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| Prairie Wealth Advisors Inc
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| |
|---|---|
| CRD # | 165266 |
| SEC # | 801-77062 |
| CIK # | 0002022783 |
| AUM | $438.4 MM (2024-03-26) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 402-505-6810 |
| Address | 10250 Regency Circle Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| LNN | 1,338.8 | 47.2 | |
| NVDA | 399,550.0 | 19.5 | |
| GLD | 8.3 | ||
| AMZN | 1,092,997.8 | 7.8 | |
| LLY | 301,789.7 | 6.3 | |
| IAU | 5.0 | ||
| BXSL | 4,025.1 | 4.3 | |
| AAPL | 2,382,844.0 | 3.8 | |
| GOOG | 1,482,566.4 | 3.5 | |
| SHOP | 4,418,238.0 | 2.8 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Nebraska Digital Mining I LLC | 2024-02-15 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 351 | 81.7 |
| (b) Individuals (high net worth individuals) | 76 | 347.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 6.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 2.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,156 | 438.4 |
| By Discretionary | ||
| Discretionary | 1,145 | 374.9 |
| Non-Discretionary | 11 | 63.5 |
| Total | 1,156 | 438.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 438.4 | |
| Total | 1,156 | 438.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002022783] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Quattro Advisors LLC
✚
|
PA | 0.5 |
|
Ariston Services Group LLC
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|
CA | 0.5 |
|
CH Global Capital Management LLC
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NY | 0.5 |
|
Blue Zone Wealth Advisors LLC
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|
CA | 0.5 |
|
Huntleigh Advisors Inc
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|
MO | 0.4 |
|
SFE Investment Counsel Inc
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|
CA | 0.4 |
|
ATON Financial LLC
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|
PR | 0.4 |
|
Florence Capital Advisors LLC
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|
NY | 0.4 |
|
Iron Financial LLC
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|
IL | 0.4 |
|
Integra Global Advisors LLC
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|
CT | 0.4 |