Filed: 1/28/2025ACC: 0001214659-25-001423
๐ What this filing means
PRAIRIE WEALTH ADVISORS, INC. filed this quarterly 13FโHR report disclosing 150 equity positions with a total reported market value of $208.02M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
150
Positions
$208.02M
Total AUM (reported)
2.56M
Total Shares
Allocation by class
COM$124.02M59.6%
GOLD SHS$9.48M4.6%
CL A$7.56M3.6%
ISHARES NEW$6.02M2.9%
COMMON STOCK$4.37M2.1%
CAP STK CL C$3.63M1.7%
DEFINED WLT SHLD$3.00M1.4%
Portfolio Concentration
Top 3$74.83M36.0%
4โ10$34.20M16.4%
11โ25$29.55M14.2%
Rest$69.43M33.4%
Top 3 weight
36.0%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 2.56M
Sole
Full voting authority
2.56M
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)
Sole150
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings150
Rows:
LINDSAY CORP
SOLEShares383.79K
TypeSH
Market value$45.41M
21.83%
Sole
383.79K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares148.51K
TypeSH
Market value$19.94M
9.59%
Sole
148.51K
Shared
0.00
None
0.00
SPDR GOLD TR
SOLEShares39.17K
TypeSH
Market value$9.48M
4.56%
Sole
39.17K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares39.34K
TypeSH
Market value$8.63M
4.15%
Sole
39.34K
Shared
0.00
None
0.00
ISHARES GOLD TR
SOLEShares121.53K
TypeSH
Market value$6.02M
2.89%
Sole
121.53K
Shared
0.00
None
0.00
APPLE INC
SOLEShares17.67K
TypeSH
Market value$4.43M
2.13%
Sole
17.67K
Shared
0.00
None
0.00
BLACKSTONE SECD LENDING FD
SOLEShares132.06K
TypeSH
Market value$4.37M
2.10%
Sole
132.06K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares38.84K
TypeSH
Market value$4.13M
1.99%
Sole
38.84K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares19.08K
TypeSH
Market value$3.63M
1.75%
Sole
19.08K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares95.33K
TypeSH
Market value$3.00M
1.44%
Sole
95.33K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares3.78K
TypeSH
Market value$2.92M
1.40%
Sole
3.78K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares6.22K
TypeSH
Market value$2.62M
1.26%
Sole
6.22K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares63.91K
TypeSH
Market value$2.49M
1.20%
Sole
63.91K
Shared
0.00
None
0.00
INNOVATOR ETFS TRUST
SOLEShares58.11K
TypeSH
Market value$2.24M
1.08%
Sole
58.11K
Shared
0.00
None
0.00
VANECK ETF TRUST
SOLEShares8.40K
TypeSH
Market value$2.03M
0.98%
Sole
8.40K
Shared
0.00
None
0.00
CALAMOS STRATEGIC TOTAL RETU
SOLEShares110.69K
TypeSH
Market value$1.97M
0.95%
Sole
110.69K
Shared
0.00
None
0.00
VISA INC
SOLEShares6.19K
TypeSH
Market value$1.96M
0.94%
Sole
6.19K
Shared
0.00
None
0.00
CASEYS GEN STORES INC
SOLEShares4.54K
TypeSH
Market value$1.80M
0.86%
Sole
4.54K
Shared
0.00
None
0.00
VERISIGN INC
SOLEShares8.30K
TypeSH
Market value$1.72M
0.83%
Sole
8.30K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares7.32K
TypeSH
Market value$1.70M
0.82%
Sole
7.32K
Shared
0.00
None
0.00
GRAYSCALE BITCOIN TRUST ETF
SOLEShares22.61K
TypeSH
Market value$1.67M
0.80%
Sole
22.61K
Shared
0.00
None
0.00
NORTHROP GRUMMAN CORP
SOLEShares3.52K
TypeSH
Market value$1.65M
0.79%
Sole
3.52K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.08K
TypeSH
Market value$1.61M
0.77%
Sole
11.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares15.79K
TypeSH
Market value$1.59M
0.76%
Sole
15.79K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares3.13K
TypeSH
Market value$1.58M
0.76%
Sole
3.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
LINDSAY CORPSOLE | COM | 383.79K | SH | $45.41M 21.83% | 383.79K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 148.51K | SH | $19.94M 9.59% | 148.51K | 0.00 | 0.00 |
SPDR GOLD TRSOLE | GOLD SHS | 39.17K | SH | $9.48M 4.56% | 39.17K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 39.34K | SH | $8.63M 4.15% | 39.34K | 0.00 | 0.00 |
ISHARES GOLD TRSOLE | ISHARES NEW | 121.53K | SH | $6.02M 2.89% | 121.53K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 17.67K | SH | $4.43M 2.13% | 17.67K | 0.00 | 0.00 |
BLACKSTONE SECD LENDING FDSOLE | COMMON STOCK | 132.06K | SH | $4.37M 2.10% | 132.06K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 38.84K | SH | $4.13M 1.99% | 38.84K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 19.08K | SH | $3.63M 1.75% | 19.08K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | DEFINED WLT SHLD | 95.33K | SH | $3.00M 1.44% | 95.33K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 3.78K | SH | $2.92M 1.40% | 3.78K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 6.22K | SH | $2.62M 1.26% | 6.22K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQT ULTRA BF | 63.91K | SH | $2.49M 1.20% | 63.91K | 0.00 | 0.00 |
INNOVATOR ETFS TRUSTSOLE | US EQTY PWR BF | 58.11K | SH | $2.24M 1.08% | 58.11K | 0.00 | 0.00 |
VANECK ETF TRUSTSOLE | SEMICONDUCTR ETF | 8.40K | SH | $2.03M 0.98% | 8.40K | 0.00 | 0.00 |
CALAMOS STRATEGIC TOTAL RETUSOLE | COM SH BEN INT | 110.69K | SH | $1.97M 0.95% | 110.69K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 6.19K | SH | $1.96M 0.94% | 6.19K | 0.00 | 0.00 |
CASEYS GEN STORES INCSOLE | COM | 4.54K | SH | $1.80M 0.86% | 4.54K | 0.00 | 0.00 |
VERISIGN INCSOLE | COM | 8.30K | SH | $1.72M 0.83% | 8.30K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 7.32K | SH | $1.70M 0.82% | 7.32K | 0.00 | 0.00 |
GRAYSCALE BITCOIN TRUST ETFSOLE | SHS REP COM UT | 22.61K | SH | $1.67M 0.80% | 22.61K | 0.00 | 0.00 |
NORTHROP GRUMMAN CORPSOLE | COM | 3.52K | SH | $1.65M 0.79% | 3.52K | 0.00 | 0.00 |
ISHARES TRSOLE | US AER DEF ETF | 11.08K | SH | $1.61M 0.77% | 11.08K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5 YR TIPS ETF | 15.79K | SH | $1.59M 0.76% | 15.79K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 3.13K | SH | $1.58M 0.76% | 3.13K | 0.00 | 0.00 |
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