Prairie Wealth Advisors, Inc.

data from 30/09/2025

Capitalization

$ 243.688 M 4.10 %

Average holding period

5 ans

Performance

$ 61.174 M 29.18 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Prairie Wealth Advisors, Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 LNN LINDSAY CORP 22.14% 53.946 M $ 383791 2024/03/31 -1.416 M $ -2.56 %
2025/09/30 NVDA NVIDIA CORPORATION 10.62% 25.874 M $ 138667 2024/03/31 4.056 M $ 18.10 %
2025/09/30 GLD SPDR GOLD TR 5.94% 14.477 M $ 40728 2024/03/31 2.000 M $ 16.61 %
2025/09/30 IAU ISHARES GOLD TR 3.65% 8.901 M $ 122322 2024/03/31 1.259 M $ 16.69 %
2025/09/30 AMZN AMAZON COM INC 3.38% 8.246 M $ 37554 2024/03/31 6.984 K $ 0.08 %
2025/09/30 BALT INNOVATOR ETFS TRUST 2.68% 6.526 M $ 198855 2024/12/31 154.970 K $ 2.31 %
2025/09/30 SHOP SHOPIFY INC 2.27% 5.542 M $ 37290 2024/03/31 1.257 M $ 28.83 %
2025/09/30 GOOG ALPHABET INC 1.89% 4.608 M $ 18920 2024/03/31 1.258 M $ 37.30 %
2025/09/30 AAPL APPLE INC 1.62% 3.944 M $ 15490 2024/03/31 782.209 K $ 24.11 %
2025/09/30 BXSL BLACKSTONE SECD LENDING FD 1.38% 3.366 M $ 125446 2024/03/31 -609.284 K $ -14.85 %
2025/09/30 UAPR INNOVATOR ETFS TRUST 1.29% 3.151 M $ 98038 2025/06/30 82.351 K $ 2.68 %
2025/09/30 MSFT MICROSOFT CORP 1.16% 2.827 M $ 5458 2024/03/31 121.761 K $ 4.13 %
2025/09/30 UJAN INNOVATOR ETFS TRUST 1.14% 2.770 M $ 65764 2024/12/31 110.483 K $ 4.15 %
2025/09/30 FSYD FIDELITY COVINGTON TRUST 1.10% 2.693 M $ 55086 2024/06/30 31.790 K $ 1.56 %
2025/09/30 SMH VANECK ETF TRUST 1.08% 2.632 M $ 8065 2024/03/31 387.531 K $ 17.03 %
2025/09/30 CSQ CALAMOS STRATEGIC TOTAL RETU 0.99% 2.401 M $ 124461 2024/03/31 125.722 K $ 5.76 %
2025/09/30 AVGO BROADCOM INC 0.98% 2.392 M $ 7250 2024/03/31 395.284 K $ 19.68 %
2025/09/30 ITA ISHARES TR 0.93% 2.264 M $ 10821 2024/03/31 223.727 K $ 10.93 %
2025/09/30 V VISA INC 0.85% 2.079 M $ 6091 2024/03/31 -83.263 K $ -3.85 %
2025/09/30 MELI MERCADOLIBRE INC 0.83% 2.021 M $ 865 2024/03/31 -239.060 K $ -10.59 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.82% 2.007 M $ 11004 2024/03/31 497.833 K $ 33.82 %
2025/09/30 CASY CASEYS GEN STORES INC 0.82% 1.999 M $ 3536 2024/03/31 195.427 K $ 10.79 %
2025/09/30 GBTC GRAYSCALE BITCOIN TRUST ETF 0.81% 1.971 M $ 21953 2024/03/31 109.831 K $ 5.82 %
2025/09/30 BUI BLACKROCK UTILS INFRASTRUCTU 0.80% 1.955 M $ 74698 2024/03/31 29.736 K $ 1.63 %
2025/09/30 VRSN VERISIGN INC 0.79% 1.927 M $ 6894 2024/03/31 -63.631 K $ -3.20 %
2025/09/30 LLY ELI LILLY & CO 0.78% 1.906 M $ 2498 2024/03/31 -41.291 K $ -2.12 %
2025/09/30 NOC NORTHROP GRUMMAN CORP 0.75% 1.819 M $ 2985 2024/03/31 326.379 K $ 21.87 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.69% 1.671 M $ 3323 2024/03/31 56.153 K $ 3.49 %
2025/09/30 PNOV INNOVATOR ETFS TRUST 0.68% 1.668 M $ 40626 2024/03/31 60.267 K $ 3.90 %
2025/09/30 ANET ARISTA NETWORKS INC 0.64% 1.561 M $ 10711 2024/12/31 462.687 K $ 42.42 %
2025/09/30 STIP ISHARES TR 0.63% 1.534 M $ 14844 2024/03/31 6.879 K $ 0.44 %
2025/09/30 STNE STONECO LTD 0.62% 1.505 M $ 79600 2024/03/31 228.452 K $ 17.89 %
