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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PFIZER INC

PFE|717081103

Shares:10.1K

Value:$255.2K

% of Portfolio:0.1% ($255.2K/$203.4M)

78468R556

Shares:1.9K

Value:$254.5K

% of Portfolio:0.1% ($254.5K/$203.4M)

Nuveen Preferred & Income Opportunities Fund

JPC|67073B106

Shares:30.2K

Value:$242.4K

% of Portfolio:0.1% ($242.4K/$203.4M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:700

Value:$241.9K

% of Portfolio:0.1% ($241.9K/$203.4M)

NUCOR CORP

NUE|670346105

Shares:2.0K

Value:$236.7K

% of Portfolio:0.1% ($236.7K/$203.4M)

CARRIER GLOBAL Corp

CARR|14448C104

Shares:3.7K

Value:$236.2K

% of Portfolio:0.1% ($236.2K/$203.4M)

922908629

VO|922908629

Shares:913

Value:$236.1K

% of Portfolio:0.1% ($236.1K/$203.4M)

316092873

Shares:4.1K

Value:$231.5K

% of Portfolio:0.1% ($231.5K/$203.4M)

AMPHENOL CORP /DE/

APH|032095101

Shares:3.3K

Value:$219.6K

% of Portfolio:0.1% ($219.6K/$203.4M)

WESCO INTERNATIONAL INC

WCC|95082P105

Shares:1.4K

Value:$217.1K

% of Portfolio:0.1% ($217.1K/$203.4M)

HUNTINGTON INGALLS INDUSTRIES, INC.

HII|446413106

Shares:1.1K

Value:$215.2K

% of Portfolio:0.1% ($215.2K/$203.4M)

316092527

Shares:5.4K

Value:$211.7K

% of Portfolio:0.1% ($211.7K/$203.4M)

Salesforce, Inc.

CRM|79466L302

Shares:788

Value:$211.5K

% of Portfolio:0.1% ($211.5K/$203.4M)

Live Nation Entertainment, Inc.

LYV|538034109

Shares:1.6K

Value:$208.9K

% of Portfolio:0.1% ($208.9K/$203.4M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:1.2K

Value:$207.9K

% of Portfolio:0.1% ($207.9K/$203.4M)

SYSCO CORP

SYY|871829107

Shares:2.8K

Value:$206.6K

% of Portfolio:0.1% ($206.6K/$203.4M)

Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC

FFC|338478100

Shares:12.8K

Value:$203.9K

% of Portfolio:0.1% ($203.9K/$203.4M)

Fidelity National Financial, Inc.

FNF|31620R303

Shares:3.1K

Value:$203.1K

% of Portfolio:0.1% ($203.1K/$203.4M)

81369Y886

Shares:2.6K

Value:$202.8K

% of Portfolio:0.1% ($202.8K/$203.4M)

