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

About Prudent Man Advisors, LLC

Investment Activity

Prudent Man Advisors, LLC has $275.43 million in total holdings as of March 31, 2025.
Prudent Man Advisors, LLC owns shares of 171 different stocks, but just 63 companies or ETFs make up 80% of its holdings.
Approximately 6.83% of the portfolio was purchased this quarter.
About NaN of the portfolio was sold this quarter.
This quarter, Prudent Man Advisors, LLC has purchased 167 new stocks and bought additional shares in 110 stocks.
Prudent Man Advisors, LLC sold shares of 16 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $46,129,695
Vanguard Total Bond Market ETF: $25,329,894
iShares iBoxx $ High Yield Corporate Bond ETF: $15,985,717
iShares ESG Aware MSCI USA ETF: $8,686,575
Vanguard FTSE Developed Markets ETF: $7,955,377

Largest New Holdings this Quarter

09290D101 - BLACKROCK INC: $2,017,895 Holding
512807306 - LAM RESEARCH CORP: $1,072,979 Holding
30034W106 - EVERGY INC: $624,273 Holding
808524870 - Schwab U.S. TIPS ETF: $372,184 Holding
803054204 - SAP: $246,965 Holding

Largest Purchases this Quarter

SPDR Blackstone Senior Loan ETF: 66,100 shares (about $2.72M)
BLACKROCK INC: 2,132 shares (about $2.02M)
Vanguard Total Bond Market ETF: 26,619 shares (about $1.96M)
LAM RESEARCH CORP: 14,759 shares (about $1.07M)
iShares Core S&P 500 ETF: 1,285 shares (about $722.04K)

Largest Sales this Quarter

iShares iBoxx $ High Yield Corporate Bond ETF: 44,835 shares (about $3.54M)
iShares ESG Aware MSCI USA ETF: 20,453 shares (about $2.49M)
Vanguard Intermediate-Term Bond ETF: 24,536 shares (about $1.88M)
iShares Russell 2000 ETF: 1,530 shares (about $305.22K)
Vertex Pharmaceuticals: 403 shares (about $195.38K)

