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Prudent Investors Network

Latest statistics and disclosures from Prudent Investors Network's latest quarterly 13F-HR filing:

Top 5 stock holdings are IEF, QQQ, EMB, BOND, VO, and represent 41.59% of Prudent Investors Network's stock portfolio.
Added to shares of these 10 stocks: IEF (+$28M), VO (+$15M), SGOV (+$12M), KO (+$6.6M), QQQ (+$5.2M), XLU, VWO, MTUM, XLF, MSFT.
Started 21 new stock positions in PAXS, NVDA, IEF, CSCO, Cheesecake Factory, Cable One, VEA, VBR, MIO, VO. MEGI, UNH, BIGZ, Pioneer Nat Res, SGOV, NBXG, Biomarin Pharma Inc convertible/, RMMZ, KO, Dish Network Corp note 3.375% 8/1, Nice.
Reduced shares in these 10 stocks: , , VIG (-$12M), EMB, BOND, IAGG, XLP, , XOM, IBM.
Sold out of its positions in IBM, VGSH, VCSH, V.
Prudent Investors Network was a net buyer of stock by $24M.
Prudent Investors Network has $265M in assets under management (AUM), dropping by 24.19%.
Central Index Key (CIK): 0001766005

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Positions held by Prudent Investors Network consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Prudent Investors Network

Prudent Investors Network holds 53 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr 7-10 Yr Trsy Bd (IEF)	10.4	$28M	NEW	291k	94.66	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.2	$27M	+23%	61k	444.01	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	8.0	$21M	-7%	235k	89.67	View chart
Pimco Etf Tr Active Bd Etf (BOND)	7.4	$20M	-7%	213k	91.86	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.6	$15M	NEW	60k	249.86	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	5.5	$15M	+21%	78k	187.35	View chart
Ishares Tr Core Intl Aggr (IAGG)	5.4	$14M	-9%	287k	49.95	View chart
Select Sector Spdr Tr Financial (XLF)	4.9	$13M	+24%	309k	42.12	View chart
Microsoft Corporation (MSFT)	4.9	$13M	+23%	31k	420.72	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.7	$12M	NEW	123k	100.71	View chart
Select Sector Spdr Tr Energy (XLE)	4.0	$11M		113k	94.41	View chart
Amazon (AMZN)	4.0	$11M	+5%	59k	180.38	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	4.0	$11M	+24%	72k	147.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.6	$9.5M	+46%	229k	41.77	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	3.2	$8.5M	+61%	130k	65.65	View chart
Global X Fds Artificial Etf (AIQ)	3.0	$7.9M	+42%	232k	33.96	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	2.6	$6.9M	-16%	90k	76.36	View chart
Coca-Cola Company (KO)	2.5	$6.6M	NEW	108k	61.18	View chart
Target Corporation (TGT)	1.8	$4.7M	-2%	27k	177.21	View chart
Apple (AAPL)	0.5	$1.3M	-14%	7.7k	171.48	View chart
Abbvie (ABBV)	0.4	$1.1M		5.9k	182.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$758k		5.6k	135.06	View chart
Abbott Laboratories (ABT)	0.3	$702k		6.2k	113.66	View chart
Exxon Mobil Corporation (XOM)	0.2	$609k	-35%	5.2k	116.24	View chart
UnitedHealth (UNH)	0.2	$565k	NEW	1.1k	494.70	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.2	$559k	-11%	31k	18.13	View chart
Palo Alto Networks (PANW)	0.2	$511k		1.8k	284.13	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$511k	-8%	23k	22.77	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$504k		5.6k	90.44	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.2	$399k		10k	39.89	View chart
Rockwell Automation (ROK)	0.1	$382k		1.3k	291.33	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$331k	+19%	3.5k	95.65	View chart
Vanguard World Health Car Etf (VHT)	0.1	$323k	+17%	1.2k	270.52	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$285k		5.7k	50.08	View chart
NVIDIA Corporation (NVDA)	0.1	$268k	NEW	297.00	903.56	View chart
Pimco Access Income Fund Shs Benfin Int (PAXS)	0.1	$249k	NEW	16k	15.73	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$240k	-8%	5.9k	40.71	View chart
Cisco Systems (CSCO)	0.1	$225k	NEW	4.5k	49.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$220k	-7%	1.4k	152.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$209k	-98%	1.1k	182.61	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$208k	NEW	1.1k	191.88	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$204k	NEW	4.1k	50.17	View chart
Blackrock Innovation And Grw Shs Ben Int (BIGZ)	0.1	$174k	NEW	21k	8.14	View chart
Rivernorth Managed Dur Mun I (RMMZ)	0.1	$169k	NEW	11k	16.13	View chart
Mainstay Cbre Global (MEGI)	0.1	$160k	NEW	13k	12.57	View chart
Neuberger Berman Next Genera Common Stock (NBXG)	0.1	$146k	NEW	12k	11.75	View chart
Pioneer Mun High Income Oppo Common Stock (MIO)	0.0	$117k	NEW	10k	11.31	View chart
Pioneer Nat Res Note 0.250% 5/1	0.0	$29k	NEW	10k	2.86	View chart
Nice Note 9/1	0.0	$13k	NEW	12k	1.04	View chart
Biomarin Pharmaceutical Note 0.599% 8/0	0.0	$12k	NEW	12k	0.98	View chart
Cheesecake Factory Note 0.375% 6/1	0.0	$9.8k	NEW	11k	0.89	View chart
Cable One Note 1.125% 3/1	0.0	$7.5k	NEW	10k	0.75	View chart
Dish Network Corporation Note 3.375% 8/1	0.0	$6.9k	NEW	11k	0.63	View chart

Past Filings by Prudent Investors Network

SEC 13F filings are viewable for Prudent Investors Network going back to 2019

Prudent Investors Network 2024 Q1 filed May 16, 2024
Prudent Investors Network 2023 Q3 filed Nov. 14, 2023
Prudent Investors Network 2023 Q2 filed July 18, 2023
Prudent Investors Network 2023 Q1 filed May 18, 2023
Prudent Investors Network 2022 Q4 filed Feb. 10, 2023
Prudent Investors Network 2022 Q3 filed Nov. 1, 2022
Prudent Investors Network 2022 Q2 filed Sept. 14, 2022
Prudent Investors Network 2022 Q1 filed May 6, 2022
Prudent Investors Network 2021 Q4 filed Feb. 9, 2022
Prudent Investors Network 2021 Q3 filed Nov. 9, 2021
Prudent Investors Network 2021 Q2 filed July 26, 2021
Prudent Investors Network 2021 Q1 filed April 29, 2021
Prudent Investors Network 2020 Q4 filed Jan. 28, 2021
Prudent Investors Network 2020 Q3 filed Nov. 3, 2020
Prudent Investors Network 2020 Q2 filed Aug. 11, 2020
Prudent Investors Network 2020 Q1 filed April 8, 2020

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