Prudent Man Advisors, LLC Top Holdings and 13F Report (2024) About Prudent Man Advisors, LLCInvestment ActivityPrudent Man Advisors, LLC has $299.74 million in total holdings as of September 30, 2024.Prudent Man Advisors, LLC owns shares of 183 different stocks, but just 66 companies or ETFs make up 80% of its holdings.Approximately 5.85% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Prudent Man Advisors, LLC has purchased 171 new stocks and bought additional shares in 29 stocks.Prudent Man Advisors, LLC sold shares of 97 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard Total Stock Market ETF $48,295,203Vanguard Total Bond Market ETF $24,468,059iShares iBoxx $ High Yield Corporate Bond ETF $22,481,993iShares ESG Aware MSCI USA ETF $12,671,248Vanguard FTSE Developed Markets ETF $9,215,740 Largest New Holdings this Quarter iShares Ultra Short-Term Bond Active ETF $1,504,695 HoldingLABCORP HOLDINGS INC $1,405,913 HoldingCarrier Global $879,353 HoldingHome Depot $726,929 HoldingAxon Enterprise $703,296 Holding Largest Purchases this Quarter Broadcom 12,161 shares (about $2.10M)iShares Ultra Short-Term Bond Active ETF 29,655 shares (about $1.50M)LABCORP HOLDINGS INC 6,291 shares (about $1.41M)Carrier Global 10,925 shares (about $879.35K)Home Depot 1,794 shares (about $726.93K) Largest Sales this Quarter Cisco Systems 14,665 shares (about $780.47K)Merck & Co., Inc. 4,653 shares (about $528.39K)Microsoft 985 shares (about $423.85K)JPMorgan Chase & Co. 1,937 shares (about $408.44K)Apple 1,711 shares (about $405.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPrudent Man Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTIVanguard Total Stock Market ETF$48,295,203$689,211 ▲1.4%170,55816.1%ETFBNDVanguard Total Bond Market ETF$24,468,059$368,790 ▼-1.5%325,7638.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$22,481,993$140,445 ▲0.6%279,9757.5%ETFESGUiShares ESG Aware MSCI USA ETF$12,671,248$305,482 ▼-2.4%100,4224.2%ManufacturingVEAVanguard FTSE Developed Markets ETF$9,215,740$155,749 ▼-1.7%168,9913.1%ETFAAPLApple$6,275,045$405,829 ▼-6.1%26,4562.1%Computer and TechnologyMSFTMicrosoft$5,804,747$423,846 ▼-6.8%13,4901.9%Computer and TechnologyBSVVanguard Short-Term Bond ETF$4,995,005$12,669 ▲0.3%63,4771.7%ETFIWMiShares Russell 2000 ETF$4,739,637$80,625 ▼-1.7%21,4571.6%FinanceNVDANVIDIA$4,700,092$339,182 ▲7.8%38,7031.6%Computer and TechnologyVNQVanguard Real Estate ETF$3,950,673$19,289 ▼-0.5%40,5531.3%ETFJPMJPMorgan Chase & Co.$3,889,102$408,436 ▼-9.5%18,4441.3%FinanceIVViShares Core S&P 500 ETF$3,387,6640.0%5,8731.1%ETFAMZNAmazon.com$3,115,065$109,748 ▼-3.4%16,7181.0%Retail/WholesaleVYMVanguard High Dividend Yield ETF$2,728,096$26,409 ▼-1.0%21,2800.