Prudent Investors Network
Latest statistics and disclosures from Prudent Investors Network's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BOND, QQQ, EMBD, IEF, XLF, and represent 43.00% of Prudent Investors Network's stock portfolio.
- Added to shares of these 10 stocks: BOND, EMBD, IEF, SGOV, IAGG, XLF, MSFT, XLV, VO, XLE.
- Started 12 new stock positions in AXP, TSM, WMT, SCHV, ENSG, ISRG, SCHA, MRVL, WAB, SCHF. LMT, ASML.
- Reduced shares in these 10 stocks: , EMB, VWO, UNH, AMZN, AGG, AEE, KO, GOOG, ABBV.
- Sold out of its positions in AEE, KO, Dish Network Corp note 3.375% 8/1, AGG, TGT, VWO.
- Prudent Investors Network was a net buyer of stock by $20M.
- Prudent Investors Network has $342M in assets under management (AUM), dropping by 4.87%.
- Central Index Key (CIK): 0001766005
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Portfolio Holdings for Prudent Investors Network
Prudent Investors Network holds 58 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Pimco Etf Tr Active Bd Etf (BOND) | 11.3 | $39M | +10% | 426k | 90.42 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 9.0 | $31M | 60k | 511.23 |
|
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| Global X Fds X Emerging Mkt (EMBD) | 7.6 | $26M | +11% | 1.2M | 22.57 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 7.6 | $26M | +8% | 280k | 92.45 |
|
| Select Sector Spdr Tr Financial (XLF) | 7.6 | $26M | +4% | 535k | 48.33 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 6.1 | $21M | +4% | 79k | 264.13 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 5.7 | $20M | +7% | 393k | 49.92 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 5.4 | $19M | +10% | 186k | 100.32 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 5.0 | $17M | +4% | 82k | 206.92 |
|
| Microsoft Corporation (MSFT) | 4.5 | $15M | +7% | 37k | 421.50 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 4.1 | $14M | +8% | 103k | 137.57 |
|
| Select Sector Spdr Tr Energy (XLE) | 4.1 | $14M | +7% | 162k | 85.66 |
|
| Amazon (AMZN) | 3.5 | $12M | -2% | 54k | 219.39 |
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| Select Sector Spdr Tr Sbi Int-utils (XLU) | 3.5 | $12M | +3% | 157k | 75.69 |
|
| Ishares Tr Core Msci Intl (IDEV) | 3.5 | $12M | +8% | 184k | 64.47 |
|
| Global X Fds Artificial Etf (AIQ) | 2.9 | $10M | +5% | 260k | 38.64 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 2.7 | $9.2M | +5% | 117k | 78.61 |
|
| Apple (AAPL) | 0.9 | $3.1M | +41% | 12k | 250.42 |
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| Costco Wholesale Corporation (COST) | 0.5 | $1.6M | +105% | 1.8k | 916.45 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.4 | $1.4M | -30% | 16k | 89.04 |
|
| Abbvie (ABBV) | 0.3 | $1.1M | -11% | 5.9k | 177.71 |
|
| Lockheed Martin Corporation (LMT) | 0.3 | $899k | NEW | 1.8k | 485.94 |
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| Abbott Laboratories (ABT) | 0.2 | $669k | 5.9k | 113.11 |
|
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $666k | +1094% | 24k | 27.87 |
|
| Palo Alto Networks (PANW) | 0.2 | $655k | +100% | 3.6k | 181.96 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $630k | 3.9k | 159.52 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $564k | 5.2k | 107.57 |
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| NVIDIA Corporation (NVDA) | 0.2 | $529k | +21% | 3.9k | 134.29 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $516k | 5.6k | 92.59 |
|
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| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.1 | $488k | 27k | 18.08 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $482k | 1.1k | 453.28 |
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|
| Visa Com Cl A (V) | 0.1 | $453k | +11% | 1.4k | 316.04 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $448k | 20k | 22.98 |
|
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $418k | NEW | 16k | 25.86 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $405k | NEW | 16k | 26.07 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $398k | NEW | 2.0k | 197.49 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $377k | -2% | 1.6k | 239.71 |
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| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $302k | 2.9k | 104.23 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $290k | NEW | 556.00 | 521.96 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $287k | NEW | 16k | 18.50 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $284k | NEW | 410.00 | 693.08 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $283k | -40% | 1.5k | 190.44 |
|
| Vanguard World Health Car Etf (VHT) | 0.1 | $279k | +2% | 1.1k | 253.69 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $271k | -23% | 2.5k | 110.58 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $263k | 4.6k | 56.77 |
|
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| Marvell Technology (MRVL) | 0.1 | $248k | NEW | 2.2k | 110.45 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $248k | 1.9k | 128.62 |
|
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| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.1 | $234k | 5.0k | 46.69 |
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| UnitedHealth (UNH) | 0.1 | $233k | -59% | 461.00 | 505.86 |
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| American Express Company (AXP) | 0.1 | $229k | NEW | 773.00 | 296.79 |
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| Wal-Mart Stores (WMT) | 0.1 | $226k | NEW | 2.5k | 90.35 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $213k | 1.1k | 198.18 |
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| Ensign (ENSG) | 0.1 | $212k | NEW | 1.6k | 132.86 |
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| Consolidated Edison (ED) | 0.1 | $210k | 2.4k | 89.23 |
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| Wabtec Corporation (WAB) | 0.1 | $203k | NEW | 1.1k | 189.59 |
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| Nice Note 9/1 | 0.0 | $11k | 12k | 0.95 |
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| Cheesecake Factory Note 0.375% 6/1 | 0.0 | $11k | 11k | 0.99 |
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| Cable One Note 1.125% 3/1 | 0.0 | $8.3k | 10k | 0.83 |
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Past Filings by Prudent Investors Network
SEC 13F filings are viewable for Prudent Investors Network going back to 2019
- Prudent Investors Network 2024 Q4 filed Jan. 24, 2025
- Prudent Investors Network 2024 Q3 filed Oct. 31, 2024
- 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