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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032108664

Shares:13.0K

Value:$934.5K

% of Portfolio:0.5% ($934.5K/$203.4M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:10.6K

Value:$893.3K

% of Portfolio:0.4% ($893.3K/$203.4M)

StoneCo Ltd.

STNE|G85158106

Shares:85.0K

Value:$890.8K

% of Portfolio:0.4% ($890.8K/$203.4M)

CALAMOS GLOBAL TOTAL RETURN FUND

CGO|128118106

Shares:83.6K

Value:$863.3K

% of Portfolio:0.4% ($863.3K/$203.4M)

316092865

Shares:16.4K

Value:$835.8K

% of Portfolio:0.4% ($835.8K/$203.4M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:3.4K

Value:$833.5K

% of Portfolio:0.4% ($833.5K/$203.4M)

Walmart Inc.

WMT|931142103

Shares:9.4K

Value:$829.4K

% of Portfolio:0.4% ($829.4K/$203.4M)

464287200

IVV|464287200

Shares:1.5K

Value:$822.3K

% of Portfolio:0.4% ($822.3K/$203.4M)

46641Q837

Shares:16.1K

Value:$817.4K

% of Portfolio:0.4% ($817.4K/$203.4M)

Arista Networks, Inc.

ANET|040413205

Shares:10.5K

Value:$816.3K

% of Portfolio:0.4% ($816.3K/$203.4M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:11.4K

Value:$807.8K

% of Portfolio:0.4% ($807.8K/$203.4M)

TARGET CORP

TGT|87612E106

Shares:7.6K

Value:$793.8K

% of Portfolio:0.4% ($793.8K/$203.4M)

45782C342

Shares:25.0K

Value:$770.7K

% of Portfolio:0.4% ($770.7K/$203.4M)

464287655

IWM|464287655

Shares:3.8K

Value:$750.6K

% of Portfolio:0.4% ($750.6K/$203.4M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.5K

Value:$746.4K

% of Portfolio:0.4% ($746.4K/$203.4M)

45782C649

Shares:21.5K

Value:$739.5K

% of Portfolio:0.4% ($739.5K/$203.4M)

464288687

Shares:23.8K

Value:$730.9K

% of Portfolio:0.4% ($730.9K/$203.4M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:3.4K

Value:$715.7K

% of Portfolio:0.4% ($715.7K/$203.4M)

FEDEX CORP

FDX|31428X106

Shares:2.9K

Value:$713.9K

% of Portfolio:0.4% ($713.9K/$203.4M)

