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
VV
Vanguard Large Cap ETF

ETFs
28
New
$260.27 - $280.65 $7.29K - $7.86K
28 $7.55M
MDLZ
Mondelez International, Inc.

Consumer Defensive
124
New
$59.25 - $72.99 $7.35K - $9.05K
124 $7.41M
Dimensional ETF Trust
240
New
N/A
240 $7.21M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
115
New
$61.68 - $67.87 $7.09K - $7.81K
115 $7.17M
ULCC
Frontier Group Holdings, Inc.

Industrials
1K
New
$4.99 - $7.29 $4.99K - $7.29K
1K $7.11M
IEFA
Ishares Tr

ETFs
99
New
$70.06 - $77.43 $6.94K - $7.67K
99 $6.96M
CSX
Csx Corp

Industrials
200
New
$31.58 - $36.88 $6.32K - $7.38K
200 $6.45M
FAN
First Tr Exchange Traded Fd Ii
415
New
N/A
415 $6.14M
HOG
Harley Davidson, Inc.

Consumer Cyclical
200
New
$29.69 - $38.02 $5.94K - $7.6K
200 $6.03M
NWN
Northwest Natural Holding CO

Utilities
150
New
$38.42 - $43.85 $5.76K - $6.58K
150 $5.93M
PSX
Phillips 66

Energy
50
New
$110.35 - $138.93 $5.52K - $6.95K
50 $5.7M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
31
New
$174.04 - $205.27 $5.4K - $6.36K
31 $5.59M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
39
New
$129.96 - $144.97 $5.07K - $5.65K
39 $5.44M
URA
Global X Uranium ETF

ETFs
200
New
$26.78 - $33.46 $5.36K - $6.69K
200 $5.36M
UNP
Union Pacific Corp

Industrials
21
New
$223.15 - $249.32 $4.69K - $5.24K
21 $4.79M
MBB
Ishares Tr

ETFs
50
New
$91.26 - $95.82 $4.56K - $4.79K
50 $4.58M
ETR
Entergy Corp

Utilities
60
New
$73.19 - $156.4 $4.39K - $9.38K
60 $4.55M
CVE
Cenovus Energy Inc.

Energy
292
New
$14.35 - $18.36 $4.19K - $5.36K
292 $4.42M
TTE
Total Energies Se

Energy
81
New
N/A
81 $4.42M
CPNG
Coupang, Inc.

Consumer Cyclical
200
New
$21.98 - $26.89 $4.4K - $5.38K
200 $4.4M
VIG
Vanguard Dividend Appreciation

ETFs
22
New
N/A
22 $4.31M
QUAL
Ishares Msci Usa Quality Facto

ETFs
24
New
$176.42 - $186.91 $4.23K - $4.49K
24 $4.27M
VCIT
Vanguard Intermediate Term Cor

ETFs
49
New
$80.13 - $83.77 $3.93K - $4.1K
49 $3.93M
VBK
Vanguard Small Cap Growth ETF

ETFs
14
New
$264.18 - $304.19 $3.7K - $4.26K
14 $3.92M
EXC
Exelon Corp

Utilities
100
New
$36.22 - $40.97 $3.62K - $4.1K
100 $3.76M
TSLA
Tesla, Inc.

Consumer Cyclical
9
New
$213.65 - $479.86 $1.92K - $4.32K
9 $3.64M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
5
New
$701.85 - $1046.91 $3.51K - $5.23K
5 $3.56M
SPIB
Spdr Portfolio Intermediate Te

ETFs
100
New
$32.65 - $33.68 $3.27K - $3.37K
100 $3.28M
PPL
Ppl Corp

Utilities
100
New
$31.47 - $35.0 $3.15K - $3.5K
100 $3.25M
USB
Us Bancorp \De\

Financial Services
63
New
$43.98 - $53.66 $2.77K - $3.38K
63 $3.01M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
31
New
$91.94 - $100.02 $2.85K - $3.1K
31 $2.87M
COP
Conocophillips

Energy
28
New
$95.12 - $114.72 $2.66K - $3.21K
28 $2.78M
VO
Vanguard Mid Cap ETF

ETFs
10
New
$261.5 - $284.63 $2.62K - $2.85K
10 $2.64M
IEMG
Ishares Inc

ETFs
49
New
N/A
49 $2.56M
OVV
Ovintiv Inc.

Energy
58
New
$37.74 - $46.71 $2.19K - $2.71K
58 $2.35M
SBUX
Starbucks Corp

Consumer Cyclical
24
New
$87.44 - $102.5 $2.1K - $2.46K
24 $2.19M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
18
New
$113.92 - $127.38 $2.05K - $2.29K
18 $2.07M
Tidal ETF Tr
100
New
N/A
100 $2M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
38
New
$44.04 - $49.49 $1.67K - $1.88K
38 $1.67M
Genelux Corporation
660
New
N/A
660 $1.56M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5
New
$278.19 - $315.36 $1.39K - $1.58K
5 $1.44M
VBR
Vanguard Small Cap Value ETF

ETFs
7
New
$197.36 - $217.3 $1.38K - $1.52K
7 $1.39M
TIP
Ishares Tr Tips Bd ETF

ETFs
13
New
$106.33 - $110.69 $1.38K - $1.44K
13 $1.39M
Gsk PLC
40
New
N/A
40 $1.35M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
72
New
$18.41 - $40.87 $1.33K - $2.94K
72 $1.33M
YOLO
Advisorshares Tr Pure Cannabis

ETFs
527
New
$2.34 - $3.51 $1.23K - $1.85K
527 $1.28M
KHC
Kraft Heinz CO

Consumer Defensive
41
New
$30.1 - $36.02 $1.23K - $1.48K
41 $1.26M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
3
New
$340.59 - $380.5 $1.02K - $1.14K
3 $1.1M
VYGR
Voyager Therapeutics, Inc.

Healthcare
175
New
$5.27 - $8.07 $922 - $1.41K
175 $993K
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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