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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 QQQ, IEF, EMB, BOND, MTUM, and represent 42.03% of Prudent Investors Network's stock portfolio.
Added to shares of these 10 stocks: IEF, BOND, EMB, SGOV, IAGG, QQQ, MSFT, VO, XLV, XLE.
Started 1 new stock position in SCHG.
Reduced shares in these 10 stocks: PAXS, VBR, VEA, BIGZ, RMMZ, MEGI, NBXG, MIO, ROK, Pioneer Nat Res.
Sold out of its positions in BIGZ, MEGI, NBXG, PAXS, MIO, Pioneer Nat Res, RMMZ, VEA, VBR.
Prudent Investors Network was a net buyer of stock by $8.4M.
Prudent Investors Network has $277M in assets under management (AUM), dropping by 4.31%.
Central Index Key (CIK): 0001766005

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Portfolio Holdings for Prudent Investors Network

Prudent Investors Network holds 45 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	10.8	$30M	+2%	63k	479.11	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	10.4	$29M	+5%	308k	93.65	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	7.8	$22M	+4%	245k	88.48	View chart
Pimco Etf Tr Active Bd Etf (BOND)	7.4	$20M	+4%	224k	91.08	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	5.6	$15M		79k	194.87	View chart
Ishares Tr Core Intl Aggr (IAGG)	5.4	$15M	+4%	301k	49.92	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.4	$15M	+2%	62k	242.10	View chart
Microsoft Corporation (MSFT)	5.2	$14M	+4%	32k	446.96	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.7	$13M	+5%	130k	100.71	View chart
Select Sector Spdr Tr Financial (XLF)	4.7	$13M	+2%	316k	41.11	View chart
Amazon (AMZN)	4.2	$12M	+2%	60k	193.25	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	3.9	$11M	+3%	75k	145.75	View chart
Select Sector Spdr Tr Energy (XLE)	3.9	$11M	+3%	118k	91.15	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.7	$10M	+3%	236k	43.76	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	3.3	$9.1M	+2%	134k	68.14	View chart
Global X Fds Artificial Etf (AIQ)	3.1	$8.5M	+2%	238k	35.63	View chart
Coca-Cola Company (KO)	2.6	$7.2M	+4%	112k	63.65	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	2.6	$7.1M	+3%	93k	76.58	View chart
Target Corporation (TGT)	1.4	$4.0M		27k	148.04	View chart
Apple (AAPL)	0.6	$1.6M		7.7k	210.62	View chart
Abbvie (ABBV)	0.4	$1.0M		5.9k	171.51	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$845k		5.6k	150.50	View chart
Abbott Laboratories (ABT)	0.2	$615k	-4%	5.9k	103.91	View chart
Palo Alto Networks (PANW)	0.2	$610k		1.8k	339.01	View chart
Exxon Mobil Corporation (XOM)	0.2	$604k		5.2k	115.12	View chart
UnitedHealth (UNH)	0.2	$582k		1.1k	509.26	View chart
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB)	0.2	$554k		31k	17.97	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$507k		23k	22.57	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.2	$492k		5.6k	88.13	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.1	$411k		10k	41.06	View chart
NVIDIA Corporation (NVDA)	0.1	$367k	+900%	3.0k	123.54	View chart
Rockwell Automation (ROK)	0.1	$331k	-8%	1.2k	275.28	View chart
Vanguard World Health Car Etf (VHT)	0.1	$328k	+3%	1.2k	266.00	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$321k	-2%	3.4k	94.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$265k		1.4k	183.42	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$251k		5.7k	43.95	View chart
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)	0.1	$237k		5.9k	40.23	View chart
Cisco Systems (CSCO)	0.1	$214k		4.5k	47.51	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$202k	NEW	2.0k	100.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$201k	-3%	1.1k	182.55	View chart
Biomarin Pharmaceutical Note 0.599% 8/0	0.0	$12k		12k	0.99	View chart
Nice Note 9/1	0.0	$11k		12k	0.95	View chart
Cheesecake Factory Note 0.375% 6/1	0.0	$9.9k		11k	0.90	View chart
Cable One Note 1.125% 3/1	0.0	$7.5k		10k	0.75	View chart
Dish Network Corporation Note 3.375% 8/1	0.0	$7.0k		11k	0.64	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 Q2 filed July 31, 2024
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

View all past filings

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