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
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.3 $22M NEW 284k 76.23
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Ishares Tr Jpmorgan Usd Emg (EMB) 10.2 $22M +12% 250k 86.28
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Pimco Etf Tr Active Bd Etf (BOND) 9.9 $21M +14% 224k 92.75
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Ishares Tr Core Intl Aggr (IAGG) 7.5 $16M +17% 324k 48.95
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Invesco Qqq Tr Unit Ser 1 (QQQ) 6.9 $15M -12% 46k 320.93
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Vanguard Specialized Funds Div App Etf (VIG) 4.9 $10M -11% 67k 154.01
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.8 $10M NEW 252k 40.40
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Select Sector Spdr Tr Energy (XLE) 4.2 $8.9M -14% 108k 82.83
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Ishares Tr Msci Usa Mmentm (MTUM) 4.0 $8.4M -11% 61k 139.04
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Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 3.7 $7.8M -15% 189k 41.14
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Select Sector Spdr Tr Financial (XLF) 3.5 $7.3M -63% 226k 32.15
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Select Sector Spdr Tr Sbi Healthcare (XLV) 3.3 $7.0M -11% 54k 129.46
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Amazon (AMZN) 3.2 $6.8M -15% 65k 103.29
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Microsoft Corporation (MSFT) 2.9 $6.1M -5% 21k 288.29
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Select Sector Spdr Tr Sbi Int-utils (XLU) 2.3 $4.8M -51% 71k 67.69
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Lockheed Martin Corporation (LMT) 2.2 $4.6M NEW 9.7k 472.71
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Target Corporation (TGT) 2.1 $4.5M -2% 27k 165.63
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Apple (AAPL) 0.5 $955k -6% 5.8k 164.91
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Abbvie (ABBV) 0.4 $939k 5.9k 159.37
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.4 $896k -95% 51k 17.51
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Exxon Mobil Corporation (XOM) 0.4 $863k 7.9k 109.66
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Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $852k -95% 37k 23.38
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Abbott Laboratories (ABT) 0.3 $624k -2% 6.2k 101.26
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Ishares Tr U.s. Tech Etf (IYW) 0.2 $521k 5.6k 92.81
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International Business Machines (IBM) 0.2 $436k +56% 3.3k 131.09
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Rockwell Automation (ROK) 0.2 $383k 1.3k 293.45
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Palo Alto Networks (PANW) 0.2 $360k -2% 1.8k 199.74
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Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.1 $282k 2.0k 140.89
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $245k -27% 6.4k 38.00
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $239k -14% 5.9k 40.34
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Vanguard World Fds Health Car Etf (VHT) 0.1 $229k 962.00 238.46
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Past Filings by Prudent Investors Network

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