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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.5T
$6.21 Million 2.29% of portfolio
24,789
Q4 2024 Reduced 6.3%
$2.82T
$5.35 Million 1.97% of portfolio
12,682
Q4 2024 Reduced 5.99%
$273B
$4.95 Million 1.83% of portfolio
36,864
Q4 2024 Reduced 4.75%
$712B
$3.99 Million 1.47% of portfolio
16,651
Q4 2024 Reduced 9.72%
$1.96T
$3.48 Million 1.29% of portfolio
15,882
Q4 2024 Reduced 5.0%
$68.5B
$2.96 Million 1.09% of portfolio
12,785
Q4 2024 Reduced 7.05%
$950B
$2.3 Million 0.85% of portfolio
12,057
Q4 2024 Reduced 6.02%
$73.1B
$2.06 Million 0.76% of portfolio
2,189
Q4 2024 Added 43.82%
$102B
$1.94 Million 0.72% of portfolio
18,393
Q4 2024 Reduced 11.03%
$241B
$1.91 Million 0.71% of portfolio
15,903
Q4 2024 Reduced 8.1%
$195B
$1.89 Million 0.7% of portfolio
15,019
Q4 2024 Reduced 21.71%
$138B
$1.67 Million 0.62% of portfolio
23,350
Q4 2024 Reduced 6.33%
$683B
$1.64 Million 0.61% of portfolio
3,626
Q4 2024 Reduced 8.09%
$64.2B
$1.64 Million 0.6% of portfolio
13,197
Q4 2024 Reduced 9.11%
$922B
$1.61 Million 0.59% of portfolio
8,510
Q4 2024 Reduced 6.17%
$229B
$1.6 Million 0.59% of portfolio
14,113
Q4 2024 Reduced 10.3%
$330B
$1.55 Million 0.57% of portfolio
7,014
Q4 2024 Reduced 7.67%
$141B
$1.52 Million 0.56% of portfolio
6,751
Q4 2024 Reduced 8.09%
$226B
$1.4 Million 0.52% of portfolio
14,065
Q4 2024 Reduced 7.75%
$8.53B
$1.37 Million 0.51% of portfolio
9,034
Q4 2024 Reduced 15.14%
$483B
$1.36 Million 0.5% of portfolio
2,684
Q4 2024 Reduced 9.42%
$40.9B
$1.32 Million 0.49% of portfolio
7,447
Q4 2024 Reduced 9.6%
$516B
$1.33 Million 0.49% of portfolio
2,534
Q4 2024 Reduced 5.59%
$561B
$1.31 Million 0.48% of portfolio
4,146
Q4 2024 Reduced 5.49%
$231B
$1.3 Million 0.48% of portfolio
14,376
Q4 2024 Reduced 6.86%
$398B
$1.29 Million 0.47% of portfolio
7,673
Q4 2024 Reduced 11.21%
$268B
$1.28 Million 0.47% of portfolio
18,256
Q4 2024 Reduced 11.1%
$331B
$1.24 Million 0.46% of portfolio
28,160
Q4 2024 Reduced 11.46%
$38.8B
$1.24 Million 0.46% of portfolio
26,051
Q4 2024 Reduced 8.06%
$270B
$1.22 Million 0.45% of portfolio
3,635
Q4 2024 Reduced 6.07%
$64.9B
$1.19 Million 0.44% of portfolio
5,262
Q4 2024 Reduced 7.8%
$37.1B
$1.2 Million 0.44% of portfolio
15,682
Q4 2024 Reduced 6.5%
$411B
$1.19 Million 0.44% of portfolio
1,300
Q4 2024 Reduced 5.25%
$172B
$1.18 Million 0.43% of portfolio
7,664
Q4 2024 Reduced 6.73%
$40.1B
$1.16 Million 0.43% of portfolio
7,956
Q4 2024 Reduced 7.79%
$184B
$1.1 Million 0.41% of portfolio
222
Q4 2024 Reduced 5.13%
$325B
$1.03 Million 0.38% of portfolio
7,092
Q4 2024 Reduced 13.42%
$250B
$1 Million 0.37% of portfolio
16,957
Q4 2024 Reduced 8.95%
$39.8B
$975,000 0.36% of portfolio
4,640
Q4 2024 Reduced 9.02%
$164B
$968,000 0.36% of portfolio
1,945
Q4 2024 Added 0.67%
$832B
$981,000 0.36% of portfolio
2,430
Q4 2024 Added 38.7%
$179B
$972,000 0.36% of portfolio
8,732
Q4 2024 Reduced 2.63%
$142B
$928,000 0.34% of portfolio
10,396
Q4 2024 Reduced 5.17%
$363B
$890,000 0.33% of portfolio
5,014
Q4 2024 Reduced 14.14%
$194B
$894,000 0.33% of portfolio
7,733
Q4 2024 Reduced 11.44%
$1.38B
$892,000 0.33% of portfolio
14,800
Q4 2024 Reduced 2.87%
$226B
$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%
$140B
$805,000 0.3% of portfolio
1,900
Q4 2024 Reduced 13.75%

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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