Prudent Investors Network

Latest statistics and disclosures from Prudent Investors Network's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are QQQ, GOVT, PHB, MTUM, BOND, and represent 47.77% of Prudent Investors Network's stock portfolio.
  • Added to shares of these 10 stocks: QQQ (+$7.2M), AMZN (+$6.8M), MTUM, XLF, ARKK, AAPL, SPYD, XLV, XLP, MCHI.
  • Reduced shares in these 10 stocks: JETS (-$5.8M), GOVT, , PHB, BOND, IAGG, EMB, XLE, DIS, WMT.
  • Sold out of its positions in DIS, JETS, IVV, IEMG, WMT.
  • Prudent Investors Network was a net buyer of stock by $813k.
  • Prudent Investors Network has $192M in assets under management (AUM), dropping by -10.62%.
  • Central Index Key (CIK): 0001766005

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Portfolio Holdings for Prudent Investors Network

Prudent Investors Network holds 30 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.2 $20M +58% 70k 280.28
Ishares Tr Us Treas Bd Etf (GOVT) 9.8 $19M -14% 785k 23.90
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 9.7 $19M -13% 1.1M 16.85
Ishares Tr Msci Usa Mmentm (MTUM) 9.3 $18M +22% 131k 136.37
Pimco Etf Tr Active Bd Etf (BOND) 8.9 $17M -13% 179k 95.25
Ishares Tr Jpmorgan Usd Emg (EMB) 8.8 $17M -7% 200k 85.32
Select Sector Spdr Tr Financial (XLF) 7.2 $14M +18% 438k 31.45
Ishares Tr Core Intl Aggr (IAGG) 6.8 $13M -15% 264k 49.81
Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 5.8 $11M +7% 281k 39.91
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.6 $6.9M +10% 54k 128.25
Amazon (AMZN) 3.5 $6.8M +95247% 64k 106.21
Apple (AAPL) 3.1 $5.9M +18% 43k 136.73
Ishares Tr Msci China Etf (MCHI) 2.9 $5.6M +2% 101k 55.81
Ark Etf Tr Innovation Etf (ARKK) 2.2 $4.2M +32% 105k 39.88

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Select Sector Spdr Tr Energy (XLE) 1.9 $3.7M -8% 51k 71.50
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 1.8 $3.5M +5% 48k 72.19
Hp (HPQ) 1.1 $2.0M 62k 32.79
Agilent Technologies Inc C ommon (A) 0.6 $1.1M 9.0k 118.77
Abbvie (ABBV) 0.5 $905k 5.9k 153.23
Hewlett Packard Enterprise (HPE) 0.4 $823k 62k 13.26
Abbott Laboratories (ABT) 0.4 $689k 6.3k 108.71
Keysight Technologies (KEYS) 0.3 $620k 4.5k 137.93
Exxon Mobil Corporation (XOM) 0.2 $470k 5.5k 85.56
Ishares Tr U.s. Tech Etf (IYW) 0.2 $442k 5.5k 80.01
Microsoft Corporation (MSFT) 0.2 $373k -2% 1.5k 257.06
Ishares Tr U.s. Finls Etf (IYF) 0.2 $300k 4.3k 70.09
International Business Machines (IBM) 0.2 $299k 2.1k 141.17
Rockwell Automation (ROK) 0.1 $260k -25% 1.3k 199.39
Vanguard World Fds Health Car Etf (VHT) 0.1 $218k 927.00 235.17
Sempra Energy (SRE) 0.1 $211k 1.4k 149.96

Past Filings by Prudent Investors Network

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