Prudent Man Advisors, LLC Sells in Q3 2025

Prudent Man Advisors, LLC

  • $263 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AEP
American Electric Power CO Inc

Utilities
-2.7K
- 42.89%
$103.26 - $115.0 $279K - $311K
3.6K $404K
SSNC
Ss&C Technologies Holdings Inc

Technology
-3.3K
- 43.19%
$81.85 - $90.2 $270K - $298K
4.34K $385K
BMY
Bristol Myers Squibb CO

Healthcare
-5.16K
- 41.96%
$43.31 - $48.98 $224K - $253K
7.14K $322K
GD
General Dynamics Corp

Industrials
-1.06K
- 44.27%
$293.92 - $341.0 $312K - $362K
1.34K $456K
MDT
Medtronic PLC

Healthcare
-3.03K
- 46.3%
$87.67 - $95.74 $265K - $290K
3.51K $334K
NKE
Nike, Inc.

Consumer Cyclical
-3.05K
- 42.88%
$69.24 - $79.24 $211K - $241K
4.06K $282K
HD
Home Depot, Inc.

Consumer Cyclical
-671
- 42.39%
$357.4 - $423.42 $240K - $284K
912 $369K
AVGO
Broadcom Inc.

Technology
-2.97K
- 20.77%
$264.74 - $369.57 $787K - $1.1M
11.3K $3.74M
LKQ
Lkq Corp

Consumer Cyclical
-1.67K
- 7.09%
$29.24 - $39.21 $48.7K - $65.3K
21.8K $666K
MA
Mastercard Inc

Financial Services
-357
- 10.41%
$550.18 - $598.96 $196K - $214K
3.07K $1.75M
EMN
Eastman Chemical CO

Basic Materials
-1.44K
- 21.64%
$58.79 - $81.56 $84.6K - $117K
5.21K $328K
VLO
Valero Energy Corp

Energy
-1.9K
- 43.41%
$131.77 - $175.63 $250K - $333K
2.47K $421K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-184
- 10.61%
$366.54 - $479.53 $67.4K - $88.2K
1.55K $607K
OVV
Ovintiv Inc.

Energy
-4.48K
- 40.99%
$38.53 - $43.17 $172K - $193K
6.44K $260K
SBUX
Starbucks Corp

Consumer Cyclical
-999
- 10.47%
$81.9 - $96.86 $81.8K - $96.8K
8.54K $722K
AJG
Arthur J. Gallagher & Co.

Financial Services
-363
- 11.32%
$284.17 - $319.49 $103K - $116K
2.85K $881K
EOG
Eog Resources Inc

Energy
-739
- 10.24%
$112.12 - $126.1 $82.9K - $93.2K
6.48K $726K
TGT
Target Corp

Consumer Defensive
-1.02K
- 23.03%
$86.56 - $107.43 $87.9K - $109K
3.4K $304K
LHX
L3 Harris Technologies, Inc.

Industrials
-1.4K
- 24.88%
$252.18 - $305.41 $353K - $427K
4.22K $1.29M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.6K
- 1.8%
$78.11 - $79.07 $125K - $127K
87.4K $6.9M
LLY
Eli Lilly & CO

Healthcare
-108
- 10.96%
$625.65 - $812.69 $67.6K - $87.8K
877 $669K
BWA
Borgwarner Inc

Consumer Cyclical
-5.09K
- 38.55%
$34.53 - $44.44 $176K - $226K
8.12K $356K
AME
Ametek Inc

Industrials
-664
- 11.06%
$176.44 - $192.03 $117K - $128K
5.34K $1M
PAYO
Payoneer Global Inc.

Technology
-9.95K
- 39.58%
$6.05 - $7.42 $60.2K - $73.9K
15.2K $91K
RWT
Redwood Trust Inc

Real Estate
-11.4K
- 40.15%
$5.46 - $6.37 $62.2K - $72.5K
17K $98K
EA
Electronic Arts Inc.

Communication Services
-2.27K
- 23.47%
$147.79 - $202.05 $336K - $459K
7.42K $1.5M
COP
Conocophillips

Energy
-857
- 10.44%
$91.0 - $98.99 $78K - $84.8K
7.35K $695K
PWR
Quanta Services, Inc.

Industrials
-406
- 11.18%
$372.29 - $421.68 $151K - $171K
3.23K $1.34M
VONV
Vanguard Russell 1000 Value Et

ETFs
-483
- 10.04%
$84.55 - $89.54 $40.8K - $43.2K
4.33K $386K
RF
Regions Financial Corp

Financial Services
-2.66K
- 15.25%
$24.03 - $27.41 $63.9K - $72.9K
14.8K $389K
SYY
Sysco Corp

Consumer Defensive
-863
- 10.17%
$76.33 - $82.51 $65.9K - $71.2K
7.62K $627K
EVRG
Evergy, Inc.

Utilities
-1.21K
- 10.42%
$67.73 - $76.02 $82.2K - $92.3K
10.4K $793K
Jacobs Solutions Inc
-2.29K
- 25.15%
N/A
6.81K $0
Lam Research Corp
-4.01K
- 22.56%
N/A
13.7K $0
Labcorp Holdings Inc
-1.7K
- 26.84%
N/A
4.62K $0
Blackrock Inc
-690
- 28.94%
N/A
1.69K $0
GS
Goldman Sachs Group Inc

Financial Services
-67
- 10.72%
$696.56 - $806.32 $46.7K - $54K
558 $444K
DAL
Delta Air Lines, Inc.

Industrials
-1.39K
- 10.1%
$49.0 - $61.97 $68.1K - $86.1K
12.4K $702K
MRK
Merck & Co., Inc.

Healthcare
-488
- 2.78%
$77.6 - $87.37 $37.9K - $42.6K
17K $1.43M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-218
- 11.28%
$404.94 - $499.99 $88.3K - $109K
1.72K $831K
AMAT
Applied Materials Inc

Technology
-575
- 7.44%
$156.25 - $204.95 $89.8K - $118K
7.15K $1.46M
WMT
Walmart Inc.

Consumer Defensive
-697
- 3.03%
$94.4 - $104.27 $65.8K - $72.7K
22.3K $2.3M
NOC
Northrop Grumman Corp

Industrials
-142
- 10.6%
$498.9 - $609.32 $70.8K - $86.5K
1.2K $729K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-286
- 1.55%
$49.43 - $54.52 $14.1K - $15.6K
18.2K $983K
ALB
Albemarle Corp

Basic Materials
-747
- 10.3%
$62.9 - $88.1 $47K - $65.8K
6.51K $527K
GLW
Corning Inc

Technology
-10K
- 32.42%
$51.6 - $82.03 $516K - $820K
20.8K $1.71M
UNH
Unitedhealth Group Inc

Healthcare
-18
- 0.49%
$237.77 - $353.61 $4.28K - $6.36K
3.64K $1.26M
TSLA
Tesla, Inc.

Consumer Cyclical
-223
- 9.99%
$293.94 - $444.72 $65.5K - $99.2K
2.01K $893K
ORCL
Oracle Corp

Technology
-905
- 10.53%
$218.96 - $328.33 $198K - $297K
7.69K $2.16M
Activity Summary
Buys All Purchases 20 New Holdings 8 Increased Positions 12 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 0
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