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$2,666,562$52,450 ▲2.0%56,4830.9%ETFVXUSVanguard Total International Stock ETF$2,648,643$35,931 ▲1.4%40,9120.9%ETFPLDPrologis$2,610,713$82,208 ▲3.3%20,6740.9%FinanceAVGOBroadcom$2,372,738$2,097,773 ▲762.9%13,7550.8%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$2,265,0500.0%28,9020.8%ETFGOOGAlphabet$2,145,048$205,978 ▼-8.8%12,8300.7%Computer and TechnologyBLKBlackRock$2,120,256$169,962 ▼-7.4%2,2330.7%FinanceNEENextEra Energy$2,107,248$43,533 ▲2.1%24,9290.7%UtilitiesPMPhilip Morris International$2,100,706$43,583 ▼-2.0%17,3040.7%Consumer StaplesMSMorgan Stanley$1,999,740$286,556 ▼-12.5%19,1840.7%FinanceBRK.BBerkshire Hathaway$1,850,211$575,465 ▲45.1%3,9450.6%FinanceABTAbbott Laboratories$1,793,719$47,314 ▼-2.6%15,7330.6%MedicalUNHUnitedHealth Group$1,732,407$384,719 ▲28.5%2,9630.6%MedicalMRKMerck & Co., Inc.$1,731,449$528,395 ▼-23.4%15,2470.6%MedicalAMPAmeriprise Financial$1,688,497$47,921 ▼-2.8%3,5940.6%FinanceSBUXStarbucks$1,618,470$33,704 ▼-2.0%7,0110.5%Retail/WholesaleSRLNSPDR Blackstone Senior Loan ETF$1,595,2320.0%38,2000.5%ETFEMREmerson Electric$1,587,943$24,280 ▼-1.5%14,5190.5%Industrial ProductsTMUST-Mobile US$1,567,717$30,129 ▼-1.9%7,5970.5%Computer and TechnologyHONHoneywell International$1,518,285$45,890 ▼-2.9%7,3450.5%Multi-Sector ConglomeratesICSHiShares Ultra Short-Term Bond Active ETF$1,504,695$1,504,695 ▲New Holding29,6550.5%ETFGOOGLAlphabet$1,504,260$76,623 ▼-4.8%9,0700.5%Computer and TechnologyPGProcter & Gamble$1,496,794$25,807 ▼-1.7%8,6420.5%Consumer StaplesDDDuPont de Nemours$1,494,553$23,525 ▼-1.5%16,7720.5%Basic MaterialsLABCORP HOLDINGS INC$1,405,913$1,405,913 ▲New Holding6,2910.5%COM SHSQCOMQUALCOMM$1,397,301$302,179 ▼-17.8%8,2170.5%Computer and TechnologyBDXBecton, Dickinson and Company$1,375,958$21,458 ▼-1.5%5,7070.5%MedicalVWOVanguard FTSE Emerging Markets ETF$1,354,803$15,200 ▼-1.1%25,8480.5%ETFEQIXEquinix$1,350,973$19,528 ▼-1.4%1,5220.5%FinanceDLRDigital Realty Trust$1,333,156$21,847 ▼-1.6%8,2380.4%FinanceMAMastercard$1,325,359$70,120 ▼-5.0%2,6840.4%Business ServicesNKENIKE$1,324,904$392,199 ▲42.0%8,5940.4%Consumer DiscretionaryXBISPDR S&P Biotech ETF$1,299,714$174,975 ▲15.6%13,1550.4%ETFGLWCorning$1,279,280$381,111 ▲42.4%28,3340.4%Computer and TechnologyBACBank of America$1,261,983$228,477 ▼-15.3%31,8040.4%FinanceBKLNInvesco Senior Loan ETF$1,260,6000.0%60,0000.4%ETFWMTWalmart$1,246,376$37,710 ▼-2.9%15,4350.4%Retail/WholesaleEAElectronic Arts$1,237,600$150,325 ▼-10.8%8,6280.4%Consumer DiscretionaryDEDeere & Company$1,236,232$506,726 ▲69.5%2,2030.4%Industrial ProductsJNKSPDR Bloomberg High Yield Bond ETF$1,219,148$16,624 ▼-1.3%12,4670.4%FinanceCOSTCostco Wholesale$1,216,305$91,312 ▼-7.0%1,3720.4%Retail/WholesaleLHXL3Harris Technologies$1,213,137$19,267 ▼-1.6%5,1000.4%AerospaceLRCXLam