Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Prentice Wealth Management Llc > Profile

Instuitional Investor - Prentice Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Prentice Wealth Management Llc
Portfolio Value $346,404,302
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 196,780 $54,083,029 15.61%
2.
Ishares Trust
 IEF 377,678 $37,359,908 10.79%
3.
Vanguard Intl Equity Index Funds
 VWO 265,011 $30,727,974 8.87%
4.
Franklin Templeton Etf Tr - SENIOR LOAN ETF
 770,678 $18,550,219 5.36%
5.
Franklin Templeton Etf Tr
 761,014 $18,134,971 5.24%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)