PRAIRIEVIEW WEALTH PARTNERS, LLC Portfolio Holdings
Q3 2025•29 long positions•$106.4M portfolio value
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Holding29 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $26.2M 24.64% | +$643.9K Bought | — 39.2K shares | 38.2K → 39.2K +$643.9K | +2.52% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $14.0M 13.11% | +$425.4K Bought | — 139.2K shares | 135.0K → 139.2K +$425.4K | +3.14% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $10.1M 9.47% | +$285.5K Bought | — 104.5K shares | 101.5K → 104.5K +$285.5K | +2.91% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $9.1M 8.56% | -$164.0K Sold | — 85.6K shares | 87.1K → 85.6K −$164.0K | -1.77% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $9.0M 8.49% | +$252.9K Bought | — 48.5K shares | 47.1K → 48.5K +$252.9K | +2.88% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $7.9M 7.42% | +$310.3K Bought | — 80.7K shares | 77.5K → 80.7K +$310.3K | +4.09% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $7.1M 6.7% | +$270.7K Bought | — 109.8K shares | 105.6K → 109.8K +$270.7K | +3.94% | — — | Q3 2024 Held for 1y 3m | |
ETF ETF | $6.5M 6.12% | +$80.9K Bought | — 62.3K shares | 61.6K → 62.3K +$80.9K | +1.26% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $4.1M 3.82% | +$204.9K Bought | — 49.2K shares | 46.7K → 49.2K +$204.9K | +5.31% | — — | Q4 2023 Held for 2 years | |
Telecommunications Services Communication Services | $2.1M 1.97% | +$1.7M Bought | 0.111% 54.7K shares | 11.5K → 54.7K +$1.7M | +374.29% | $1.9B Small Cap | Q4 2023 Held for 2 years | |
ETF ETF | $1.4M 1.33% | -$24.7K Sold | — 11.9K shares | 12.1K → 11.9K −$24.7K | -1.71% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $1.2M 1.16% | +$641.5K Bought | — 24.7K shares | 11.9K → 24.7K +$641.5K | +107.79% | — — | Q4 2023 Held for 2 years | |
ETF ETF | $821.3K 0.772% | -$2.8K Sold | — 24.0K shares | 24.0K → 24.0K −$2.8K | -0.34% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $788.0K 0.74% | -$3.7K Sold | — 20.1K shares | 20.2K → 20.1K −$3.7K | -0.46% | — — | Q2 2025 Held for 6 months | |
Financial - Credit Services Financial Services | $627.5K 0.589% | — | 0.0% 1.9K shares | — | — | $231.14B Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $525.5K 0.494% | -$3.6K Sold | — 875.0 shares | 881.0 → 875.0 −$3.6K | -0.68% | — — | Q4 2024 Held for 1 year | |
ETF ETF | $507.4K 0.477% | -$2.6K Sold | — 8.6K shares | 8.7K → 8.6K −$2.6K | -0.51% | — — | Q2 2025 Held for 6 months | |
Software - Infrastructure Technology | $483.8K 0.454% | +$1.6K Bought | 0.0% 934.0 shares | 931.0 → 934.0 +$1.6K | +0.32% | $3.85T Mega Cap | Q4 2023 Held for 2 years | |
ETF ETF | $480.9K 0.452% | -$6.3K Sold | — 19.3K shares | 19.5K → 19.3K −$6.3K | -1.29% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $450.8K 0.424% | -$3.0K Sold | — 14.6K shares | 14.7K → 14.6K −$3.0K | -0.66% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $412.8K 0.388% | -$3.5K Sold | — 7.7K shares | 7.8K → 7.7K −$3.5K | -0.83% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $405.2K 0.381% | +$166.0 Bought | — 7.3K shares | 7.3K → 7.3K +$166.0 | +0.04% | — — | Q4 2024 Held for 1 year | |
Semiconductors Technology | $399.5K 0.375% | +$2.1K Bought | 0.0% 2.1K shares | 2.1K → 2.1K +$2.1K | +0.52% | $4.54T Mega Cap | Q2 2024 Held for 1y 6m | |
ETF ETF | $338.5K 0.318% | -$3.1K Sold | — 10.1K shares | 10.2K → 10.1K −$3.1K | -0.91% | — — | Q2 2025 Held for 6 months | |
ETF ETF | $322.2K 0.303% | -$540.3 Sold | — 5.4K shares | 5.4K → 5.4K −$540.3 | -0.17% | — — | Q2 2024 Held for 1y 6m | |
ETF ETF | $320.2K 0.301% | -$662.9 Sold | — 6.3K shares | 6.3K → 6.3K −$662.9 | -0.21% | — — | Q1 2024 Held for 1y 9m | |
Aerospace & Defense Industrials | $304.3K 0.286% | — | 0.002% 1.2K shares | — | — | $15.2B Large Cap | Q2 2024 Held for 1y 6m | |
ETF ETF | $252.9K 0.238% | — | — 692.0 shares | — | — | — — | Q2 2025 Held for 6 months | |
ETF ETF | $218.4K 0.205% | +$218.4K Bought | — 2.8K shares | — | — | — — | Q4 2024 Held for 1 year |
