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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CHEVRON CORP

CVX|166764100

Shares:2.7K

Value:$451.3K

% of Portfolio:0.2% ($451.3K/$203.4M)

DEERE & CO

DE|244199105

Shares:944

Value:$444.6K

% of Portfolio:0.2% ($444.6K/$203.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.7K

Value:$443.0K

% of Portfolio:0.2% ($443.0K/$203.4M)

Vistra Corp.

VST|92840M102

Shares:3.7K

Value:$435.4K

% of Portfolio:0.2% ($435.4K/$203.4M)

INTUIT INC.

INTU|461202103

Shares:692

Value:$424.9K

% of Portfolio:0.2% ($424.9K/$203.4M)

Tesla, Inc.

TSLA|88160R101

Shares:1.6K

Value:$424.4K

% of Portfolio:0.2% ($424.4K/$203.4M)

STARBUCKS CORP

SBUX|855244109

Shares:4.3K

Value:$420.0K

% of Portfolio:0.2% ($420.0K/$203.4M)

316092600

Shares:6.0K

Value:$408.3K

% of Portfolio:0.2% ($408.3K/$203.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:721

Value:$404.5K

% of Portfolio:0.2% ($404.5K/$203.4M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:1.6K

Value:$397.2K

% of Portfolio:0.2% ($397.2K/$203.4M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:3.6K

Value:$396.2K

% of Portfolio:0.2% ($396.2K/$203.4M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:1.7K

Value:$389.9K

% of Portfolio:0.2% ($389.9K/$203.4M)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:3.8K

Value:$386.3K

% of Portfolio:0.2% ($386.3K/$203.4M)

45782C367

Shares:14.0K

Value:$386.2K

% of Portfolio:0.2% ($386.2K/$203.4M)

KIMBERLY CLARK CORP

KMB|494368103

Shares:2.7K

Value:$384.5K

% of Portfolio:0.2% ($384.5K/$203.4M)

46138E362

Shares:7.3K

Value:$368.6K

% of Portfolio:0.2% ($368.6K/$203.4M)

INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

Shares:13.1K

Value:$355.8K

% of Portfolio:0.2% ($355.8K/$203.4M)

45782C714

Shares:13.9K

Value:$352.4K

% of Portfolio:0.2% ($352.4K/$203.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:1.7K

Value:$347.8K

% of Portfolio:0.2% ($347.8K/$203.4M)

