,348
New +$256K
CRM icon
140
Salesforce
CRM
$148B
$259K 0.12%
+859
New +$248K
QUAL icon
141
iShares MSCI USA Quality Factor ETF
QUAL
$46.3B
$252K 0.12%
+1,534
New +$240K
WCC
142
WESCO International
WCC
$16.7B
$251K 0.12%
+1,463
New +$242K
IUSB icon
143
iShares Core Universal USD Bond ETF
IUSB
$43B
$249K 0.12%
+5,461
New +$249K
JPC icon
144
Nuveen Preferred & Income Opportunities Fund
JPC
$2.88B
$248K 0.12%
+34,227
New +$243K
MS icon
145
Morgan Stanley
MS
$330B
$246K 0.12%
+2,615
New +$230K
PLTR icon
146
Palantir
PLTR
$293B
$243K 0.11%
+10,570
New +$225K
ULTA icon
147
Ulta Beauty
ULTA
$22.2B
$243K 0.11%
+465
New +$240K
INTC icon
148
Intel
INTC
$460B
$239K 0.11%
+5,405
New +$241K
IHI icon
149
iShares US Medical Devices ETF
IHI
$3.14B
$235K 0.11%
+4,005
New +$226K
IBB icon
150
iShares Biotechnology ETF
IBB
$9.52B
$228K 0.11%
+1,665
New +$227K
3 4 5
6
7

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MIM
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MWM
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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.