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.

Portfolio value $271 Million
ETFs: $146 Million
Technology: $27.2 Million
Financial Services: $18.6 Million
Industrials: $13.8 Million
Healthcare: $13.3 Million
Real Estate: $11.7 Million
Consumer Cyclical: $11 Million
Communication Services: $9.21 Million
Other: $20 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$156B
$1.18 Million 0.43% of portfolio
7,664
Q4 2024 Reduced 6.73%
$40.5B
$1.16 Million 0.43% of portfolio
7,956
Q4 2024 Reduced 7.79%
$0
$1.15 Million 0.42% of portfolio
18,997
Q4 2024 Reduced 9.96%
$181B
$1.1 Million 0.41% of portfolio
222
Q4 2024 Reduced 5.13%
$0
$1.06 Million 0.39% of portfolio
11,817
Q4 2024 Reduced 10.17%
$265B
$1.03 Million 0.38% of portfolio
7,092
Q4 2024 Reduced 13.42%
$0
$1.01 Million 0.37% of portfolio
47,700
Q4 2024 Reduced 20.5%
$236B
$1 Million 0.37% of portfolio
16,957
Q4 2024 Reduced 8.95%
$42.6B
$975,000 0.36% of portfolio
4,640
Q4 2024 Reduced 9.02%
$154B
$968,000 0.36% of portfolio
1,945
Q4 2024 Added 0.67%
$797B
$981,000 0.36% of portfolio
2,430
Q4 2024 Added 38.7%
$154B
$972,000 0.36% of portfolio
8,732
Q4 2024 Reduced 2.63%
$135B
$928,000 0.34% of portfolio
10,396
Q4 2024 Reduced 5.17%
$317B
$890,000 0.33% of portfolio
5,014
Q4 2024 Reduced 14.14%
$0
$883,000 0.33% of portfolio
20,064
Q4 2024 Reduced 22.38%
$190B
$894,000 0.33% of portfolio
7,733
Q4 2024 Reduced 11.44%
$233B
$900,000 0.33% of portfolio
3,107
Q4 2024 Reduced 13.24%
$21.9B
$849,000 0.31% of portfolio
9,685
Q4 2024 Reduced 9.27%
$141B
$805,000 0.3% of portfolio
1,900
Q4 2024 Reduced 13.75%
$39.2B
$826,000 0.3% of portfolio
2,614
Q4 2024 Reduced 5.63%
$313B
$786,000 0.29% of portfolio
12,638
Q4 2024 Reduced 8.3%
$69.9B
$787,000 0.29% of portfolio
14,553
Q4 2024 Reduced 12.86%
$40.9B
$759,000 0.28% of portfolio
1,278
Q4 2024 Reduced 27.39%
$37B
$764,000 0.28% of portfolio
4,243
Q4 2024 Reduced 3.3%
$4.23B
$751,000 0.28% of portfolio
50,857
Q4 2024 Added 8.5%
$176B
$742,000 0.27% of portfolio
1,428
Q4 2024 Reduced 8.23%
$0
$740,000 0.27% of portfolio
10,814
Q4 2024 Added 24.77%
$37.3B
$704,000 0.26% of portfolio
7,019
Q4 2024 Reduced 3.95%
$109B
$696,000 0.26% of portfolio
12,312
Q4 2024 Reduced 15.42%
$10.3B
$701,000 0.26% of portfolio
7,593
Q4 2024 Reduced 11.88%
$127B
$709,000 0.26% of portfolio
1,762
Q4 2024 Reduced 6.48%
$1.17T
$691,000 0.26% of portfolio
1,173
Q4 2024 Reduced 4.63%
$101B
$718,000 0.26% of portfolio
3,920
Q4 2024 Reduced 20.6%
$808B
$715,000 0.26% of portfolio
3,625
Q2 2024 Added 13.25%
$150B
$705,000 0.26% of portfolio
18,804
Q4 2024 Reduced 15.4%
$100B
$688,000 0.25% of portfolio
2,493
Q4 2024 Reduced 12.31%
$2.38B
$668,000 0.25% of portfolio
25,703
Q4 2024 Reduced 10.8%
$17.1B
$689,000 0.25% of portfolio
12,282
Q4 2024 Reduced 13.42%
$124B
$671,000 0.25% of portfolio
4,128
Q4 2024 Reduced 5.45%
$23B
$651,000 0.24% of portfolio
3,473
Q4 2024 Reduced 11.38%
$72.1B
$657,000 0.24% of portfolio
2,318
Q4 2024 Reduced 4.18%
$110B
$638,000 0.24% of portfolio
6,434
Q4 2024 Reduced 6.46%
$63.1B
$630,000 0.23% of portfolio
5,146
Q4 2024 Reduced 4.14%
$76.5B
$634,000 0.23% of portfolio
2,408
Q4 2024 Reduced 6.99%
$96B
$617,000 0.23% of portfolio
6,777
Q4 2024 Reduced 3.34%
$25.8B
$616,000 0.23% of portfolio
10,184
Q4 2024 Reduced 24.5%
$15.9B
$616,000 0.23% of portfolio
16,775
Q4 2024 Reduced 12.11%
$6.02B
$615,000 0.23% of portfolio
15,933
Q4 2024 Reduced 3.04%
$50.7B
$632,000 0.23% of portfolio
9,271
Q4 2024 Reduced 15.14%

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
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