Prudent Man Advisors, LLC Reduced Holdings in Q4 2024

Prudent Man Advisors, LLC

  • $271 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GD
General Dynamics Corp

Industrials
-181
- 6.99%
$260.28 - $314.03 $47.1K - $56.8K
2.41K $634K
AEP
American Electric Power CO Inc

Utilities
-820
- 11.77%
$90.91 - $102.21 $74.5K - $83.8K
6.15K $566K
EHC
Encompass Health Corp

Healthcare
-1.02K
- 11.88%
$92.35 - $103.77 $94.6K - $106K
7.59K $701K
VLO
Valero Energy Corp

Energy
-558
- 11.54%
$118.59 - $144.02 $66.2K - $80.4K
4.28K $524K
AMP
Ameriprise Financial Inc

Financial Services
-661
- 18.39%
$473.15 - $574.01 $313K - $379K
2.93K $1.56M
HD
Home Depot, Inc.

Consumer Cyclical
-246
- 13.71%
$385.02 - $431.37 $94.7K - $106K
1.55K $602K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-1.06K
- 31.61%
$96.64 - $101.23 $103K - $108K
2.3K $222K
DE
Deere & CO

Industrials
-303
- 13.75%
$389.45 - $466.0 $118K - $141K
1.9K $805K
MS
Morgan Stanley

Financial Services
-4.17K
- 21.71%
$104.42 - $134.99 $435K - $562K
15K $1.89M
ITT
Itt Inc.

Industrials
-552
- 11.66%
$140.12 - $159.62 $77.3K - $88.1K
4.18K $597K
CCI
Crown Castle International Corp

Real Estate
-279
- 10.91%
$89.78 - $119.11 $25K - $33.2K
2.28K $206K
COP
Conocophillips

Energy
-444
- 6.46%
$95.12 - $114.72 $42.2K - $50.9K
6.43K $638K
NOC
Northrop Grumman Corp

Industrials
-40
- 3.92%
$466.52 - $543.88 $18.7K - $21.8K
980 $459K
EA
Electronic Arts Inc.

Communication Services
-672
- 7.79%
$140.69 - $167.97 $94.5K - $113K
7.96K $1.16M
WY
Weyerhaeuser CO

Real Estate
-816
- 9.36%
$27.21 - $33.7 $22.2K - $27.5K
7.91K $222K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
-1.19K
- 9.6%
$30.82 - $34.31 $36.6K - $40.8K
11.2K $350K
DAL
Delta Air Lines, Inc.

Industrials
-3.3K
- 24.5%
$47.46 - $65.77 $157K - $217K
10.2K $616K
VICI
Vici Properties Inc.

Real Estate
-882
- 8.85%
$28.27 - $33.19 $24.9K - $29.3K
9.09K $265K
SBUX
Starbucks Corp

Consumer Cyclical
-234
- 3.34%
$87.44 - $102.5 $20.5K - $24K
6.78K $617K
OVV
Ovintiv Inc.

Energy
-2.31K
- 17.7%
$37.74 - $46.71 $87.1K - $108K
10.7K $434K
CBRE
Cbre Group, Inc.

Real Estate
-697
- 16.37%
$119.22 - $140.71 $83.1K - $98.1K
3.56K $467K
SSNC
Ss&C Technologies Holdings Inc

Technology
-945
- 11.21%
$69.93 - $77.36 $66.1K - $73.1K
7.49K $567K
ALB
Albemarle Corp

Basic Materials
-167
- 3.35%
$86.08 - $111.3 $14.4K - $18.6K
4.82K $414K
BMY
Bristol Myers Squibb CO

Healthcare
-2.24K
- 15.42%
$51.92 - $59.94 $117K - $135K
12.3K $696K
LKQ
Lkq Corp

Consumer Cyclical
-430
- 3.59%
$36.0 - $39.99 $15.5K - $17.2K
11.5K $423K
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.1K
- 9.96%
$54.6 - $68.9 $115K - $145K
19K $1.15M
RWT
Redwood Trust Inc

Real Estate
-2.72K
- 10.82%
$6.44 - $7.7 $17.5K - $20.9K
22.4K $146K
NI
Nisource Inc.

Utilities
-2.31K
- 12.11%
$33.74 - $38.25 $78K - $88.4K
16.8K $616K
ENSG
Ensign Group, Inc

Healthcare
-177
- 9.4%
$132.78 - $156.91 $23.5K - $27.8K
1.71K $226K
SRE
Sempra Energy

Utilities
-990
- 9.27%
$80.81 - $94.77 $80K - $93.8K
9.69K $849K
GLW
Corning Inc

Technology
-2.28K
- 8.06%
$44.11 - $49.76 $101K - $114K
26.1K $1.24M
IVV
Ishares Core S&P 500 ETF

ETFs
-189
- 3.22%
$570.51 - $610.59 $108K - $115K
5.68K $3.35M
AVB
Avalonbay Communities Inc

Real Estate
-151
- 9.46%
$216.28 - $237.81 $32.7K - $35.9K
1.45K $318K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-497
- 10.21%
$46.46 - $51.66 $23.1K - $25.7K
4.37K $210K
MAA
Mid America Apartment Communities Inc.

Real Estate
-164
- 10.55%
$149.17 - $165.2 $24.5K - $27.1K
1.39K $215K
SYY
Sysco Corp

Consumer Defensive
-276
- 4.3%
$73.63 - $81.77 $20.3K - $22.6K
6.15K $470K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-7
- 0.06%
$94.77 - $97.36 $663 - $682
12.5K $1.19M
AMH
American Homes 4 Rent

Real Estate
-638
- 10.46%
$35.02 - $39.25 $22.3K - $25K
5.46K $204K
EOG
Eog Resources Inc

Energy
-222
- 4.14%
$118.22 - $136.54 $26.2K - $30.3K
5.15K $630K
MMSI
Merit Medical Systems Inc

Healthcare
-245
- 9.93%
$93.76 - $105.52 $23K - $25.9K
2.22K $214K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-570
- 10.81%
$62.09 - $82.32 $35.4K - $46.9K
4.7K $314K
SPG
Simon Property Group Inc

Real Estate
-185
- 9.41%
$167.23 - $183.84 $30.9K - $34K
1.78K $306K
BAC
Bank Of America Corp

Financial Services
-3.64K
- 11.46%
$39.22 - $47.77 $143K - $174K
28.2K $1.24M
COST
Costco Wholesale Corp

Consumer Defensive
-72
- 5.25%
$873.59 - $994.69 $62.9K - $71.6K
1.3K $1.19M
AJG
Arthur J. Gallagher & Co.

Financial Services
-101
- 4.18%
$278.49 - $315.16 $28.1K - $31.8K
2.32K $657K
TMUS
T Mobile Us, Inc.

Communication Services
-583
- 7.67%
$206.1 - $246.94 $120K - $144K
7.01K $1.55M
ACA
Arcosa, Inc.

Industrials
-223
- 9.14%
$91.1 - $111.57 $20.3K - $24.9K
2.22K $214K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6
- 0.03%
$126.68 - $134.74 $760 - $808
21.3K $2.71M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-266
- 9.45%
$76.53 - $94.19 $20.4K - $25.1K
2.55K $217K
Activity Summary
Buys All Purchases 23 New Holdings 8 Increased Positions 15 Sells All Sells 134 Reductions 134 Sold out 0 Options Calls 0 Puts 0
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