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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
VAWVanguard Materials Etf
| 0.12% | $478,804 2,549 shares@ $187.84 avg price | New Position |
NVDANvidia Corporation Com
| 0.1% | $396,155 2,950 shares@ $134.29 avg price | New Position |
VUGVanguard Growth Etf
| 0.1% | $383,350 934 shares@ $410.44 avg price | New Position |
TSLATesla Inc Com
| 0.1% | $371,532 920 shares@ $403.84 avg price | New Position |
ACNAccenture Plc Ireland Shs Class A
| 0.09% | $348,623 991 shares@ $351.79 avg price | New Position |
VCSHVanguard Short-term Corporate Bond Etf
| 0.09% | $340,279 4,362 shares@ $78.01 avg price | New Position |
VCITVanguard Intermediate-term Corporate Bond Etf
| 0.09% | $332,638 4,144 shares@ $80.27 avg price | New Position |
SCHMSchwab Us Mid-cap Etf
| 0.08% | $308,827 11,145 shares@ $27.71 avg price | New Position |
SCHGSchwab Us Large Cap Growth Etf
| 0.08% | $296,648 10,644 shares@ $27.87 avg price | New Position |
MCDMcdonalds Corp Com
| 0.07% | $285,251 984 shares@ $289.89 avg price | New Position |