Prudent Investors Network, Inc. Portfolio Holdings

Prudent Investors Network, Inc.

  • $350 Million
  • Q1 2025

Prudent Investors Network, Inc. has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $350 Million distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Fidelity Merrimack Str Tr Tota with a value of $41.5M, Global X Fds Emerging Mkts Bd with a value of $36.8M, Ishares Barclays with a value of $30.4M, Ishares Tr Core Intl Aggregate with a value of $30.1M, and Financial Sector Spdr with a value of $23.6M.

Examining the 13F form we can see an increase of $8.99M in the current position value, from $341M to 350M.

Prudent Investors Network, Inc. is based out at Lake Forest, CA

Below you can find more details about Prudent Investors Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $350 Million
ETFs: $320 Million
Technology: $12.3 Million
Consumer Cyclical: $8.82 Million
Financial Services: $2.41 Million
Healthcare: $2.41 Million
Consumer Defensive: $1.92 Million
Energy: $796,000
Industrials: $763,000
Other: $795,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.5 Million 11.83% of portfolio
908,202
Q1 2025 New
$0
$36.8 Million 10.49% of portfolio
1,608,612
Q1 2025 Added 39.67%
$0
$30.4 Million 8.69% of portfolio
319,195
Q1 2025 Added 14.16%
$0
$30.1 Million 8.59% of portfolio
602,061
Q1 2025 Added 53.2%
$0
$23.6 Million 6.73% of portfolio
473,379
Q1 2025 Reduced 11.45%
$0
$19.9 Million 5.68% of portfolio
77,000
Q1 2025 Reduced 3.06%
$0
$19.8 Million 5.66% of portfolio
42,290
Q1 2025 Reduced 29.81%
$0
$17 Million 4.84% of portfolio
246,285
Q1 2025 Added 34.1%
$0
$15.1 Million 4.32% of portfolio
161,920
Q1 2025 Added 0.06%
$0
$14.6 Million 4.18% of portfolio
72,416
Q1 2025 Reduced 11.54%
$0
$14.5 Million 4.14% of portfolio
264,803
Q1 2025 New
$0
$11 Million 3.14% of portfolio
75,391
Q1 2025 Reduced 26.67%
$0
$10.6 Million 3.01% of portfolio
104,880
Q1 2025 Reduced 43.46%
$2.24T
$8.82 Million 2.52% of portfolio
46,376
Q1 2025 Reduced 14.65%
$0
$8.63 Million 2.46% of portfolio
113,452
Q1 2025 Reduced 2.78%
$0
$8.33 Million 2.38% of portfolio
228,902
Q1 2025 Reduced 12.09%
$0
$7.59 Million 2.17% of portfolio
96,320
Q1 2025 Reduced 38.81%
$0
$4.5 Million 1.29% of portfolio
48,700
Q1 2025 Reduced 88.55%
$3.3T
$2.55 Million 0.73% of portfolio
11,500
Q1 2025 Reduced 7.15%
$438B
$1.7 Million 0.48% of portfolio
1,795
Q4 2024 Added 105.85%
$0
$1.01 Million 0.29% of portfolio
11,107
Q1 2025 Reduced 28.88%
$632B
$861,000 0.25% of portfolio
1,617
Q1 2025 Added 51.97%
$449B
$796,000 0.23% of portfolio
6,699
Q1 2025 Added 27.77%
$121B
$763,000 0.22% of portfolio
1,709
Q1 2025 Reduced 7.57%
$328B
$729,000 0.21% of portfolio
3,480
Q1 2025 Reduced 41.32%
$741B
$730,000 0.21% of portfolio
885
Q1 2025 New
$0
$641,000 0.18% of portfolio
25,604
Q1 2025 Added 7.2%
$61.2B
$614,000 0.18% of portfolio
3,600
Q4 2024 Added 100.0%
$0
$514,000 0.15% of portfolio
5,577
Q2 2023 New
$0
$526,000 0.15% of portfolio
3,751
Q1 2025 Reduced 4.94%
$581B
$502,000 0.14% of portfolio
1,433
Q4 2024 Added 11.09%
$238B
$458,000 0.13% of portfolio
3,458
Q1 2025 Reduced 41.57%
$0
$412,000 0.12% of portfolio
15,518
Q4 2024 New
$0
$379,000 0.11% of portfolio
21,002
Q1 2025 Reduced 22.22%
$850B
$385,000 0.11% of portfolio
1,572
Q4 2024 Reduced 2.42%
$394B
$385,000 0.11% of portfolio
3,555
Q1 2025 Reduced 9.68%
$0
$378,000 0.11% of portfolio
16,167
Q4 2024 New
$0
$349,000 0.1% of portfolio
15,206
Q1 2025 Reduced 22.03%
$0
$334,000 0.1% of portfolio
1,262
Q1 2025 Added 14.62%
$0
$303,000 0.09% of portfolio
1,628
Q1 2025 Added 51.44%
$1.17T
$328,000 0.09% of portfolio
1,980
Q1 2025 Reduced 1.74%
$0
$307,000 0.09% of portfolio
2,896
Q3 2024 New
$318B
$271,000 0.08% of portfolio
410
Q4 2024 New
$0
$276,000 0.08% of portfolio
2,452
Q4 2024 Reduced 23.06%
$35.6B
$265,000 0.08% of portfolio
2,404
Q1 2025 Added 1.95%
$292B
$241,000 0.07% of portfolio
461
Q4 2024 Reduced 59.63%
$242B
$248,000 0.07% of portfolio
455
Q1 2025 New
$192B
$247,000 0.07% of portfolio
499
Q1 2025 Reduced 10.25%
$1.08T
$232,000 0.07% of portfolio
1,488
Q4 2024 Reduced 40.19%

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $350 Million
  • Prior Value $341 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 9 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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