Prairieview-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "JWN",
  "FIBK",
  "AX",
  "GRAB",
  "EXAS",
  "HUM",
  "MP",
  null,
  "SMCI",
  "MU",
  "FNDF",
  "FNDA",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  null,
  "PCRX",
  "ALL",
  "GOOGL",
  null,
  "VDE",
  null,
  "AXP",
  null,
  null,
  "ASML",
  "T",
  "BLK",
  "CAT",
  "BUD",
  null,
  null,
  "AVDE",
  "AVGO",
  "APP",
  null,
  null,
  null,
  null,
  "AVEM",
  "ROCK",
  "FMS",
  "BIDU",
  "BSX",
  "HRB",
  null,
  null,
  null,
  "MLCO",
  "ECG",
  null,
  null,
  "SGMO",
  "GD",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  "MCD",
  "INTU",
  null,
  "UNP",
  "GNW",
  "IPGP",
  "FULC",
  "ISRG",
  null,
  "HSBC",
  "VATE",
  "GSIE",
  "RIVN",
  "MUB",
  "META",
  null,
  "MCS",
  "MTUS",
  "IVW",
  "IJH",
  "SES",
  null,
  "EGY",
  "UWMC",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "IWS",
  "LIN",
  null,
  null,
  null,
  "MPC",
  null,
  "MRVL",
  "MA",
  "MDT",
  "ALE",
  "APA",
  "MSFT",
  "MDLZ",
  "TMUS",
  "ELF",
  "EXC",
  "FHN",
  "GE",
  "THG",
  null,
  null,
  "HRL",
  "FAST",
  "IJR",
  "IWD",
  "KR",
  "ORCL",
  "OKE",
  null,
  "VGIT",
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PEP",
  null,
  "PNC",
  "VGSH",
  "DNP",
  "PGR",
  "IEMG",
  "IVV",
  null,
  "PHM",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  "ECL",
  "NVDA",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  null,
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  null,
  "AMGN",
  "KVUE",
  "MSTR",
  "PARA",
  null,
  "IEFA",
  "SPGI",
  null,
  "SCHX",
  null,
  "SHW",
  "SHOP",
  "SRE",
  "RIO",
  "RTX",
  "SPDW",
  null,
  null,
  null,
  null,
  null,
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "TGT",
  "TJX",
  "TWLO",
  "TRV",
  "UPS",
  "VO",
  "MET",
  "VV",
  "VOE",
  "SCHW",
  "MDU",
  "UMBF",
  "PHIN",
  null,
  "VWO",
  "VSS",
  "ACHR",
  "IWV",
  null,
  null,
  null,
  "VIG",
  null,
  "TSCO",
  "ULTA",
  "GMED",
  "IWN",
  "TSM",
  "VYM",
  "DD",
  "VRTX",
  "ANF",
  null,
  "GM",
  null,
  "ALB",
  "TKR",
  "X",
  "SDY",
  "FI",
  "DRI",
  "F",
  "IWP",
  "NCLH",
  "TTC",
  null,
  "GSLC",
  "CAH",
  "DORM",
  "FVRR",
  null,
  null,
  "KNF",
  "PEG",
  "FDS",
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  "IVE",
  "LCID",
  "PFG",
  null,
  null,
  null,
  "ESGD",
  null,
  "KD",
  null,
  "HBAN",
  "DKNG",
  "VEU",
  "USB",
  null,
  "VUG",
  "VEA",
  "VYMI",
  "MGK",
  null,
  "VXUS",
  "BNDX",
  "MGV",
  "VTEB",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WBA",
  "WSBC",
  "WFC",
  "WMB",
  "WWD",
  null,
  null,
  "WDS",
  "XEL",
  "SOLV",
  null,
  null,
  "DTE",
  "FCN",
  null,
  "SCHD",
  "SOFI",
  "SCHG",
  "SCHF",
  "SCHA",
  null,
  "SO",
  null,
  "SPXC",
  "OTIS",
  "PSX",
  "CRM",
  "SYY",
  "PTEN",
  null,
  null,
  null,
  "IUSV",
  "GEV",
  "TRI.TO",
  "ZBH",
  "DGRO",
  "SPYV",
  null,
  "UPST",
  "ESGU",
  null,
  "ADP",
  "BAC",
  null,
  "BRK-A",
  "BAX",
  "BHP",
  "BBY",
  "BA",
  null,
  "BHF",
  "BWA",
  "BMY",
  "BR",
  "BYRN",
  "CARR",
  "CNP",
  "CELH",
  "CC",
  "CVX",
  "CSCO",
  "C",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "CTRA",
  "COST",
  "CTVA",
  "CRWD",
  "CVS",
  "DELL",
  "DE",
  "DAL",
  null,
  null,
  null,
  null,
  "DCI",
  "RSP",
  null,
  "EFA",
  "VMC",
  "NKE",
  "QQQ",
  "IWM",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  null,
  "MO",
  "ITOT",
  "MCHP",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 387
Total Value: 958216
Accession Number: 0001842974-25-000007
Form Type: 13F-HR
CIK: prairieview-partners
Manager Name: Prairieview-Partners

