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CIK: 0001817174
Total reported value
$437.5M
$437.5M
183 檔
26.8%
According to the latest 13F quarterly dataset, Prudent Man Advisors, LLC managed an equity portfolio of $437.5M at the end of Q3 2024, spanning 183 distinct U.S. exchange-listed positions.
During Q3 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 | 16.11% | -2.07% | +1.45% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.16% | -1.51% | -1.48% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 7.50% | +0.73% | +0.63% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 4.23% | -0.56% | -2.35% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.07% | +0.46% | -1.66% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.09% | -0.12% | -6.07% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.35% | -6.80% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.67% | -0.53% | +0.25% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.58% | -0.06% | -1.67% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.57% | -0.10% | +7.78% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.32% | -0.13% | -0.49% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | -0.10% | -9.50% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | -0.14% | — | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | -0.01% | -3.40% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.91% | -0.11% | -0.96% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.89% | -0.23% | +2.01% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.88% | -0.24% | +1.38% | |
| 18 | PLD | Prologis Inc | Stock-Real Estate | 0.87% | -0.09% | +3.25% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.79% | +0.04% | +762.92% | |
| 20 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.76% | -0.01% | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.09% | -8.76% | |
| 22 | BLKCHF | Blackrock Inc | Stock-Other | 0.71% | — | -7.42% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 0.70% | -0.06% | +2.11% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.70% | -0.08% | -2.03% | |
| 25 | MS | Morgan Stanley | Stock-Financials | 0.67% | -0.06% | -12.53% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.62% | -0.11% | +45.14% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.60% | -0.15% | -2.57% | |
| 28 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.58% | +0.04% | +28.55% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.07% | -23.38% | |
| 30 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.56% | -0.06% | -2.76% | |
| 31 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.54% | -0.06% | -2.04% | |
| 32 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.53% | +1.24% | NEW | |
| 33 | EMR | Emerson Electric Co | Stock-Industrials | 0.53% | -0.04% | -1.51% | |
| 34 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.52% | -0.22% | -1.89% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.51% | -0.25% | EXIT | |
| 36 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.50% | -0.12% | EXIT | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.08% | -4.85% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.04% | -1.69% | |
| 39 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.50% | — | -1.55% | |
| 40 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.47% | -0.07% | — | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.47% | — | -17.78% | |
| 42 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.46% | — | -1.54% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.04% | -1.11% | |
| 44 | EQIX | Equinix Inc | Stock-Real Estate | 0.45% | -0.02% | -1.42% | |
| 45 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.44% | -0.04% | -1.61% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | — | -5.02% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.44% | -0.07% | +42.05% | |
| 48 | XBI | Ss Spdr S&p Biotech ETF | ETF-Tech | 0.43% | -0.02% | +15.56% | |
| 49 | GLW | Corning Inc | Stock-Tech | 0.43% | +0.21% | +42.43% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.42% | +0.01% | -15.33% |
According to official SEC Form 13F filings, Prudent Man Advisors, LLC reported a total U.S. public equity portfolio value of $437.5M across 183 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, HYG) accounted for 26.8% of total reported equity market value during Q3 2024.
During Q3 2024, Prudent Man Advisors, LLC's top holdings by market value included VTI (16.1%)、BND (8.2%)、HYG (7.5%). The largest single position, VTI, represented 16.1% of total portfolio value.
In Q3 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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