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PRAETORIAN WEALTH MANAGEMENT, INC.

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CARMEL CA Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Praetorian Wealth Management is based out of Carmel. Praetorian Wealth Management is a large advisory firm with 375 clients and discretionary assets under management (AUM) of $427,867,619 (Form ADV from 2024-01-10). Their last reported 13F filing for Q4 2023 included $345,866,207 in managed 13F securities and a top 10 holdings concentration of 67.42%. Praetorian Wealth Management's largest holding is iShares S&P 500 Growth ETF-iShares S&P 500 Growth ETF with shares held of 706,258. Whalewisdom has at least 15 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $346m, Prior: $315m
New Purchases 24 stocks
Added To 15 stocks
Sold out of 4 stocks
Reduced holdings in 17 stocks
Top 10 Holdings % 67.42%
Turnover %[1] 48.28%
Turnover Alt %[2] 5.83%
Time Held Top 20 10 quarters
Time Held Top 10 12.5 quarters
Time Held All 7.22 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance