13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001817174
Total reported value
$437.5M
$437.5M
169 檔
25.1%
During the Q4 2024 filing period, Prudent Man Advisors, LLC (CIK: 0001817174) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $437.5M across 169 reported positions.
During Q4 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 | 17.47% | -2.07% | -2.71% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.31% | -1.51% | -2.31% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 7.07% | +0.73% | -11.61% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 4.29% | -0.56% | -8.68% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.76% | +0.46% | -9.23% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.30% | -0.12% | -6.30% | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.10% | -0.53% | +17.88% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -0.35% | -5.99% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.80% | -0.10% | -4.75% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.45% | -0.10% | -9.72% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.43% | -0.06% | -16.94% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | -0.01% | -5.00% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.22% | -0.14% | -3.22% | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.13% | -0.13% | -14.06% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.08% | +0.04% | -7.05% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.99% | -0.11% | -0.03% | |
| 17 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.96% | -0.23% | +3.37% | |
| 18 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.83% | +0.09% | -6.02% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.79% | -0.24% | -10.30% | |
| 20 | EQIX | Equinix Inc | Stock-Real Estate | 0.75% | -0.02% | +43.82% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.75% | -0.01% | -4.80% | |
| 22 | PLD | Prologis Inc | Stock-Real Estate | 0.71% | -0.09% | -11.03% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 0.70% | -0.08% | -8.10% | |
| 24 | MS | Morgan Stanley | Stock-Financials | 0.69% | -0.06% | -21.71% | |
| 25 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.67% | +1.24% | NEW | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.11% | -8.09% | |
| 27 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.06% | -6.33% | |
| 28 | EMR | Emerson Electric Co | Stock-Industrials | 0.59% | -0.04% | -9.11% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.08% | -6.17% | |
| 30 | ABT | Abbott Laboratories | Stock-Healthcare | 0.58% | -0.15% | -10.30% | |
| 31 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.57% | -0.06% | -18.39% | |
| 32 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.56% | -0.22% | -7.67% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.55% | -0.25% | EXIT | |
| 34 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.54% | -0.12% | EXIT | |
| 35 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.54% | -0.06% | -3.34% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.51% | -0.07% | -7.75% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.49% | +0.04% | -9.42% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | — | -5.59% | |
| 39 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.48% | -0.04% | -9.60% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | -0.02% | -5.49% | |
| 41 | WMT | Walmart Inc | Stock-Consumer Staples | 0.47% | -0.28% | -6.86% | |
| 42 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.47% | -0.07% | -10.44% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.47% | -0.04% | -11.21% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.47% | -0.03% | -11.10% | |
| 45 | GLW | Corning Inc | Stock-Tech | 0.45% | +0.21% | -8.06% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.45% | +0.01% | -11.46% | |
| 47 | CRM | Salesforce Inc | Stock-Tech | 0.44% | -0.10% | -6.07% | |
| 48 | 6D8 | Dupont De Nemours Inc | Stock-Other | 0.43% | — | -6.50% | |
| 49 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.43% | — | -7.80% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.43% | -0.15% | -5.25% |
According to official SEC Form 13F filings, Prudent Man Advisors, LLC reported a total U.S. public equity portfolio value of $437.5M across 169 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, HYG) accounted for 25.1% of total reported equity market value during Q4 2024.
During Q4 2024, Prudent Man Advisors, LLC's top holdings by market value included VTI (17.5%)、BND (8.3%)、HYG (7.1%). The largest single position, VTI, represented 17.5% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.