test

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
GLDSpdr Gold Tr
Recent Activity
Increased 1.6%
4.74%
$9.582M
39,424 shares@ $243.07 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.72%
1.61%
$3.241M
19,384 shares@ $167.2 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 4.24%
1.04%
$2.102M
3,595 shares@ $584.62 avg price
NOCNorthrop Grumman Corp
Recent Activity
Increased 2.03%
0.92%
$1.859M
3,521 shares@ $528.07 avg price
CSQCalamos Strategic Total Retu
Recent Activity
Increased 3.15%
0.92%
$1.852M
106,735 shares@ $17.35 avg price
VVisa Inc
Recent Activity
Increased 0.48%
0.86%
$1.734M
6,306 shares@ $274.96 avg price
ITAIshares Tr
Recent Activity
Increased 3.13%
0.82%
$1.65M
11,025 shares@ $149.65 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 1.94%
0.72%
$1.456M
3,163 shares@ $460.24 avg price
BUIBlackrock Utils Infrastructu
Recent Activity
Increased 10.51%
0.72%
$1.436M
57,843 shares@ $24.84 avg price
AVGOBroadcom Inc
Recent Activity
Increased 908.3%
0.63%
$1.258M
7,290 shares@ $172.5 avg price