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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
NOCTInnovator Etfs Trust
Recent Activity
Exited
0%
$1.403M
28,621 shares@ $49.03 avg price
ESGUIshares Tr
Recent Activity
Exited
0%
$441,034
3,696 shares@ $119.33 avg price
JNPRJuniper Networks Inc
Recent Activity
Exited
0%
$389,211
10,675 shares@ $36.47 avg price
VOOVanguard Index Fds
Recent Activity
Exited
0%
$376,099
752 shares@ $500.14 avg price
VUSBVanguard Bd Index Fds
Recent Activity
Exited
0%
$347,336
7,014 shares@ $49.53 avg price
EOCTInnovator Etfs Trust
Recent Activity
Exited
0%
$344,296
13,780 shares@ $24.99 avg price
NLRVaneck Etf Trust
Recent Activity
Exited
0%
$295,649
3,697 shares@ $79.97 avg price
SNSRGlobal X Fds
Recent Activity
Exited
0%
$254,448
7,073 shares@ $35.98 avg price
EFGIshares Tr
Recent Activity
Exited
0%
$246,753
2,412 shares@ $102.31 avg price
ELVElevance Health Inc
Recent Activity
Exited
0%
$214,035
395 shares@ $541.87 avg price