Prudent Man Advisors, LLC Incresed Positions in Q3 2024

Prudent Man Advisors, LLC

  • $295 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
2.43K
+ 1.45%
$255.18 - $283.2 $621K - $689K
171K $48.3M
HYG
Ishares Tr

ETFs
1.75K
+ 0.63%
$76.72 - $80.36 $134K - $141K
280K $22.5M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.23K
+ 45.14%
$405.19 - $478.57 $497K - $587K
3.95K $1.82M
UNH
Unitedhealth Group Inc

Healthcare
658
+ 28.55%
$488.01 - $604.18 $321K - $398K
2.96K $1.73M
ABBV
Abb Vie Inc.

Healthcare
2.29K
+ 64.46%
$163.84 - $199.33 $375K - $456K
5.84K $1.15M
GLW
Corning Inc

Technology
8.44K
+ 42.43%
$37.76 - $46.2 $319K - $390K
28.3K $1.28M
CR
Crane Holdings, Co.

Industrials
2.32K
+ 27.85%
$140.34 - $160.42 $325K - $372K
10.6K $1.69M
DE
Deere & CO

Industrials
903
+ 69.46%
$344.84 - $418.0 $311K - $377K
2.2K $919K
NEE
Nextera Energy Inc

Utilities
515
+ 2.11%
$69.9 - $84.97 $36K - $43.8K
24.9K $2.11M
PLD
Prologis, Inc.

Real Estate
651
+ 3.25%
$111.95 - $132.43 $72.9K - $86.2K
20.7K $2.61M
MCD
Mcdonalds Corp

Consumer Cyclical
546
+ 17.99%
$245.82 - $304.51 $134K - $166K
3.58K $1.09M
NKE
Nike, Inc.

Consumer Cyclical
2.54K
+ 42.05%
$71.09 - $89.44 $181K - $228K
8.59K $759K
BMY
Bristol Myers Squibb CO

Healthcare
3.55K
+ 32.27%
$39.66 - $51.75 $141K - $184K
14.6K $753K
SPGI
S&P Global Inc.

Financial Services
327
+ 20.37%
$446.32 - $527.38 $146K - $172K
1.93K $998K
NVDA
Nvidia Corp

Technology
2.79K
+ 7.78%
$98.91 - $134.91 $276K - $377K
38.7K $4.7M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.77K
+ 15.56%
$90.87 - $102.43 $161K - $181K
13.2K $1.3M
EMN
Eastman Chemical CO

Basic Materials
1.41K
+ 22.98%
$93.82 - $113.74 $132K - $160K
7.54K $843K
SRE
Sempra Energy

Utilities
1.77K
+ 19.92%
$74.97 - $84.04 $133K - $149K
10.7K $892K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
555
+ 1.38%
$58.03 - $65.37 $32.2K - $36.3K
40.9K $2.65M
BWA
Borgwarner Inc

Consumer Cyclical
4.22K
+ 35.92%
$31.19 - $36.75 $132K - $155K
16K $579K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
1.11K
+ 2.01%
$44.9 - $47.55 $49.9K - $52.8K
56.5K $2.67M
ALB
Albemarle Corp

Basic Materials
1.62K
+ 48.1%
$72.85 - $100.09 $118K - $162K
4.99K $472K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
161
+ 0.25%
$76.38 - $78.87 $12.3K - $12.7K
63.5K $5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.72K
+ 12.75%
$49.83 - $62.75 $85.9K - $108K
15.2K $877K
AZN
Astrazeneca PLC

Healthcare
16
+ 0.52%
$76.67 - $87.62 $1.23K - $1.4K
3.11K $242K
Arcadium Lithium PLC
17.5K
+ 57.02%
N/A
48.2K $0
SHEL
Shell PLC

Energy
20
+ 0.59%
$65.65 - $73.28 $1.31K - $1.47K
3.4K $224K
AVGO
Broadcom Inc.

Technology
12.2K
+ 762.92%
$136.27 - $1745.86 $1.66M - $21.2M
13.8K $2.37M
Activity Summary
Buys All Purchases 53 New Holdings 24 Increased Positions 29 Sells All Sells 97 Reductions 97 Sold out 0 Options Calls 0 Puts 0
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