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Joshua Vandenberg

@Prairie Wealth Advisors, Inc.

Latest period2024 - Q3ReportedManaged Assets$202.266MTotal holdings145
Assets growth rate2.57%Assets growth rate (2-Q avg)-2.44%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Prairie Wealth Advisors, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of Prairie Wealth Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 202.266M in assets, with a quarterly growth rate of 2.57% and a 2-quarter average growth rate of -2.44%. The portfolio is managed by Joshua Vandenberg, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
LNNLindsay Corp
Recent Activity
23.65%
$47.829M
383,736 shares@ $124.64 avg price
NVDANvidia Corporation
Recent Activity
Decreased -0.1%
9.46%
$19.134M
157,548 shares@ $121.46 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 1.6%
4.74%
$9.582M
39,424 shares@ $243.07 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.06%
3.7%
$7.467M
40,073 shares@ $186.33 avg price
IAUIshares Gold Tr
Recent Activity
2.8%
$5.655M
113,792 shares@ $49.7 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -13.95%
2.62%
$5.297M
5,979 shares@ $885.94 avg price
AAPLApple Inc
Recent Activity
Decreased -1.77%
2.06%
$4.166M
17,880 shares@ $233.0 avg price
BXSLBlackstone Secd Lending Fd
Recent Activity
Decreased -3.34%
1.97%
$3.977M
132,326 shares@ $30.06 avg price
SHOPShopify Inc
Recent Activity
Decreased -5.09%
1.62%
$3.262M
40,705 shares@ $80.15 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.72%
1.61%
$3.241M
19,384 shares@ $167.2 avg price