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Size ($ in 1000's)
At 03/31/2024: $373,990 At 12/31/2023: $345,866
Praetorian Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Praetorian Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Praetorian Wealth Management Inc. top holdings by largest position size, as per the latest 13f filing made by Praetorian Wealth Management Inc..
In the Praetorian Wealth Management Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Praetorian Wealth Management Inc. in that top holding, then the share count change between reporting periods, and finally the Praetorian Wealth Management Inc. top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
IVW ISHARES S&P 500 GROWTH ETF (IVW) |
749,205 |
+42,947 |
$63,263 | IVW | 749,205 | +42,947 | $63,263 | IVE ISHARES S&0 500 VALUE ETF (IVE) |
320,259 |
+19,421 |
$59,828 | IVE | 320,259 | +19,421 | $59,828 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
551,624 |
+18,022 |
$27,675 | VEA | 551,624 | +18,022 | $27,675 | VANGUARD MID CAP GROWTH ETF (VOT) |
98,865 |
+1,699 |
$23,311 | VOT | 98,865 | +1,699 | $23,311 | VANGUARD INDEX FDS MID CAP VALUE INDEX VIPER SHS ETF (VOE) |
134,818 |
+2,572 |
$21,019 | VOE | 134,818 | +2,572 | $21,019 | VANGUARD MID CAP (VO) |
69,657 |
-461 |
$17,404 | VO | 69,657 | -461 | $17,404 | ISHARES S&P 500 INDEX (IVV) |
29,317 |
+431 |
$15,413 | IVV | 29,317 | +431 | $15,413 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
293,496 |
+17,912 |
$12,259 | VWO | 293,496 | +17,912 | $12,259 | VANGUARD SMALL CAP VALUE ETF (VBR) |
59,240 |
+951 |
$11,367 | VBR | 59,240 | +951 | $11,367 | VANGUARD SMALL CAP GROWTH ETF (VBK) |
41,210 |
+601 |
$10,744 | VBK | 41,210 | +601 | $10,744 | VGT VANGUARD INFORMATION TECHNOLOGY ETF (VGT) |
18,740 |
+1,732 |
$9,826 | VGT | 18,740 | +1,732 | $9,826 | VANGUARD SMALL CAP ETF (VB) |
34,728 |
-421 |
$7,938 | VB | 34,728 | -421 | $7,938 | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF (IBMO) |
252,380 |
+15,437 |
$6,398 | IBMO | 252,380 | +15,437 | $6,398 | ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF (IBMP) |
253,991 |
+15,275 |
$6,393 | IBMP | 253,991 | +15,275 | $6,393 | VCR VANGUARD CONSUMER DISCRETIONARY ETF (VCR) |
20,013 |
+989 |
$6,359 | VCR | 20,013 | +989 | $6,359 | ISHARES IBONDS DEC 2025 TERM MUNI BOND ETF (IBMN) |
239,267 |
+11,263 |
$6,331 | IBMN | 239,267 | +11,263 | $6,331 | VANGUARD COMMUNICATION SERVICES ETF (VOX) |
45,543 |
+262 |
$5,976 | VOX | 45,543 | +262 | $5,976 | ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF (IBMQ) |
235,656 |
+14,807 |
$5,955 | IBMQ | 235,656 | +14,807 | $5,955 | ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF (IBMM) |
185,101 |
-21,169 |
$4,803 | IBMM | 185,101 | -21,169 | $4,803 | ISHARES IBONDS DEC 2025 TERM CORPORATE ETF (IBDQ) |
193,308 |
-896 |
$4,796 | IBDQ | 193,308 | -896 | $4,796 | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR) |
197,666 |
+6,611 |
$4,714 | IBDR | 197,666 | +6,611 | $4,714 | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF (IBDS) |
191,720 |
+8,386 |
$4,563 | IBDS | 191,720 | +8,386 | $4,563 | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF (IBDT) |
179,983 |
+6,166 |
$4,482 | IBDT | 179,983 | +6,166 | $4,482 | SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (SPTM) |
63,790 |
-5,936 |
$4,092 | SPTM | 63,790 | -5,936 | $4,092 | VHT VANGUARD HEALTH CARE ETF (VHT) |
14,825 |
-7 |
$4,010 | VHT | 14,825 | -7 | $4,010 | IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU) |
173,825 |
+38,644 |
$3,967 | IBDU | 173,825 | +38,644 | $3,967 | VDE VANGUARD ENERGY ETF (VDE) |
29,337 |
+3,832 |
$3,864 | VDE | 29,337 | +3,832 | $3,864 | APPLE INC |
19,297 |
-11 |
$3,309 | AAPL | 19,297 | -11 | $3,309 | ISHARES IBONDS DEC 2024 TERM CORPORATE ETF (IBDP) |
126,186 |
-55,616 |
$3,161 | IBDP | 126,186 | -55,616 | $3,161 | VIS VANGUARD INDUSTRIALS ETF (VIS) |
11,397 |
-111 |
$2,783 | VIS | 11,397 | -111 | $2,783 | IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF (IBDV) |
124,935 |
+44,360 |
$2,674 | IBDV | 124,935 | +44,360 | $2,674 | IBMR ISHARES I BONDS DEC 2029 TERM MUNI BOND ETF (IBMR) |
90,533 |
+48,464 |
$2,286 | IBMR | 90,533 | +48,464 | $2,286 | VANGUARD FINANCIALS ETF (VFH) |
21,761 |
+4,535 |
$2,228 | VFH | 21,761 | +4,535 | $2,228 | SCHWAB STRATEGIC TR US LRG CAP ETF (SCHX) |
12,237 |
UNCH |
$759 | SCHX | 12,237 | UNCH | $759 | MIRA PHARMACEUTICALS INC COM |
27,500 |
+27,500 |
$30 | MIRA | 27,500 | +27,500 | $30 |
See Full List: All Stocks Held By Praetorian Wealth Management Inc.
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Praetorian Wealth Management Inc.
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