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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
IVEIve - Ishares S&0 500 Value Etf
Recent Activity
Increased 1.66%
15.7%
$64.612M
338,495 shares@ $190.88 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Increased 4.41%
6.84%
$28.14M
588,456 shares@ $47.82 avg price
IVVIshares S&p 500 Index
Recent Activity
Increased 3.88%
4.59%
$18.852M
32,024 shares@ $588.7 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
Increased 2.6%
3.29%
$13.521M
307,024 shares@ $44.04 avg price
VBRVanguard Small Cap Value Etf
Recent Activity
Increased 0.66%
2.84%
$11.679M
58,929 shares@ $198.18 avg price
IBMQIshares Ibonds Dec 2028 Term Muni Bond Etf
Recent Activity
Increased 3.53%
1.46%
$6.006M
238,511 shares@ $25.18 avg price
IBMOIshares Ibonds Dec 2026 Term Muni Bond Etf
Recent Activity
Increased 0.98%
1.45%
$5.957M
233,962 shares@ $25.46 avg price
IBDRIshares Ibonds Dec 2026 Term Corporate Etf
Recent Activity
Increased 3.27%
1.27%
$5.199M
216,002 shares@ $24.07 avg price
IBDSIshares Ibonds Dec 2027 Term Corporate Etf
Recent Activity
Increased 5.01%
1.26%
$5.149M
214,903 shares@ $23.96 avg price
IBDTIshares Ibonds Dec 2028 Term Corporate Etf
Recent Activity
Increased 5.28%
1.22%
$5.016M
201,436 shares@ $24.9 avg price