Prentice Wealth Management LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $338 Million distributed in 108 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 $53.8M, Ishares Core U.S. Aggregate Bo with a value of $37.3M, Vanguard Total World Stk Index with a value of $30.7M, Franklin Templeton ETF Tr Libe with a value of $18.6M, and Franklin Templeton ETF Tr Libe with a value of $18.1M.
Examining the 13F form we can see an increase of $675K in the current position value, from $338M 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: $265 Million
Technology: $19.4 Million
Financial Services: $15.9 Million
Healthcare: $8.28 Million
Consumer Defensive: $5.96 Million
Communication Services: $4.52 Million
Consumer Cyclical: $4.5 Million
Industrials: $3.23 Million
Other: $3.99 Million
Stock Holdings Table Market Cap. of $200 Billions or more
