Prudent Man Advisors, LLC Purchases and Sells in Q4 2024

Prudent Man Advisors, LLC

$271 Million
Q4 2024

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BSV	11.4K + 17.88%	$77.02 - $78.58 $874K - $892K	74.8K $5.78M
EQIX	667 + 43.82%	$865.69 - $985.0 $577K - $657K	2.19K $2.06M
TSLA	678 + 38.7%	$213.65 - $479.86 $145K - $325K	2.43K $981K
SRLN	6.2K + 16.23%	$41.48 - $42.08 $257K - $261K	44.4K $1.85M
LLY	365 + 116.99%	$727.2 - $932.06 $265K - $340K	677 $522K
FNB	3.98K + 8.5%	$13.56 - $17.29 $54K - $68.9K	50.9K $751K

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	681 New	$521.84 - $558.82 $355K - $381K	681 $366K
ORCL	2.07K New	$165.41 - $192.43 $343K - $399K	2.07K $345K
GTLS	1.21K New	$119.65 - $202.35 $144K - $244K	1.21K $230K
GS	401 New	$486.1 - $608.57 $195K - $244K	401 $229K
GSHD	2K New	$87.63 - $129.69 $175K - $259K	2K $214K
NTST	10.1K New	$13.84 - $16.74 $140K - $169K	10.1K $143K

Top Sells

Reduced Positions

134 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HYG	-32.5K - 11.61%	$78.09 - $80.04 $2.54M - $2.6M	247K $19.5M
VEA	-15.6K - 9.23%	$47.57 - $52.44 $742K - $818K	153K $7.34M
BND	-7.52K - 2.31%	$71.75 - $75.11 $540K - $565K	318K $22.9M
ESGU	-8.72K - 8.68%	$124.61 - $133.96 $1.09M - $1.17M	91.7K $11.8M
VNQ	-5.7K - 14.06%	$87.85 - $98.6 $501K - $562K	34.9K $3.1M
IWM	-3.63K - 16.94%	$216.13 - $242.4 $785K - $881K	17.8K $3.94M

Activity Summary All Purchases 23 New Holdings 8 Increased Positions 15 All Sells 134 Reductions 134 Sold out 0 Calls 0 Puts 0

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