| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FRANKLIN TEMPLETON ETF TR | 14 | Q2 2024 | 11.9% |
| SSGA ACTIVE ETF TR | 14 | Q2 2024 | 14.4% |
| SPIP | 14 | Q2 2024 | 14.3% |
| XLRE | 14 | Q2 2024 | 7.8% |
| DIAL | 14 | Q2 2024 | 5.7% |
| GS | 14 | Q2 2024 | 1.7% |
| JPMORGAN CHASE & CO | 14 | Q2 2024 | 1.1% |
| XOM | 14 | Q2 2024 | 1.5% |
| AMP | 14 | Q2 2024 | 1.0% |
| NEXTERA ENERGY INC | 14 | Q2 2024 | 1.2% |
View Prentice Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-08 |
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-11 |
| 13F-HR | 2023-10-16 |
| 13F-HR | 2023-07-06 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-18 |
| 13F-HR | 2022-10-31 |
| 13F-HR | 2022-10-31 |
View Prentice Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.