Prudent Man Advisors, LLC Portfolio Holdings
Prudent Man Advisors, LLC
- $268 Million
- Q1 2025
Prudent Man Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $268 Million distributed in 171 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $46.1M, Vanguard Bd Index Fd Inc Total with a value of $25.3M, Ishares Tr with a value of $16M, Ishares Trust Ishares Esg Awar with a value of $8.69M, and Vanguard Ftse Developed Market with a value of $7.67M.
Examining the 13F form we can see an decrease of $2.85M in the current position value, from $271M to 268M.
Below you can find more details about Prudent Man Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$268 Million
ETFs: $143 Million
Technology: $25.2 Million
Financial Services: $19.7 Million
Healthcare: $14.5 Million
Industrials: $13.4 Million
Real Estate: $12.3 Million
Consumer Cyclical: $9.75 Million
Communication Services: $8.95 Million
Other: $21.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 171
- Current Value $268 Million
- Prior Value $271 Million
- Filing
- Period Q1 2025
- Filing Date May 01, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 13 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 16 stocks