$419 Million is the total value of PrairieView Partners, LLC's 68 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
HTLF | HEARTLAND FINL USA INC | $5,452,000 | 0.0% | 107,109 | 0.0% | 1.30% | -15.0% | |
VT | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $649,000 | -0.9% | 8,817 | 0.0% | 0.16% | -15.8% | |
ECL | ECOLAB INC | $621,000 | +2.1% | 4,534 | 0.0% | 0.15% | -13.5% | |
VONV | VANGUARD SCOTTSDALE FDSvng rus1000val | $459,000 | -3.2% | 4,369 | 0.0% | 0.11% | -17.3% | |
SWKS | SKYWORKS SOLUTIONS INC | $351,000 | +5.7% | 3,500 | 0.0% | 0.08% | -9.7% | |
GOOGL | ALPHABET INCcap stk cl a | $328,000 | -1.5% | 316 | 0.0% | 0.08% | -17.0% | |
GOOG | ALPHABET INCcap stk cl c | $305,000 | -1.6% | 296 | 0.0% | 0.07% | -16.1% | |
FB | FACEBOOK INCcl a | $251,000 | -9.4% | 1,572 | 0.0% | 0.06% | -23.1% | |
MMP | MAGELLAN MIDSTREAM PRTNRS LP | $233,000 | -18.0% | 4,000 | 0.0% | 0.06% | -30.0% | |
FAST | FASTENAL CO | $202,000 | -0.5% | 3,709 | 0.0% | 0.05% | -15.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-01
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 24 | Q3 2023 | 15.6% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 12.3% |
VANGUARD BD INDEX FDS | 24 | Q3 2023 | 8.5% |
VANGUARD SCOTTSDALE FDS | 24 | Q3 2023 | 7.6% |
VANGUARD CHARLOTTE FDS | 24 | Q3 2023 | 6.0% |
3M CO | 24 | Q3 2023 | 15.2% |
VANGUARD INDEX FDS | 24 | Q3 2023 | 3.6% |
VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 3.0% |
VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 3.9% |
ISHARES TR | 24 | Q3 2023 | 4.7% |
View PrairieView Partners, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-03 |
13F-HR | 2024-01-26 |
13F-HR | 2023-10-23 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-08 |
13F-HR | 2023-01-30 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-22 |
13F-HR | 2022-04-29 |
13F-HR | 2022-01-21 |
View PrairieView Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.