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Prudent Man Advisors, LLC13F | |
| Prudent Man Advisors, LLC | |
| Last update 2025-05-01 | 171 Stocks (11 new) |
| Value $275.00 Mil | Turnover 7 % |
Prudent Man Advisors, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTI | Vanguard Total Stock Market ETF | 167,842 | 46,129.7 | +1.15% | 16.750 | +0.19% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
BND | Vanguard Total Bond Market ETF | 344,859 | 25,329.9 | +8.36% | 9.200 | +0.71% | 0.020 | +1.26% | +3.27% | 127,496.0 | ||
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 202,633 | 15,985.7 | -18.12% | 5.800 | -1.28% | 0.110 | +4.70% | +5.00% | 17,310.3 | ||
ESGU | iShares MSCI USA ESG Optimized ETF | 71,254 | 8,686.6 | -22.30% | 3.150 | -0.96% | 0.070 | +19.81% | +6.94% | 13,911.1 | ||
VEA | Vanguard FTSE Developed Markets ETF | 150,993 | 7,955.4 | -1.57% | 2.890 | -0.04% | 0.010 | +12.49% | +19.94% | 157,607.2 | ||
BSV | Vanguard Short-Term Bond ETF | 83,533 | 6,539.0 | +11.63% | 2.370 | +0.25% | 0.020 | +1.08% | +3.32% | 38,460.1 | ||
AAPL | Apple Inc | 25,890 | 5,856.6 | +4.44% | 2.130 | +0.09% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
MSFT | Microsoft Corp | 13,176 | 4,946.1 | +3.90% | 1.800 | +0.07% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
SRLN | SPDR Blackstone Senior Loan ETF | 110,500 | 4,544.9 | +148.87% | 1.650 | +0.99% | 0.070 | +4.86% | +3.52% | 7,014.9 | ||
JPM | JPMorgan Chase & Co | 17,132 | 4,202.5 | +2.89% | 1.530 | +0.04% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks |
Prudent Man Advisors, LLC's Historical Top Holdings Breakdowns
Prudent Man Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HYG |
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
| 2025-03-31 | Reduce Reduce | -1.28% | 78.51 ($79.37) 80.13 | $80.25 | 1.11% | Reduce -18.12% | 202,633 | -44,835 | |
SRLN | SPDR Blackstone Senior Loan ETF | 2025-03-31 | Add Add | +0.99% | 41.02 ($41.59) 41.99 | $41.57 | -0.05% | Add 148.87% | 110,500 | 66,100 | |
ESGU | iShares MSCI USA ESG Optimized ETF | 2025-03-31 | Reduce Reduce | -0.96% | 120.24 ($128.78) 134.3 | $137.06 | 6.43% | Reduce -22.3% | 71,254 | -20,453 | |
BLK | BlackRock Inc | 2025-03-31 | New Buy New Buy | +0.73% | 900.46 ($980.1) 1075.5 | $1,103.59 | 12.60% | New holding | 2,132 | 2,132 | |
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +0.71% | 71.17 ($72.57) 73.66 | $72.85 | 0.39% | Add 8.36% | 344,859 | 26,619 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Reduce Reduce | -0.67% | 73.78 ($75.44) 76.59 | $76.55 | 1.47% | Reduce -89.18% | 2,978 | -24,536 | |
ICSH |
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
| 2025-03-31 | Sold Out Sold Out | -0.54% | 50.44 ($50.57) 50.7 | $50.62 | 0.10% | Sold Out | 0 | -29,655 | |
LRCX | Lam Research Corp | 2025-03-31 | New Buy New Buy | +0.39% | 72.44 ($78.75) 89.02 | $100.66 | 27.82% | New holding | 14,759 | 14,759 | |
SRE | Sempra | 2025-03-31 | Sold Out Sold Out | -0.31% | 67.85 ($77.91) 87.67 | $78.25 | 0.44% | Sold Out | 0 | -9,685 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.26% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Add 22.61% | 6,969 | 1,285 |
Prudent Man Advisors, LLC Total Holding History ($B)
Prudent Man Advisors, LLC's Asset Allocation
Prudent Man Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Prudent Man Advisors, LLC's Hypothetical Growth since 2025-03-31
Prudent Man Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Prudent Man Advisors, LLC's Holdings Heat Map
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Prudent Man Advisors, LLC's Holdings Bubble Chart
Prudent Man Advisors, LLC News
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