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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
IBDTIshares Ibonds Dec 2028 Term Corporate Etf
Recent Activity
Increased 5.28%
1.22%
$5.016M
201,436 shares@ $24.9 avg price
IBDQIshares Ibonds Dec 2025 Term Corporate Etf
Recent Activity
Decreased -5.91%
1.16%
$4.752M
189,717 shares@ $25.05 avg price
IBDUIbdu - Ishares Ibonds Dec 2029 Term Corporate Etf
Recent Activity
Increased 5.89%
1.12%
$4.571M
200,486 shares@ $22.8 avg price
AAPLApple Inc
Recent Activity
Decreased -8.67%
1.06%
$4.333M
17,303 shares@ $250.42 avg price
VDEVde - Vanguard Energy Etf
Recent Activity
Increased 6.31%
1.01%
$4.141M
34,138 shares@ $121.31 avg price
IBDVIbdv - Ishares Ibonds Dec 2030 Term Corporate Etf
Recent Activity
Increased 11.64%
0.96%
$3.931M
184,036 shares@ $21.36 avg price
SPTMSpdr Portfolio S&p 1500 Composite Stock Market Etf
Recent Activity
Increased 0.51%
0.95%
$3.907M
54,690 shares@ $71.43 avg price
IBMRIbmr - Ishares Ibonds Dec 2029 Term Muni Bond Etf
Recent Activity
Increased 29.95%
0.94%
$3.839M
153,688 shares@ $24.98 avg price
VHTVht - Vanguard Health Care Etf
Recent Activity
Decreased -0.42%
0.85%
$3.475M
13,696 shares@ $253.69 avg price
VFHVanguard Financials Etf
Recent Activity
Increased 1.91%
0.63%
$2.578M
21,833 shares@ $118.07 avg price