BlackRock Enhanced Equity Dividend Trust

BDJ|09251A104

Shares:16.3K

Value:$140.2K

% of Portfolio:0.1% ($140.2K/$203.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PFIZER INC(PFEcusip717081103)	10.1K	QoQ +7.06% (+665) YoY NEW(+10.1K)	All Managers (Combined)	$255.2K	0.1% ($255.2K/$203.4M)	QoQ +2.27% (+$5.7K) YoY NEW(+$255.2K)
(cusip78468R556)✕	1.9K	QoQ -4.21% (-85) YoY -14.20% (-320)	All Managers (Combined)	$254.5K	0.1% ($254.5K/$203.4M)	QoQ -4.69% (-$12.5K) YoY -27.06% (-$94.4K)
Nuveen Preferred & Income Opportunities Fund(JPCcusip67073B106)	30.2K	QoQ -10.56% (-3.6K) YoY -11.76% (-4.0K)	All Managers (Combined)	$242.4K	0.1% ($242.4K/$203.4M)	QoQ -8.65% (-$23.0K) YoY -2.12% (-$5.3K)
HCA Healthcare, Inc.(HCAcusip40412C101)	700	QoQ 0.00% (+0) YoY +10.23% (+65)	All Managers (Combined)	$241.9K	0.1% ($241.9K/$203.4M)	QoQ +15.12% (+$31.8K) YoY +14.20% (+$30.1K)
NUCOR CORP(NUEcusip670346105)	2.0K	QoQ 0.00% (+0) YoY +1.18% (-23)	All Managers (Combined)	$236.7K	0.1% ($236.7K/$203.4M)	QoQ +3.09% (+$7.1K) YoY -38.35% (-$147.3K)
CARRIER GLOBAL Corp(CARRcusip14448C104)	3.7K	QoQ 0.00% (-0) YoY -0.85% (-32)	All Managers (Combined)	$236.2K	0.1% ($236.2K/$203.4M)	QoQ -7.42% (-$18.9K) YoY +8.13% (-$17.8K)
(VOcusip922908629)	913	QoQ +0.32% (-3) YoY -14.35% (-153)	All Managers (Combined)	$236.1K	0.1% ($236.1K/$203.4M)	QoQ -1.73% (-$4.2K) YoY -11.40% (-$30.4K)
(cusip316092873)✕	4.1K	QoQ +2.87% (-115) YoY NEW(+4.1K)	All Managers (Combined)	$231.5K	0.1% ($231.5K/$203.4M)	QoQ -1.39% (-$3.3K) YoY NEW(+$231.5K)
AMPHENOL CORP /DE/(APHcusip032095101)	3.3K	QoQ +4.37% (-140) YoY NEW(+3.3K)	All Managers (Combined)	$219.6K	0.1% ($219.6K/$203.4M)	QoQ -1.41% (-$3.1K) YoY NEW(+$219.6K)
WESCO INTERNATIONAL INC(WCCcusip95082P105)	1.4K	QoQ -1.41% (-20) YoY -4.44% (-65)	All Managers (Combined)	$217.1K	0.1% ($217.1K/$203.4M)	QoQ -15.37% (-$39.5K) YoY -13.34% (-$33.4K)
HUNTINGTON INGALLS INDUSTRIES, INC.(HIIcusip446413106)	1.1K	QoQ -30.77% (-469) YoY NEW(+1.1K)	All Managers (Combined)	$215.2K	0.1% ($215.2K/$203.4M)	QoQ -25.28% (-$72.8K) YoY NEW(+$215.2K)
(cusip316092527)✕	5.4K	QoQ +2.85% (-150) YoY NEW(+5.4K)	All Managers (Combined)	$211.7K	0.1% ($211.7K/$203.4M)	QoQ -2.16% (-$4.7K) YoY NEW(+$211.7K)
Salesforce, Inc.(CRMcusip79466L302)	788	QoQ +4.50% (-34) YoY -8.26% (-71)	All Managers (Combined)	$211.5K	0.1% ($211.5K/$203.4M)	QoQ -16.21% (-$40.9K) YoY -18.34% (-$47.5K)
Live Nation Entertainment, Inc.(LYVcusip538034109)	1.6K	QoQ -1.84% (-30) YoY NEW(+1.6K)	All Managers (Combined)	$208.9K	0.1% ($208.9K/$203.4M)	QoQ -1.02% (-$2.2K) YoY NEW(+$208.9K)
Coinbase Global, Inc.(COINcusip19260Q107)	1.2K	QoQ -3.13% (-39) YoY -51.13% (-1.3K)	All Managers (Combined)	$207.9K	0.1% ($207.9K/$203.4M)	QoQ -32.80% (-$101.5K) YoY -68.25% (-$447.0K)
SYSCO CORP(SYYcusip871829107)	2.8K	QoQ NEW(+2.8K) YoY NEW(+2.8K)	All Managers (Combined)	$206.6K	0.1% ($206.6K/$203.4M)	QoQ NEW(+$206.6K) YoY NEW(+$206.6K)
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC(FFCcusip338478100)	12.8K	QoQ +0.78% (+100) YoY +4.06% (+500)	All Managers (Combined)	$203.9K	0.1% ($203.9K/$203.4M)	QoQ +3.38% (+$6.7K) YoY +11.63% (+$21.2K)
Fidelity National Financial, Inc.(FNFcusip31620R303)	3.1K	QoQ NEW(+3.1K) YoY NEW(+3.1K)	All Managers (Combined)	$203.1K	0.1% ($203.1K/$203.4M)	QoQ NEW(+$203.1K) YoY NEW(+$203.1K)
(cusip81369Y886)✕	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$202.8K	0.1% ($202.8K/$203.4M)	QoQ NEW(+$202.8K) YoY NEW(+$202.8K)
BlackRock Enhanced Equity Dividend Trust(BDJcusip09251A104)	16.3K	QoQ +0.61% (+100) YoY +11.26% (+1.6K)	All Managers (Combined)	$140.2K	0.1% ($140.2K/$203.4M)	QoQ +4.50% (+$6.0K) YoY +15.98% (+$19.3K)