Prudent Man Advisors, LLC Sells in Q4 2024

Prudent Man Advisors, LLC

  • $271 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
HYG
Ishares Tr

ETFs
-32.5K
- 11.61%
$78.09 - $80.04 $2.54M - $2.6M
247K $19.5M
VEA
Vanguard Ftse Developed Market

ETFs
-15.6K
- 9.23%
$47.57 - $52.44 $742K - $818K
153K $7.34M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.52K
- 2.31%
$71.75 - $75.11 $540K - $565K
318K $22.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-8.72K
- 8.68%
$124.61 - $133.96 $1.09M - $1.17M
91.7K $11.8M
VNQ
Vanguard Specialized Funds Van

ETFs
-5.7K
- 14.06%
$87.85 - $98.6 $501K - $562K
34.9K $3.1M
IWM
Ishares Russell 2000 ETF

ETFs
-3.63K
- 16.94%
$216.13 - $242.4 $785K - $881K
17.8K $3.94M
PLD
Prologis, Inc.

Real Estate
-2.28K
- 11.03%
$101.4 - $126.96 $231K - $290K
18.4K $1.94M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.21K
- 10.3%
$58.88 - $64.8 $248K - $273K
36.7K $2.16M
MSFT
Microsoft Corp

Technology
-808
- 5.99%
$406.35 - $454.46 $328K - $367K
12.7K $5.35M
NEE
Nextera Energy Inc

Utilities
-1.58K
- 6.33%
$69.77 - $85.43 $110K - $135K
23.4K $1.67M
UNH
Unitedhealth Group Inc

Healthcare
-279
- 9.42%
$485.52 - $625.25 $135K - $174K
2.68K $1.36M
NEM
Newmont Corp

Basic Materials
-2.4K
- 13.59%
$37.0 - $58.68 $88.7K - $141K
15.2K $567K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.78K
- 22.38%
$44.04 - $49.49 $255K - $286K
20.1K $883K
MRK
Merck & Co., Inc.

Healthcare
-1.18K
- 7.75%
$96.31 - $114.76 $114K - $136K
14.1K $1.4M
ELV
Elevance Health, Inc.

Healthcare
-253
- 17.07%
$365.96 - $514.62 $92.6K - $130K
1.23K $454K
CR
Crane Holdings, Co.

Industrials
-1.61K
- 15.14%
$148.97 - $184.96 $240K - $298K
9.03K $1.37M
LEN
Lennar Corp

Consumer Cyclical
-546
- 11.9%
$136.2 - $188.96 $74.4K - $103K
4.04K $551K
DD
Du Pont De Nemours, Inc.

Basic Materials
-1.09K
- 6.5%
$75.95 - $88.05 $82.8K - $96K
15.7K $1.2M
CI
Cigna Corp

Healthcare
-350
- 12.31%
$265.59 - $358.58 $93K - $126K
2.49K $688K
ABBV
Abb Vie Inc.

Healthcare
-826
- 14.14%
$164.99 - $203.87 $136K - $168K
5.01K $890K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-12.3K
- 20.5%
$20.98 - $21.19 $258K - $261K
47.7K $1.01M
EMN
Eastman Chemical CO

Basic Materials
-1.03K
- 13.65%
$90.03 - $110.64 $92.6K - $114K
6.51K $594K
CARR
Carrier Global Corp

Industrials
-1.65K
- 15.14%
$66.69 - $82.65 $110K - $137K
9.27K $632K
LHX
L3 Harris Technologies, Inc.

Industrials
-460
- 9.02%
$208.94 - $264.22 $96.1K - $122K
4.64K $975K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-1.34K
- 10.17%
$89.81 - $104.0 $120K - $139K
11.8K $1.06M
CMCSA
Comcast Corp

Communication Services
-3.42K
- 15.4%
$37.39 - $45.14 $128K - $155K
18.8K $705K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-128
- 8.23%
$501.29 - $612.85 $64.2K - $78.4K
1.43K $742K
QCOM
Qualcomm Inc

Technology
-553
- 6.73%
$150.4 - $178.04 $83.2K - $98.5K
7.66K $1.18M
PSA
Public Storage

Real Estate
-302
- 15.27%
$289.33 - $360.21 $87.4K - $109K
1.68K $501K
CWEN
Clearway Energy, Inc.

Utilities
-3.11K
- 10.8%
$25.71 - $30.74 $80K - $95.7K
25.7K $668K
AMAT
Applied Materials Inc

Technology
-238
- 5.45%
$161.44 - $213.89 $38.4K - $50.9K
4.13K $671K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-499
- 3.04%
$37.97 - $49.45 $18.9K - $24.7K
15.9K $615K
NKE
Nike, Inc.

Consumer Cyclical
-1.34K
- 15.59%
$73.36 - $89.13 $98.3K - $119K
7.25K $548K
PG
Procter & Gamble CO

Consumer Defensive
-969
- 11.21%
$161.05 - $179.7 $156K - $174K
7.67K $1.29M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-1.39K
- 4.8%
$74.5 - $78.37 $103K - $109K
27.5K $2.06M
VTI
Vanguard Total Stock Market Et

ETFs
-4.63K
- 2.71%
$280.04 - $302.45 $1.3M - $1.4M
166K $48.1M
KO
Coca Cola CO

Consumer Defensive
-1.14K
- 8.3%
$61.74 - $71.71 $70.6K - $82K
12.6K $786K
ABT
Abbott Laboratories

Healthcare
-1.62K
- 10.3%
$111.93 - $119.39 $181K - $193K
14.1K $1.6M
FNF
Fidelity National Financial, Inc.

Financial Services
-1.9K
- 13.42%
$55.19 - $63.83 $105K - $122K
12.3K $689K
MCD
Mcdonalds Corp

Consumer Cyclical
-474
- 13.24%
$288.47 - $316.54 $137K - $150K
3.11K $900K
PM
Philip Morris International Inc.

Consumer Defensive
-1.4K
- 8.1%
$118.38 - $133.06 $166K - $186K
15.9K $1.91M
BDX
Becton Dickinson & CO

Healthcare
-445
- 7.8%
$220.02 - $243.75 $97.9K - $108K
5.26K $1.19M
CVX
Chevron Corp

Energy
-1.1K
- 13.42%
$141.15 - $162.53 $155K - $179K
7.09K $1.03M
MPC
Marathon Petroleum Corp

Energy
-501
- 11.22%
$131.65 - $174.84 $66K - $87.6K
3.97K $553K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-319
- 8.09%
$442.29 - $483.08 $141K - $154K
3.63K $1.64M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-122
- 6.48%
$396.64 - $516.74 $48.4K - $63K
1.76K $709K
RTX
Raytheon Technologies Corp

Industrials
-999
- 11.44%
$114.45 - $127.21 $114K - $127K
7.73K $894K
MDT
Medtronic PLC

Healthcare
-1.04K
- 14.0%
$79.61 - $92.24 $82.4K - $95.5K
6.36K $507K
BWA
Borgwarner Inc

Consumer Cyclical
-2.51K
- 15.69%
$31.48 - $35.49 $78.9K - $88.9K
13.5K $427K
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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