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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
VGTVgt - Vanguard Information Technology Etf
Recent Activity
Decreased -4.59%
2.54%
$10.431M
16,776 shares@ $621.8 avg price
VBVanguard Small Cap Etf
Recent Activity
Decreased -2.28%
1.96%
$8.051M
33,507 shares@ $240.28 avg price
VCRVcr - Vanguard Consumer Discretionary Etf
Recent Activity
Decreased -12.64%
1.59%
$6.511M
17,346 shares@ $375.38 avg price
IBMPIshares Ibonds Dec 2027 Term Muni Bond Etf
Recent Activity
Decreased -1.32%
1.5%
$6.15M
244,645 shares@ $25.14 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
VOXVanguard Communication Services Etf
Recent Activity
Decreased -14.14%
1.45%
$5.942M
38,348 shares@ $154.96 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
IBMNIshares Ibonds Dec 2025 Term Muni Bond Etf
Recent Activity
Decreased -4.05%
1.26%
$5.162M
193,932 shares@ $26.62 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