Filed: 11/7/2024ACC: 0001214659-24-018533
📋 What this filing means
PRAIRIE WEALTH ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 145 equity positions with a total reported market value of $202.27M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
145
Positions
$202.27M
Total AUM (reported)
2.35M
Total Shares
Allocation by class
COM$128.08M63.3%
GOLD SHS$9.58M4.7%
CL A$7.17M3.5%
ISHARES NEW$5.66M2.8%
COMMON STOCK$3.98M2.0%
CAP STK CL C$3.24M1.6%
COM CL A$2.92M1.4%
Portfolio Concentration
Top 3$76.55M37.8%
4–10$33.06M16.3%
11–25$27.22M13.5%
Rest$65.43M32.4%
Top 3 weight
37.8%
Top 10 weight
54.2%
Voting Authority Distribution
Total shares with voting rights: 2.35M
Sole
Full voting authority
2.35M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole145
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings145
Rows:
LINDSAY CORP
SOLEShares383.74K
TypeSH
Market value$47.83M
23.65%
Sole
383.74K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares157.55K
TypeSH
Market value$19.13M
9.46%
Sole
157.55K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares39.42K
TypeSH
Market value$9.58M
4.74%
Sole
39.42K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares40.07K
TypeSH
Market value$7.47M
3.69%
Sole
40.07K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares113.79K
TypeSH
Market value$5.66M
2.80%
Sole
113.79K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares5.98K
TypeSH
Market value$5.30M
2.62%
Sole
5.98K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.88K
TypeSH
Market value$4.17M
2.06%
Sole
17.88K
Shared
0.00
None
0.00
BLACKSTONE SECD LENDING FD
SOLEShares132.33K
TypeSH
Market value$3.98M
1.97%
Sole
132.33K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares40.70K
TypeSH
Market value$3.26M
1.61%
Sole
40.70K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.38K
TypeSH
Market value$3.24M
1.60%
Sole
19.38K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.22K
TypeSH
Market value$2.68M
1.32%
Sole
6.22K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares58.11K
TypeSH
Market value$2.20M
1.09%
Sole
58.11K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares8.58K
TypeSH
Market value$2.11M
1.04%
Sole
8.58K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares3.60K
TypeSH
Market value$2.10M
1.04%
Sole
3.60K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares3.52K
TypeSH
Market value$1.86M
0.92%
Sole
3.52K
Shared
0.00
None
0.00
CALAMOS STRATEGIC TOTAL RETU
SOLEShares106.73K
TypeSH
Market value$1.85M
0.92%
Sole
106.73K
Shared
0.00
None
0.00
VISA INC
SOLEShares6.31K
TypeSH
Market value$1.73M
0.86%
Sole
6.31K
Shared
0.00
None
0.00
CASEYS GEN STORES INC
SOLEShares4.54K
TypeSH
Market value$1.70M
0.84%
Sole
4.54K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.68K
TypeSH
Market value$1.69M
0.84%
Sole
16.68K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares816.00
TypeSH
Market value$1.67M
0.83%
Sole
816.00
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.03K
TypeSH
Market value$1.65M
0.82%
Sole
11.03K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares8.30K
TypeSH
Market value$1.58M
0.78%
Sole
8.30K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares59.14K
TypeSH
Market value$1.48M
0.73%
Sole
59.14K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares39.65K
TypeSH
Market value$1.46M
0.72%
Sole
39.65K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.16K
TypeSH
Market value$1.46M
0.72%
Sole
3.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LINDSAY CORPSOLE | COM | 383.74K | SH | $47.83M 23.65% | 383.74K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 157.55K | SH | $19.13M 9.46% | 157.55K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 39.42K | SH | $9.58M 4.74% | 39.42K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 40.07K | SH | $7.47M 3.69% | 40.07K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 113.79K | SH | $5.66M 2.80% | 113.79K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 5.98K | SH | $5.30M 2.62% | 5.98K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.88K | SH | $4.17M 2.06% | 17.88K | 0.00 | 0.00 |
BLACKSTONE SECD LENDING FDSOLE | COMMON STOCK | 132.33K | SH | $3.98M 1.97% | 132.33K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 40.70K | SH | $3.26M 1.61% | 40.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 19.38K | SH | $3.24M 1.60% | 19.38K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.22K | SH | $2.68M 1.32% | 6.22K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BF | 58.11K | SH | $2.20M 1.09% | 58.11K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 8.58K | SH | $2.11M 1.04% | 8.58K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 3.60K | SH | $2.10M 1.04% | 3.60K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 3.52K | SH | $1.86M 0.92% | 3.52K | 0.00 | 0.00 |
CALAMOS STRATEGIC TOTAL RETUSOLE | COM SH BEN INT | 106.73K | SH | $1.85M 0.92% | 106.73K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 6.31K | SH | $1.73M 0.86% | 6.31K | 0.00 | 0.00 |
CASEYS GEN STORES INCSOLE | COM | 4.54K | SH | $1.70M 0.84% | 4.54K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 16.68K | SH | $1.69M 0.84% | 16.68K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 816.00 | SH | $1.67M 0.83% | 816.00 | 0.00 | 0.00 |
ISHARES TRSOLE | US AER DEF ETF | 11.03K | SH | $1.65M 0.82% | 11.03K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 8.30K | SH | $1.58M 0.78% | 8.30K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | GROWTH 100 POWER | 59.14K | SH | $1.48M 0.73% | 59.14K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BUF | 39.65K | SH | $1.46M 0.72% | 39.65K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.16K | SH | $1.46M 0.72% | 3.16K | 0.00 | 0.00 |
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