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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
SCHGSchwab Us Large Cap Growth Etf
Recent Activity
New Position
0.08%
$296,648
10,644 shares@ $27.87 avg price
MCDMcdonalds Corp Com
Recent Activity
New Position
0.07%
$285,251
984 shares@ $289.89 avg price
IJHIshares Core S&p Mid-cap Etf
Recent Activity
New Position
0.07%
$258,898
4,155 shares@ $62.31 avg price
MGKVanguard Mega Cap Growth Etf
Recent Activity
New Position
0.07%
$257,557
750 shares@ $343.41 avg price
JNJJohnson & Johnson Com
Recent Activity
Increased 0.06%
0.07%
$253,645
1,753 shares@ $144.7 avg price
ITOTIshares Core S&p Total U.s. Stock Market Etf
Recent Activity
New Position
0.07%
$246,950
1,920 shares@ $128.62 avg price
QQQPowershares Qqq Tr
Recent Activity
New Position
0.06%
$211,649
414 shares@ $511.23 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
New Position
0.06%
$207,008
1,087 shares@ $190.44 avg price
VPUVpu - Vanguard Utilities Etf
Recent Activity
New Position
0.05%
$205,582
1,258 shares@ $163.42 avg price
CBNKCapital Bancorp Inc Md Com
Recent Activity
New Position
0.05%
$204,744
7,184 shares@ $28.5 avg price