Prudent Man Advisors, LLC Portfolio Holdings
Prudent Man Advisors, LLC
- $271 Million
- Q4 2024
Prudent Man Advisors, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $271 Million distributed in 169 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 $48.1M, Vanguard Bd Index Fd Inc Total with a value of $22.9M, Ishares Tr with a value of $19.5M, Ishares Trust Ishares Esg Awar with a value of $11.8M, and Vanguard Ftse Developed Market with a value of $7.34M.
Examining the 13F form we can see an decrease of $24.2M in the current position value, from $295M to 271M.
Below you can find more details about Prudent Man Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 169
- Current Value $271 Million
- Prior Value $295 Million
- Filing
- Period Q4 2024
- Filing Date February 05, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 8 stocks
- Additional Purchases 15 stocks
- Sold out of 0 stocks
- Reduced holdings in 134 stocks