Prentice Wealth Management LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $338 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $59.5M, Ishares Core U.S. Aggregate Bo with a value of $43.4M, Vanguard Total World Stk Index with a value of $30.8M, Franklin Templeton ETF Tr Libe with a value of $17.8M, and Vanguard Ftse Emerging Mkts Et with a value of $13.1M.
Examining the 13F form we can see an increase of $8.91M in the current position value, from $329M to 338M.
Below you can find more details about Prentice Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$338 Million
ETFs: $262 Million
Technology: $21 Million
Financial Services: $16.2 Million
Healthcare: $8.01 Million
Consumer Defensive: $6.23 Million
Consumer Cyclical: $5.44 Million
Communication Services: $5.05 Million
Industrials: $3.33 Million
Other: $3.76 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
