Prudent Man Advisors, LLC Purchases and Sells in Q1 2025

Prudent Man Advisors, LLC

$268 Million
Q1 2025

Top Buys

Incresed Positions

110 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SRLN	66.1K + 148.87%	$41.02 - $41.99 $2.71M - $2.78M	111K $4.54M
BND	26.6K + 8.36%	$71.17 - $73.66 $1.89M - $1.96M	345K $25.3M
BSV	8.71K + 11.63%	$76.94 - $78.28 $670K - $681K	83.5K $6.54M
PM	613 + 3.85%	$117.15 - $158.79 $71.8K - $97.3K	16.5K $2.62M
VTWO	7.42K + 257.73%	$80.08 - $92.93 $594K - $690K	10.3K $830K
IVV	1.29K + 22.61%	$554.06 - $615.85 $712K - $791K	6.97K $3.92M

New Holdings

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EVRG	9.05K New	$59.9 - $69.52 $542K - $629K	9.05K $624K
SCHP	13.8K New	$25.69 - $26.89 $356K - $372K	13.8K $372K
SAP	920 New	$241.4 - $293.69 $222K - $270K	920 $246K
SONY	8.39K New	$19.88 - $25.64 $167K - $215K	8.39K $212K
SUI	1.61K New	$120.53 - $136.43 $194K - $220K	1.61K $207K
DY	1.36K New	$136.75 - $200.56 $185K - $272K	1.36K $206K

Top Sells

Reduced Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HYG	-44.8K - 18.12%	$78.51 - $80.11 $3.52M - $3.59M	203K $16M
ESGU	-20.5K - 22.3%	$120.24 - $134.3 $2.46M - $2.75M	71.3K $8.69M
BIV	-24.5K - 89.18%	$73.78 - $76.59 $1.81M - $1.88M	2.98K $228K
AVGO	-960 - 7.51%	$167.43 - $244.7 $161K - $235K	11.8K $1.98M
IWM	-1.53K - 8.58%	$198.1 - $229.79 $303K - $352K	16.3K $3.25M
TSLA	-750 - 30.86%	$222.15 - $428.22 $167K - $321K	1.68K $435K

Activity Summary All Purchases 123 New Holdings 13 Increased Positions 110 All Sells 16 Reductions 16 Sold out 0 Calls 0 Puts 0

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