Prudent Man Investment Management, Inc. Purchases in Q4 2024

Prudent Man Investment Management, Inc.

  • $181 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPM
Jpmorgan Chase & CO

Financial Services
178
New
$205.18 - $250.29 $36.5K - $44.6K
178 $42.7M
IDCC
Inter Digital, Inc.

Communication Services
200
New
$142.61 - $200.59 $28.5K - $40.1K
200 $38.7M
PG
Procter & Gamble CO

Consumer Defensive
228
New
$161.05 - $179.7 $36.7K - $41K
228 $38.2M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
84
New
$442.29 - $483.08 $37.2K - $40.6K
84 $38.1M
AVGE
American Centy ETF Tr Avantis
516
New
N/A
516 $37.3M
PPG
Ppg Industries Inc

Basic Materials
300
New
$119.09 - $131.37 $35.7K - $39.4K
300 $35.8M
BBSI
Barrett Business Services Inc

Industrials
800
New
$35.9 - $44.34 $28.7K - $35.5K
800 $34.8M
EXPE
Expedia Group, Inc.

Consumer Cyclical
185
New
$146.47 - $191.01 $27.1K - $35.3K
185 $34.5M
DFIV
Dimensional ETF Tr

ETFs
970
New
$34.86 - $37.97 $33.8K - $36.8K
970 $34.4M
ABBV
Abb Vie Inc.

Healthcare
178
New
$164.99 - $203.87 $29.4K - $36.3K
178 $31.6M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
559
New
$51.94 - $55.55 $29K - $31.1K
559 $29.8M
VUG
Vanguard Growth ETF

ETFs
72
New
$378.79 - $428.11 $27.3K - $30.8K
72 $29.6M
WEC
Wec Energy Group, Inc.

Utilities
300
New
$92.94 - $101.82 $27.9K - $30.5K
300 $28.2M
AMZN
Amazon Com Inc

Consumer Cyclical
122
New
$180.88 - $232.93 $22.1K - $28.4K
122 $26.8M
SRE
Sempra Energy

Utilities
300
New
$80.81 - $94.77 $24.2K - $28.4K
300 $26.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.13K
New
$22.4 - $68.28 $25.2K - $77K
1.13K $26.1M
ITW
Illinois Tool Works Inc

Industrials
100
New
$253.56 - $278.5 $25.4K - $27.9K
100 $25.4M
PM
Philip Morris International Inc.

Consumer Defensive
180
New
$118.38 - $133.06 $21.3K - $24K
180 $21.7M
VZ
Verizon Communications Inc

Communication Services
520
New
$39.6 - $45.21 $20.6K - $23.5K
520 $20.8M
INTC
Intel Corp

Technology
1.02K
New
$19.07 - $26.23 $19.5K - $26.8K
1.02K $20.5M
BAX
Baxter International Inc

Healthcare
700
New
$28.63 - $37.84 $20K - $26.5K
700 $20.4M
AXP
American Express CO

Financial Services
64
New
$267.35 - $305.57 $17.1K - $19.6K
64 $19M
IWM
Ishares Russell 2000 ETF

ETFs
82
New
$216.13 - $242.4 $17.7K - $19.9K
82 $18.1M
DISV
Dimensional ETF Tr Dimensional

ETFs
643
New
$26.18 - $28.77 $16.8K - $18.5K
643 $17.1M
DFIS
Dimensional ETF Tr Dimensional

ETFs
676
New
$24.25 - $26.7 $16.4K - $18K
676 $16.6M
ASML
Asml Holding Nv

Technology
20
New
$658.43 - $872.27 $13.2K - $17.4K
20 $13.9M
XEL
Xcel Energy Inc

Utilities
200
New
$62.16 - $72.92 $12.4K - $14.6K
200 $13.5M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
575
New
$22.39 - $23.45 $12.9K - $13.5K
575 $13.2M
CAH
Cardinal Health Inc

Healthcare
111
New
$107.89 - $125.33 $12K - $13.9K
111 $13.1M
IRBO
Ishares Robotics & Artificial

ETFs
333
New
N/A
333 $12.3M
Core Scientific Inc New
880
New
N/A
880 $12.3M
GILD
Gilead Sciences, Inc.

Healthcare
132
New
$83.95 - $97.9 $11.1K - $12.9K
132 $12.2M
FTNT
Fortinet, Inc.

Technology
129
New
$76.49 - $99.21 $9.87K - $12.8K
129 $12.2M
CAT
Caterpillar Inc

Industrials
33
New
$360.37 - $416.88 $11.9K - $13.8K
33 $12M
FE
Firstenergy Corp

Utilities
300
New
$39.14 - $44.52 $11.7K - $13.4K
300 $11.9M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
60
New
$172.07 - $207.36 $10.3K - $12.4K
60 $11.9M
V
Visa Inc.

Financial Services
34
New
$273.87 - $320.91 $9.31K - $10.9K
34 $10.7M
COST
Costco Wholesale Corp

Consumer Defensive
11
New
$873.59 - $994.69 $9.61K - $10.9K
11 $10.1M
MO
Altria Group, Inc.

Consumer Defensive
180
New
$49.06 - $57.74 $8.83K - $10.4K
180 $9.41M
SON
Sonoco Products CO

Consumer Cyclical
191
New
$48.6 - $54.89 $9.28K - $10.5K
191 $9.33M
AEP
American Electric Power CO Inc

Utilities
100
New
$90.91 - $102.21 $9.09K - $10.2K
100 $9.22M
PFE
Pfizer Inc

Healthcare
334
New
$24.8 - $30.19 $8.28K - $10.1K
334 $8.86M
Core Scientific Inc New
1.06K
New
N/A
1.06K $8.68M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
63
New
$131.66 - $144.0 $8.29K - $9.07K
63 $8.32M
NVS
Novartis Ag

Healthcare
84
New
$96.78 - $117.18 $8.13K - $9.84K
84 $8.18M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
354
New
$22.01 - $66.82 $7.79K - $23.7K
354 $8.04M
MET
Metlife Inc

Financial Services
98
New
$78.15 - $88.25 $7.66K - $8.65K
98 $8.03M
VEA
Vanguard Ftse Developed Market

ETFs
163
New
$47.57 - $52.44 $7.75K - $8.55K
163 $7.8M
FCX
Freeport Mcmoran Inc

Basic Materials
200
New
$38.08 - $50.82 $7.62K - $10.2K
200 $7.62M
Activity Summary
Buys All Purchases 169 New Holdings 169 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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