Prudent Man Advisors, LLC Incresed Positions in Q2 2025

Prudent Man Advisors, LLC

  • $306 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
13K
+ 33.94%
$94.31 - $157.99 $1.23M - $2.06M
51.5K $8.13M
MSFT
Microsoft Corp

Technology
3.89K
+ 29.55%
$354.56 - $497.45 $1.38M - $1.94M
17.1K $8.49M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
28.3K
+ 70.79%
$55.54 - $69.09 $1.57M - $1.95M
68.2K $4.71M
AVGO
Broadcom Inc.

Technology
2.49K
+ 21.06%
$146.29 - $275.65 $364K - $686K
14.3K $3.95M
AMZN
Amazon Com Inc

Consumer Cyclical
5.44K
+ 32.92%
$167.32 - $223.3 $910K - $1.21M
22K $4.82M
GOOG
Alphabet Inc.

Communication Services
6.33K
+ 47.3%
$146.58 - $180.01 $928K - $1.14M
19.7K $3.5M
JPM
Jpmorgan Chase & CO

Financial Services
1.89K
+ 11.01%
$210.28 - $289.91 $397K - $547K
19K $5.51M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.27K
+ 1.78%
$108.06 - $135.3 $137K - $171K
72.5K $9.81M
AAPL
Apple Inc.

Technology
7.44K
+ 28.72%
$172.42 - $223.89 $1.28M - $1.66M
33.3K $6.84M
ORCL
Oracle Corp

Technology
2.14K
+ 33.24%
$122.82 - $218.63 $263K - $469K
8.6K $1.88M
AMAT
Applied Materials Inc

Technology
3.53K
+ 84.32%
$126.95 - $183.52 $449K - $649K
7.73K $1.41M
AXON
Axon Enterprise, Inc.

Industrials
410
+ 31.59%
$497.13 - $827.94 $204K - $339K
1.71K $1.41M
BKNG
Booking Holdings Inc.

Consumer Cyclical
72
+ 31.72%
$4164.15 - $5789.24 $300K - $417K
299 $1.73M
PWR
Quanta Services, Inc.

Industrials
908
+ 33.33%
$239.47 - $381.26 $217K - $346K
3.63K $1.37M
DIS
Walt Disney CO

Communication Services
3.38K
+ 36.36%
$81.72 - $124.01 $277K - $420K
12.7K $1.57M
PM
Philip Morris International Inc.

Consumer Defensive
1.39K
+ 8.43%
$149.23 - $184.95 $208K - $258K
17.9K $3.26M
EMR
Emerson Electric CO

Industrials
2.34K
+ 17.02%
$94.15 - $133.33 $220K - $312K
16.1K $2.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.64K
+ 40.94%
$483.48 - $539.8 $795K - $887K
5.66K $2.75M
META
Meta Platforms, Inc.

Communication Services
496
+ 33.72%
$484.66 - $738.09 $240K - $366K
1.97K $1.45M
MS
Morgan Stanley

Financial Services
1.49K
+ 9.83%
$99.83 - $140.86 $149K - $210K
16.6K $2.34M
MA
Mastercard Inc

Financial Services
857
+ 33.31%
$479.92 - $590.74 $411K - $506K
3.43K $1.93M
V
Visa Inc.

Financial Services
1.36K
+ 32.37%
$308.27 - $373.31 $419K - $508K
5.56K $1.97M
COST
Costco Wholesale Corp

Consumer Defensive
437
+ 32.04%
$908.13 - $1056.85 $397K - $462K
1.8K $1.78M
BSX
Boston Scientific Corp

Healthcare
3.73K
+ 34.11%
$89.7 - $107.41 $334K - $400K
14.7K $1.57M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.51K
+ 6.6%
$77.74 - $78.78 $428K - $434K
89K $7.01M
KRE
Spdr S&P Regional Banking ETF

ETFs
6.33K
+ 33.34%
$48.81 - $59.48 $309K - $377K
25.3K $1.5M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.79K
+ 36.72%
$45.98 - $56.15 $266K - $325K
21.6K $1.21M
HON
Honeywell International Inc

Industrials
1.14K
+ 16.21%
$182.86 - $232.88 $209K - $266K
8.18K $1.91M
LHX
L3 Harris Technologies, Inc.

Industrials
823
+ 17.16%
$200.21 - $256.99 $165K - $212K
5.62K $1.41M
HYG
Ishares Tr

ETFs
384
+ 0.19%
$75.75 - $80.65 $29.1K - $31K
203K $16.4M
GLW
Corning Inc

Technology
3.69K
+ 13.61%
$39.07 - $52.59 $144K - $194K
30.8K $1.62M
OKE
Oneok Inc

Energy
6.08K
+ 83.25%
$78.71 - $100.37 $479K - $610K
13.4K $1.09M
ABT
Abbott Laboratories

Healthcare
2.35K
+ 16.15%
$123.95 - $138.08 $291K - $324K
16.9K $2.3M
EA
Electronic Arts Inc.

Communication Services
1.45K
+ 17.6%
$132.53 - $159.7 $192K - $232K
9.69K $1.55M
LKQ
Lkq Corp

Consumer Cyclical
11.3K
+ 92.53%
$36.86 - $43.38 $416K - $490K
23.5K $869K
CRM
Salesforce, Inc.

Technology
1.19K
+ 32.62%
$236.26 - $291.15 $282K - $347K
4.85K $1.32M
AMP
Ameriprise Financial Inc

Financial Services
320
+ 10.76%
$422.19 - $533.73 $135K - $171K
3.29K $1.76M
AME
Ametek Inc

Industrials
1.52K
+ 33.8%
$151.41 - $182.75 $230K - $277K
6K $1.09M
QCOM
Qualcomm Inc

Technology
1.55K
+ 19.49%
$124.66 - $159.48 $194K - $248K
9.53K $1.52M
TSLA
Tesla, Inc.

Consumer Cyclical
552
+ 32.86%
$221.86 - $362.89 $122K - $200K
2.23K $709K
NEE
Nextera Energy Inc

Utilities
4.23K
+ 17.37%
$64.11 - $75.0 $271K - $318K
28.6K $1.99M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
102
+ 2.89%
$141.37 - $228.57 $14.4K - $23.3K
3.63K $822K
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.31K
+ 0.67%
$72.02 - $73.82 $167K - $171K
347K $25.6M
DAL
Delta Air Lines, Inc.

Industrials
3.27K
+ 31.16%
$35.88 - $52.99 $117K - $173K
13.8K $676K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
2.21K
+ 18.71%
$69.8 - $85.28 $154K - $189K
14K $1.16M
AJG
Arthur J. Gallagher & Co.

Financial Services
818
+ 34.23%
$310.86 - $348.77 $254K - $285K
3.21K $1.03M
GS
Goldman Sachs Group Inc

Financial Services
151
+ 31.86%
$462.22 - $707.75 $69.8K - $107K
625 $442K
EVRG
Evergy, Inc.

Utilities
2.59K
+ 28.63%
$64.06 - $69.64 $166K - $181K
11.6K $802K
COOP
Mr. Cooper Group Inc.

Financial Services
688
+ 28.77%
$107.26 - $155.96 $73.8K - $107K
3.08K $459K
Activity Summary
Buys All Purchases 134 New Holdings 20 Increased Positions 114 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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