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CIK: 0001817174
Total reported value
$437.5M
$437.5M
173 檔
25.4%
In Q2 2024, Prudent Man Advisors, LLC's U.S. equity holdings reached a combined market value of $437.5M, distributed across 173 disclosed stock positions.
During Q2 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 | 15.90% | -2.07% | -4.21% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.42% | -1.51% | +11.58% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 7.59% | +0.73% | +5.17% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 4.34% | -0.56% | +34.38% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.10% | +0.46% | +4.52% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.29% | -0.35% | +3.70% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.13% | -0.12% | +3.49% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.72% | -0.53% | +42.83% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | -0.10% | +1342.17% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.57% | -0.06% | +6.34% | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.46% | -0.10% | +4.03% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.21% | -0.13% | +9.13% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.01% | +3.58% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.14% | -0.14% | — | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.09% | +3.65% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | +0.04% | -5.96% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.90% | -0.11% | -3.84% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.89% | -0.23% | +557.08% | |
| 19 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.87% | -0.07% | +4.26% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.86% | -0.24% | +15.61% | |
| 21 | PLD | Prologis Inc | Stock-Real Estate | 0.80% | -0.09% | +4.37% | |
| 22 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.77% | -0.01% | — | |
| 23 | MS | Morgan Stanley | Stock-Financials | 0.75% | -0.06% | +4.43% | |
| 24 | QCOM | Qualcomm Inc | Stock-Tech | 0.70% | — | +3.22% | |
| 25 | BLKCHF | Blackrock Inc | Stock-Other | 0.67% | — | +4.60% | |
| 26 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.65% | — | -8.40% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.63% | -0.08% | +3.64% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.08% | +3.78% | |
| 29 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.06% | +4.18% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.59% | -0.15% | +4.09% | |
| 31 | EMR | Emerson Electric Co | Stock-Industrials | 0.57% | -0.04% | +3.64% | |
| 32 | HON | Honeywell International Inc | Stock-Industrials | 0.57% | -0.25% | EXIT | |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.56% | +1.24% | NEW | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.09% | +3.48% | |
| 35 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.56% | -0.06% | +4.38% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.53% | +0.01% | +4.55% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.04% | +3.95% | |
| 38 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.48% | — | +3.92% | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.48% | -0.22% | +3.31% | |
| 40 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.48% | — | +3.96% | |
| 41 | EA | Electronic Arts Inc | Stock-Comm Services | 0.48% | — | +4.45% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.46% | -0.12% | +3.87% | |
| 43 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.46% | -0.06% | +3.51% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.45% | -0.04% | +4.22% | |
| 45 | BKLN | Invesco Senior Loan ETF | ETF-Other | 0.45% | +0.37% | NEW | |
| 46 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | -0.15% | -16.15% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.04% | +0.05% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | — | +4.40% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.44% | -0.03% | +3.54% | |
| 50 | V | Visa Inc-class A Shares | Stock-Financials | 0.43% | -0.02% | +4.44% |
According to official SEC Form 13F filings, Prudent Man Advisors, LLC reported a total U.S. public equity portfolio value of $437.5M across 173 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, HYG) accounted for 25.4% of total reported equity market value during Q2 2024.
During Q2 2024, Prudent Man Advisors, LLC's top holdings by market value included VTI (15.9%)、BND (8.4%)、HYG (7.6%). The largest single position, VTI, represented 15.9% of total portfolio value.
In Q2 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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