Prentice Wealth Management LLC Portfolio Holdings
Prentice Wealth Management LLC
- $301 Million
- Q2 2024
Prentice Wealth Management LLC has filed its 13F form on July 11, 2024 for Q2 2024 where it was disclosed a total value porftolio of $301 Million distributed in 105 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 $31M, Vanguard Total World Stk Index with a value of $28.1M, Franklin Templeton ETF Tr Libe with a value of $16.2M, and Vanguard Ftse Emerging Mkts Et with a value of $12.1M.
Examining the 13F form we can see an increase of $17.4M in the current position value, from $284M to 301M.
Below you can find more details about Prentice Wealth Management LLC portfolio as well as his latest detailed transactions.