Prudent Man Advisors, LLC Top Holdings and 13F Report (2025)

About Prudent Man Advisors, LLC

Investment Activity

Prudent Man Advisors, LLC has $275.26 million in total holdings as of December 31, 2024.
Prudent Man Advisors, LLC owns shares of 169 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
Approximately 1.58% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Prudent Man Advisors, LLC has purchased 181 new stocks and bought additional shares in 15 stocks.
Prudent Man Advisors, LLC sold shares of 134 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $48,088,173
Vanguard Total Bond Market ETF: $22,884,638
iShares iBoxx $ High Yield Corporate Bond ETF: $19,463,358
iShares ESG Aware MSCI USA ETF: $11,813,696
Vanguard FTSE Developed Markets ETF: $7,599,195

Largest New Holdings this Quarter

Vanguard S&P 500 ETF: $366,930 Holding
Oracle: $345,611 Holding
Caterpillar: $246,430 Holding
Chart Industries: $230,153 Holding
The Goldman Sachs Group: $229,621 Holding

Largest Purchases this Quarter

Vanguard Short-Term Bond ETF: 11,351 shares (about $877.09K)
Equinix: 667 shares (about $628.91K)
Vanguard S&P 500 ETF: 681 shares (about $366.93K)
Oracle: 2,074 shares (about $345.61K)
Eli Lilly and Company: 365 shares (about $281.78K)