Research$1,210,247$195,859 ▼-13.9%1,4830.4%Computer and TechnologyCVXChevron$1,206,289$25,920 ▼-2.1%8,1910.4%Oils/EnergyVVisa$1,206,206$62,414 ▼-4.9%4,3870.4%Business ServicesKRESPDR S&P Regional Banking ETF$1,194,203$14,263 ▼-1.2%21,0990.4%ETFWFCWells Fargo & Company$1,160,079$24,686 ▼-2.1%20,5360.4%FinanceABBVAbbVie$1,153,283$452,032 ▲64.5%5,8400.4%MedicalAMTAmerican Tower$1,148,1490.0%4,9370.4%FinanceMCDMcDonald's$1,090,450$166,262 ▲18.0%3,5810.4%Retail/WholesaleKOCoca-Cola$1,071,495$18,659 ▼-1.7%13,7820.4%Consumer StaplesCRMSalesforce$1,059,258$48,447 ▼-4.4%3,8700.4%Computer and TechnologyRTXRTX$1,057,969$215,544 ▼-16.9%8,7320.4%AerospaceJJacobs Solutions$1,049,818$34,558 ▼-3.2%8,0200.4%Business ServicesSPGIS&P Global$998,110$168,935 ▲20.4%1,9320.3%Business ServicesCSCOCisco Systems$991,116$780,471 ▼-44.1%18,6230.3%Computer and TechnologyBKNGBooking$985,636$67,394 ▼-6.4%2340.3%Retail/WholesaleCIThe Cigna Group$984,929$16,976 ▼-1.7%2,8430.3%MedicalTMOThermo Fisher Scientific$962,495$57,527 ▼-5.6%1,5560.3%MedicalNEMNewmont$942,698$208,562 ▼-18.1%17,6370.3%Basic MaterialsCMCSAComcast$928,464$15,204 ▼-1.6%22,2280.3%Consumer DiscretionaryHIGThe Hartford Financial Services Group$921,710$175,004 ▼-16.0%7,8370.3%FinanceBSXBoston Scientific$918,699$278,886 ▼-23.3%10,9630.3%MedicalSRESempra$892,750$148,276 ▲19.9%10,6750.3%UtilitiesCWENClearway Energy$884,044$18,285 ▼-2.0%28,8150.3%Oils/EnergyAMATApplied Materials$882,150$55,968 ▼-6.0%4,3660.3%Computer and TechnologyFNFFidelity National Financial$880,383$10,426 ▼-1.2%14,1860.3%FinanceCARRCarrier Global$879,353$879,353 ▲New Holding10,9250.3%Computer and TechnologyCMGChipotle Mexican Grill$877,956$99,279 ▲12.7%15,2370.3%Retail/WholesaleVRTXVertex Pharmaceuticals$876,211$57,670 ▼-6.2%1,8840.3%MedicalDISWalt Disney$862,632$365,233 ▲73.4%8,9680.3%Consumer DiscretionaryLENLennar$860,346$19,310 ▼-2.2%4,5890.3%ConstructionEMNEastman Chemical$843,655$157,626 ▲23.0%7,5360.3%Basic MaterialsEHCEncompass Health$832,747$12,370 ▼-1.5%8,6170.3%MedicalREXRRexford Industrial Realty$826,694$10,615 ▼-1.3%16,4320.3%FinancePWRQuanta Services$825,876$360,165 ▼-30.4%2,7700.3%ConstructionGDGeneral Dynamics$782,396$20,550 ▼-2.6%2,5890.3%AerospaceELVElevance Health$770,640$13,520 ▼-1.7%1,4820.3%MedicalWMBWilliams Companies$762,401$156,853 ▼-17.1%16,7010.3%Oils/EnergyAMEAMETEK$753,463$18,716 ▼-2.4%4,3880.3%Computer and TechnologyBMYBristol-Myers Squibb$753,127$183,729 ▲32.3%14,5560.3%MedicalDOVDover$751,429$155,309 ▼-17.1%3,9190.3%Industrial ProductsMPCMarathon Petroleum$727,556$146,130 ▼-16.7%4,4660.2%Oils/EnergyHDHome Depot$726,929$726,929 ▲New Holding1,7940.2%Retail/WholesaleCOPConocoPhillips$724,116$38,111 ▼-5.0%6,8780.2%Oils/EnergyShowing largest 100 holdings. 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