The Analysis of PRAIRIEVIEW WEALTH PARTNERS, LLC's Holdings & P&L


Currently, PRAIRIEVIEW WEALTH PARTNERS, LLC holds 30 types of securities in its portfolio with a total value $122.0M. In the most recent quarter, they have increased their positions in HTRB (+327.0K shares, valued at $11.0M), MUNI (+21.7K shares, valued at $1.1M), AGG (+6.1K shares, valued at $605.9K); decreased their positions in MUB (-2.2K shares, valued at $236.1K), CCOI (-5.0K shares, valued at $94.2K), USTB (-1.3K shares, valued at $64.0K); initiated new positions in MUNI (+21.7K shares, valued at $1.1M).


1M P&L
+3.1M+2.40%
3M P&L
+4.5M+3.51%
HY P&L
+7.9M+6.35%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A119.3M
98.1%
2Credit Services571.4K
0.5%
3Telecom Services560.3K
0.5%

Top Industries by Stock Count

1N/A24 stocks
82.8%
2Software - Infrastructure1 stocks
3.4%
3Telecom Services1 stocks
3.4%
Stock Holdings
IVV
ISHARES CORE S&P 500 ETF
0.95%
Shares39.9K
Event2026-03-31
Filed2026-05-05
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
4.26%
Shares149.3K
Event2026-03-31
Filed2026-05-05
HTRB
HARTFORD TOTAL RETURN BOND ETF
1373.03%
Shares350.8K
Event2026-03-31
Filed2026-05-05
IWR
ISHARES RUSSELL MIDCAP ETF
1.71%
Shares110.8K
Event2026-03-31
Filed2026-05-05
VTV
VANGUARD VALUE ETF
1.16%
Shares51.7K
Event2026-03-31
Filed2026-05-05
MUB
ISHARES NATIONAL MUNI BOND ETF
-2.66%
Shares81.4K
Event2026-03-31
Filed2026-05-05
VTWO
VANGUARD RUSSELL 2000 ETF
1.98%
Shares85.1K
Event2026-03-31
Filed2026-05-05
HELO
JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF
3.13%
Shares119.5K
Event2026-03-31
Filed2026-05-05
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF
0.39%
Shares64.4K
Event2026-03-31
Filed2026-05-05
IXUS
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
0.81%
Shares52.4K
Event2026-03-31
Filed2026-05-05
VTEB
VANGUARD TAX-EXEMPT BOND ETF
14.09%
Shares45.5K
Event2026-03-31
Filed2026-05-05
IJR
ISHARES CORE S&P SMALL CAP ETF
-2.32%
Shares11.5K
Event2026-03-31
Filed2026-05-05
MUNI
PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND
New
Shares21.7K
Event2026-03-31
Filed2026-05-05
JPLD
JPMORGAN LIMITED DURATION BOND ETF
103.89%
Shares17.3K
Event2026-03-31
Filed2026-05-05
XYLD
GLOBAL X S&P 500 COVERED CALL ETF
-0.31%
Shares19.8K
Event2026-03-31
Filed2026-05-05
AXP
AMERICAN EXPRESS CO COM
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-05
CCOI
COGENT COMM HOLDINGS INC COM NEW
-14.39%
Shares29.7K
Event2026-03-31
Filed2026-05-05
RLY
STATE STREET MULTI-ASSET REAL RETURN ETF
-1.18%
Shares14.3K
Event2026-03-31
Filed2026-05-05
USRT
ISHARES CORE U.S. REIT ETF
-0.86%
Shares8.4K
Event2026-03-31
Filed2026-05-05
HYMB
STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF
-0.15%
Shares19.1K
Event2026-03-31
Filed2026-05-05
INVESCO QQQ TRUST SERIES I
INVESCO QQQ TRUST SERIES I
-11.10%
Shares777
Event2026-03-31
Filed2026-05-05
SPYV
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF
4.69%
Shares7.8K
Event2026-03-31
Filed2026-05-05
WWD
WOODWARD INC COM
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-05
EEM
ISHARES MSCI EMERGING MARKETS ETF
-0.58%
Shares7.6K
Event2026-03-31
Filed2026-05-05
NVDA
NVIDIA CORPORATION COM
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-05
MSFT
MICROSOFT CORP COM
0.00%
Shares901
Event2026-03-31
Filed2026-05-05
SCHE
SCHWAB EMERGING MARKETS EQUITY ETF
-0.53%
Shares10.0K
Event2026-03-31
Filed2026-05-05
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-19.08%
Shares4.3K
Event2026-03-31
Filed2026-05-05
USTB
VICTORYSHARES SHORT-TERM BOND ETF
-20.16%
Shares5.0K
Event2026-03-31
Filed2026-05-05
IWB
ISHARES RUSSELL 1000 ETF
0.00%
Shares684
Event2026-03-31
Filed2026-05-05

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available