2025/09/30 META META PLATFORMS INC 0.61% 1.492 M $ 2032 2024/03/31 -7.538 K $ -0.50 %
2025/09/30 PAPR INNOVATOR ETFS TRUST 0.61% 1.487 M $ 38766 2024/03/31 41.479 K $ 2.87 %
2025/09/30 NFLX NETFLIX INC 0.50% 1.225 M $ 1022 2024/03/31 -143.575 K $ -10.47 %
2025/09/30 HACK AMPLIFY ETF TR 0.46% 1.123 M $ 12940 2024/03/31 5.622 K $ 0.50 %
2025/09/30 IWM ISHARES TR 0.45% 1.105 M $ 4568 2024/03/31 115.409 K $ 12.13 %
2025/09/30 CSCO CISCO SYS INC 0.45% 1.104 M $ 16135 2024/03/31 -15.489 K $ -1.38 %
2025/09/30 DON WISDOMTREE TR 0.44% 1.069 M $ 20441 2024/03/31 44.415 K $ 4.35 %
2025/09/30 CGO CALAMOS GLOBAL TOTAL RETURN 0.44% 1.066 M $ 88575 2024/03/31 28.685 K $ 2.82 %
2025/09/30 NAPR INNOVATOR ETFS TRUST 0.43% 1.060 M $ 20130 2024/03/31 33.013 K $ 3.22 %
2025/09/30 CEG CONSTELLATION ENERGY CORP 0.42% 1.034 M $ 3143 2024/09/30 18.513 K $ 1.95 %
2025/09/30 HD HOME DEPOT INC 0.42% 1.022 M $ 2524 2024/03/31 100.191 K $ 10.52 %
2025/09/30 VTI VANGUARD INDEX FDS 0.42% 1.019 M $ 3096 2024/03/31 59.339 K $ 7.95 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.39% 954.325 K $ 1031 2024/03/31 -66.303 K $ -6.50 %
2025/09/30 WMT WALMART INC 0.39% 944.869 K $ 9168 2024/03/31 50.070 K $ 5.40 %
2025/09/30 MCD MCDONALDS CORP 0.38% 935.758 K $ 3079 2024/03/31 37.785 K $ 4.01 %
2025/09/30 FUTY FIDELITY COVINGTON TRUST 0.38% 932.754 K $ 16518 2024/03/31 64.671 K $ 7.36 %
2025/09/30 VST VISTRA CORP 0.38% 922.000 K $ 4706 2025/03/31 8.843 K $ 1.09 %
2025/09/30 IVV ISHARES TR 0.37% 906.325 K $ 1354 2024/03/31 63.887 K $ 7.80 %
2025/09/30 USEP INNOVATOR ETFS TRUST 0.34% 831.060 K $ 21491 2024/03/31 38.898 K $ 4.91 %
2025/09/30 NEE NEXTERA ENERGY INC 0.34% 825.043 K $ 10929 2024/03/31 68.870 K $ 8.74 %
2025/09/30 RSG REPUBLIC SVCS INC 0.32% 789.870 K $ 3442 2024/03/31 -58.961 K $ -6.95 %
2025/09/30 SE SEA LTD 0.32% 777.476 K $ 4350 2024/06/30 77.978 K $ 11.75 %
2025/09/30 FIW FIRST TR EXCHANGE-TRADED FD 0.31% 755.273 K $ 6723 2024/03/31 29.895 K $ 4.05 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 0.31% 746.752 K $ 14720 2024/03/31 758.000 $ 0.10 %
2025/09/30 HON HONEYWELL INTL INC 0.31% 745.170 K $ 3540 2024/03/31 -79.896 K $ -9.61 %
2025/09/30 FTEC FIDELITY COVINGTON TRUST 0.30% 733.965 K $ 3304 2024/03/31 83.682 K $ 12.65 %
2025/09/30 TGT TARGET CORP 0.29% 694.996 K $ 7748 2024/03/31 -68.583 K $ -9.07 %
2025/09/30 FDX FEDEX CORP 0.28% 690.901 K $ 2912 2024/03/31 24.752 K $ 3.72 %
2025/09/30 MMM 3M CO 0.27% 668.031 K $ 4305 2024/06/30 12.980 K $ 1.93 %
2025/09/30 ETHE GRAYSCALE ETHEREUM TRUST ETF 0.27% 661.959 K $ 19316 2024/09/30 261.240 K $ 64.29 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.27% 652.726 K $ 3441 2025/03/31 27.032 K $ 4.38 %
2025/09/30 SKYY FIRST TR EXCHANGE TRADED FD 0.26% 643.132 K $ 4785 2024/03/31 61.919 K $ 10.51 %
2025/09/30 ITB ISHARES TR 0.26% 634.464 K $ 5916 2024/03/31 85.015 K $ 15.11 %
2025/09/30 FDIG FIDELITY COVINGTON TRUST 0.26% 631.712 K $ 12871 2024/12/31 147.080 K $ 37.87 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.26% 624.780 K $ 1397 2024/03/31 -144.943 K $ -17.70 %
