Prudent Man Advisors, LLC Incresed Positions 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
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
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
JPM
Jpmorgan Chase & CO

Financial Services
481
+ 2.89%
$225.19 - $279.95 $108K - $135K
17.1K $4.2M
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
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
NI
Nisource Inc.

Utilities
464
+ 2.77%
$35.57 - $41.23 $16.5K - $19.1K
17.2K $691K
SSNC
Ss&C Technologies Holdings Inc

Technology
163
+ 2.18%
$74.75 - $89.13 $12.2K - $14.5K
7.65K $639K
NOC
Northrop Grumman Corp

Industrials
58
+ 5.92%
$433.45 - $513.82 $25.1K - $29.8K
1.04K $531K
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
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
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