Data Enrichment

76% identified

293 identified94 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

387 positions • $958.2K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 20

Sort by:

808524607

SCHA|808524607

Shares:126.0K

Value:$3.0M

% of Portfolio:308.1% ($3.0M/$958.2K)

808524706

Shares:98.0K

Value:$2.7M

% of Portfolio:281.9% ($2.7M/$958.2K)

808524854

Shares:105.6K

Value:$2.6M

% of Portfolio:273.8% ($2.6M/$958.2K)

808524805

SCHF|808524805

Shares:125.5K

Value:$2.5M

% of Portfolio:259.1% ($2.5M/$958.2K)

808524763

FNDA|808524763

Shares:89.1K

Value:$2.4M

% of Portfolio:254.6% ($2.4M/$958.2K)

808524748

Shares:63.2K

Value:$2.3M

% of Portfolio:238.7% ($2.3M/$958.2K)

464288273

Shares:34.7K

Value:$2.2M

% of Portfolio:230.2% ($2.2M/$958.2K)

MICROSOFT CORP

MSFT|594918104

Shares:5.5K

Value:$2.1M

% of Portfolio:215.9% ($2.1M/$958.2K)

464287879

Shares:21.2K

Value:$2.1M

% of Portfolio:215.6% ($2.1M/$958.2K)

92203J407

BNDX|92203J407

Shares:41.8K

Value:$2.0M

% of Portfolio:213.0% ($2.0M/$958.2K)

025072281

Shares:31.6K

Value:$2.0M

% of Portfolio:205.8% ($2.0M/$958.2K)

025072695

Shares:40.1K

Value:$1.8M

% of Portfolio:190.1% ($1.8M/$958.2K)

Alphabet Inc.

GOOGL|02079K305

Shares:10.3K

Value:$1.6M

% of Portfolio:166.5% ($1.6M/$958.2K)

46435G243

Shares:60.7K

Value:$1.5M

% of Portfolio:158.3% ($1.5M/$958.2K)

25434V302

Shares:57.5K

Value:$1.5M

% of Portfolio:155.3% ($1.5M/$958.2K)

464287614

IWF|464287614

Shares:3.7K

Value:$1.3M

% of Portfolio:138.2% ($1.3M/$958.2K)

97717W802

Shares:30.8K

Value:$1.3M

% of Portfolio:136.4% ($1.3M/$958.2K)

464288414

MUB|464288414

Shares:12.1K

Value:$1.3M

% of Portfolio:133.3% ($1.3M/$958.2K)

67092P300

Shares:30.8K

Value:$1.2M

% of Portfolio:130.0% ($1.2M/$958.2K)