33733B100

Shares:6.9K

Value:$691.4K

% of Portfolio:0.3% ($691.4K/$203.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip032108664)✕	13.0K	QoQ -0.76% (-100) YoY -2.76% (-370)	All Managers (Combined)	$934.5K	0.5% ($934.5K/$203.4M)	QoQ -4.34% (-$42.5K) YoY +8.89% (-$76.4K)
Palantir Technologies Inc.(PLTRcusip69608A108)	10.6K	QoQ +4.07% (+414) YoY +0.13% (+14)	All Managers (Combined)	$893.3K	0.4% ($893.3K/$203.4M)	QoQ +16.13% (+$124.1K) YoY +267.28% (+$650.1K)
StoneCo Ltd.(STNEcusipG85158106)	85.0K	QoQ 0.00% (+0) YoY +19.71% (-14.0K)	All Managers (Combined)	$890.8K	0.4% ($890.8K/$203.4M)	QoQ +31.49% (+$213.3K) YoY -24.46% (-$288.5K)
CALAMOS GLOBAL TOTAL RETURN FUND(CGOcusip128118106)	83.6K	QoQ +6.90% (-5.4K) YoY +17.71% (+12.6K)	All Managers (Combined)	$863.3K	0.4% ($863.3K/$203.4M)	QoQ -3.71% (-$33.3K) YoY +16.91% (+$124.9K)
(cusip316092865)✕	16.4K	QoQ +4.82% (+755) YoY +40.27% (+4.7K)	All Managers (Combined)	$835.8K	0.4% ($835.8K/$203.4M)	QoQ +9.50% (+$72.6K) YoY +68.48% (+$339.7K)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	3.4K	QoQ 0.00% (+0) YoY -2.65% (-94)	All Managers (Combined)	$833.5K	0.4% ($833.5K/$203.4M)	QoQ +20.36% (+$141.1K) YoY +23.13% (-$156.6K)
Walmart Inc.(WMTcusip931142103)	9.4K	QoQ -0.30% (-29) YoY -11.55% (-1.2K)	All Managers (Combined)	$829.4K	0.4% ($829.4K/$203.4M)	QoQ -3.09% (-$26.5K) YoY +28.98% (-$186.4K)
(IVVcusip464287200)	1.5K	QoQ -11.33% (-187) YoY -77.70% (-5.1K)	All Managers (Combined)	$822.3K	0.4% ($822.3K/$203.4M)	QoQ -15.31% (-$148.7K) YoY -76.16% (-$2.6M)
(cusip46641Q837)✕	16.1K	QoQ -8.33% (-1.5K) YoY -79.22% (-61.6K)	All Managers (Combined)	$817.4K	0.4% ($817.4K/$203.4M)	QoQ -8.22% (-$73.3K) YoY -79.15% (-$3.1M)
Arista Networks, Inc.(ANETcusip040413205)	10.5K	QoQ +1.20% (-125) YoY NEW(+10.5K)	All Managers (Combined)	$816.3K	0.4% ($816.3K/$203.4M)	QoQ -29.05% (-$334.4K) YoY NEW(+$816.3K)
NEXTERA ENERGY INC(NEEcusip65339F101)	11.4K	QoQ -0.86% (-100) YoY -10.41% (-1.3K)	All Managers (Combined)	$807.8K	0.4% ($807.8K/$203.4M)	QoQ -1.97% (-$16.3K) YoY -0.62% (-$5.1K)
TARGET CORP(TGTcusip87612E106)	7.6K	QoQ +1.73% (-130) YoY +1.73% (-130)	All Managers (Combined)	$793.8K	0.4% ($793.8K/$203.4M)	QoQ -21.45% (-$216.8K) YoY -40.08% (-$531.1K)
(cusip45782C342)✕	25.0K	QoQ 0.00% (-0) YoY -1.30% (-330)	All Managers (Combined)	$770.7K	0.4% ($770.7K/$203.4M)	QoQ -5.66% (-$46.3K) YoY -2.28% (-$18.0K)
(IWMcusip464287655)	3.8K	QoQ +0.99% (-37) YoY +12.09% (+406)	All Managers (Combined)	$750.6K	0.4% ($750.6K/$203.4M)	QoQ -8.82% (-$72.7K) YoY +6.33% (+$44.7K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.5K	QoQ +0.13% (-2) YoY -12.89% (-223)	All Managers (Combined)	$746.4K	0.4% ($746.4K/$203.4M)	QoQ -4.98% (-$39.2K) YoY +8.10% (-$55.9K)
(cusip45782C649)✕	21.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$739.5K	0.4% ($739.5K/$203.4M)	QoQ -2.22% (-$16.9K) YoY +4.45% (+$31.5K)
(cusip464288687)✕	23.8K	QoQ -29.74% (-10.1K) YoY -27.85% (-9.2K)	All Managers (Combined)	$730.9K	0.4% ($730.9K/$203.4M)	QoQ -31.33% (-$333.5K) YoY -31.21% (-$331.7K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	3.4K	QoQ -0.73% (-25) YoY +15.35% (+450)	All Managers (Combined)	$715.7K	0.4% ($715.7K/$203.4M)	QoQ -6.94% (-$53.4K) YoY +19.01% (+$114.3K)
FEDEX CORP(FDXcusip31428X106)	2.9K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$713.9K	0.4% ($713.9K/$203.4M)	QoQ -13.28% (-$109.3K) YoY -15.75% (-$133.5K)
(cusip33733B100)✕	6.9K	QoQ -4.18% (-300) YoY -9.61% (-730)	All Managers (Combined)	$691.4K	0.3% ($691.4K/$203.4M)	QoQ -5.44% (-$39.8K) YoY -10.84% (-$84.1K)