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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316092402

Shares:27.0K

Value:$688.8K

% of Portfolio:0.3% ($688.8K/$203.4M)

DOCUSIGN, INC.

DOCU|256163106

Shares:8.4K

Value:$681.2K

% of Portfolio:0.3% ($681.2K/$203.4M)

922908769

VTI|922908769

Shares:2.4K

Value:$672.8K

% of Portfolio:0.3% ($672.8K/$203.4M)

3M CO

MMM|88579Y101

Shares:4.5K

Value:$655.6K

% of Portfolio:0.3% ($655.6K/$203.4M)

Energy Transfer LP

ET|29273V100

Shares:33.0K

Value:$614.4K

% of Portfolio:0.3% ($614.4K/$203.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.5K

Value:$588.5K

% of Portfolio:0.3% ($588.5K/$203.4M)

464288752

Shares:6.1K

Value:$579.6K

% of Portfolio:0.3% ($579.6K/$203.4M)

Constellation Energy Corp

CEG|21037T109

Shares:2.8K

Value:$563.4K

% of Portfolio:0.3% ($563.4K/$203.4M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:8.5K

Value:$554.9K

% of Portfolio:0.3% ($554.9K/$203.4M)

Aon plc

AON|G0403H108

Shares:1.4K

Value:$545.2K

% of Portfolio:0.3% ($545.2K/$203.4M)

316092808

Shares:3.4K

Value:$540.8K

% of Portfolio:0.3% ($540.8K/$203.4M)

46137V357

RSP|46137V357

Shares:3.1K

Value:$529.9K

% of Portfolio:0.3% ($529.9K/$203.4M)

COCA COLA CO

KO|191216100

Shares:6.9K

Value:$497.9K

% of Portfolio:0.2% ($497.9K/$203.4M)

33734X192

Shares:4.8K

Value:$495.3K

% of Portfolio:0.2% ($495.3K/$203.4M)

RTX Corp

RTX|75513E101

Shares:3.7K

Value:$493.5K

% of Portfolio:0.2% ($493.5K/$203.4M)

316092501

Shares:6.8K

Value:$476.2K

% of Portfolio:0.2% ($476.2K/$203.4M)

316092303

Shares:9.3K

Value:$475.6K

% of Portfolio:0.2% ($475.6K/$203.4M)

AMGEN INC

AMGN|031162100

Shares:1.5K

Value:$463.4K

% of Portfolio:0.2% ($463.4K/$203.4M)

316092709

Shares:6.7K

Value:$458.9K

% of Portfolio:0.2% ($458.9K/$203.4M)

Sea Ltd

SE|81141R100

Shares:3.5K

Value:$456.1K

% of Portfolio:0.2% ($456.1K/$203.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092402)✕	27.0K	QoQ -2.93% (-815) YoY -4.46% (-1.3K)	All Managers (Combined)	$688.8K	0.3% ($688.8K/$203.4M)	QoQ +4.02% (-$26.7K) YoY -5.64% (-$41.2K)
DOCUSIGN, INC.(DOCUcusip256163106)	8.4K	QoQ -0.35% (-30) YoY -22.67% (-2.5K)	All Managers (Combined)	$681.2K	0.3% ($681.2K/$203.4M)	QoQ -9.81% (-$74.2K) YoY +5.69% (-$36.7K)
(VTIcusip922908769)	2.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$672.8K	0.3% ($672.8K/$203.4M)	QoQ -5.16% (-$36.6K) YoY +5.74% (+$36.6K)
3M CO(MMMcusip88579Y101)	4.5K	QoQ -2.72% (-125) YoY NEW(+4.5K)	All Managers (Combined)	$655.6K	0.3% ($655.6K/$203.4M)	QoQ +10.67% (-$63.2K) YoY NEW(+$655.6K)
Energy Transfer LP(ETcusip29273V100)	33.0K	QoQ +4.75% (-1.5K) YoY +17.40% (+4.9K)	All Managers (Combined)	$614.4K	0.3% ($614.4K/$203.4M)	QoQ -0.59% (-$3.7K) YoY +38.75% (+$171.6K)
PROCTER & GAMBLE Co(PGcusip742718109)	3.5K	QoQ -6.75% (-250) YoY +2.95% (+99)	All Managers (Combined)	$588.5K	0.3% ($588.5K/$203.4M)	QoQ -5.21% (-$32.3K) YoY +8.13% (+$44.3K)
(cusip464288752)✕	6.1K	QoQ -1.83% (-114) YoY +5.49% (-317)	All Managers (Combined)	$579.6K	0.3% ($579.6K/$203.4M)	QoQ -9.61% (-$61.7K) YoY -13.25% (-$88.5K)
Constellation Energy Corp(CEGcusip21037T109)	2.8K	QoQ +60.94% (+1.1K) YoY NEW(+2.8K)	All Managers (Combined)	$563.4K	0.3% ($563.4K/$203.4M)	QoQ +45.06% (+$175.0K) YoY NEW(+$563.4K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	8.5K	QoQ +3.24% (-267) YoY -18.87% (-2.0K)	All Managers (Combined)	$554.9K	0.3% ($554.9K/$203.4M)	QoQ -21.07% (-$148.2K) YoY -20.98% (-$147.4K)
Aon plc(AONcusipG0403H108)	1.4K	QoQ 0.00% (+0) YoY -3.73% (-53)	All Managers (Combined)	$545.2K	0.3% ($545.2K/$203.4M)	QoQ +11.11% (+$54.5K) YoY +15.12% (-$71.6K)
(cusip316092808)✕	3.4K	QoQ -2.69% (-93) YoY -8.98% (-331)	All Managers (Combined)	$540.8K	0.3% ($540.8K/$203.4M)	QoQ -15.12% (-$96.4K) YoY -5.80% (-$33.3K)
(RSPcusip46137V357)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$529.9K	0.3% ($529.9K/$203.4M)	QoQ NEW(+$529.9K) YoY NEW(+$529.9K)
COCA COLA CO(KOcusip191216100)	6.9K	QoQ 0.00% (+0) YoY -7.40% (-552)	All Managers (Combined)	$497.9K	0.2% ($497.9K/$203.4M)	QoQ +15.85% (+$68.1K) YoY +8.34% (-$38.3K)
(cusip33734X192)✕	4.8K	QoQ -1.26% (-62) YoY -3.38% (-170)	All Managers (Combined)	$495.3K	0.2% ($495.3K/$203.4M)	QoQ -15.27% (-$89.3K) YoY +3.29% (-$15.8K)
RTX Corp(RTXcusip75513E101)	3.7K	QoQ 0.00% (+0) YoY -27.41% (-1.4K)	All Managers (Combined)	$493.5K	0.2% ($493.5K/$203.4M)	QoQ +14.46% (+$62.4K) YoY -1.41% (-$7.1K)
(cusip316092501)✕	6.8K	QoQ -0.36% (-25) YoY NEW(+6.8K)	All Managers (Combined)	$476.2K	0.2% ($476.2K/$203.4M)	QoQ +0.85% (-$4.0K) YoY NEW(+$476.2K)
(cusip316092303)✕	9.3K	QoQ -1.84% (-175) YoY +0.50% (+47)	All Managers (Combined)	$475.6K	0.2% ($475.6K/$203.4M)	QoQ +1.53% (-$7.2K) YoY +8.00% (+$35.3K)
AMGEN INC(AMGNcusip031162100)	1.5K	QoQ -3.68% (-57) YoY -28.80% (-602)	All Managers (Combined)	$463.4K	0.2% ($463.4K/$203.4M)	QoQ +15.08% (-$60.7K) YoY -22.01% (-$130.8K)
(cusip316092709)✕	6.7K	QoQ -0.37% (-25) YoY +4.10% (+264)	All Managers (Combined)	$458.9K	0.2% ($458.9K/$203.4M)	QoQ -2.97% (-$14.1K) YoY +5.11% (+$22.3K)
Sea Ltd(SEcusip81141R100)	3.5K	QoQ +1.01% (+35) YoY NEW(+3.5K)	All Managers (Combined)	$456.1K	0.2% ($456.1K/$203.4M)	QoQ +24.23% (+$89.0K) YoY NEW(+$456.1K)