Prudent Investors Network
Latest statistics and disclosures from Prudent Investors Network's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGSH, VCSH, EMB, BOND, IAGG, and represent 48.27% of Prudent Investors Network's stock portfolio.
- Added to shares of these 10 stocks: VGSH (+$22M), VCSH (+$22M), VWO (+$10M), LMT, BOND, EMB, IAGG, IBM, XOM, VHT.
- Started 4 new stock positions in LMT, VCSH, VWO, VGSH.
- Reduced shares in these 10 stocks: PHB (-$20M), GOVT (-$19M), XLF (-$13M), XLU (-$5.2M), QQQ, HPQ, XLE, RDIV, VIG, .
- Sold out of its positions in A, HPQ, HPE, IYF, KEYS.
- Prudent Investors Network was a net seller of stock by $-6.0M.
- Prudent Investors Network has $211M in assets under management (AUM), dropping by -0.44%.
- Central Index Key (CIK): 0001766005
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Portfolio Holdings for Prudent Investors Network
Prudent Investors Network holds 32 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 10.4 | $22M | NEW | 373k | 58.54 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 10.3 | $22M | NEW | 284k | 76.23 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 10.2 | $22M | +12% | 250k | 86.28 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 9.9 | $21M | +14% | 224k | 92.75 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 7.5 | $16M | +17% | 324k | 48.95 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 6.9 | $15M | -12% | 46k | 320.93 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 4.9 | $10M | -11% | 67k | 154.01 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.8 | $10M | NEW | 252k | 40.40 |
|
| Select Sector Spdr Tr Energy (XLE) | 4.2 | $8.9M | -14% | 108k | 82.83 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.0 | $8.4M | -11% | 61k | 139.04 |
|
| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 3.7 | $7.8M | -15% | 189k | 41.14 |
|
| Select Sector Spdr Tr Financial (XLF) | 3.5 | $7.3M | -63% | 226k | 32.15 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.3 | $7.0M | -11% | 54k | 129.46 |
|
| Amazon (AMZN) | 3.2 | $6.8M | -15% | 65k | 103.29 |
|
| Microsoft Corporation (MSFT) | 2.9 | $6.1M | -5% | 21k | 288.29 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 2.3 | $4.8M | -51% | 71k | 67.69 |
|
| Lockheed Martin Corporation (LMT) | 2.2 | $4.6M | NEW | 9.7k | 472.71 |
|
| Target Corporation (TGT) | 2.1 | $4.5M | -2% | 27k | 165.63 |
|
| Apple (AAPL) | 0.5 | $955k | -6% | 5.8k | 164.91 |
|
| Abbvie (ABBV) | 0.4 | $939k | 5.9k | 159.37 |
|
|
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.4 | $896k | -95% | 51k | 17.51 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $863k | 7.9k | 109.66 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $852k | -95% | 37k | 23.38 |
|
| Abbott Laboratories (ABT) | 0.3 | $624k | -2% | 6.2k | 101.26 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $521k | 5.6k | 92.81 |
|
|
| International Business Machines (IBM) | 0.2 | $436k | +56% | 3.3k | 131.09 |
|
| Rockwell Automation (ROK) | 0.2 | $383k | 1.3k | 293.45 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $360k | -2% | 1.8k | 199.74 |
|
| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.1 | $282k | 2.0k | 140.89 |
|
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $245k | -27% | 6.4k | 38.00 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $239k | -14% | 5.9k | 40.34 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $229k | 962.00 | 238.46 |
|
Past Filings by Prudent Investors Network
SEC 13F filings are viewable for Prudent Investors Network going back to 2019
- 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
- Prudent Investors Network 2019 Q4 filed Jan. 30, 2020