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
$67.9B
$601,000 0.22% of portfolio
4,774
Q4 2024 Added 6.02%
$11.2B
$597,000 0.22% of portfolio
4,182
Q4 2024 Reduced 11.66%
$359B
$602,000 0.22% of portfolio
1,548
Q4 2024 Reduced 13.71%
$10.6B
$594,000 0.22% of portfolio
6,507
Q4 2024 Reduced 13.65%
$54B
$566,000 0.21% of portfolio
6,147
Q4 2024 Reduced 11.77%
$21B
$567,000 0.21% of portfolio
7,488
Q4 2024 Reduced 11.21%
$37.6B
$567,000 0.21% of portfolio
15,241
Q4 2024 Reduced 13.59%
$29.4B
$551,000 0.2% of portfolio
4,043
Q4 2024 Reduced 11.9%
$74.8B
$553,000 0.2% of portfolio
3,965
Q4 2024 Reduced 11.22%
$85.6B
$548,000 0.2% of portfolio
7,254
Q4 2024 Reduced 15.59%
$120B
$507,000 0.19% of portfolio
6,357
Q4 2024 Reduced 14.0%
$50.7B
$524,000 0.19% of portfolio
4,279
Q4 2024 Reduced 11.54%
$796B
$522,000 0.19% of portfolio
677
Q4 2024 Added 116.99%
$51.1B
$501,000 0.18% of portfolio
1,676
Q4 2024 Reduced 15.27%
$36B
$470,000 0.17% of portfolio
6,150
Q4 2024 Reduced 4.3%
$41.7B
$467,000 0.17% of portfolio
3,560
Q4 2024 Reduced 16.37%
$104B
$454,000 0.17% of portfolio
1,229
Q4 2024 Reduced 17.07%
$10.5B
$434,000 0.16% of portfolio
10,737
Q4 2024 Reduced 17.7%
$0
$420,000 0.16% of portfolio
3,946
Q4 2024 Added 5.93%
$6.72B
$427,000 0.16% of portfolio
13,462
Q4 2024 Reduced 15.69%
$10.9B
$423,000 0.16% of portfolio
11,532
Q4 2024 Reduced 3.59%
$34.5B
$417,000 0.15% of portfolio
7,808
Q4 2024 Added 25.71%
$9.08B
$414,000 0.15% of portfolio
4,821
Q4 2024 Reduced 3.35%
$0
$366,000 0.14% of portfolio
681
Q4 2024 New
$4.52B
$350,000 0.13% of portfolio
11,196
Q4 2024 Reduced 9.6%
$410B
$345,000 0.13% of portfolio
2,074
Q4 2024 New
$29.3B
$318,000 0.12% of portfolio
1,446
Q4 2024 Reduced 9.46%
$7.63B
$314,000 0.12% of portfolio
4,703
Q4 2024 Reduced 10.81%
$2.58B
$309,000 0.11% of portfolio
30,876
Q4 2024 Reduced 10.3%
$53.1B
$306,000 0.11% of portfolio
1,781
Q4 2024 Reduced 9.41%
$26.7B
$291,000 0.11% of portfolio
4,954
Q4 2024 Added 2.12%
$30.4B
$265,000 0.1% of portfolio
9,089
Q4 2024 Reduced 8.85%
$284B
$275,000 0.1% of portfolio
398
Q2 2024 Added 0.25%
$173B
$234,000 0.09% of portfolio
2,721
Q2 2024 Added 29.69%
$0
$257,000 0.09% of portfolio
2,879
Q4 2024 Added 2.49%
$3.39B
$250,000 0.09% of portfolio
3,273
Q4 2024 Reduced 9.39%
$158B
$212,000 0.08% of portfolio
1,763
Q3 2024 New
$12.7B
$204,000 0.08% of portfolio
5,461
Q4 2024 Reduced 10.46%
$256B
$213,000 0.08% of portfolio
3,399
Q3 2024 Added 0.59%
$12.9B
$210,000 0.08% of portfolio
4,371
Q4 2024 Reduced 10.21%
$0
$230,000 0.08% of portfolio
7,320
Q2 2024 Added 4.23%
$10.2B
$211,000 0.08% of portfolio
11,129
Q4 2024 Added 20.31%
$21.6B
$222,000 0.08% of portfolio
7,906
Q4 2024 Reduced 9.36%
$18.6B
$215,000 0.08% of portfolio
1,391
Q4 2024 Reduced 10.55%
$3.85B
$214,000 0.08% of portfolio
2,217
Q4 2024 Reduced 9.14%
$46.1B
$206,000 0.08% of portfolio
2,278
Q4 2024 Reduced 10.91%
$5.69B
$230,000 0.08% of portfolio
1,206
Q4 2024 New
$7.12B
$226,000 0.08% of portfolio
1,705
Q4 2024 Reduced 9.4%
$5.79B
$214,000 0.08% of portfolio
2,222
Q4 2024 Reduced 9.93%

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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