Prentice Wealth Management LLC Portfolio Holdings
Prentice Wealth Management LLC
- $338 Million
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|