Prairie-Wealth-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "AVGO",
  "LOW",
  "BDJ",
  "BUI",
  "CGO",
  "CSQ",
  "LNN",
  null,
  null,
  null,
  null,
  "STNE",
  null,
  "HON",
  "HD",
  "CHW",
  "MCD",
  "INTU",
  null,
  null,
  "FFC",
  null,
  "ISRG",
  null,
  "ITW",
  null,
  null,
  null,
  null,
  null,
  "NWL",
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MS",
  null,
  "ANET",
  "NOC",
  null,
  "PANW",
  "PYPL",
  "PEP",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "PLTR",
  "PFE",
  "PG",
  "JPC",
  "AMGN",
  "SHOP",
  "RTX",
  "GLD",
  "RSG",
  "SBUX",
  "TGT",
  "VO",
  null,
  null,
  null,
  null,
  "VYM",
  "AON",
  "APH",
  "AMD",
  "WM",
  "IWP",
  "IWR",
  "HSIC",
  "AEP",
  "IPG",
  "AMZN",
  null,
  "HCA",
  null,
  "HII",
  null,
  null,
  null,
  "VRSN",
  "V",
  "VST",
  "WMT",
  "WCC",
  null,
  null,
  "FNF",
  "ET",
  null,
  "CRM",
  "SYY",
  null,
  null,
  "LYV",
  null,
  "MELI",
  "ZM",
  null,
  "NUE",
  "FDX",
  null,
  "KMB",
  "BRK-B",
  "CARR",
  "CASY",
  "CVX",
  "CMG",
  "CSCO",
  "KO",
  "COIN",
  "CEG",
  "COST",
  "DE",
  "DOCU",
  "RSP",
  null,
  "NEE",
  "IWM",
  "GOOG",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 142
Total Value: 203361714
Accession Number: 0001214659-25-006228
Form Type: 13F-HR
CIK: prairie-wealth-advisors
Manager Name: Prairie-Wealth-Advisors

Data Enrichment

69% identified

98 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

142 positions • $203.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464288760

Shares:10.8K

Value:$1.7M

% of Portfolio:0.8% ($1.7M/$203.4M)

MERCADOLIBRE INC

MELI|58733R102

Shares:826

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$203.4M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:3.1K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$203.4M)

316092212

Shares:33.7K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$203.4M)

46429B747

Shares:15.3K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$203.4M)

BlackRock Utilities, Infrastructure & Power Opportunities Trust

BUI|09248D104

Shares:65.6K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$203.4M)

45784N205

Shares:59.1K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$203.4M)

45782C573

Shares:39.3K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$203.4M)

389637109

Shares:22.3K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$203.4M)

45782C870

Shares:38.9K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$203.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.5K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$203.4M)

Broadcom Inc.

AVGO|11135F101

Shares:7.2K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$203.4M)

Meta Platforms, Inc.

META|30303M102

Shares:2.0K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$203.4M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:17.9K

Value:$1.1M

% of Portfolio:0.5% ($1.1M/$203.4M)

MCDONALDS CORP

MCD|580135101

Shares:3.2K

Value:$997.7K

% of Portfolio:0.5% ($997.7K/$203.4M)

97717W505

Shares:19.7K

Value:$977.9K

% of Portfolio:0.5% ($977.9K/$203.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.0K

Value:$970.4K

% of Portfolio:0.5% ($970.4K/$203.4M)

45782C334

Shares:20.1K

Value:$960.2K

% of Portfolio:0.5% ($960.2K/$203.4M)

NETFLIX INC

NFLX|64110L106

Shares:1.0K

Value:$954.9K

% of Portfolio:0.5% ($954.9K/$203.4M)

HOME DEPOT, INC.

