Notify me when PRW Wealth Management LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2023 | 106 | $260,524,201 | +$176,101,858 | -$21,314,611 | +$154,787,247 | IVV, VUG, EFA, QQQ, VTV | 13F-HR | 01 Nov 2023, 10:06 |
| Q2 2023 | 78 | $110,072,049 | +$30,687,534 | -$173,505,327 | -$142,817,793 | QQQ, BND, MINT, JPST, PIPR | 13F-HR | 01 Aug 2023, 16:47 |
| Q1 2023 | 113 | $253,906,466 | +$157,152,059 | -$51,851,831 | +$105,300,228 | IVV, YJUN, SDY, MINT, VTV | 13F-HR | 02 May 2023, 13:41 |
| Q4 2022 | 68 | $125,577,733 | +$43,956,451 | -$124,522,316 | -$80,565,865 | VV, MINT, JPST, XLE, VWO | 13F-HR | 03 Feb 2023, 09:16 |
| Q3 2022 | 95 | $209,826,000 | +$76,585,061 | -$26,721,559 | +$49,863,502 | IVV, MINT, JPST, VTV, YJUN | 13F-HR | 26 Oct 2022, 17:25 |
| Q2 2022 | 96 | $170,226,000 | +$26,776,751 | -$48,791,386 | -$22,014,635 | IVV, VTV, FNDF, QQQ, VV | 13F-HR | 26 Jul 2022, 12:43 |
| Q1 2022 | 115 | $225,409,000 | +$36,594,238 | -$15,692,659 | +$20,901,579 | IVV, VTV, FNDF, QQQ, VTI | 13F-HR | 27 Apr 2022, 17:32 |
| Q4 2021 | 106 | $214,933,000 | +$20,968,605 | -$19,160,687 | +$1,807,918 | IVV, VTV, FNDF, VTI, SLYV | 13F-HR | 25 Jan 2022, 09:54 |
| Q3 2021 | 94 | $199,722,000 | +$168,134,599 | -$304,765,317 | -$136,630,718 | IVV, VTV, FNDF, ARKK, VTI | 13F-HR | 04 Nov 2021, 13:43 |
| Q2 2021 | 257 | $340,309,000 | +$307,189,776 | -$179,039,364 | +$128,150,412 | AAPL, MSFT, V, KO, KMB | 13F-HR | 03 Aug 2021, 09:04 |
| Q1 2021 | 92 | $204,046,000 | +$43,716,800 | -$25,873,726 | +$17,843,074 | IVV, VTV, ARKK, FNDF, VTI | 13F-HR | 10 May 2021, 07:27 |
| Q4 2020 | 91 | $177,791,000 | +$31,055,794 | -$12,718,857 | +$18,336,937 | IVV, ARKK, VTV, GLD, VTI | 13F-HR | 10 Feb 2021, 07:56 |
| Q3 2020 | 80 | $139,810,000 | +$15,643,761 | -$11,156,930 | +$4,486,831 | IVV, ARKK, GLD, VTI, VTV | 13F-HR | 29 Oct 2020, 07:21 |
| Q2 2020 | 81 | $125,639,000 | +$44,732,500 | -$21,816,488 | +$22,916,012 | IVV, ARKK, VTI, QQQ, AMZN | 13F-HR | 06 Aug 2020, 07:09 |
| Q1 2020 | 62 | $82,397,000 | +$36,036,790 | -$29,913,390 | +$6,123,400 | VTI, IVV, DNOV, ARKK, LHCG | 13F-HR | 29 Apr 2020, 13:45 |
| Q4 2019 | 44 | $88,087,000 | +$4,556,121 | -$6,475,654 | -$1,919,533 | IVV, ARKK, FVD, QQQ, USMV | 13F-HR | 31 Jan 2020, 17:41 |
| Q3 2019 | 41 | $82,340,000 | +$2,935,660 | -$10,483,991 | -$7,548,331 | IVV, USMV, ARKK, FVD, LHCG | 13F-HR | 04 Nov 2019, 13:10 |
| Q2 2019 | 53 | $90,182,000 | +$5,349,137 | -$26,458,908 | -$21,109,771 | IVV, USMV, ARKK, FVD, LHCG | 13F-HR | 12 Aug 2019, 07:58 |
| Q1 2019 | 669 | $107,350,000 | +$24,035,068 | -$7,642,199 | +$16,392,869 | IVV, LHCG, ARKK, FVD, USMV | 13F-HR | 15 May 2019, 14:37 |
| Q4 2018 | 666 | $79,964,000 | $0 | $0 | $0 | IVV, ARKK, FVD, USMV, QQQ | 13F-HR | 13 Feb 2019, 22:20 |