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	$46,129,695	$525,494 ▲	1.2%	167,842	16.7%	ETF
BND Vanguard Total Bond Market ETF	$25,329,894	$1,955,166 ▲	8.4%	344,859	9.2%	ETF
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$15,985,717	$3,537,033 ▼	-18.1%	202,633	5.8%	ETF
ESGU iShares ESG Aware MSCI USA ETF	$8,686,575	$2,493,425 ▼	-22.3%	71,254	3.2%	Manufacturing
VEA Vanguard FTSE Developed Markets ETF	$7,955,377	$126,607 ▼	-1.6%	150,993	2.9%	ETF
BSV Vanguard Short-Term Bond ETF	$6,538,963	$681,427 ▲	11.6%	83,533	2.4%	ETF
AAPL Apple	$5,856,574	$249,057 ▲	4.4%	25,890	2.1%	Computer and Technology
MSFT Microsoft	$4,946,139	$185,443 ▲	3.9%	13,176	1.8%	Computer and Technology
SRLN SPDR Blackstone Senior Loan ETF	$4,544,865	$2,718,693 ▲	148.9%	110,500	1.7%	ETF
JPM JPMorgan Chase & Co.	$4,202,480	$117,989 ▲	2.9%	17,132	1.5%	Finance
NVDA NVIDIA	$4,165,585	$170,265 ▲	4.3%	38,435	1.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$3,915,881	$722,041 ▲	22.6%	6,969	1.4%	ETF
VNQ Vanguard Real Estate ETF	$3,470,127	$314,536 ▲	10.0%	38,327	1.3%	ETF
IWM iShares Russell 2000 ETF	$3,250,291	$305,220 ▼	-8.6%	16,293	1.2%	Finance
AMZN Amazon.com	$3,144,617	$122,908 ▲	4.1%	16,528	1.1%	Retail/Wholesale
VMBS Vanguard Mortgage-Backed Securities ETF	$3,009,409	$305,553 ▲	11.3%	64,984	1.1%	ETF
PM Philip Morris International	$2,621,585	$97,302 ▲	3.9%	16,516	1.0%	Consumer Staples
VYM Vanguard High Dividend Yield ETF	$2,577,267	$166,230 ▼	-6.1%	19,985	0.9%	ETF
VXUS Vanguard Total International Stock ETF	$2,480,833	$201,887 ▲	8.9%	39,949	0.9%	ETF
PLD Prologis	$2,260,953	$204,799 ▲	10.0%	20,225	0.8%	Finance
BRK.B Berkshire Hathaway	$2,178,745	$211,581 ▲	10.8%	4,016	0.8%	Finance
GOOG Alphabet	$2,090,201	$206,536 ▲	11.0%	13,379	0.8%	Computer and Technology
BLACKROCK INC	$2,017,895	$2,017,895 ▲	New Holding	2,132	0.7%	COM
AVGO Broadcom	$1,979,860	$160,733 ▼	-7.5%	11,825	0.7%	Computer and Technology
TMUS T-Mobile US	$1,946,983	$76,279 ▲	4.1%	7,300	0.7%	Computer and Technology
ABT Abbott Laboratories	$1,929,394	$57,305 ▲	3.1%	14,545	0.7%	Medical
EQIX Equinix	$1,829,645	$44,844 ▲	2.5%	2,244	0.7%	Finance
MS Morgan Stanley	$1,768,134	$15,867 ▲	0.9%	15,155	0.6%	Finance
NEE NextEra Energy	$1,728,369	$73,088 ▲	4.4%	24,381	0.6%	Utilities
SBUX Starbucks	$1,642,066	$85,663 ▲	5.5%	7,150	0.6%	Retail/Wholesale
EMR Emerson Electric	$1,509,085	$62,166 ▲	4.3%	13,764	0.5%	Industrials
HON Honeywell International	$1,490,932	$61,408 ▲	4.3%	7,041	0.5%	Multi-Sector Conglomerates
V Visa	$1,472,282	$19,275 ▲	1.3%	4,201	0.5%	Business Services
AMP Ameriprise Financial	$1,439,259	$19,364 ▲	1.4%	2,973	0.5%	Finance
UNH UnitedHealth Group	$1,428,266	$22,521 ▲	1.6%	2,727	0.5%	Medical
MA Mastercard	$1,410,313	$21,377 ▲	1.5%	2,573	0.5%	Business Services
LABCORP HOLDINGS INC	$1,356,176	$44,919 ▲	3.4%	5,827	0.5%	COM SHS
WFC Wells Fargo & Company	$1,342,329	$31,731 ▲	2.4%	18,698	0.5%	Finance
PG Procter & Gamble	$1,339,331	$31,698 ▲	2.4%	7,859	0.5%	Consumer Staples
WMT Walmart	$1,306,052	$43,983 ▲	3.5%	14,877	0.5%	Retail/Wholesale
MRK Merck & Co., Inc.	$1,304,572	$42,097 ▲	3.3%	14,534	0.5%	Medical
COST Costco Wholesale	$1,290,044	$60,530 ▲	4.9%	1,364	0.5%	Retail/Wholesale
DE Deere & Company	$1,270,174	$30,662 ▲	2.5%	1,947	0.5%	Industrials
BDX Becton, Dickinson and Company	$1,252,271	$46,957 ▲	3.9%	5,467	0.5%	Medical
GOOGL Alphabet	$1,248,409	$67,578 ▼	-5.1%	8,073	0.5%	Computer and Technology
GLW Corning	$1,242,790	$50,175 ▲	4.2%	27,147	0.5%	Computer and Technology
QCOM QUALCOMM	$1,225,040	$47,773 ▲	4.1%	7,975	0.4%	Computer and Technology
CVX Chevron	$1,214,525	$28,105 ▲	2.4%	7,260	0.4%	Energy
