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
NI
Nisource Inc.

Utilities
464
+ 2.77%
$35.57 - $41.23 $16.5K - $19.1K
17.2K $691K
NOC
Northrop Grumman Corp

Industrials
58
+ 5.92%
$433.45 - $513.82 $25.1K - $29.8K
1.04K $531K
SSNC
Ss&C Technologies Holdings Inc

Technology
163
+ 2.18%
$74.75 - $89.13 $12.2K - $14.5K
7.65K $639K
BMY
Bristol Myers Squibb CO

Healthcare
273
+ 2.22%
$53.9 - $63.11 $14.7K - $17.2K
12.6K $767K
UNH
Unitedhealth Group Inc

Healthcare
43
+ 1.6%
$461.52 - $548.18 $19.8K - $23.6K
2.73K $1.43M
EOG
Eog Resources Inc

Energy
327
+ 6.35%
$120.54 - $138.05 $39.4K - $45.1K
5.47K $701K
CSCO
Cisco Systems, Inc.

Technology
425
+ 2.51%
$58.74 - $64.87 $25K - $27.6K
17.4K $1.07M
WFC
Wells Fargo & Company

Financial Services
442
+ 2.42%
$66.78 - $81.42 $29.5K - $36K
18.7K $1.34M
BDX
Becton Dickinson & CO

Healthcare
205
+ 3.9%
$222.79 - $249.08 $45.7K - $51.1K
5.47K $1.25M
NEE
Nextera Energy Inc

Utilities
1.03K
+ 4.42%
$66.96 - $76.16 $69K - $78.5K
24.4K $1.73M
VLO
Valero Energy Corp

Energy
82
+ 1.92%
$121.76 - $142.99 $9.98K - $11.7K
4.36K $575K
QCOM
Qualcomm Inc

Technology
311
+ 4.06%
$151.94 - $175.86 $47.3K - $54.7K
7.98K $1.23M
TIP
Ishares Tr Tips Bd ETF

ETFs
251
+ 6.36%
$106.22 - $111.09 $26.7K - $27.9K
4.2K $466K
SPGI
S&P Global Inc.

Financial Services
49
+ 2.52%
$478.26 - $543.77 $23.4K - $26.6K
1.99K $1.01M
CR
Crane Holdings, Co.

Industrials
186
+ 2.06%
$150.33 - $175.81 $28K - $32.7K
9.22K $1.41M
MPC
Marathon Petroleum Corp

Energy
91
+ 2.3%
$134.72 - $159.03 $12.3K - $14.5K
4.06K $590K
GD
General Dynamics Corp

Industrials
46
+ 1.91%
$241.94 - $272.58 $11.1K - $12.5K
2.45K $668K
OVV
Ovintiv Inc.

Energy
179
+ 1.67%
$37.84 - $45.91 $6.77K - $8.22K
10.9K $467K
GS
Goldman Sachs Group Inc

Financial Services
73
+ 18.2%
$524.81 - $672.19 $38.3K - $49.1K
474 $258K
LHX
L3 Harris Technologies, Inc.

Industrials
157
+ 3.38%
$194.65 - $222.86 $30.6K - $35K
4.8K $1M
EA
Electronic Arts Inc.

Communication Services
283
+ 3.56%
$116.53 - $146.29 $33K - $41.4K
8.24K $1.19M
OKE
Oneok Inc

Energy
287
+ 4.09%
$89.57 - $109.85 $25.7K - $31.5K
7.31K $724K
SYY
Sysco Corp

Consumer Defensive
361
+ 5.87%
$70.0 - $77.13 $25.3K - $27.8K
6.51K $488K
REXR
Rexford Industrial Realty, Inc.

Real Estate
234
+ 1.47%
$37.17 - $41.44 $8.7K - $9.7K
16.2K $632K
DD
Du Pont De Nemours, Inc.

Basic Materials
464
+ 2.96%
$72.7 - $84.32 $33.7K - $39.1K
16.1K $1.21M
WMT
Walmart Inc.

Consumer Defensive
501
+ 3.48%
$84.5 - $105.05 $42.3K - $52.6K
14.9K $1.31M
AME
Ametek Inc

Industrials
242
+ 5.7%
$170.39 - $190.43 $41.2K - $46.1K
4.49K $772K
GLW
Corning Inc

Technology
1.1K
+ 4.21%
$44.91 - $54.25 $49.2K - $59.5K
27.1K $1.24M
CMCSA
Comcast Corp

Communication Services
425
+ 2.26%
$33.19 - $38.23 $14.1K - $16.2K
19.2K $709K
Jacobs Solutions Inc
278
+ 3.66%
N/A
7.87K $0
Lam Research Corp
14.8K
New
N/A
14.8K $0
Blackrock Inc
2.13K
New
N/A
2.13K $0
Labcorp Holdings Inc
193
+ 3.43%
N/A
5.83K $0
TXN
Texas Instruments Inc

Technology
0
New
N/A
0 $0
CAT
Caterpillar Inc

Industrials
0
New
$326.75 - $407.63 $0 - $0
0 $0
ADEA
Adeia Inc.

Technology
377
+ 2.76%
$12.48 - $17.23 $4.7K - $6.5K
14K $185K
EMN
Eastman Chemical CO

Basic Materials
144
+ 2.21%
$87.05 - $103.47 $12.5K - $14.9K
6.65K $586K
TMO
Thermo Fisher Scientific Inc.

Healthcare
32
+ 2.24%
$497.6 - $606.74 $15.9K - $19.4K
1.46K $726K
HD
Home Depot, Inc.

Consumer Cyclical
35
+ 2.26%
$347.25 - $424.87 $12.2K - $14.9K
1.58K $580K
DOV
Dover Corp

Industrials
96
+ 2.76%
$174.65 - $206.43 $16.8K - $19.8K
3.57K $627K
GTLS
Chart Industries Inc

Industrials
188
+ 15.59%
$141.99 - $218.35 $26.7K - $41K
1.39K $201K
BAC
Bank Of America Corp

Financial Services
789
+ 2.8%
$39.61 - $47.74 $31.3K - $37.7K
28.9K $1.21M
CARR
Carrier Global Corp

Industrials
204
+ 2.2%
$62.07 - $70.55 $12.7K - $14.4K
9.48K $600K
HON
Honeywell International Inc

Industrials
290
+ 4.3%
$202.75 - $226.52 $58.8K - $65.7K
7.04K $1.49M
BWA
Borgwarner Inc

Consumer Cyclical
214
+ 1.59%
$27.78 - $32.9 $5.94K - $7.04K
13.7K $391K
ALB
Albemarle Corp

Basic Materials
322
+ 6.68%
$69.95 - $97.49 $22.5K - $31.4K
5.14K $370K
ITT
Itt Inc.

Industrials
98
+ 2.34%
$128.71 - $153.88 $12.6K - $15.1K
4.28K $552K
FNB
Fnb Corp

Financial Services
1.21K
+ 2.37%
$13.08 - $15.95 $15.8K - $19.3K
52.1K $700K
DIS
Walt Disney CO

Communication Services
574
+ 6.57%
$96.87 - $114.0 $55.6K - $65.4K
9.31K $918K
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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