HD|437076102

Shares:2.6K

Value:$935.8K

% of Portfolio:0.5% ($935.8K/$203.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288760)✕	10.8K	QoQ -2.07% (-230) YoY +2.37% (+252)	All Managers (Combined)	$1.7M	0.8% ($1.7M/$203.4M)	QoQ +3.14% (-$50.7K) YoY +18.80% (+$263.0K)
MERCADOLIBRE INC(MELIcusip58733R102)	826	QoQ +0.12% (+1) YoY +0.60% (+5)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$203.4M)	QoQ +14.86% (+$208.6K) YoY +29.81% (+$370.1K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	3.1K	QoQ -11.36% (-400) YoY -9.56% (-330)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$203.4M)	QoQ -3.29% (-$54.4K) YoY -3.26% (-$53.9K)
(cusip316092212)✕	33.7K	QoQ +40.41% (+9.7K) YoY NEW(+33.7K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$203.4M)	QoQ +38.99% (+$446.1K) YoY NEW(+$1.6M)
(cusip46429B747)✕	15.3K	QoQ -3.02% (-478) YoY -30.40% (-6.7K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$203.4M)	QoQ -0.26% (-$4.2K) YoY -27.58% (-$603.4K)
BlackRock Utilities, Infrastructure & Power Opportunities Trust(BUIcusip09248D104)	65.6K	QoQ +0.87% (-568) YoY +27.75% (+14.3K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$203.4M)	QoQ -2.57% (-$39.2K) YoY +34.03% (+$377.1K)
(cusip45784N205)✕	59.1K	QoQ 0.00% (-0) YoY NEW(+59.1K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$203.4M)	QoQ -3.02% (-$45.9K) YoY NEW(+$1.5M)
(cusip45782C573)✕	39.3K	QoQ -0.01% (-4) YoY -1.86% (-748)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$203.4M)	QoQ -1.73% (-$25.9K) YoY +2.74% (-$39.1K)
(cusip389637109)✕	22.3K	QoQ -1.45% (-330) YoY -0.91% (-205)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$203.4M)	QoQ -13.24% (-$221.6K) YoY +2.22% (-$31.6K)
(cusip45782C870)✕	38.9K	QoQ 0.00% (-0) YoY -61.33% (-61.6K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$203.4M)	QoQ -2.84% (-$40.6K) YoY -58.95% (-$2.0M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.5K	QoQ -18.62% (-583) YoY -38.98% (-1.6K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$203.4M)	QoQ -15.73% (-$249.2K) YoY -35.39% (-$731.2K)
Broadcom Inc.(AVGOcusip11135F101)	7.2K	QoQ -0.95% (-70) YoY +849.54% (+6.5K)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$203.4M)	QoQ -28.47% (-$482.9K) YoY +19.94% (+$201.7K)
Meta Platforms, Inc.(METAcusip30303M102)	2.0K	QoQ -1.48% (-30) YoY -25.13% (-670)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$203.4M)	QoQ -3.02% (-$35.8K) YoY -11.13% (-$144.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	17.9K	QoQ -15.81% (-3.4K) YoY -23.88% (-5.6K)	All Managers (Combined)	$1.1M	0.5% ($1.1M/$203.4M)	QoQ -12.24% (-$154.2K) YoY -5.88% (-$69.1K)
MCDONALDS CORP(MCDcusip580135101)	3.2K	QoQ -5.86% (-199) YoY -12.27% (-447)	All Managers (Combined)	$997.7K	0.5% ($997.7K/$203.4M)	QoQ +1.43% (-$14.1K) YoY -2.80% (-$28.8K)
(cusip97717W505)✕	19.7K	QoQ +5.22% (+981) YoY +94.60% (+9.6K)	All Managers (Combined)	$977.9K	0.5% ($977.9K/$203.4M)	QoQ +2.22% (+$21.3K) YoY +97.60% (+$483.0K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.0K	QoQ +0.19% (+2) YoY -22.33% (-295)	All Managers (Combined)	$970.4K	0.5% ($970.4K/$203.4M)	QoQ +3.42% (+$32.1K) YoY +0.30% (-$2.9K)
(cusip45782C334)✕	20.1K	QoQ 0.00% (-0) YoY -0.97% (-198)	All Managers (Combined)	$960.2K	0.5% ($960.2K/$203.4M)	QoQ -5.34% (-$54.2K) YoY +3.79% (-$35.1K)
NETFLIX INC(NFLXcusip64110L106)	1.0K	QoQ -4.20% (-45) YoY -13.51% (-160)	All Managers (Combined)	$954.9K	0.5% ($954.9K/$203.4M)	QoQ +0.21% (-$2.1K) YoY +32.79% (-$235.8K)
HOME DEPOT, INC.(HDcusip437076102)	2.6K	QoQ +1.79% (-45) YoY +5.14% (+125)	All Managers (Combined)	$935.8K	0.5% ($935.8K/$203.4M)	QoQ -4.09% (-$39.9K) YoY +0.45% (+$4.3K)