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Prudent Man Advisors, LLC

13F
Prudent Man Advisors, LLC
Last update 2025-05-01 171 Stocks (11 new)
Value $275.00 Mil Turnover 7 %
Countries:
Top Holdings: VTI(16.75%)BND(9.20%)HYG(5.80%)ESGU(3.15%)VEA(2.89%)
Summary Stock Picks Current Portfolio
Prudent Man Advisors, LLC Top Holdings of 2025-03-31 View Full List
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
-0.70%
+0.38%
449,786.3
 
BND 		Vanguard Total Bond Market ETF
344,859
25,329.9
+8.36%
9.200
+0.71%
0.020
-0.27%
+2.49%
129,156.1
 
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF
202,633
15,985.7
-18.12%
5.800
-1.28%
0.110
+0.77%
+3.13%
16,057.1
 
ESGU 		iShares MSCI USA ESG Optimized ETF
71,254
8,686.6
-22.30%
3.150
-0.96%
0.070
-0.44%
+0.39%
13,316.7
 
VEA 		Vanguard FTSE Developed Markets ETF
150,993
7,955.4
-1.57%
2.890
-0.04%
0.010
+9.33%
+16.77%
145,587.8
 
BSV 		Vanguard Short-Term Bond ETF
83,533
6,539.0
+11.63%
2.370
+0.25%
0.020
+1.23%
+2.66%
34,689.1
 
AAPL 		Apple Inc
25,890
5,856.6
+4.44%
2.130
+0.09%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
MSFT 		Microsoft Corp
13,176
4,946.1
+3.90%
1.800
+0.07%
0.000
+16.18%
+9.64%
3,421,645.9
Software
SRLN 		SPDR Blackstone Senior Loan ETF
110,500
4,544.9
+148.87%
1.650
+0.99%
0.070
+1.17%
+1.77%
6,825.2
 
JPM 		JPMorgan Chase & Co
17,132
4,202.5
+2.89%
1.530
+0.04%
0.000
+0.37%
+11.38%
733,680.9
Banks

Prudent Man Advisors, LLC's Historical Top Holdings Breakdowns

Prudent Man Advisors, LLC's Top Stock Picks View Full List
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 ETF2025-03-31Reduce
-1.28%
●
78.51 ($79.37) 80.13
$79.57
0.25%
Reduce -18.12%
202,633
-44,835
SRLN 		SPDR Blackstone Senior Loan ETF2025-03-31Add
+0.99%
●
41.02 ($41.59) 41.99
$41.39
-0.48%
Add 148.87%
110,500
66,100
ESGU 		iShares MSCI USA ESG Optimized ETF2025-03-31Reduce
-0.96%
●
120.24 ($128.78) 134.3
$128.98
0.16%
Reduce -22.3%
71,254
-20,453
BLK 		BlackRock Inc2025-03-31New Buy
+0.73%
●
900.46 ($980.1) 1075.5
$979.89
-0.02%
New holding
2,132
2,132
BND 		Vanguard Total Bond Market ETF2025-03-31Add
+0.71%
●
71.17 ($72.57) 73.66
$72.77
0.28%
Add 8.36%
344,859
26,619
BIV 		Vanguard Intermediate-Term Bond ETF2025-03-31Reduce
-0.67%
●
73.78 ($75.44) 76.59
$76.41
1.29%
Reduce -89.18%
2,978
-24,536
ICSH 		iShares Ultra Short Duration Bond Active ETF2025-03-31Sold Out
-0.54%
●
50.44 ($50.57) 50.7
$50.67
0.20%
Sold Out
0
-29,655
LRCX 		Lam Research Corp2025-03-31New Buy
+0.39%
●
72.44 ($78.75) 89.02
$80.79
2.59%
New holding
14,759
14,759
SRE 		Sempra2025-03-31Sold Out
-0.31%
●
67.85 ($77.91) 87.67
$78.59
0.87%
Sold Out
0
-9,685
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.26%
●
554.06 ($590.51) 615.85
$592.15
0.28%
Add 22.61%
6,969
1,285

Prudent Man Advisors, LLC Total Holding History ($B)

To

Prudent Man Advisors, LLC's Asset Allocation

To

Prudent Man Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Prudent Man Advisors, LLC's Holdings Bubble Chart

Prudent Man Advisors, LLC News

  • 1

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