2025/09/30 RTX RTX CORPORATION 0.26% 623.472 K $ 3726 2024/03/31 79.401 K $ 14.59 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.25% 608.330 K $ 3760 2024/03/31 74.786 K $ 14.02 %
2025/09/30 DOCU DOCUSIGN INC 0.24% 590.633 K $ 8193 2024/03/31 -49.497 K $ -7.45 %
2025/09/30 APH AMPHENOL CORP NEW 0.24% 574.387 K $ 4635 2024/12/31 83.500 K $ 25.27 %
2025/09/30 TSLA TESLA INC 0.23% 572.132 K $ 1287 2024/03/31 168.862 K $ 40.01 %
2025/09/30 FIDU FIDELITY COVINGTON TRUST 0.22% 541.787 K $ 6612 2024/03/31 29.555 K $ 5.69 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.22% 537.740 K $ 805 2024/03/31 35.039 K $ 7.80 %
2025/09/30 FNCL FIDELITY COVINGTON TRUST 0.22% 530.993 K $ 6956 2024/12/31 16.203 K $ 3.11 %
2025/09/30 FSTA FIDELITY COVINGTON TRUST 0.20% 487.581 K $ 9783 2024/03/31 -13.037 K $ -2.56 %
2025/09/30 AON AON PLC 0.20% 487.088 K $ 1366 2024/03/31 -245.000 $ -0.05 %
2025/09/30 FENY FIDELITY COVINGTON TRUST 0.20% 486.984 K $ 19700 2024/03/31 33.889 K $ 5.42 %
2025/09/30 XAR SPDR SERIES TRUST 0.20% 484.018 K $ 2060 2024/03/31 48.520 K $ 11.39 %
2025/09/30 INTU INTUIT 0.19% 467.793 K $ 685 2024/03/31 -72.466 K $ -13.30 %
2025/09/30 PYPL PAYPAL HLDGS INC 0.19% 455.773 K $ 6797 2024/03/31 -61.361 K $ -9.77 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.19% 454.464 K $ 2451 2024/03/31 86.118 K $ 21.39 %
2025/09/30 KO COCA COLA CO 0.19% 451.328 K $ 6753 2024/03/31 -30.580 K $ -6.22 %
2025/09/30 ET ENERGY TRANSFER L P 0.18% 439.296 K $ 25600 2024/03/31 -32.252 K $ -5.35 %
2025/09/30 DE DEERE & CO 0.18% 437.839 K $ 954 2024/06/30 -49.385 K $ -10.04 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.18% 436.366 K $ 2840 2024/03/31 -19.408 K $ -3.56 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.18% 430.425 K $ 3826 2024/03/31 31.691 K $ 8.42 %
2025/09/30 IAPR INNOVATOR ETFS TRUST 0.17% 419.206 K $ 13942 2024/03/31 11.596 K $ 2.84 %
2025/09/30 ITW ILLINOIS TOOL WKS INC 0.17% 417.693 K $ 1592 2024/03/31 21.507 K $ 5.43 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.17% 413.959 K $ 2033 2024/03/31 -1.869 K $ -0.50 %
2025/09/30 COIN COINBASE GLOBAL INC 0.17% 413.763 K $ 1226 2024/03/31 -15.951 K $ -3.71 %
2025/09/30 FN FABRINET 0.17% 406.551 K $ 1115 2025/06/30 63.995 K $ 23.73 %
2025/09/30 SDY SPDR SERIES TRUST 0.17% 405.635 K $ 2896 2025/06/30 11.370 K $ 3.18 %
2025/09/30 KTOS KRATOS DEFENSE & SEC SOLUTIO 0.16% 390.607 K $ 4275 2025/09/30 0.000 $ 0.00 %
2025/09/30 FHLC FIDELITY COVINGTON TRUST 0.16% 388.977 K $ 5817 2024/03/31 17.379 K $ 4.57 %
2025/09/30 SPHD INVESCO EXCH TRADED FD TR II 0.16% 387.144 K $ 7829 2024/06/30 14.390 K $ 3.97 %
2025/09/30 ABBV ABBVIE INC 0.16% 384.356 K $ 1660 2024/03/31 76.227 K $ 24.74 %
2025/09/30 AMGN AMGEN INC 0.16% 383.087 K $ 1358 2024/03/31 4.449 K $ 1.07 %
2025/09/30 IWR ISHARES TR 0.16% 382.338 K $ 3960 2024/03/31 18.136 K $ 4.98 %
2025/09/30 WM WASTE MGMT INC DEL 0.15% 371.878 K $ 1684 2024/03/31 -13.455 K $ -3.49 %