Ticker | $ Bought |
---|---|
innovator etfs trust | 3,068,580 |
spdr series trust | 357,278 |
proshares tr | 273,044 |
fabrinet | 269,632 |
robinhood mkts inc | 243,438 |
okta inc | 233,430 |
ishares tr | 231,265 |
disney walt co | 226,857 |
Ticker | % Inc. |
---|---|
fidelity covington trust | 25.88 |
sea ltd | 18.74 |
ishares tr | 17.19 |
kimberly-clark corp | 13.62 |
vistra corp | 13.06 |
invesco exchange traded fd t | 11.02 |
calamos strategic total retu | 9.33 |
zoom communications inc | 8.42 |
Ticker | % Reduced |
---|---|
adobe inc | -23.45 |
tesla inc | -18.86 |
jpmorgan chase & co. | -17.74 |
caseys gen stores inc | -10.87 |
eli lilly & co | -10.27 |
cisco sys inc | -9.92 |
ishares tr | -9.77 |
spdr series trust | -8.85 |
Ticker | $ Sold |
---|---|
ishares tr | -730,913 |
fidelity national financial | -203,050 |
Prairie Wealth Advisors, Inc. has about 36.6% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 36.6 |
Industrials | 26.8 |
Technology | 17.2 |
Consumer Cyclical | 6.9 |
Healthcare | 3.1 |
Communication Services | 3 |
Consumer Defensive | 2 |
Utilities | 1.9 |
Financial Services | 1.8 |
Prairie Wealth Advisors, Inc. has about 38% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 36.6 |
MEGA-CAP | 24.5 |
SMALL-CAP | 24.4 |
LARGE-CAP | 13.5 |
About 59.9% of the stocks held by Prairie Wealth Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 40 |
S&P 500 | 34.3 |
RUSSELL 2000 | 25.6 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
Prairie Wealth Advisors, Inc. has 151 stocks in it's portfolio. About 54.5% of the portfolio is in top 10 stocks. UNH proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Prairie Wealth Advisors, Inc. last quarter.
Last Reported on: 04 Aug, 2025Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
LNN | lindsay corp | 23.65 | 383,791 | 55,361,900 | unchanged | 0.00 | ||
Historical Trend of LINDSAY CORP Position Held By Prairie Wealth Advisors, Inc.What % of Portfolio is LNN?:Number of LNN shares held:Change in No. of Shares Held: | ||||||||
NVDA | nvidia corporation | 9.57 | 141,851 | 22,412,400 | reduced | -1.46 | ||
GLD | spdr gold tr | 5.14 | 39,494 | 12,038,800 | reduced | -0.69 | ||
AMZN | amazon com inc | 3.64 | 38,801 | 8,512,550 | reduced | -0.49 | ||
IAU | ishares gold tr | 3.22 | 120,936 | 7,541,540 | reduced | -2.1 | ||
BALT | innovator etfs trust | 2.87 | 209,419 | 6,718,150 | reduced | -5.06 | ||
shopify inc | 1.86 | 37,805 | 4,360,810 | reduced | -0.79 | |||
blackstone secd lending fd | 1.75 | 130,189 | 4,102,570 | reduced | -1.41 | |||
GOOG | alphabet inc | 1.44 | 19,015 | 3,373,020 | added | 0.45 | ||
AAPL | apple inc | 1.39 | 15,815 | 3,244,760 | reduced | -0.6 | ||
BAPR | innovator etfs trust | 1.31 | 98,038 | 3,068,580 | new | |||
MSFT | microsoft corp | 1.26 | 5,928 | 2,948,580 | reduced | -3.06 | ||
BAPR | innovator etfs trust | 1.14 | 65,764 | 2,660,310 | unchanged | 0.00 | ||
BAPR | innovator etfs trust | 1.00 | 58,106 | 2,350,970 | unchanged | 0.00 | ||
AFK | vaneck etf trust | 0.97 | 8,162 | 2,276,120 | reduced | -0.43 | ||
MELI | mercadolibre inc | 0.96 | 864 | 2,258,180 | added | 4.6 | ||
calamos strategic total retu | 0.93 | 119,736 | 2,183,980 | added | 9.33 | |||
V | visa inc | 0.92 | 6,091 | 2,162,610 | added | 0.16 | ||
AAXJ | ishares tr | 0.87 | 10,850 | 2,046,830 | unchanged | 0.00 | ||
FBCG | fidelity covington trust | 0.87 | 42,387 | 2,039,860 | added | 25.88 | ||