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

Page 6 of 8

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464287499

IWR|464287499

Shares:4.0K

Value:$336.9K

% of Portfolio:0.2% ($336.9K/$203.4M)

46138E354

Shares:4.4K

Value:$330.3K

% of Portfolio:0.2% ($330.3K/$203.4M)

HENRY SCHEIN INC

HSIC|806407102

Shares:4.8K

Value:$328.8K

% of Portfolio:0.2% ($328.8K/$203.4M)

921946406

VYM|921946406

Shares:2.5K

Value:$325.1K

% of Portfolio:0.2% ($325.1K/$203.4M)

78464A631

Shares:2.0K

Value:$324.6K

% of Portfolio:0.2% ($324.6K/$203.4M)

389638107

Shares:20.5K

Value:$311.3K

% of Portfolio:0.2% ($311.3K/$203.4M)

ADOBE INC.

ADBE|00724F101

Shares:789

Value:$302.6K

% of Portfolio:0.1% ($302.6K/$203.4M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.7K

Value:$295.7K

% of Portfolio:0.1% ($295.7K/$203.4M)

316092261

Shares:13.7K

Value:$294.9K

% of Portfolio:0.1% ($294.9K/$203.4M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:5.8K

Value:$292.5K

% of Portfolio:0.1% ($292.5K/$203.4M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.2K

Value:$286.3K

% of Portfolio:0.1% ($286.3K/$203.4M)

032108656

Shares:5.3K

Value:$280.8K

% of Portfolio:0.1% ($280.8K/$203.4M)

464287481

IWP|464287481

Shares:2.4K

Value:$279.1K

% of Portfolio:0.1% ($279.1K/$203.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:2.1K

Value:$276.7K

% of Portfolio:0.1% ($276.7K/$203.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:1.2K

Value:$276.4K

% of Portfolio:0.1% ($276.4K/$203.4M)

78464A870

Shares:3.4K

Value:$275.0K

% of Portfolio:0.1% ($275.0K/$203.4M)

316092196

Shares:11.3K

Value:$273.5K

% of Portfolio:0.1% ($273.5K/$203.4M)

MORGAN STANLEY

MS|617446448

Shares:2.3K

Value:$268.3K

% of Portfolio:0.1% ($268.3K/$203.4M)

45782C359

Shares:9.9K

Value:$263.4K

% of Portfolio:0.1% ($263.4K/$203.4M)

Zoom Communications, Inc.

