test

Richard A. Hewitt

@Praetorian Wealth Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$411.563MTotal holdings61
Assets growth rate2.47%Assets growth rate (2-Q avg)2.65%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Praetorian Wealth Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 61 positions.

Assets under management

The assets under management (AUM) of Praetorian Wealth Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 411.563M in assets, with a quarterly growth rate of 2.47% and a 2-quarter average growth rate of 2.65%. The portfolio is managed by Richard A. Hewitt, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IBMSIbms - Ishares Ibonds Dec 2030 Term Muni Bond Etf
Recent Activity
New Position
0.46%
$1.865M
73,528 shares@ $25.37 avg price
VNQVanguard Reit Index Etf
Recent Activity
New Position
0.35%
$1.404M
15,756 shares@ $89.08 avg price
VSSVss - Vanguard Ftse All World Ex-us Small Cap Etf
Recent Activity
New Position
0.25%
$1.008M
8,809 shares@ $114.48 avg price
VDCVdc - Vanguard Consumer Staples Etf
Recent Activity
New Position
0.21%
$830,089
3,927 shares@ $211.38 avg price
IBDWIbdw - Ishares Ibonds Dec 2031 Term Corporate Etf
Recent Activity
New Position
0.19%
$762,616
37,475 shares@ $20.35 avg price
MSFTMicrosoft
Recent Activity
New Position
0.19%
$759,964
1,803 shares@ $421.5 avg price
VTIVanguard Total Stk Mkt
Recent Activity
New Position
0.19%
$742,493
2,562 shares@ $289.81 avg price
AMZNAmazon Com Inc Com
Recent Activity
New Position
0.18%
$730,129
3,328 shares@ $219.39 avg price
VIGVanguard Dividend Appreciation Etf
Recent Activity
New Position
0.14%
$563,794
2,879 shares@ $195.83 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
New Position
0.13%
$532,896
1,327 shares@ $401.58 avg price