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 AIQ, GOOG, XLP, V.
  • 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
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 10.3 $22M +2% 292k 75.15
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Ishares Tr Jpmorgan Usd Emg (EMB) 9.9 $21M +2% 255k 82.52
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Pimco Etf Tr Active Bd Etf (BOND) 9.5 $20M +3% 230k 87.90
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Invesco Qqq Tr Unit Ser 1 (QQQ) 8.3 $18M +12% 49k 358.27
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Ishares Tr Core Intl Aggr (IAGG) 7.2 $16M 317k 48.78
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Vanguard Specialized Funds Div App Etf (VIG) 5.0 $11M +7% 69k 155.38
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Select Sector Spdr Tr Energy (XLE) 4.7 $10M +5% 112k 90.39
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Ishares Tr Msci Usa Mmentm (MTUM) 4.2 $8.9M +7% 64k 139.70
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Select Sector Spdr Tr Financial (XLF) 3.8 $8.2M +13% 248k 33.17
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Microsoft Corporation (MSFT) 3.7 $7.9M +21% 25k 315.75
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Select Sector Spdr Tr Sbi Healthcare (XLV) 3.5 $7.5M +9% 58k 128.74
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 3.5 $7.4M NEW 108k 68.81
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Amazon (AMZN) 3.3 $7.1M -10% 56k 127.12
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.9 $6.1M -37% 156k 39.21
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Select Sector Spdr Tr Sbi Int-utils (XLU) 2.2 $4.7M +18% 80k 58.93
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Global X Fds Artificial Etf (AIQ) 2.1 $4.4M NEW 163k 26.91
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Target Corporation (TGT) 1.4 $3.0M 27k 110.57
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Apple (AAPL) 0.7 $1.5M +56% 9.0k 171.20
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Exxon Mobil Corporation (XOM) 0.4 $951k +3% 8.1k 117.58
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Abbvie (ABBV) 0.4 $878k 5.9k 149.06
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Abbott Laboratories (ABT) 0.3 $595k 6.1k 96.85
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Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.3 $594k -2% 35k 17.08
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Ishares Tr U.s. Tech Etf (IYW) 0.3 $589k 5.6k 104.92
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Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $544k 25k 22.04
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Palo Alto Networks (PANW) 0.2 $425k 1.8k 234.44
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Ishares Tr Core S&p Us Vlu (IUSV) 0.2 $416k 5.6k 74.62
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Rockwell Automation (ROK) 0.2 $373k 1.3k 285.87
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Visa Com Cl A (V) 0.2 $366k NEW 1.6k 230.01
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International Business Machines (IBM) 0.2 $324k +9% 2.3k 140.30
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Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 0.1 $307k +400% 10k 30.68
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Vanguard World Fds Health Car Etf (VHT) 0.1 $240k +6% 1.0k 235.10
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) 0.1 $226k 6.4k 35.07
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Ark Etf Tr Innovation Etf (ARKK) 0.1 $226k -3% 5.7k 39.67
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Ishares Tr U.s. Finls Etf (IYF) 0.1 $217k +6% 2.9k 74.76
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Alphabet Cap Stk Cl C (GOOG) 0.1 $206k NEW 1.6k 131.85
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Past Filings by Prudent Investors Network

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