Largest Sales this Quarter

iShares iBoxx $ High Yield Corporate Bond ETF: 32,507 shares (about $2.56M)
Vanguard Total Stock Market ETF: 4,628 shares (about $1.34M)
iShares ESG Aware MSCI USA ETF: 8,715 shares (about $1.12M)
iShares Russell 2000 ETF: 3,634 shares (about $802.97K)
Vanguard FTSE Developed Markets ETF: 15,595 shares (about $772.57K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$48,088,173	$1,341,241 ▼	-2.7%	165,930	17.5%	ETF
BND Vanguard Total Bond Market ETF	$22,884,638	$540,979 ▼	-2.3%	318,240	8.3%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$19,463,358	$2,556,676 ▼	-11.6%	247,468	7.1%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$11,813,696	$1,122,666 ▼	-8.7%	91,707	4.3%	Manufacturing
VEA Vanguard FTSE Developed Markets ETF	$7,599,195	$772,572 ▼	-9.2%	153,396	2.8%	ETF
AAPL Apple	$6,326,742	$425,458 ▼	-6.3%	24,789	2.3%	Computer and Technology
BSV Vanguard Short-Term Bond ETF	$5,781,960	$877,092 ▲	17.9%	74,828	2.1%	ETF
MSFT Microsoft	$5,345,463	$340,572 ▼	-6.0%	12,682	1.9%	Computer and Technology
NVDA NVIDIA	$4,950,467	$246,959 ▼	-4.8%	36,864	1.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$3,991,411	$429,800 ▼	-9.7%	16,651	1.5%	Finance
IWM iShares Russell 2000 ETF	$3,938,170	$802,969 ▼	-16.9%	17,823	1.4%	Finance
AMZN Amazon.com	$3,484,352	$183,410 ▼	-5.0%	15,882	1.3%	Retail/Wholesale
IVV iShares Core S&P 500 ETF	$3,346,057	$111,261 ▼	-3.2%	5,684	1.2%	ETF
VNQ Vanguard Real Estate ETF	$3,104,705	$507,756 ▼	-14.1%	34,853	1.1%	ETF
AVGO Broadcom	$2,964,074	$224,885 ▼	-7.1%	12,785	1.1%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$2,714,350	$766 ▼	0.0%	21,274	1.0%	ETF
VMBS Vanguard Mortgage-Backed Securities ETF	$2,647,221	$86,282 ▲	3.4%	58,386	1.0%	ETF
GOOG Alphabet	$2,296,135	$147,210 ▼	-6.0%	12,057	0.8%	Computer and Technology
VXUS Vanguard Total International Stock ETF	$2,162,613	$248,331 ▼	-10.3%	36,698	0.8%	ETF
EQIX Equinix	$2,063,986	$628,908 ▲	43.8%	2,189	0.7%	Finance
BIV Vanguard Intermediate-Term Bond ETF	$2,056,121	$103,725 ▼	-4.8%	27,514	0.7%	ETF
PLD Prologis	$1,944,140	$241,102 ▼	-11.0%	18,393	0.7%	Finance
PM Philip Morris International	$1,913,926	$168,610 ▼	-8.1%	15,903	0.7%	Consumer Staples
MS Morgan Stanley	$1,888,189	$523,624 ▼	-21.7%	15,019	0.7%	Finance
SRLN SPDR Blackstone Senior Loan ETF	$1,852,812	$258,726 ▲	16.2%	44,400	0.7%	ETF
BRK.B Berkshire Hathaway	$1,677,555	$147,584 ▼	-8.1%	3,626	0.6%	Finance
NEE NextEra Energy	$1,673,962	$113,199 ▼	-6.3%	23,350	0.6%	Utilities
EMR Emerson Electric	$1,635,504	$163,835 ▼	-9.1%	13,197	0.6%	Industrial Products
GOOGL Alphabet	$1,610,943	$106,008 ▼	-6.2%	8,510	0.6%	Computer and Technology
ABT Abbott Laboratories	$1,596,321	$183,238 ▼	-10.3%	14,113	0.6%	Medical
AMP Ameriprise Financial	$1,561,617	$351,936 ▼	-18.4%	2,933	0.6%	Finance
TMUS T-Mobile US	$1,548,200	$128,686 ▼	-7.7%	7,014	0.6%	Computer and Technology
HON Honeywell International	$1,524,983	$134,179 ▼	-8.1%	6,751	0.6%	Multi-Sector Conglomerates
ICSH iShares Ultra Short-Term Bond Active ETF	$1,495,502		0.0%	29,655	0.5%	ETF
SBUX Starbucks	$1,493,525	$51,569 ▼	-3.3%	6,777	0.5%	Retail/Wholesale
MRK Merck & Co., Inc.	$1,399,186	$117,585 ▼	-7.8%	14,065	0.5%	Medical
UNH UnitedHealth Group	$1,357,728	$141,135 ▼	-9.4%	2,684	0.5%	Medical
MA Mastercard	$1,334,328	$78,985 ▼	-5.6%	2,534	0.5%	Business Services
DLR Digital Realty Trust	$1,320,577	$140,268 ▼	-9.6%	7,447	0.5%	Finance
V Visa	$1,310,302	$76,166 ▼	-5.5%	4,146	0.5%	Business Services
WMT Walmart	$1,298,872	$95,681 ▼	-6.9%	14,376	0.5%	Retail/Wholesale
LABCORP HOLDINGS INC	$1,291,989	$150,663 ▼	-10.4%	5,634	0.5%	COM SHS
PG Procter & Gamble	$1,286,378	$162,453 ▼	-11.2%	7,673	0.5%	Consumer Staples
WFC Wells Fargo & Company	$1,282,301	$160,147 ▼	-11.1%	18,256	0.5%	Finance
GLW Corning	$1,237,944	$108,488 ▼	-8.1%	26,051	0.4%	Computer and Technology
BAC Bank of America	$1,237,632	$160,154 ▼	-11.5%	28,160	0.4%	Finance
CRM Salesforce	$1,215,290	$78,568 ▼	-6.1%	3,635	0.4%	Computer and Technology
DD DuPont de Nemours	$1,195,753	$83,113 ▼	-6.5%	15,682	0.4%	Basic Materials
BDX Becton, Dickinson and Company	$1,193,790	$100,957 ▼	-7.8%	5,262	0.4%	Medical
