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CIK: 0001817174
Total reported value
$437.5M
$437.5M
177 檔
24.0%
As reported in its official Q1 2024 Form 13F filing, Prudent Man Advisors, LLC's tracked investment portfolio stood at $437.5M with 177 total positions.
During Q1 2024, Prudent Man Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.11% | -2.07% | -4.17% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.07% | -1.51% | +0.85% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 7.71% | +0.73% | -1.55% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 3.30% | -0.56% | -2.21% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.20% | +0.46% | -0.02% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.20% | -0.35% | -5.86% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.78% | -0.12% | -0.86% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.62% | -0.06% | -4.64% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.47% | -0.10% | -5.59% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.27% | -0.53% | -47.68% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.21% | -0.13% | -5.63% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | -0.14% | +60.03% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.13% | -0.01% | -3.99% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.01% | -0.11% | -34.83% | |
| 15 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.94% | -0.07% | -3.70% | |
| 16 | PLD | Prologis Inc | Stock-Real Estate | 0.94% | -0.09% | -6.00% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | -0.10% | +21.52% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.04% | -20.57% | |
| 19 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.82% | -0.01% | -44.54% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.79% | -0.24% | -13.24% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.09% | -3.40% | |
| 22 | MS | Morgan Stanley | Stock-Financials | 0.74% | -0.06% | -4.97% | |
| 23 | BLKCHF | Blackrock Inc | Stock-Other | 0.72% | — | -4.59% | |
| 24 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.69% | — | -12.55% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.66% | -0.15% | -2.33% | |
| 26 | QCOM | Qualcomm Inc | Stock-Tech | 0.61% | — | -5.95% | |
| 27 | EMR | Emerson Electric Co | Stock-Industrials | 0.61% | -0.04% | -3.49% | |
| 28 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.60% | +1.24% | NEW | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.60% | +0.09% | -4.77% | |
| 30 | PM | Philip Morris International | Stock-Consumer Staples | 0.59% | -0.08% | +3.93% | |
| 31 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.58% | -0.06% | -5.42% | |
| 32 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.57% | -0.06% | -1.48% | |
| 33 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.06% | -2.77% | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.56% | -0.25% | EXIT | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.52% | +0.08% | -2.67% | |
| 36 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.52% | — | -1.03% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.04% | +4.38% | |
| 38 | BAC | Bank Of America CORP | Stock-Financials | 0.51% | +0.01% | -4.93% | |
| 39 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | — | -4.62% | |
| 40 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.48% | -0.15% | -5.53% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.48% | -0.12% | -5.98% | |
| 42 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.48% | +0.37% | NEW | |
| 43 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.47% | — | -3.78% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.46% | -0.02% | -4.62% | |
| 45 | J | Jacobs Solutions Inc | Stock-Industrials | 0.46% | -0.31% | -6.45% | |
| 46 | EA | Electronic Arts Inc | Stock-Comm Services | 0.46% | — | -1.10% | |
| 47 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.46% | -0.22% | +69.30% | |
| 48 | EQIX | Equinix Inc | Stock-Real Estate | 0.46% | -0.02% | -8.15% | |
| 49 | JNK | Ss Spdr Bb High Yield Bond | ETF-High Yield | 0.45% | +1.17% | -1.41% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.04% | +0.03% |
According to official SEC Form 13F filings, Prudent Man Advisors, LLC reported a total U.S. public equity portfolio value of $437.5M across 177 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, HYG) accounted for 24.0% of total reported equity market value during Q1 2024.
During Q1 2024, Prudent Man Advisors, LLC's top holdings by market value included VTI (17.1%)、BND (8.1%)、HYG (7.7%). The largest single position, VTI, represented 17.1% of total portfolio value.
In Q1 2024, Prudent Man Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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