BAC Bank of America	$1,208,042	$32,925 ▲	2.8%	28,949	0.4%	Finance
DD DuPont de Nemours	$1,205,783	$34,652 ▲	3.0%	16,146	0.4%	Basic Materials
EA Electronic Arts	$1,190,700	$40,899 ▲	3.6%	8,239	0.4%	Consumer Discretionary
JNK SPDR Bloomberg High Yield Bond ETF	$1,143,600	$43,838 ▼	-3.7%	12,000	0.4%	Finance
BSX Boston Scientific	$1,102,316	$53,567 ▲	5.1%	10,927	0.4%	Medical
DLR Digital Realty Trust	$1,082,413	$15,332 ▲	1.4%	7,554	0.4%	Finance
KRE SPDR S&P Regional Banking ETF	$1,079,979		0.0%	18,997	0.4%	ETF
ABBV AbbVie	$1,076,514	$25,980 ▲	2.5%	5,138	0.4%	Medical
LAM RESEARCH CORP	$1,072,979	$1,072,979 ▲	New Holding	14,759	0.4%	COM NEW
CSCO Cisco Systems	$1,072,643	$26,227 ▲	2.5%	17,382	0.4%	Computer and Technology
RTX RTX	$1,049,878	$25,565 ▲	2.5%	7,926	0.4%	Aerospace
BKNG Booking	$1,045,769	$23,035 ▲	2.3%	227	0.4%	Retail/Wholesale
SPGI S&P Global	$1,013,151	$24,897 ▲	2.5%	1,994	0.4%	Business Services
KO Coca-Cola	$1,007,398	$23,283 ▲	2.4%	12,937	0.4%	Consumer Staples
LHX L3Harris Technologies	$1,004,060	$32,862 ▲	3.4%	4,797	0.4%	Aerospace
MCD McDonald's	$995,523	$24,990 ▲	2.6%	3,187	0.4%	Retail/Wholesale
BKLN Invesco Senior Loan ETF	$987,390		0.0%	47,700	0.4%	ETF
CRM Salesforce	$980,587	$5,099 ▲	0.5%	3,654	0.4%	Computer and Technology
XBI SPDR S&P Biotech ETF	$958,359		0.0%	11,817	0.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$957,047	$70,908 ▼	-6.9%	18,680	0.3%	ETF
J Jacobs Solutions	$951,888	$33,607 ▲	3.7%	7,874	0.3%	Business Services
DIS Walt Disney	$918,502	$56,654 ▲	6.6%	9,306	0.3%	Consumer Discretionary
ORCL Oracle	$901,914	$611,948 ▲	211.0%	6,451	0.3%	Computer and Technology
WMB Williams Companies	$889,767	$20,079 ▲	2.3%	14,889	0.3%	Energy
NKE NIKE	$873,205	$12,810 ▲	1.5%	7,362	0.3%	Consumer Discretionary
AMT American Tower	$852,992		0.0%	3,920	0.3%	Finance
META Meta Platforms	$847,826	$171,755 ▲	25.4%	1,471	0.3%	Computer and Technology
CI The Cigna Group	$838,292	$18,095 ▲	2.2%	2,548	0.3%	Medical
VTWO Vanguard Russell 2000 ETF	$830,614	$598,423 ▲	257.7%	10,299	0.3%	ETF
AJG Arthur J. Gallagher & Co.	$825,124	$24,857 ▲	3.1%	2,390	0.3%	Finance
FNF Fidelity National Financial	$820,789	$21,476 ▲	2.7%	12,612	0.3%	Finance
CWEN Clearway Energy	$793,649	$15,619 ▲	2.0%	26,219	0.3%	Energy
CMG Chipotle Mexican Grill	$792,013	$48,905 ▲	6.6%	15,774	0.3%	Retail/Wholesale
EHC Encompass Health	$788,161	$19,142 ▲	2.5%	7,782	0.3%	Medical
AME AMETEK	$772,048	$41,658 ▲	5.7%	4,485	0.3%	Computer and Technology
BMY Bristol-Myers Squibb	$767,559	$16,650 ▲	2.2%	12,585	0.3%	Medical
NEM Newmont	$749,161	$13,325 ▲	1.8%	15,517	0.3%	Basic Materials
WELL Welltower	$731,425		0.0%	4,774	0.3%	Finance
BLV Vanguard Long-Term Bond ETF	$729,903	$31,619 ▼	-4.2%	10,365	0.3%	ETF
TMO Thermo Fisher Scientific	$726,496	$15,923 ▲	2.2%	1,460	0.3%	Medical
OKE ONEOK	$724,901	$28,476 ▲	4.1%	7,306	0.3%	Energy
CMCSA Comcast	$709,550	$15,682 ▲	2.3%	19,229	0.3%	Consumer Discretionary
EOG EOG Resources	$701,858	$41,935 ▲	6.4%	5,473	0.3%	Energy
FNB F.N.B.	$700,261	$16,234 ▲	2.4%	52,064	0.3%	Finance
VOO Vanguard S&P 500 ETF	$693,779	$343,806 ▲	98.2%	1,350	0.3%	ETF
PWR Quanta Services	$692,386	$27,960 ▲	4.2%	2,724	0.3%	Construction
NI NiSource	$691,112	$18,602 ▲	2.8%	17,239	0.3%	Utilities
AEP American Electric Power	$687,636	$15,953 ▲	2.4%	6,293	0.2%	Utilities
AXON Axon Enterprise	$682,683	$10,519 ▲	1.6%	1,298	0.2%	Aerospace
GD General Dynamics	$668,911	$12,539 ▲	1.9%	2,454	0.2%	Aerospace
COP ConocoPhillips	$661,521	$14,178 ▼	-2.1%	6,299	0.2%	Energy
VRTX Vertex Pharmaceuticals	$658,870	$195,382 ▼	-22.9%	1,359	0.2%	Medical

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