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, QQQ, and represent 48.24% of Prudent Investors Network's stock portfolio.
- Added to shares of these 10 stocks: XLP (+$7.4M), AIQ, QQQ, MSFT, XLF, BOND, XLU, VIG, MTUM, XLV.
- Started 4 new stock positions in V, AIQ, XLP, GOOG.
- Reduced shares in these 8 stocks: RDIV (-$7.3M), LMT, VWO, AMZN, IAGG, PHB, ARKK, GOVT.
- Sold out of its positions in RDIV, LMT.
- Prudent Investors Network was a net buyer of stock by $6.8M.
- Prudent Investors Network has $214M in assets under management (AUM), dropping by 0.70%.
- Central Index Key (CIK): 0001766005
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Portfolio Holdings for Prudent Investors Network
Prudent Investors Network holds 36 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 10.3 | $22M | +2% | 383k | 57.60 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 10.3 | $22M | +2% | 292k | 75.15 |
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 9.9 | $21M | +2% | 255k | 82.52 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 9.5 | $20M | +3% | 230k | 87.90 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 8.3 | $18M | +12% | 49k | 358.27 |
|
| Ishares Tr Core Intl Aggr (IAGG) | 7.2 | $16M | 317k | 48.78 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 5.0 | $11M | +7% | 69k | 155.38 |
|
| Select Sector Spdr Tr Energy (XLE) | 4.7 | $10M | +5% | 112k | 90.39 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.2 | $8.9M | +7% | 64k | 139.70 |
|
| Select Sector Spdr Tr Financial (XLF) | 3.8 | $8.2M | +13% | 248k | 33.17 |
|
| Microsoft Corporation (MSFT) | 3.7 | $7.9M | +21% | 25k | 315.75 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 3.5 | $7.5M | +9% | 58k | 128.74 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 3.5 | $7.4M | NEW | 108k | 68.81 |
|
| Amazon (AMZN) | 3.3 | $7.1M | -10% | 56k | 127.12 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.9 | $6.1M | -37% | 156k | 39.21 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 2.2 | $4.7M | +18% | 80k | 58.93 |
|
| Global X Fds Artificial Etf (AIQ) | 2.1 | $4.4M | NEW | 163k | 26.91 |
|
| Target Corporation (TGT) | 1.4 | $3.0M | 27k | 110.57 |
|
|
| Apple (AAPL) | 0.7 | $1.5M | +56% | 9.0k | 171.20 |
|
| Exxon Mobil Corporation (XOM) | 0.4 | $951k | +3% | 8.1k | 117.58 |
|
| Abbvie (ABBV) | 0.4 | $878k | 5.9k | 149.06 |
|
|
| Abbott Laboratories (ABT) | 0.3 | $595k | 6.1k | 96.85 |
|
|
| Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) | 0.3 | $594k | -2% | 35k | 17.08 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $589k | 5.6k | 104.92 |
|
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.3 | $544k | 25k | 22.04 |
|
|
| Palo Alto Networks (PANW) | 0.2 | $425k | 1.8k | 234.44 |
|
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.2 | $416k | 5.6k | 74.62 |
|
|
| Rockwell Automation (ROK) | 0.2 | $373k | 1.3k | 285.87 |
|
|
| Visa Com Cl A (V) | 0.2 | $366k | NEW | 1.6k | 230.01 |
|
| International Business Machines (IBM) | 0.2 | $324k | +9% | 2.3k | 140.30 |
|
| Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) | 0.1 | $307k | +400% | 10k | 30.68 |
|
| Vanguard World Fds Health Car Etf (VHT) | 0.1 | $240k | +6% | 1.0k | 235.10 |
|
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $226k | 6.4k | 35.07 |
|
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.1 | $226k | -3% | 5.7k | 39.67 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $217k | +6% | 2.9k | 74.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $206k | NEW | 1.6k | 131.85 |
|
Past Filings by Prudent Investors Network
SEC 13F filings are viewable for Prudent Investors Network going back to 2019
- 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
- Prudent Investors Network 2019 Q4 filed Jan. 30, 2020