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Entity | Shares/Amount Change | Position Value Change |
MIRA |
+27,500 | +$30 |
Entity | Shares/Amount Change | Position Value Change |
VSS |
-9,816 | -$1,129 | VDC |
-4,039 | -$771 | VTI |
-2,623 | -$622 | VIG |
-2,879 | -$491 | VAW |
-2,563 | -$487 | AMZN |
-3,129 | -$475 | IWF |
-1,344 | -$407 | SCHM |
-5,032 | -$379 | VPU |
-2,547 | -$349 | SCHG |
-4,140 | -$343 |
Entity | Shares/Amount Change | Position Value Change |
IBMR |
+48,464 | +$1,209 | IBDV |
+44,360 | +$930 | IVW |
+42,947 | +$10,223 | IBDU |
+38,644 | +$848 | IVE |
+19,421 | +$7,515 | VEA |
+18,022 | +$2,115 | VWO |
+17,912 | +$932 | IBMO |
+15,437 | +$353 | IBMP |
+15,275 | +$326 | IBMQ |
+14,807 | +$303 |
Entity | Shares/Amount Change | Position Value Change |
IBDP |
-55,616 | -$1,368 | IBMM |
-21,169 | -$546 | SPTM |
-5,936 | +$17 | IBDQ |
-896 | -$12 | VO |
-461 | +$1,092 | VB |
-421 | +$440 | VIS |
-111 | +$246 | AAPL |
-11 | -$408 | VHT |
-7 | +$292 |
Size ($ in 1000's)
At 03/31/2024: $373,990 At 12/31/2023: $345,866
Praetorian Wealth Management Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Praetorian Wealth Management Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Praetorian Wealth Management Inc. to be as follows, presented in the
table below with each row detailing each Praetorian Wealth Management Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Praetorian Wealth Management Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Praetorian Wealth Management Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ 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 | PROSPECT CAP CORP 6.375 03 01 2025 |
10,000 |
+0 |
$10 | Convertible | 10,000 | UNCH | $10 | AMAZON COM INC COM |
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$0 (exited) | AMZN | 0 | -3,129 | $0 | ALPHABET INC CAP STK CL C |
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$0 (exited) | GOOG | 0 | -1,449 | $0 | GRAINGER W W INC COM |
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$0 (exited) | GWW | 0 | -370 | $0 | ISHARES CORE S&P MID CAP ETF |
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$0 (exited) | IJH | 0 | -831 | $0 | ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF |
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$0 (exited) | ITOT | 0 | -1,920 | $0 | ISHARES RUSSELL 1000 GROWTH ETF |
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$0 (exited) | IWF | 0 | -1,344 | $0 | JOHNSON & JOHNSON COM |
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$0 (exited) | JNJ | 0 | -1,857 | $0 | MCDONALDS CORP COM |
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$0 (exited) | MCD | 0 | -1,000 | $0 | MICROSOFT |
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$0 (exited) | MSFT | 0 | -909 | $0 | MYMD PHARMACEUTICALS INC COM |
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$0 (exited) | MYMD | 0 | -200,000 | $0 | SCHWAB US LARGE CAP GROWTH ETF |
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$0 (exited) | SCHG | 0 | -4,140 | $0 | SCHWAB US MID CAP ETF |
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$0 (exited) | SCHM | 0 | -5,032 | $0 | TESLA INC COM |
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$0 (exited) | TSLA | 0 | -845 | $0 | VANGUARD MATERIALS ETF |
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$0 (exited) | VAW | 0 | -2,563 | $0 | VANGUARD INTERMEDIATE TERM CORPORATE BOND ETF |
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$0 (exited) | VCIT | 0 | -3,419 | $0 | VANGUARD SHORT TERM CORPORATE BOND ETF |
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$0 (exited) | VCSH | 0 | -3,574 | $0 | VDC VANGUARD CONSUMER STAPLES ETF |
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$0 (exited) | VDC | 0 | -4,039 | $0 | VANGUARD DIVIDEND APPRECIATION ETF |
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$0 (exited) | VIG | 0 | -2,879 | $0 | VANGUARD REIT INDEX ETF |
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$0 (exited) | VNQ | 0 | -3,691 | $0 | VPU VANGUARD UTILITIES ETF |
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$0 (exited) | VPU | 0 | -2,547 | $0 | VSS VANGUARD FTSE ALL WORLD EX US SMALL CAP ETF |
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$0 (exited) | VSS | 0 | -9,816 | $0 | VANGUARD TOTAL STK MKT |
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$0 (exited) | VTI | 0 | -2,623 | $0 | VANGUARD GROWTH ETF |
0 |
-934 |
$0 (exited) | VUG | 0 | -934 | $0 |
See Summary: Praetorian Wealth Management Inc. Top Holdings
See Details: Top 10 Stocks Held By Praetorian Wealth Management Inc.
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