ZM|98980L101

Shares:3.5K

Value:$258.5K

% of Portfolio:0.1% ($258.5K/$203.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWRcusip464287499)	4.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$336.9K	0.2% ($336.9K/$203.4M)	QoQ -3.76% (-$13.2K) YoY +1.16% (+$3.9K)
(cusip46138E354)✕	4.4K	QoQ +1.51% (+66) YoY +1.02% (+45)	All Managers (Combined)	$330.3K	0.2% ($330.3K/$203.4M)	QoQ +8.35% (+$25.5K) YoY +14.59% (+$42.1K)
HENRY SCHEIN INC(HSICcusip806407102)	4.8K	QoQ 0.00% (-0) YoY -3.71% (-185)	All Managers (Combined)	$328.8K	0.2% ($328.8K/$203.4M)	QoQ -1.02% (-$3.4K) YoY -12.67% (-$47.7K)
(VYMcusip921946406)	2.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$325.1K	0.2% ($325.1K/$203.4M)	QoQ +1.07% (+$3.5K) YoY +6.58% (+$20.1K)
(cusip78464A631)✕	2.0K	QoQ +0.49% (-10) YoY +26.64% (+425)	All Managers (Combined)	$324.6K	0.2% ($324.6K/$203.4M)	QoQ -2.61% (-$8.7K) YoY +44.83% (+$100.5K)
(cusip389638107)✕	20.5K	QoQ -8.37% (-1.9K) YoY NEW(+20.5K)	All Managers (Combined)	$311.3K	0.2% ($311.3K/$203.4M)	QoQ -50.23% (-$314.2K) YoY NEW(+$311.3K)
ADOBE INC.(ADBEcusip00724F101)	789	QoQ -57.55% (-1.1K) YoY -66.19% (-1.5K)	All Managers (Combined)	$302.6K	0.1% ($302.6K/$203.4M)	QoQ -63.39% (-$524.1K) YoY -74.30% (-$875.1K)
Palo Alto Networks Inc(PANWcusip697435105)	1.7K	QoQ +1.46% (-25) YoY +72.60% (+729)	All Managers (Combined)	$295.7K	0.1% ($295.7K/$203.4M)	QoQ -4.84% (-$15.1K) YoY +3.66% (+$10.5K)
(cusip316092261)✕	13.7K	QoQ -1.20% (-167) YoY +39.97% (+3.9K)	All Managers (Combined)	$294.9K	0.1% ($294.9K/$203.4M)	QoQ -1.71% (-$5.1K) YoY +39.21% (+$83.1K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	5.8K	QoQ -6.42% (-400) YoY +4560.00% (-5.7K)	All Managers (Combined)	$292.5K	0.1% ($292.5K/$203.4M)	QoQ -22.08% (-$82.9K) YoY -19.50% (-$70.9K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.2K	QoQ +0.08% (+1) YoY -41.26% (-820)	All Managers (Combined)	$286.3K	0.1% ($286.3K/$203.4M)	QoQ +2.42% (+$6.8K) YoY -28.04% (-$111.6K)
(cusip032108656)✕	5.3K	QoQ -2.31% (-125) YoY -6.22% (-350)	All Managers (Combined)	$280.8K	0.1% ($280.8K/$203.4M)	QoQ -10.35% (-$32.4K) YoY -5.20% (-$15.4K)
(IWPcusip464287481)	2.4K	QoQ -0.29% (-7) YoY -41.78% (-1.7K)	All Managers (Combined)	$279.1K	0.1% ($279.1K/$203.4M)	QoQ -7.57% (-$22.9K) YoY -40.07% (-$186.6K)
ABBOTT LABORATORIES(ABTcusip002824100)	2.1K	QoQ +5.40% (+107) YoY +4.09% (+82)	All Managers (Combined)	$276.7K	0.1% ($276.7K/$203.4M)	QoQ +23.61% (+$52.9K) YoY +21.48% (+$48.9K)
LOWES COMPANIES INC(LOWcusip548661107)	1.2K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$276.4K	0.1% ($276.4K/$203.4M)	QoQ -5.49% (-$16.1K) YoY -8.44% (-$25.5K)
(cusip78464A870)✕	3.4K	QoQ -19.70% (-832) YoY -46.89% (-3.0K)	All Managers (Combined)	$275.0K	0.1% ($275.0K/$203.4M)	QoQ -27.69% (-$105.3K) YoY -54.60% (-$330.9K)
(cusip316092196)✕	11.3K	QoQ +18.35% (-1.8K) YoY NEW(+11.3K)	All Managers (Combined)	$273.5K	0.1% ($273.5K/$203.4M)	QoQ -11.75% (-$36.4K) YoY NEW(+$273.5K)
MORGAN STANLEY(MScusip617446448)	2.3K	QoQ 0.00% (-0) YoY -12.04% (-315)	All Managers (Combined)	$268.3K	0.1% ($268.3K/$203.4M)	QoQ -7.19% (-$20.8K) YoY +8.98% (-$22.1K)
(cusip45782C359)✕	9.9K	QoQ -0.18% (-18) YoY -4.06% (-421)	All Managers (Combined)	$263.4K	0.1% ($263.4K/$203.4M)	QoQ +2.39% (-$6.2K) YoY +1.38% (-$3.6K)
Zoom Communications, Inc.(ZMcusip98980L101)	3.5K	QoQ -3.57% (-130) YoY -27.40% (-1.3K)	All Managers (Combined)	$258.5K	0.1% ($258.5K/$203.4M)	QoQ -12.84% (-$38.1K) YoY -18.08% (-$57.1K)