Prudent Man Advisors, LLC Purchases in Q1 2025

Prudent Man Advisors, LLC

  • $268 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SRLN
Ssga Active Trust

ETFs
66.1K
+ 148.87%
$41.02 - $41.99 $2.71M - $2.78M
111K $4.54M
BND
Vanguard Bd Index Fd Inc Total

ETFs
26.6K
+ 8.36%
$71.17 - $73.66 $1.89M - $1.96M
345K $25.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
8.71K
+ 11.63%
$76.94 - $78.28 $670K - $681K
83.5K $6.54M
PM
Philip Morris International Inc.

Consumer Defensive
613
+ 3.85%
$117.15 - $158.79 $71.8K - $97.3K
16.5K $2.62M
EVRG
Evergy, Inc.

Utilities
9.05K
New
$59.9 - $69.52 $542K - $629K
9.05K $624K
VTWO
Vanguard Russell 2000 ETF

ETFs
7.42K
+ 257.73%
$80.08 - $92.93 $594K - $690K
10.3K $830K
IVV
Ishares Core S&P 500 ETF

ETFs
1.29K
+ 22.61%
$554.06 - $615.85 $712K - $791K
6.97K $3.92M
ORCL
Oracle Corp

Technology
4.38K
+ 211.04%
$139.81 - $186.47 $612K - $816K
6.45K $901K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
390
+ 10.76%
$442.66 - $534.52 $173K - $208K
4.02K $2.14M
TMUS
T Mobile Us, Inc.

Communication Services
286
+ 4.08%
$211.3 - $272.83 $60.4K - $78K
7.3K $1.95M
VNQ
Vanguard Specialized Funds Van

ETFs
3.47K
+ 9.97%
$85.55 - $94.34 $297K - $328K
38.3K $3.47M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
6.6K
+ 11.3%
$44.68 - $46.49 $295K - $307K
65K $3.01M
ABT
Abbott Laboratories

Healthcare
432
+ 3.06%
$111.1 - $140.22 $48K - $60.6K
14.5K $1.93M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
669
+ 98.24%
$507.05 - $563.67 $339K - $377K
1.35K $693K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.25K
+ 8.86%
$58.01 - $64.46 $189K - $210K
39.9K $2.48M
PLD
Prologis, Inc.

Real Estate
1.83K
+ 9.96%
$103.59 - $124.04 $190K - $227K
20.2K $2.26M
SAP
Sap Se

Technology
920
New
$241.4 - $293.69 $222K - $270K
920 $246K
SONY
Sony Group Corp

Technology
8.39K
New
$19.88 - $25.64 $167K - $215K
8.39K $212K
JPM
Jpmorgan Chase & CO

Financial Services
481
+ 2.89%
$225.19 - $279.95 $108K - $135K
17.1K $4.2M
SUI
Sun Communities Inc

Real Estate
1.61K
New
$120.53 - $136.43 $194K - $220K
1.61K $207K
DY
Dycom Industries Inc

Industrials
1.36K
New
$136.75 - $200.56 $185K - $272K
1.36K $206K
ATRC
Atri Cure, Inc.

Healthcare
6.25K
New
$30.4 - $42.4 $190K - $265K
6.25K $201K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
14.1K
New
$11.66 - $14.98 $165K - $212K
14.1K $192K
CVX
Chevron Corp

Energy
168
+ 2.37%
$146.71 - $167.97 $24.6K - $28.2K
7.26K $1.21M
ABBV
Abb Vie Inc.

Healthcare
124
+ 2.47%
$169.2 - $216.66 $21K - $26.9K
5.14K $1.08M
NEM
Newmont Corp

Basic Materials
276
+ 1.81%
$37.79 - $48.39 $10.4K - $13.4K
15.5K $749K
BSX
Boston Scientific Corp

Healthcare
531
+ 5.11%
$89.38 - $106.18 $47.5K - $56.4K
10.9K $1.1M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.7K
+ 77.87%
$30.73 - $32.26 $175K - $184K
13K $400K
AJG
Arthur J. Gallagher & Co.

Financial Services
72
+ 3.11%
$275.89 - $345.24 $19.9K - $24.9K
2.39K $825K
V
Visa Inc.

Financial Services
55
+ 1.33%
$306.92 - $362.71 $16.9K - $19.9K
4.2K $1.47M
META
Meta Platforms, Inc.

Communication Services
298
+ 25.4%
$576.36 - $736.67 $172K - $220K
1.47K $847K
RTX
Raytheon Technologies Corp

Industrials
193
+ 2.5%
$114.1 - $135.66 $22K - $26.2K
7.93K $1.05M
CI
Cigna Corp

Healthcare
55
+ 2.21%
$274.49 - $329.0 $15.1K - $18.1K
2.55K $838K
KO
Coca Cola CO

Consumer Defensive
299
+ 2.37%
$60.81 - $72.32 $18.2K - $21.6K
12.9K $926K
FNF
Fidelity National Financial, Inc.

Financial Services
330
+ 2.69%
$54.25 - $65.27 $17.9K - $21.5K
12.6K $820K
CWEN
Clearway Energy, Inc.

Utilities
516
+ 2.01%
$24.63 - $30.42 $12.7K - $15.7K
26.2K $793K
AEP
American Electric Power CO Inc

Utilities
146
+ 2.38%
$90.32 - $109.27 $13.2K - $16K
6.29K $687K
MFG
Mizuho Financial Group Inc

Financial Services
20.4K
New
$4.83 - $6.04 $98.5K - $123K
20.4K $112K
LLY
Eli Lilly & CO

Healthcare
91
+ 13.44%
$725.72 - $929.72 $66K - $84.6K
768 $634K
DE
Deere & CO

Industrials
47
+ 2.47%
$408.57 - $509.27 $19.2K - $23.9K
1.95K $913K
WMB
Williams Companies, Inc.

Energy
336
+ 2.31%
$54.02 - $61.09 $18.2K - $20.5K
14.9K $889K
COST
Costco Wholesale Corp

Consumer Defensive
64
+ 4.92%
$890.62 - $1076.86 $57K - $68.9K
1.36K $1.29M
LKQ
Lkq Corp

Consumer Cyclical
671
+ 5.82%
$36.24 - $44.05 $24.3K - $29.6K
12.2K $519K
MCD
Mcdonalds Corp

Consumer Cyclical
80
+ 2.57%
$279.74 - $321.29 $22.4K - $25.7K
3.19K $995K
ELV
Elevance Health, Inc.

Healthcare
28
+ 2.28%
$365.9 - $436.25 $10.2K - $12.2K
1.26K $546K
EHC
Encompass Health Corp

Healthcare
189
+ 2.49%
$91.05 - $102.2 $17.2K - $19.3K
7.78K $788K
SBUX
Starbucks Corp

Consumer Cyclical
373
+ 5.5%
$91.75 - $115.81 $34.2K - $43.2K
7.15K $701K
MDT
Medtronic PLC

Healthcare
182
+ 2.86%
$79.84 - $94.5 $14.5K - $17.2K
6.54K $587K
MA
Mastercard Inc

Financial Services
39
+ 1.54%
$504.67 - $576.31 $19.7K - $22.5K
2.57K $1.41M
Activity Summary
Buys All Purchases 123 New Holdings 13 Increased Positions 110 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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