Prairieview-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AXP",
  null,
  "MMC",
  "MSFT",
  "VGIT",
  "IVV",
  "NVDA",
  null,
  "SPYG",
  "SPLG",
  "IWR",
  "VTWO",
  "VTEB",
  "VTV",
  "WWD",
  null,
  "IXUS",
  null,
  "SPYV",
  "CCOI",
  "QQQ"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 21
Total Value: 81806125
Accession Number: 0001765380-25-000203
Form Type: 13F-HR
CIK: prairieview-wealth-partners
Manager Name: Prairieview-Wealth-Partners

Data Enrichment

81% identified

17 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

21 positions • $81.8M total value

SEC FilingSEC DataHachi Filing

Manager:

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MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:833

Value:$203.3K

% of Portfolio:0.2% ($203.3K/$81.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	833	QoQ NEW(+833) YoY -16.94% (-170)	All Managers (Combined)	$203.3K	0.2% ($203.3K/$81.8M)	QoQ NEW(+$203.3K) YoY -1.60% (-$3.3K)