Prudent Man Advisors, LLC Portfolio Holdings

Prudent Man Advisors, LLC

  • $295 Million
  • Q3 2024

Prudent Man Advisors, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $295 Million distributed in 183 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 $48.3M, Vanguard Bd Index Fd Inc Total with a value of $24.5M, Ishares Tr with a value of $22.5M, Ishares Trust Ishares Esg Awar with a value of $12.7M, and Vanguard Ftse Developed Market with a value of $8.92M.

Examining the 13F form we can see an increase of $15.5M in the current position value, from $280M to 295M.

Below you can find more details about Prudent Man Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $295 Million
ETFs: $155 Million
Technology: $28.5 Million
Financial Services: $21.6 Million
Healthcare: $16.1 Million
Industrials: $15.3 Million
Real Estate: $14 Million
Consumer Cyclical: $11.7 Million
Communication Services: $9.29 Million
Other: $23.3 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.63B
$877,000 0.3% of portfolio
15,237
Q3 2024 Added 12.75%
$796M
$194,000 0.07% of portfolio
25,098
Q3 2024 Reduced 2.97%
$1.2B
$182,000 0.06% of portfolio
15,282
Q3 2024 Reduced 1.58%
$544M
$136,000 0.05% of portfolio
10,767
Q3 2024 Reduced 3.0%
$1.76B
$107,000 0.04% of portfolio
14,055
Q3 2024 Reduced 2.92%

Summary

  • Portfolio
  • No. of Stocks 183
  • Current Value $295 Million
  • Prior Value $280 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 24 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 97 stocks
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