Prentice Wealth Management LLC Incresed Positions in Q3 2024

Prentice Wealth Management LLC

  • $329 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
3.79K
+ 1.88%
$255.18 - $283.2 $966K - $1.07M
205K $58.1M
VT
Vanguard Total World Stk Index

ETFs
8.33K
+ 3.34%
$107.72 - $119.96 $897K - $999K
257K $30.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
13.1K
+ 4.09%
$96.25 - $101.98 $1.26M - $1.33M
332K $33.6M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
12.2K
+ 4.4%
$41.9 - $48.26 $512K - $590K
290K $13.9M
HYMU
Blackrock ETF Tr Ii High Yield
55.1K
+ 24.34%
$22.51 - $23.25 $1.24M - $1.28M
281K $6.52M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
24.5K
+ 53.59%
$50.15 - $51.27 $1.23M - $1.26M
70.2K $3.6M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
42.1K
+ 22.1%
$25.38 - $26.27 $1.07M - $1.11M
233K $6.11M
FLHY
Franklin Templeton ETF Tr Libe

ETFs
28.1K
+ 4.11%
$23.56 - $24.48 $662K - $688K
711K $17.4M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.96K
+ 3.57%
$117.9 - $128.2 $349K - $380K
86.1K $11M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
6.15K
+ 4.41%
$66.31 - $74.08 $408K - $456K
145K $10.7M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
11.2K
+ 15.11%
$47.91 - $53.27 $535K - $594K
85K $4.53M
DIAL
Columbia ETF Tr I Diversified

ETFs
14.4K
+ 2.86%
$17.48 - $18.51 $252K - $266K
517K $9.56M
JPIE
J P Morgan Exchange Traded Fd
9.95K
+ 5.68%
$45.17 - $46.39 $449K - $461K
185K $8.58M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
10.9K
+ 3.44%
$25.19 - $26.39 $274K - $287K
328K $8.61M
XLRE
Select Sector Spdr Tr Real Est

ETFs
3.33K
+ 5.42%
$38.04 - $45.36 $127K - $151K
64.7K $2.89M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3.86K
+ 16.66%
$75.47 - $83.18 $291K - $321K
27K $2.24M
SRLN
Ssga Active Trust

ETFs
8.37K
+ 4.32%
$40.93 - $41.85 $342K - $350K
202K $8.44M
NEE
Nextera Energy Inc

Utilities
263
+ 1.48%
$69.9 - $84.97 $18.4K - $22.3K
18.1K $1.53M
AMGN
Amgen Inc

Healthcare
733
+ 83.58%
$309.38 - $337.38 $227K - $247K
1.61K $518K
UNH
Unitedhealth Group Inc

Healthcare
41
+ 1.66%
$488.01 - $604.18 $20K - $24.8K
2.51K $1.47M
INTU
Intuit Inc

Technology
342
+ 93.44%
$602.97 - $670.49 $206K - $229K
708 $439K
TSLA
Tesla, Inc.

Consumer Cyclical
190
+ 9.4%
$191.76 - $263.26 $36.4K - $50K
2.21K $578K
MCD
Mcdonalds Corp

Consumer Cyclical
225
+ 10.98%
$245.82 - $304.51 $55.3K - $68.5K
2.28K $692K
MA
Mastercard Inc

Financial Services
8
+ 0.29%
$429.6 - $500.99 $3.44K - $4.01K
2.77K $1.37M
QCOM
Qualcomm Inc

Technology
1.13K
+ 69.58%
$156.12 - $209.64 $177K - $237K
2.76K $469K
JNJ
Johnson & Johnson

Healthcare
326
+ 6.49%
$145.48 - $167.38 $47.4K - $54.6K
5.35K $866K
HD
Home Depot, Inc.

Consumer Cyclical
34
+ 1.81%
$333.64 - $405.2 $11.3K - $13.8K
1.92K $776K
KO
Coca Cola CO

Consumer Defensive
506
+ 5.48%
$62.69 - $73.01 $31.7K - $36.9K
9.75K $700K
ACN
Accenture PLC

Technology
95
+ 6.07%
$295.44 - $355.81 $28.1K - $33.8K
1.66K $586K
CSCO
Cisco Systems, Inc.

Technology
846
+ 7.67%
$44.74 - $53.22 $37.9K - $45K
11.9K $631K
DHR
Danaher Corp

Healthcare
117
+ 4.6%
$239.25 - $280.76 $28K - $32.8K
2.66K $740K
PFE
Pfizer Inc

Healthcare
3.02K
+ 22.91%
$27.7 - $31.39 $83.7K - $94.9K
16.2K $469K
TMO
Thermo Fisher Scientific Inc.

Healthcare
57
+ 6.24%
$531.86 - $624.21 $30.3K - $35.6K
970 $599K
ABT
Abbott Laboratories

Healthcare
389
+ 8.18%
$100.07 - $118.13 $38.9K - $46K
5.15K $586K
VZ
Verizon Communications Inc

Communication Services
613
+ 4.98%
$38.89 - $45.0 $23.8K - $27.6K
12.9K $580K
IEF
Ishares Barclays

ETFs
351
+ 4.4%
$92.67 - $99.14 $32.5K - $34.8K
8.33K $816K
V
Visa Inc.

Financial Services
16
+ 0.32%
$253.74 - $291.56 $4.06K - $4.66K
4.96K $1.36M
PEP
Pepsico Inc

Consumer Defensive
223
+ 6.29%
$161.9 - $179.3 $36.1K - $40K
3.77K $641K
CRM
Salesforce, Inc.

Technology
37
+ 1.5%
$238.42 - $276.53 $8.82K - $10.2K
2.51K $685K
PG
Procter & Gamble CO

Consumer Defensive
76
+ 1.87%
$160.76 - $177.82 $12.2K - $13.5K
4.14K $715K
XOM
Exxon Mobil Corp

Energy
20
+ 0.13%
$109.72 - $119.0 $2.19K - $2.38K
15.3K $1.79M
TXN
Texas Instruments Inc

Technology
76
+ 2.87%
$194.6 - $194.6 $14.8K - $14.8K
2.73K $530K
DIS
Walt Disney CO

Communication Services
289
+ 5.04%
$85.6 - $98.61 $24.7K - $28.5K
6.02K $578K
CVX
Chevron Corp

Energy
225
+ 7.24%
$137.88 - $161.97 $31K - $36.4K
3.33K $490K
Linde PLC
23
+ 1.71%
N/A
1.37K $0
J P Morgan Exchange Traded F
20.6K
+ 28.8%
N/A
92.3K $0
AVGO
Broadcom Inc.

Technology
5.65K
+ 795.63%
$136.27 - $1745.86 $770K - $9.86M
6.36K $1.1M
ADBE
Adobe Inc.

Technology
1
+ 0.07%
$508.13 - $586.55 $508 - $587
1.48K $765K
MU
Micron Technology Inc

Technology
3
+ 0.1%
$86.27 - $136.82 $259 - $410
2.96K $307K
Activity Summary
Buys All Purchases 53 New Holdings 3 Increased Positions 50 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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