The Analysis of PRAIRIEVIEW WEALTH PARTNERS, LLC's Holdings


Currently, PRAIRIEVIEW WEALTH PARTNERS, LLC holds 30 types of securities in its portfolio with a total value $110.2M. In the most recent quarter, they have increased their positions in VTEB (+15.2K shares, valued at $765.4K), VTV (+2.7K shares, valued at $507.5K), JPLD (+8.5K shares, valued at $445.3K); decreased their positions in CCOI (-20.0K shares, valued at $431.2K), MUB (-1.9K shares, valued at $207.3K), IJR (-150 shares, valued at $18.0K); initiated new positions in JPLD (+8.5K shares, valued at $445.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
IVV ISHARES CORE S&P 500 ETF39.5K shares0.86%2025-12-312026-02-05history
AGG ISHARES CORE U.S. AGGREGATE BOND ETF143.2K shares2.85%2025-12-312026-02-05history
IWR ISHARES RUSSELL MIDCAP ETF109.0K shares4.33%2025-12-312026-02-05history
VTV VANGUARD VALUE ETF51.1K shares5.48%2025-12-312026-02-05history
MUB ISHARES NATIONAL MUNI BOND ETF83.6K shares-2.26%2025-12-312026-02-05history
VTWO VANGUARD RUSSELL 2000 ETF83.5K shares3.45%2025-12-312026-02-05history
HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF115.9K shares5.57%2025-12-312026-02-05history
SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF64.1K shares2.92%2025-12-312026-02-05history
Sponsored
IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF52.0K shares5.68%2025-12-312026-02-05history
VTEB VANGUARD TAX-EXEMPT BOND ETF39.9K shares61.62%2025-12-312026-02-05history
IJR ISHARES CORE S&P SMALL CAP ETF11.8K shares-1.26%2025-12-312026-02-05history
HTRB HARTFORD TOTAL RETURN BOND ETF23.8K shares-0.58%2025-12-312026-02-05history
XYLD GLOBAL X S&P 500 COVERED CALL ETF19.9K shares-0.92%2025-12-312026-02-05history
CCOI COGENT COMMUNICATIONS HLDGS IN COM NEW34.7K shares-36.54%2025-12-312026-02-05history
AXP AMERICAN EXPRESS CO COM1.9K shares0.00%2025-12-312026-02-05history
INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I874 shares-0.11%2025-12-312026-02-05history
Sponsored
USRT ISHARES CORE U.S. REIT ETF8.5K shares-1.41%2025-12-312026-02-05history
HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF19.2K shares-0.62%2025-12-312026-02-05history
RLY STATE STREET MULTI-ASSET REAL RETURN ETF14.4K shares-1.04%2025-12-312026-02-05history
JPLD JPMORGAN LIMITED DURATION BOND ETF8.5K sharesnew addition2025-12-312026-02-05history
MSFT MICROSOFT CORP COM901 shares-3.53%2025-12-312026-02-05history
SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF7.5K shares1.94%2025-12-312026-02-05history
EEM ISHARES MSCI EMERGING MARKETS ETF7.6K shares-1.33%2025-12-312026-02-05history
NVDA NVIDIA CORPORATION COM2.1K shares0.00%2025-12-312026-02-05history
Sponsored
WWD WOODWARD INC COM1.2K shares0.00%2025-12-312026-02-05history
SCHE SCHWAB EMERGING MARKETS EQUITY ETF10.0K shares-1.17%2025-12-312026-02-05history
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF5.4K shares0.00%2025-12-312026-02-05history
USTB VICTORYSHARES SHORT-TERM BOND ETF6.3K shares0.00%2025-12-312026-02-05history
IWB ISHARES RUSSELL 1000 ETF684 shares-1.16%2025-12-312026-02-05history
SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF2.8K shares1.65%2025-12-312026-02-05history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available