Prudent Man Advisors, LLC Reduced Holdings in Q3 2025

Prudent Man Advisors, LLC

  • $263 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
-73.2K
- 36.05%
$79.85 - $81.32 $5.84M - $5.95M
130K $10.5M
JPM
Jpmorgan Chase & CO

Financial Services
-5.31K
- 27.94%
$282.78 - $316.06 $1.5M - $1.68M
13.7K $4.32M
PM
Philip Morris International Inc.

Consumer Defensive
-5.03K
- 28.1%
$157.77 - $183.27 $794K - $922K
12.9K $2.09M
PLD
Prologis, Inc.

Real Estate
-11.7K
- 53.06%
$104.08 - $115.35 $1.22M - $1.35M
10.4K $1.19M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.01K
- 29.81%
$620.67 - $670.08 $1.25M - $1.35M
4.74K $3.17M
MSFT
Microsoft Corp

Technology
-2.43K
- 14.26%
$491.09 - $535.64 $1.2M - $1.3M
14.6K $7.58M
CR
Crane Holdings, Co.

Industrials
-3.81K
- 42.78%
$178.73 - $198.45 $681K - $756K
5.1K $938K
DLR
Digital Realty Trust, Inc.

Real Estate
-3.81K
- 50.87%
$161.21 - $180.02 $614K - $686K
3.68K $636K
HON
Honeywell International Inc

Industrials
-2.13K
- 26.0%
$207.7 - $240.4 $442K - $511K
6.06K $1.27M
CWEN
Clearway Energy, Inc.

Utilities
-18.3K
- 67.1%
$27.89 - $32.98 $510K - $603K
8.96K $253K
WFC
Wells Fargo & Company

Financial Services
-8.03K
- 49.05%
$77.05 - $85.16 $619K - $684K
8.34K $699K
AMT
American Tower Corp

Real Estate
-2.56K
- 64.49%
$192.32 - $232.35 $492K - $594K
1.41K $270K
EQIX
Equinix Inc

Real Estate
-731
- 29.56%
$756.7 - $811.13 $553K - $593K
1.74K $1.36M
ABT
Abbott Laboratories

Healthcare
-4.08K
- 24.14%
$120.51 - $136.62 $491K - $557K
12.8K $1.72M
PG
Procter & Gamble CO

Consumer Defensive
-3.4K
- 45.32%
$150.47 - $161.22 $512K - $549K
4.11K $631K
AMP
Ameriprise Financial Inc

Financial Services
-866
- 26.3%
$486.13 - $544.55 $421K - $472K
2.43K $1.19M
SPGI
S&P Global Inc.

Financial Services
-984
- 50.05%
$484.94 - $564.15 $477K - $555K
982 $477K
KRE
Spdr S&P Regional Banking ETF

ETFs
-10.1K
- 40.0%
$58.82 - $66.17 $596K - $670K
15.2K $962K
CSCO
Cisco Systems, Inc.

Technology
-7.54K
- 43.36%
$66.2 - $71.79 $499K - $541K
9.85K $673K
BAC
Bank Of America Corp

Financial Services
-12.6K
- 44.25%
$44.92 - $52.42 $568K - $662K
15.9K $821K
RTX
Raytheon Technologies Corp

Industrials
-4.15K
- 53.24%
$144.19 - $167.33 $599K - $695K
3.65K $610K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-4.74K
- 23.63%
$132.9 - $142.03 $630K - $673K
15.3K $2.16M
DE
Deere & CO

Industrials
-831
- 47.73%
$457.26 - $524.37 $380K - $436K
910 $416K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-2.3K
- 10.65%
$38.58 - $58.24 $88.6K - $134K
19.3K $755K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.6K
- 51.02%
$291.67 - $316.99 $467K - $508K
1.54K $467K
TMUS
T Mobile Us, Inc.

Communication Services
-1.89K
- 21.59%
$226.02 - $259.01 $427K - $490K
6.87K $1.64M
KO
Coca Cola CO

Consumer Defensive
-5.59K
- 43.18%
$65.67 - $71.67 $367K - $401K
7.35K $487K
MS
Morgan Stanley

Financial Services
-4.56K
- 27.42%
$139.09 - $161.16 $635K - $736K
12.1K $1.92M
CI
Cigna Corp

Healthcare
-1.07K
- 42.87%
$262.23 - $334.39 $281K - $359K
1.43K $412K
WELL
Welltower Inc.

Real Estate
-2.96K
- 61.28%
$150.71 - $178.14 $446K - $527K
1.87K $333K
CVX
Chevron Corp

Energy
-3.15K
- 44.14%
$145.57 - $161.83 $459K - $510K
3.99K $619K
EHC
Encompass Health Corp

Healthcare
-3.36K
- 54.42%
$107.13 - $127.02 $360K - $427K
2.81K $357K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-967
- 17.08%
$459.11 - $506.91 $444K - $490K
4.69K $2.36M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-6.25K
- 44.52%
$83.08 - $100.2 $519K - $626K
7.78K $779K
FNB
Fnb Corp

Financial Services
-28.2K
- 55.36%
$14.75 - $16.79 $416K - $473K
22.7K $366K
NI
Nisource Inc.

Utilities
-9.51K
- 55.05%
$39.0 - $43.33 $371K - $412K
7.76K $336K
CARR
Carrier Global Corp

Industrials
-3.95K
- 42.54%
$58.75 - $80.73 $232K - $318K
5.33K $318K
NEE
Nextera Energy Inc

Utilities
-6.94K
- 24.25%
$69.77 - $77.54 $484K - $538K
21.7K $1.64M
AXON
Axon Enterprise, Inc.

Industrials
-184
- 10.77%
$698.02 - $870.97 $128K - $160K
1.52K $1.09M
DOV
Dover Corp

Industrials
-1.53K
- 42.91%
$165.59 - $190.9 $254K - $292K
2.04K $339K
CRM
Salesforce, Inc.

Technology
-550
- 11.35%
$231.66 - $273.65 $127K - $151K
4.3K $1.02M
NEM
Newmont Corp

Basic Materials
-7.87K
- 56.25%
$57.35 - $85.25 $451K - $671K
6.12K $515K
COST
Costco Wholesale Corp

Consumer Defensive
-197
- 10.94%
$915.95 - $994.57 $180K - $196K
1.6K $1.48M
BSX
Boston Scientific Corp

Healthcare
-1.55K
- 10.57%
$97.03 - $108.14 $150K - $168K
13.1K $1.28M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-32
- 10.7%
$5364.25 - $5815.92 $172K - $186K
267 $1.44M
FNF
Fidelity National Financial, Inc.

Financial Services
-5.47K
- 51.18%
$51.22 - $61.07 $280K - $334K
5.22K $315K
V
Visa Inc.

Financial Services
-575
- 10.34%
$332.09 - $358.86 $191K - $206K
4.99K $1.7M
QCOM
Qualcomm Inc

Technology
-2.02K
- 21.17%
$145.84 - $173.55 $294K - $350K
7.51K $1.25M
ELV
Elevance Health, Inc.

Healthcare
-539
- 42.85%
$274.66 - $395.76 $148K - $213K
719 $232K
Activity Summary
Buys All Purchases 20 New Holdings 8 Increased Positions 12 Sells All Sells 108 Reductions 108 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