46434V100

Shares:22.3K

Value:$1.1M

% of Portfolio:117.1% ($1.1M/$958.2K)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHAcusip808524607)	126.0K	QoQ -6.23% (-8.4K) YoY +48.97% (-41.4K)	All Managers (Combined)	$3.0M	308.1% ($3.0M/$958.2K)	QoQ -15.02% (-$1) YoY -29.12% (-$1)
(cusip808524706)✕	98.0K	QoQ -8.31% (-8.9K) YoY -23.39% (-29.9K)	All Managers (Combined)	$2.7M	281.9% ($2.7M/$958.2K)	QoQ -5.06% (-$0) YoY -16.37% (-$1)
(cusip808524854)✕	105.6K	QoQ +28.11% (+23.2K) YoY +88.99% (-49.7K)	All Managers (Combined)	$2.6M	273.8% ($2.6M/$958.2K)	QoQ +31.13% (+$1) YoY -4.23% (-$0)
(SCHFcusip808524805)	125.5K	QoQ -0.28% (-361) YoY +61.73% (-47.9K)	All Managers (Combined)	$2.5M	259.1% ($2.5M/$958.2K)	QoQ +6.61% (-$0) YoY -18.02% (-$1)
(FNDAcusip808524763)	89.1K	QoQ -0.78% (-701) YoY +87.13% (-41.5K)	All Managers (Combined)	$2.4M	254.6% ($2.4M/$958.2K)	QoQ -8.51% (-$0) YoY -10.16% (-$0)
(cusip808524748)✕	63.2K	QoQ -1.14% (-729) YoY -8.80% (-6.1K)	All Managers (Combined)	$2.3M	238.7% ($2.3M/$958.2K)	QoQ +4.81% (-$0) YoY -6.99% (-$0)
(cusip464288273)✕	34.7K	QoQ -0.46% (-161) YoY -12.82% (-5.1K)	All Managers (Combined)	$2.2M	230.2% ($2.2M/$958.2K)	QoQ +4.05% (-$0) YoY -12.59% (-$0)
MICROSOFT CORP(MSFTcusip594918104)	5.5K	QoQ +2.81% (-151) YoY +0.62% (-34)	All Managers (Combined)	$2.1M	215.9% ($2.1M/$958.2K)	QoQ -8.41% (-$0) YoY -10.23% (-$0)
(cusip464287879)✕	21.2K	QoQ -2.01% (-435) YoY -12.52% (-3.0K)	All Managers (Combined)	$2.1M	215.6% ($2.1M/$958.2K)	QoQ -12.04% (-$0) YoY -17.06% (-$0)
(BNDXcusip92203J407)	41.8K	QoQ -11.66% (-5.5K) YoY -94.53% (-723.9K)	All Managers (Combined)	$2.0M	213.0% ($2.0M/$958.2K)	QoQ -12.06% (-$0) YoY -94.58% (-$36)
(cusip025072281)✕	31.6K	QoQ -0.45% (-145) YoY +69.33% (+13.0K)	All Managers (Combined)	$2.0M	205.8% ($2.0M/$958.2K)	QoQ -6.13% (-$0) YoY +71.77% (+$1)
(cusip025072695)✕	40.1K	QoQ -35.27% (-21.8K) YoY -40.17% (-26.9K)	All Managers (Combined)	$1.8M	190.1% ($1.8M/$958.2K)	QoQ -36.18% (-$1) YoY -41.60% (-$1)
Alphabet Inc.(GOOGLcusip02079K305)	10.3K	QoQ -0.21% (-22) YoY +31.01% (+2.4K)	All Managers (Combined)	$1.6M	166.5% ($1.6M/$958.2K)	QoQ -18.49% (-$0) YoY +34.14% (+$0)
(cusip46435G243)✕	60.7K	QoQ -0.85% (-524) YoY +107.10% (+31.4K)	All Managers (Combined)	$1.5M	158.3% ($1.5M/$958.2K)	QoQ +0.33% (-$0) YoY +111.28% (+$1)
(cusip25434V302)✕	57.5K	QoQ -4.69% (-2.8K) YoY +0.21% (+126)	All Managers (Combined)	$1.5M	155.3% ($1.5M/$958.2K)	QoQ -2.74% (-$0) YoY +4.93% (+$0)
(IWFcusip464287614)	3.7K	QoQ -2.60% (-98) YoY -11.61% (-482)	All Managers (Combined)	$1.3M	138.2% ($1.3M/$958.2K)	QoQ -12.43% (-$0) YoY -5.36% (-$0)
(cusip97717W802)✕	30.8K	QoQ 0.00% (+0) YoY -1.18% (-369)	All Managers (Combined)	$1.3M	136.4% ($1.3M/$958.2K)	QoQ +12.38% (+$0) YoY +5.74% (-$0)
(MUBcusip464288414)	12.1K	QoQ -47.20% (-10.8K) YoY +99.03% (+6.0K)	All Managers (Combined)	$1.3M	133.3% ($1.3M/$958.2K)	QoQ -47.74% (-$1) YoY +94.96% (+$1)
(cusip67092P300)✕	30.8K	QoQ -0.44% (-139) YoY -14.80% (-5.4K)	All Managers (Combined)	$1.2M	130.0% ($1.2M/$958.2K)	QoQ +2.38% (-$0) YoY -11.31% (-$0)
(cusip46434V100)✕	22.3K	QoQ -23.58% (-6.9K) YoY -71.34% (-55.6K)	All Managers (Combined)	$1.1M	117.1% ($1.1M/$958.2K)	QoQ -22.72% (-$0) YoY -70.74% (-$3)