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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MSFTMicrosoft Corp
| 1.33% | $2.678M 6,223 shares@ $430.28 avg price | Decreased -0.89% |
PAUGInnovator Etfs Trust
| 1.09% | $2.2M 58,106 shares@ $37.86 avg price | New Position |
SMHVaneck Etf Trust
| 1.05% | $2.106M 8,582 shares@ $245.46 avg price | Decreased -0.51% |
UNHUnitedhealth Group Inc
| 1.04% | $2.102M 3,595 shares@ $584.62 avg price | Increased 4.24% |
NOCNorthrop Grumman Corp
| 0.92% | $1.859M 3,521 shares@ $528.07 avg price | Increased 2.03% |
CSQCalamos Strategic Total Retu
| 0.92% | $1.852M 106,735 shares@ $17.35 avg price | Increased 3.15% |
VVisa Inc
| 0.86% | $1.734M 6,306 shares@ $274.96 avg price | Increased 0.48% |
CASYCaseys Gen Stores Inc
| 0.85% | $1.704M 4,535 shares@ $375.72 avg price | |
STIPIshares Tr
| 0.84% | $1.69M 16,680 shares@ $101.33 avg price | Decreased -6.52% |
MELIMercadolibre Inc
| 0.83% | $1.674M 816 shares@ $2051.96 avg price |