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Latest Praetorian Wealth Management, Inc. Stock Portfolio

$401Million– No. of Holdings #32

About Praetorian Wealth Management, Inc. and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Praetorian Wealth Management, Inc. reported an equity portfolio of $401.7 Millions as of 30 Sep, 2024.

The top stock holdings of Praetorian Wealth Management, Inc. are IJR, IJR, VEA. The fund has invested 17.9% of it's portfolio in IVW - ISHARES S&P 500 GROWTH ETF and 16.3% of portfolio in IVE - ISHARES S&0 500 VALUE ETF.

The fund managers got completely rid off VSS - VANGUARD FTSE ALL WORLD EX-US SMALL CAP ETF (VEU), VDC - VANGUARD CONSUMER STAPLES ETF (VAW) and VANGUARD TOTAL STK MKT (VB) stocks. They significantly reduced their stock positions in MIRA PHARMACEUTICALS INC COM, ISHARES IBONDS DEC 2024 TERM MUNI BOND ETF (BGRN) and SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF (BIL). The fund showed a lot of confidence in some stocks as they added substantially to IBMR - ISHARES I BONDS DEC 2029 TERM MUNI BOND ETF (DMXF), APPLE INC (AAPL) and ISHARES S&P 500 INDEX (IJR).
Praetorian Wealth Management, Inc. Equity Portfolio Value
Last Reported on: 02 Oct, 2024

Praetorian Wealth Management, Inc. Annual Return Estimates Vs S&P 500

New Buys

No new stocks were added by Praetorian Wealth Management, Inc.

Additions

Ticker% Inc.
ibmr - ishares i bonds dec 2029 term muni bond etf10.71
ibdv - ishares ibonds dec 2030 term corporate etf6.78
apple inc3.24
ishares s&p 500 index2.9
ishares ibonds dec 2026 term corporate etf2.06
ishares ibonds dec 2028 term corporate etf1.79
ibdu - ishares ibonds dec 2029 term corporate etf0.94
ishares ibonds dec 2027 term corporate etf0.88

Additions to existing portfolio by Praetorian Wealth Management, Inc.

Reductions

Ticker% Reduced
mira pharmaceuticals inc com-36.36
ishares ibonds dec 2024 term muni bond etf-17.14
spdr portfolio s&p 1500 composite stock market etf-12.36
ishares ibonds dec 2024 term corporate etf-11.68
vis - vanguard industrials etf-10.13
ishares ibonds dec 2025 term muni bond etf-9.77
ishares ibonds dec 2026 term muni bond etf-4.83
vht - vanguard health care etf-4.51

Praetorian Wealth Management, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
vss - vanguard ftse all world ex-us small cap etf-1,079,260
schwab us mid-cap etf -360,819
ishares core s&p mid-cap etf-243,150
schwab us large cap growth etf -402,452
vdc - vanguard consumer staples etf-797,298
vanguard short-term corporate bond etf-282,053
vanguard intermediate-term corporate bond etf-278,156
amazon com inc com-596,756

Praetorian Wealth Management, Inc. got rid off the above stocks

Sector Distribution

Sector%
Others98.8
Technology1.2

Market Cap. Distribution

Category%
UNALLOCATED98.8
MEGA-CAP1.2

Stocks belong to which Index?

Index%
Others98.8
S&P 5001.2
Top 5 Winners (%)%
AAPL
apple inc
10.4 %
IJR
ive - ishares s&0 500 value etf
8.3 %
JNJ
johnson & johnson com
7.0 %
IJR
ishares s&p 500 index
5.3 %
IJR
ivw - ishares s&p 500 growth etf
3.5 %
Top 5 Winners ($)$
IJR
ive - ishares s&0 500 value etf
5.0 M
IJR
ivw - ishares s&p 500 growth etf
2.4 M
IJR
ishares s&p 500 index
0.9 M
AAPL
apple inc
0.4 M
JNJ
johnson & johnson com
0.0 M
Top 5 Losers (%)%
Top 5 Losers ($)$

Praetorian Wealth Management, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Praetorian Wealth Management, Inc.

Last Reported on: 02 Oct, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions