The Analysis of PRAIRIEVIEW WEALTH PARTNERS, LLC's Holdings
Currently, PRAIRIEVIEW WEALTH PARTNERS, LLC holds 29 types of securities in its portfolio with a total value $106.4M. In the most recent quarter, they have increased their positions in CCOI (+43.2K shares, valued at $1.7M), IVV (+962 shares, valued at $643.9K), VTEB (+12.8K shares, valued at $641.5K); decreased their positions in MUB (-1.5K shares, valued at $164.0K), IJR (-208 shares, valued at $24.7K), HYMB (-252 shares, valued at $6.3K); initiated new positions in SPYM (+2.8K shares, valued at $218.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES CORE S&P 500 ETF39.2K shares2.52%2025-09-302025-11-12
AGG ISHARES CORE U.S. AGGREGATE BOND ETF139.2K shares3.14%2025-09-302025-11-12 IWR ISHARES RUSSELL MIDCAP ETF104.5K shares2.91%2025-09-302025-11-12 MUB ISHARES NATIONAL MUNI BOND ETF85.6K shares-1.77%2025-09-302025-11-12 VTV VANGUARD VALUE ETF48.5K shares2.88%2025-09-302025-11-12 VTWO VANGUARD RUSSELL 2000 ETF80.7K shares4.09%2025-09-302025-11-12 HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF109.8K shares3.94%2025-09-302025-11-12 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF62.3K shares1.26%2025-09-302025-11-12 IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF49.2K shares5.31%2025-09-302025-11-12 CCOI COGENT COMMUNICATIONS HLDGS IN COM NEW54.7K shares374.29%2025-09-302025-11-12 IJR ISHARES CORE S&P SMALL CAP ETF11.9K shares-1.71%2025-09-302025-11-12 VTEB VANGUARD TAX-EXEMPT BOND ETF24.7K shares107.79%2025-09-302025-11-12 HTRB HARTFORD TOTAL RETURN BOND ETF24.0K shares-0.34%2025-09-302025-11-12 XYLD GLOBAL X S&P 500 COVERED CALL ETF20.1K shares-0.46%2025-09-302025-11-12 AXP AMERICAN EXPRESS CO COM1.9K shares0.00%2025-09-302025-11-12 QQQ INVESCO QQQ TRUST SERIES I875 shares-0.68%2025-09-302025-11-12 USRT ISHARES CORE U.S. REIT ETF8.6K shares-0.51%2025-09-302025-11-12 MSFT MICROSOFT CORP COM934 shares0.32%2025-09-302025-11-12 HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF19.3K shares-1.29%2025-09-302025-11-12 RLY STATE STREET MULTI-ASSET REAL RETURN ETF14.6K shares-0.66%2025-09-302025-11-12 EEM ISHARES MSCI EMERGING MARKETS ETF7.7K shares-0.83%2025-09-302025-11-12 SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF7.3K shares0.04%2025-09-302025-11-12 NVDA NVIDIA CORPORATION COM2.1K shares0.52%2025-09-302025-11-12 SCHE SCHWAB EMERGING MARKETS EQUITY ETF10.1K shares-0.91%2025-09-302025-11-12 VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF5.4K shares-0.17%2025-09-302025-11-12 USTB VICTORYSHARES SHORT-TERM BOND ETF6.3K shares-0.21%2025-09-302025-11-12 WWD WOODWARD INC COM1.2K shares0.00%2025-09-302025-11-12 IWB ISHARES RUSSELL 1000 ETF692 shares0.00%2025-09-302025-11-12 SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF2.8K sharesnew addition2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available