Prentice Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Rochester, NY
CIK
0001864229
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 102 256,608 VTI, AGG, VT, FLHY 13F-HR 1/10/2024 000194104024000007
Q3 2023 97 221,400 VTI, AGG, VT, FLHY 13F-HR 10/16/2023 000194104023000252
Q2 2023 96 220,526 VTI, VT, AGG, FLHY 13F-HR 7/6/2023 000194104023000149
Q1 2023 96 209,635 VTI, VT, AGG, FLHY 13F-HR 4/14/2023 000194104023000091
Q4 2022 93 198,467 VTI, VT, AGG, FLHY 13F-HR 1/18/2023 000194104023000012
Q3 2022 89 183,051 VTI, VT, JEPI, SRLN 13F-HR 10/19/2022 000186422922000004
Q2 2022 146 98,163 JEPI, SRLN, SPIP, FLHY 13F-HR 7/28/2022 000186422922000002
Q1 2022 99 208,236 VTI, VT, SPIP, SRLN 13F-HR 10/31/2022 000186422922000008
Q4 2021 101 213,658 VTI, VT, SPIP, SRLN 13F-HR 10/31/2022 000186422922000007
Q3 2021 343 206,808 VTI, VT, SPIP, SRLN 13F-HR 11/10/2021 000186422921000004
Q2 2021 340 194,807 VTI, VT, DIAL, FLHY 13F-HR 8/11/2021 000186422921000003
Q1 2021 336 179,520 VTI, VT, FLHY, SRLN RESTATEMENT 6/17/2021 000186422921000002
Additional filings from Prentice Wealth Management LLC that have since been restated