PWP
Prairieview Wealth Partners LLC Portfolio
Invests via PRAIRIEVIEW WEALTH PARTNERS, LLC | Managed by Timothy Regan, Gerard T. Quinn
Invests via PRAIRIEVIEW WEALTH PARTNERS, LLC
Managed by Timothy Regan, Gerard T. Quinn
Automatically Tracked
Company Profile
Boutique wealth advisory specializing in comprehensive financial planning, investment management and retirement strategies for high-net-worth individuals and families. PRAIRIEVIEW WEALTH PARTNERS, LLC emphasizes personalized, fee-based advisory solutions, asset allocation, tax-aware investing and governance for fiduciary clients. Competitive positioning: regional focus, multi-disciplinary advisory teams and outsourced CIO capabilities for advised portfolios.
Boutique wealth advisory specializing in comprehensive financial planning, investment management and retirement strategies for high-net-worth individuals and families. PRAIRIEVIEW WEALTH PARTNERS, LLC emphasizes personalized, fee-based advisory solutions, asset allocation, tax-aware investing and governance for fiduciary clients. Competitive positioning: regional focus, multi-disciplinary advisory teams and outsourced CIO capabilities for advised portfolios.
Investment Philosophy & Strategy
Adopts a fiduciary, fee‑based wealth-management approach focused on customized, tax‑aware asset allocation for high‑net‑worth families. Emphasizes disciplined, multi‑asset portfolios that blend liquid equities and fixed income with selective alternatives to manage drawdowns and enhance after‑tax returns. Operates with an outsourced‑CIO model and regional advisory teams to deliver tailored financial planning, governance and cash‑flow driven retirement solutions. Capital deployment favors long‑term, risk‑managed positions calibrated to liability horizons, tax considerations and client objectives, with active rebalancing and cost control as primary tools.
Adopts a fiduciary, fee‑based wealth-management approach focused on customized, tax‑aware asset allocation for high‑net‑worth families. Emphasizes disciplined, multi‑asset portfolios that blend liquid equities and fixed income with selective alternatives to manage drawdowns and enhance after‑tax returns. Operates with an outsourced‑CIO model and regional advisory teams to deliver tailored financial planning, governance and cash‑flow driven retirement solutions. Capital deployment favors long‑term, risk‑managed positions calibrated to liability horizons, tax considerations and client objectives, with active rebalancing and cost control as primary tools.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
4.06%
Gain
Monthly
0.13%
Yearly
1.58%
Drawdown
21%
$133.01M
Equity
Holdings
$133.01M
Investment
$106.96M
$30.22M
Profit -$223,439.82
Realized
$4.17M
Unrealized
$26.05M
Dividends
$5.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$223,439.82
Win %
83%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$376,959.39
Win %
83%
This Month
Compared to last month
Gain
-0.24%
Profit
-$320,161.16
Win %
83%
This Year
Compared to last year
Gain
9.04%
Profit
$11.03M
Win %
84%
MSFT Microsoft Corp.
+2.09%
+$7,451.28 
USRT iShares Core U.S. REIT ETF
+1.93%
+$10,937.57 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$12,655.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.71%
+$3,438.6 
AXP American Express Company
+0.64%
+$4,325.81 
VTV Vanguard Value ETF
+0.35%
+$39,835.18 
IWR iShares Russell Mid-Cap ETF
+0.21%
+$25,494.58 
JPLD JPMorgan Limited Duration ETF
0%
$0 
CCOI Cogent Communications Holdings, Inc.
-3.52%
-$13,104.33 
WWD Woodward Inc.
-2.7%
-$13,081.45 
NVDA NVIDIA Corporation
-2.41%
-$10,961.92 
EEM iShares MSCI Emerging Markets ETF
-2.07%
-$10,314.24 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$6,860.93 
SCHE Schwab Emerging Markets Equity ETF
-1.21%
-$4,387.24 
IXUS iShares Core International Stock ETF
-1.06%
-$52,637.02 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.04%
-$80,487.5 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.6%
-$3,069.34 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.38%
-$1,818.39 
IVV iShares Core S&P 500 ETF
-0.27%
-$82,891.39 
IWB iShares Russell 1000 ETF
-0.22%
-$615.6 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.18%
-$14,342.76 
MUB iShares National Muni Bond ETF
-0.13%
-$10,988.59 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$1,299.96 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$2,277.15 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.09%
-$238 
HTRB Hartford Total Return Bond ETF
-0.09%
-$10,523.61 
VTWO Vanguard Russell 2000 ETF
-0.04%
-$3,831.03 
XYLD Global X S&P 500 Covered Call ETF
-0.04%
-$297.36 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$3,582.86 
USTB VictoryShares Short-Term Bond ETF
-0.01%
-$25.07 Events
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Dividends
Dividend Analysis
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| Trades 196 | Longs Won 151/196 77% | Profit Factor 12.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $799,062.2 |
| Average Win $217,347.84 | Best Trade (Jul 16) $9.32M | Sharpe Ratio -9.66 |
| Average Loss -$57,863.82 | Worst Trade (Jul 16) -$781,340.35 | Z-Score 7.13 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 4d | Expectancy $154,161.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% |
| Consecutive Losing Trades | 2,299 | 2,069 | 1,839 | 1,609 | 1,379 | 1,149 | 920 | 690 | 460 | 230 |
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Returns
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