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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
PAUGInnovator Etfs Trust
Recent Activity
New Position
1.09%
$2.2M
58,106 shares@ $37.86 avg price
NSEPInnovator Etfs Trust
Recent Activity
New Position
0.74%
$1.477M
59,140 shares@ $24.98 avg price
ETHEGrayscale Ethereum Tr Eth
Recent Activity
New Position
0.25%
$502,945
22,976 shares@ $21.9 avg price
EJULInnovator Etfs Trust
Recent Activity
New Position
0.18%
$356,118
13,949 shares@ $25.54 avg price
CEGConstellation Energy Corp
Recent Activity
New Position
0.17%
$329,185
1,266 shares@ $260.02 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
New Position
0.15%
$294,765
513 shares@ $574.6 avg price
ZBRAZebra Technologies Corporati
Recent Activity
New Position
0.15%
$286,257
773 shares@ $370.32 avg price
HIIHuntington Ingalls Inds Inc
Recent Activity
New Position
0.13%
$249,575
944 shares@ $264.39 avg price
TTTrane Technologies Plc
Recent Activity
New Position
0.12%
$225,463
580 shares@ $388.73 avg price
PFEPfizer Inc
Recent Activity
New Position
0.11%
$220,420
7,616 shares@ $28.95 avg price