Prudent Man Advisors, LLC Purchases and Sells in Q3 2025

Prudent Man Advisors, LLC

$263 Million
Q3 2025

Top Buys

Incresed Positions

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
META	3.13K + 158.97%	$695.21 - $791.73 $2.17M - $2.48M	5.09K $3.74M
BND	9.18K + 2.64%	$72.57 - $74.72 $666K - $686K	356K $26.5M
ESGU	1.27K + 1.75%	$134.94 - $145.86 $171K - $185K	73.8K $10.7M
VTWO	2.8K + 25.32%	$86.92 - $99.32 $243K - $278K	13.9K $1.36M
AMZN	1.52K + 6.92%	$211.65 - $238.24 $322K - $362K	23.5K $5.16M
VNQ	924 + 2.36%	$88.47 - $93.24 $81.7K - $86.2K	40.1K $3.66M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICSH	46.2K New	$50.52 - $50.75 $2.33M - $2.34M	46.2K $2.34M
SPIB	21.8K New	$33.26 - $34.01 $727K - $743K	21.8K $740K
MRVL	4.78K New	$62.31 - $84.07 $298K - $402K	4.78K $402K
VZ	8.88K New	$40.84 - $45.06 $363K - $400K	8.88K $390K
GSIE	7.26K New	N/A	7.26K $228K
PRIM	1.51K New	$79.61 - $137.33 $121K - $208K	1.51K $207K

Top Sells

Reduced Positions

108 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HYG	-73.2K - 36.05%	$79.85 - $81.32 $5.84M - $5.95M	130K $10.5M
JPM	-5.31K - 27.94%	$282.78 - $316.06 $1.5M - $1.68M	13.7K $4.32M
PM	-5.03K - 28.1%	$157.77 - $183.27 $794K - $922K	12.9K $2.09M
PLD	-11.7K - 53.06%	$104.08 - $115.35 $1.22M - $1.35M	10.4K $1.19M
IVV	-2.01K - 29.81%	$620.67 - $670.08 $1.25M - $1.35M	4.74K $3.17M
MSFT	-2.43K - 14.26%	$491.09 - $535.64 $1.2M - $1.3M	14.6K $7.58M

Activity Summary All Purchases 20 New Holdings 8 Increased Positions 12 All Sells 108 Reductions 108 Sold out 0 Calls 0 Puts 0

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