PRW Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Quincy, MA
CIK
0001760472
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 106 262,301 IVV, VUG, EFA, QQQ 13F-HR 11/1/2023 000195175723000673
Q2 2023 78 291,243 IWO, VOO, QQQ, FOCT 13F-HR 8/1/2023 000195175723000470
Q1 2023 113 255,696 IVV, FIRST TR EXCHNG TRADED FD VI, SDY, MINT 13F-HR 5/2/2023 000195175723000241
Q4 2022 68 232,542 EFG, VV, FNOV, MINT 13F-HR 2/3/2023 000195175723000103
Q3 2022 96 209,826 IVV, MINT, JPST, VTV 13F-HR 10/26/2022 000176047222000007
Q2 2022 96 170,226 IVV, VTV, FNDF, QQQ 13F-HR 7/26/2022 000176047222000004
Q1 2022 115 225,409 IVV, VTV, FNDF, QQQ 13F-HR 4/27/2022 000176047222000003
Q4 2021 106 214,933 IVV, VTV, FNDF, VTI 13F-HR 1/25/2022 000176047222000001
Q3 2021 94 199,722 IVV, VTV, FNDF, ARKK 13F-HR 11/4/2021 000176047221000004
Q2 2021 257 340,309 AAPL, MSFT, V, KO 13F-HR 8/3/2021 000176047221000003
Q1 2021 92 204,046 IVV, VTV, ARKK, FNDF 13F-HR 5/10/2021 000176047221000002
Q4 2020 91 177,791 IVV, ARKK, VTV, GLD 13F-HR 2/10/2021 000176047221000001
Q3 2020 80 139,810 IVV, ARKK, GLD, VTI 13F-HR 10/29/2020 000176047220000004
Q2 2020 81 125,639 IVV, ARKK, VTI, QQQ 13F-HR 8/6/2020 000176047220000003
Q1 2020 62 82,397 VTI, IVV, DNOV, ARKK 13F-HR 4/29/2020 000176047220000002
Q4 2019 44 88,087 IVV, ARKK, FVD, QQQ 13F-HR 2/3/2020 000176047220000001
Q3 2019 41 82,340 IVV, USMV, ARKK, FVD 13F-HR 11/4/2019 000176047219000004
Q2 2019 53 90,182 IVV, USMV, ARKK, FVD 13F-HR 8/12/2019 000176047219000003
Q1 2019 803 107,562 IVV, LHCG, ARKK, FVD 13F-HR 5/15/2019 000176047219000002
Q4 2018 818 80,484 IVV, ARKK, FVD, USMV 13F-HR 2/14/2019 000176047219000001