PEPSICO INC

PEP|713448108

Shares:2.3K

Value:$339.8K

% of Portfolio:0.2% ($339.8K/$203.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
CHEVRON CORP(CVXcusip166764100)	2.7K	QoQ -36.91% (-1.6K) YoY -50.63% (-2.8K)	All Managers (Combined)	$451.3K	0.2% ($451.3K/$203.4M)	QoQ -27.14% (-$168.2K) YoY -47.64% (-$410.7K)
DEERE & CO(DEcusip244199105)	944	QoQ -2.07% (-20) YoY NEW(+944)	All Managers (Combined)	$444.6K	0.2% ($444.6K/$203.4M)	QoQ +8.43% (-$34.6K) YoY NEW(+$444.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.7K	QoQ -12.74% (-390) YoY -19.23% (-636)	All Managers (Combined)	$443.0K	0.2% ($443.0K/$203.4M)	QoQ +0.07% (-$317) YoY -15.33% (-$80.2K)
Vistra Corp.(VSTcusip92840M102)	3.7K	QoQ NEW(+3.7K) YoY NEW(+3.7K)	All Managers (Combined)	$435.4K	0.2% ($435.4K/$203.4M)	QoQ NEW(+$435.4K) YoY NEW(+$435.4K)
INTUIT INC.(INTUcusip461202103)	692	QoQ -3.48% (-25) YoY -11.95% (-94)	All Managers (Combined)	$424.9K	0.2% ($424.9K/$203.4M)	QoQ -5.71% (-$25.8K) YoY -16.83% (-$86.0K)
Tesla, Inc.(TSLAcusip88160R101)	1.6K	QoQ -55.22% (-2.0K) YoY -66.30% (-3.2K)	All Managers (Combined)	$424.4K	0.2% ($424.4K/$203.4M)	QoQ -71.27% (-$1.1M) YoY -50.33% (-$430.1K)
STARBUCKS CORP(SBUXcusip855244109)	4.3K	QoQ -4.35% (-195) YoY -14.22% (-710)	All Managers (Combined)	$420.0K	0.2% ($420.0K/$203.4M)	QoQ +2.81% (-$11.5K) YoY -7.93% (-$36.2K)
(cusip316092600)✕	6.0K	QoQ -2.28% (-140) YoY -6.55% (-419)	All Managers (Combined)	$408.3K	0.2% ($408.3K/$203.4M)	QoQ +2.15% (-$8.6K) YoY -8.50% (-$37.9K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	721	QoQ +16.10% (+100) YoY -0.41% (-3)	All Managers (Combined)	$404.5K	0.2% ($404.5K/$203.4M)	QoQ +10.76% (+$39.3K) YoY +6.65% (-$25.2K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	1.6K	QoQ 0.00% (-0) YoY -1.84% (-30)	All Managers (Combined)	$397.2K	0.2% ($397.2K/$203.4M)	QoQ -2.17% (-$8.8K) YoY -9.20% (-$40.3K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	3.6K	QoQ +12.39% (+400) YoY +8.04% (+270)	All Managers (Combined)	$396.2K	0.2% ($396.2K/$203.4M)	QoQ +33.16% (+$98.7K) YoY +37.12% (+$107.3K)
WASTE MANAGEMENT INC(WMcusip94106L109)	1.7K	QoQ 0.00% (+0) YoY -2.32% (-40)	All Managers (Combined)	$389.9K	0.2% ($389.9K/$203.4M)	QoQ +14.72% (+$50.0K) YoY +6.09% (-$22.4K)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	3.8K	QoQ -14.25% (-625) YoY -21.35% (-1.0K)	All Managers (Combined)	$386.3K	0.2% ($386.3K/$203.4M)	QoQ -27.06% (-$143.4K) YoY -55.23% (-$476.6K)
(cusip45782C367)✕	14.0K	QoQ -1.32% (-188) YoY -4.78% (-704)	All Managers (Combined)	$386.2K	0.2% ($386.2K/$203.4M)	QoQ +1.78% (-$6.8K) YoY -3.44% (-$13.8K)
KIMBERLY CLARK CORP(KMBcusip494368103)	2.7K	QoQ 0.00% (+0) YoY +2.29% (+60)	All Managers (Combined)	$384.5K	0.2% ($384.5K/$203.4M)	QoQ +8.48% (+$30.1K) YoY +12.40% (+$42.4K)
(cusip46138E362)✕	7.3K	QoQ +7.31% (+500) YoY NEW(+7.3K)	All Managers (Combined)	$368.6K	0.2% ($368.6K/$203.4M)	QoQ +11.57% (+$38.2K) YoY NEW(+$368.6K)
INTERPUBLIC GROUP OF COMPANIES, INC.(IPGcusip460690100)	13.1K	QoQ 0.00% (-0) YoY -2.71% (-366)	All Managers (Combined)	$355.8K	0.2% ($355.8K/$203.4M)	QoQ -3.06% (-$11.3K) YoY -19.02% (-$83.6K)
(cusip45782C714)✕	13.9K	QoQ 0.00% (+0) YoY NEW(+13.9K)	All Managers (Combined)	$352.4K	0.2% ($352.4K/$203.4M)	QoQ +2.42% (+$8.3K) YoY NEW(+$352.4K)
AbbVie Inc.(ABBVcusip00287Y109)	1.7K	QoQ -26.12% (-587) YoY -48.82% (-1.6K)	All Managers (Combined)	$347.8K	0.2% ($347.8K/$203.4M)	QoQ -12.90% (-$51.5K) YoY -41.12% (-$243.0K)
PEPSICO INC(PEPcusip713448108)	2.3K	QoQ -23.49% (-696) YoY -28.60% (-908)	All Managers (Combined)	$339.8K	0.2% ($339.8K/$203.4M)	QoQ -24.56% (-$110.6K) YoY -39.28% (-$219.8K)