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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
ABT icon
126
Abbott
ABT
$183B
– –
-2,086
Closed -$266K
JPC icon
127
Nuveen Preferred & Income Opportunities Fund
JPC
$2.88B
– –
-30,171
Closed -$245K
HWM icon
128
Howmet Aerospace
HWM
$111B
– –
-1,266
Closed -$252K
IDV icon
129
iShares International Select Dividend ETF
IDV
$8.46B
– –
0
– –
VO icon
130
Vanguard Morningstar Mid-Cap ETF
VO
$106B
– –
-3,508
Closed -$255K
LOW icon
131
Lowe's Companies
LOW
$118B
– –
-1,185
Closed -$285K
HOOD icon
132
Robinhood
HOOD
$77.7B
– –
-2,085
Closed -$271K
XLG icon
133
Invesco S&P 500 Top 50 ETF
XLG
$10.5B
– –
-4,048
Closed -$238K
PEP icon
134
PepsiCo
PEP
$191B
– –
-2,016
Closed -$296K
IEMG icon
135
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
– –
0
– –
IGV icon
136
iShares Expanded Tech-Software Sector ETF
IGV
$12.5B
– –
-2,134
Closed -$235K
TSM icon
137
TSMC
TSM
$2.09T
– –
-726
Closed -$213K
XLU icon
138
State Street Utilities Select Sector SPDR ETF
XLU
$23B
– –
-5,144
Closed -$228K
BND icon
139
Vanguard Total Bond Market
BND
$158B
– –
-2,830
Closed -$211K
FFC
140
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
$778M
– –
-13,050
Closed -$217K
PFE icon
141
Pfizer
PFE
$142B
– –
-9,762
Closed -$246K
SYY icon
142
Sysco
SYY
$40.6B
– –
-2,843
Closed -$216K
KMB icon
143
Kimberly-Clark
KMB
$36.6B
– –
-2,845
Closed -$311K
BITO icon
144
ProShares Bitcoin Strategy ETF
BITO
$1.42B
– –
-16,324
Closed -$256K
BDJ icon
145
BlackRock Enhanced Equity Dividend Trust
BDJ
$1.71B
– –
-16,925
Closed -$154K
CHW
146
Calamos Global Dynamic Income Fund
CHW
$523M
– –
-14,100
Closed -$105K
NWL icon
147
Newell Brands
NWL
$2.18B
– –
-20,000
Closed -$80.8K
NB
148
NioCorp Developments
NB
$626M
– –
-10,150
Closed -$69.8K
CARR icon
149
Carrier Global
CARR
$50.6B
– –
-3,726
Closed -$222K
CRWD icon
150
CrowdStrike
CRWD
$189B
– –
-1,704
Closed -$209K
3 4 5
6
7

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MIM
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MWM
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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.