Prudent Man Advisors, LLC Purchases in Q4 2024

Prudent Man Advisors, LLC

  • $271 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.4K
+ 17.88%
$77.02 - $78.58 $874K - $892K
74.8K $5.78M
EQIX
Equinix Inc

Real Estate
667
+ 43.82%
$865.69 - $985.0 $577K - $657K
2.19K $2.06M
TSLA
Tesla, Inc.

Consumer Cyclical
678
+ 38.7%
$213.65 - $479.86 $145K - $325K
2.43K $981K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
681
New
$521.84 - $558.82 $355K - $381K
681 $366K
ORCL
Oracle Corp

Technology
2.07K
New
$165.41 - $192.43 $343K - $399K
2.07K $345K
SRLN
Ssga Active Trust

ETFs
6.2K
+ 16.23%
$41.48 - $42.08 $257K - $261K
44.4K $1.85M
LLY
Eli Lilly & CO

Healthcare
365
+ 116.99%
$727.2 - $932.06 $265K - $340K
677 $522K
GTLS
Chart Industries Inc

Industrials
1.21K
New
$119.65 - $202.35 $144K - $244K
1.21K $230K
GS
Goldman Sachs Group Inc

Financial Services
401
New
$486.1 - $608.57 $195K - $244K
401 $229K
GSHD
Goosehead Insurance, Inc.

Financial Services
2K
New
$87.63 - $129.69 $175K - $259K
2K $214K
FNB
Fnb Corp

Financial Services
3.98K
+ 8.5%
$13.56 - $17.29 $54K - $68.9K
50.9K $751K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
2.15K
+ 24.77%
$68.25 - $75.42 $147K - $162K
10.8K $740K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.88K
+ 20.31%
N/A
11.1K $211K
WELL
Welltower Inc.

Real Estate
271
+ 6.02%
$123.11 - $139.3 $33.4K - $37.8K
4.77K $601K
O
Realty Income Corp

Real Estate
1.6K
+ 25.71%
$51.76 - $64.71 $82.7K - $103K
7.81K $417K
TIP
Ishares Tr Tips Bd ETF

ETFs
221
+ 5.93%
$106.33 - $110.69 $23.5K - $24.5K
3.95K $420K
VTWO
Vanguard Russell 2000 ETF

ETFs
70
+ 2.49%
$87.42 - $98.06 $6.12K - $6.86K
2.88K $257K
CAT
Caterpillar Inc

Industrials
0
New
$360.37 - $416.88 $0 - $0
0 $0
TXN
Texas Instruments Inc

Technology
0
New
N/A
0 $0
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.9K
+ 3.37%
$45.17 - $47.23 $86K - $89.9K
58.4K $2.65M
VTR
Ventas, Inc.

Real Estate
103
+ 2.12%
$57.73 - $66.48 $5.95K - $6.85K
4.95K $291K
SPGI
S&P Global Inc.

Financial Services
13
+ 0.67%
$480.36 - $529.17 $6.24K - $6.88K
1.95K $968K
Activity Summary
Buys All Purchases 23 New Holdings 8 Increased Positions 15 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Prudent Man Advisors, LLC Portfolio

Follow Prudent Man Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Prudent Man Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prudent Man Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email