COST Costco Wholesale	$1,191,151	$65,971 ▼	-5.2%	1,300	0.4%	Retail/Wholesale
JNK SPDR Bloomberg High Yield Bond ETF	$1,189,556	$668 ▼	-0.1%	12,460	0.4%	Finance
QCOM QUALCOMM	$1,177,344	$84,952 ▼	-6.7%	7,664	0.4%	Computer and Technology
EA Electronic Arts	$1,163,963	$98,314 ▼	-7.8%	7,956	0.4%	Consumer Discretionary
KRE SPDR S&P Regional Banking ETF	$1,146,469	$126,856 ▼	-10.0%	18,997	0.4%	ETF
DE Deere & Company	$1,126,720	$179,682 ▼	-13.8%	1,900	0.4%	Industrial Products
BKNG Booking	$1,102,989	$59,621 ▼	-5.1%	222	0.4%	Retail/Wholesale
XBI SPDR S&P Biotech ETF	$1,064,239	$120,500 ▼	-10.2%	11,817	0.4%	ETF
NKE NIKE	$1,032,714	$190,769 ▼	-15.6%	7,254	0.4%	Consumer Discretionary
CVX Chevron	$1,027,205	$159,179 ▼	-13.4%	7,092	0.4%	Oils/Energy
J Jacobs Solutions	$1,014,978	$56,655 ▼	-5.3%	7,596	0.4%	Business Services
BKLN Invesco Senior Loan ETF	$1,005,039	$259,161 ▼	-20.5%	47,700	0.4%	ETF
CSCO Cisco Systems	$1,003,854	$98,627 ▼	-8.9%	16,957	0.4%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$992,201	$286,029 ▼	-22.4%	20,064	0.4%	ETF
TSLA Tesla	$981,331	$273,803 ▲	38.7%	2,430	0.4%	Auto/Tires/Trucks
LHX L3Harris Technologies	$975,699	$96,729 ▼	-9.0%	4,640	0.4%	Aerospace
DIS Walt Disney	$972,308	$26,279 ▼	-2.6%	8,732	0.4%	Consumer Discretionary
SPGI S&P Global	$968,668	$6,474 ▲	0.7%	1,945	0.4%	Business Services
BSX Boston Scientific	$928,571	$50,644 ▼	-5.2%	10,396	0.3%	Medical
MCD McDonald's	$900,688	$137,408 ▼	-13.2%	3,107	0.3%	Retail/Wholesale
RTX RTX	$894,863	$115,604 ▼	-11.4%	7,733	0.3%	Aerospace
CMG Chipotle Mexican Grill	$892,440	$26,351 ▼	-2.9%	14,800	0.3%	Retail/Wholesale
ABBV AbbVie	$890,988	$146,780 ▼	-14.1%	5,014	0.3%	Medical
KO Coca-Cola	$857,125	$77,588 ▼	-8.3%	12,638	0.3%	Consumer Staples
SRE Sempra	$849,568	$86,843 ▼	-9.3%	9,685	0.3%	Utilities
PWR Quanta Services	$826,155	$49,304 ▼	-5.6%	2,614	0.3%	Construction
WMB Williams Companies	$787,608	$116,250 ▼	-12.9%	14,553	0.3%	Oils/Energy
AME AMETEK	$764,843	$26,138 ▼	-3.3%	4,243	0.3%	Computer and Technology
AXON Axon Enterprise	$759,541	$286,462 ▼	-27.4%	1,278	0.3%	Aerospace
FNB F.N.B.	$751,666	$58,869 ▲	8.5%	50,857	0.3%	Finance
TMO Thermo Fisher Scientific	$742,888	$66,589 ▼	-8.2%	1,428	0.3%	Medical
BLV Vanguard Long-Term Bond ETF	$740,002	$146,919 ▲	24.8%	10,814	0.3%	ETF
AMT American Tower	$718,967	$186,528 ▼	-20.6%	3,920	0.3%	Finance
TSM Taiwan Semiconductor Manufacturing	$715,901		0.0%	3,625	0.3%	Computer and Technology
VRTX Vertex Pharmaceuticals	$709,557	$49,129 ▼	-6.5%	1,762	0.3%	Medical
CMCSA Comcast	$705,714	$128,503 ▼	-15.4%	18,804	0.3%	Consumer Discretionary
OKE ONEOK	$704,708	$29,016 ▼	-4.0%	7,019	0.3%	Oils/Energy
EHC Encompass Health	$701,214	$94,566 ▼	-11.9%	7,593	0.3%	Medical
BMY Bristol-Myers Squibb	$696,367	$126,921 ▼	-15.4%	12,312	0.3%	Medical
FNF Fidelity National Financial	$689,511	$106,890 ▼	-13.4%	12,282	0.3%	Finance
CI The Cigna Group	$688,417	$96,649 ▼	-12.3%	2,493	0.3%	Medical
META Meta Platforms	$686,803	$33,374 ▼	-4.6%	1,173	0.2%	Computer and Technology
AMAT Applied Materials	$671,337	$38,706 ▼	-5.5%	4,128	0.2%	Computer and Technology
CWEN Clearway Energy	$668,278	$80,912 ▼	-10.8%	25,703	0.2%	Oils/Energy
AJG Arthur J. Gallagher & Co.	$657,964	$28,669 ▼	-4.2%	2,318	0.2%	Finance
DOV Dover	$651,535	$83,670 ▼	-11.4%	3,473	0.2%	Industrial Products
COP ConocoPhillips	$638,060	$44,031 ▼	-6.5%	6,434	0.2%	Oils/Energy
GD General Dynamics	$634,484	$47,692 ▼	-7.0%	2,408	0.2%	Aerospace
CARR Carrier Global	$632,838	$112,902 ▼	-15.1%	9,271	0.2%	Computer and Technology
EOG EOG Resources	$630,797	$27,213 ▼	-4.1%	5,146	0.2%	Oils/Energy
NI NiSource	$616,649	$84,989 ▼	-12.1%	16,775	0.2%	Utilities

Showing largest 100 holdings. View all holdings.

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Prudent Man Advisors, LLC Top Holdings and 13F Report (2025)

About Prudent Man Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Prudent Man Advisors, LLC Top Holdings and 13F Report (2025)

About Prudent Man Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPrudent Man Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools