Prudent Investors Network

Prudent Investors Network as of March 31, 2025

Portfolio Holdings for Prudent Investors Network

Prudent Investors Network holds 62 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 11.8 $42M 908k 45.65
Global X Fds X Emerging Mkt (EMBD) 10.5 $37M 1.6M 22.84
Ishares Tr 7-10 Yr Trsy Bd (IEF) 8.7 $30M 319k 95.37
Ishares Tr Core Intl Aggr (IAGG) 8.6 $30M 602k 49.99
Select Sector Spdr Tr Financial (XLF) 6.7 $24M 473k 49.81
Vanguard Index Fds Mid Cap Etf (VO) 5.7 $20M 77k 258.62
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.6 $20M 42k 468.92
Ishares Tr Core Msci Intl (IDEV) 4.8 $17M 246k 68.89
Select Sector Spdr Tr Energy (XLE) 4.3 $15M 162k 93.45
Ishares Tr Msci Usa Mmentm (MTUM) 4.2 $15M 72k 202.13
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.1 $15M 265k 54.76
Select Sector Spdr Tr Sbi Healthcare (XLV) 3.1 $11M 75k 146.01
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.0 $11M 105k 100.67
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 2.6 $9.3M 114k 81.67
Amazon (AMZN) 2.5 $8.8M 46k 190.26
Global X Fds Artificial Etf (AIQ) 2.4 $8.3M 229k 36.38
Microsoft Corporation (MSFT) 2.3 $8.1M 22k 375.39
Select Sector Spdr Tr Sbi Int-utils (XLU) 2.2 $7.6M 96k 78.85
Pimco Etf Tr Active Bd Etf (BOND) 1.3 $4.5M 49k 92.47
Apple (AAPL) 0.7 $2.6M 12k 222.13
Costco Wholesale Corporation (COST) 0.5 $1.7M 1.8k 946.01
Ishares Tr Jpmorgan Usd Emg (EMB) 0.3 $1.0M 11k 90.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $861k 1.6k 532.58
Exxon Mobil Corporation (XOM) 0.2 $797k 6.7k 118.93
Lockheed Martin Corporation (LMT) 0.2 $763k 1.7k 446.71
Eli Lilly & Co. (LLY) 0.2 $731k 885.00 825.91
Abbvie (ABBV) 0.2 $729k 3.5k 209.50
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $641k 26k 25.04
Palo Alto Networks (PANW) 0.2 $614k 3.6k 170.64
Ishares Tr U.s. Tech Etf (IYW) 0.2 $527k 3.8k 140.44
Ishares Tr Core S&p Us Vlu (IUSV) 0.1 $515k 5.6k 92.29
Visa Com Cl A (V) 0.1 $502k 1.4k 350.46
Abbott Laboratories (ABT) 0.1 $459k 3.5k 132.65
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $413k 16k 26.58
JPMorgan Chase & Co. (JPM) 0.1 $386k 1.6k 245.30
NVIDIA Corporation (NVDA) 0.1 $385k 3.6k 108.38
Invesco Exch Traded Fd Tr Ii Fndmntl Hy Crp (PHB) 0.1 $379k 21k 18.06
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $379k 16k 23.43
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $350k 15k 22.98
Vanguard World Health Car Etf (VHT) 0.1 $334k 1.3k 264.73
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $329k 2.0k 166.00
Ishares Tr Intrm Gov Cr Etf (GVI) 0.1 $307k 2.9k 106.02
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $303k 1.6k 186.29
Ishares Tr U.s. Finls Etf (IYF) 0.1 $277k 2.5k 112.85
Asml Holding N V N Y Registry Shs (ASML) 0.1 $272k 410.00 662.63
Consolidated Edison (ED) 0.1 $266k 2.4k 110.59
Goldman Sachs (GS) 0.1 $249k 455.00 546.29
Intuitive Surgical Com New (ISRG) 0.1 $247k 499.00 495.27
UnitedHealth (UNH) 0.1 $241k 461.00 523.75
Alphabet Cap Stk Cl C (GOOG) 0.1 $233k 1.5k 156.23
Wec Energy Group (WEC) 0.1 $222k 2.0k 108.98
Wal-Mart Stores (WMT) 0.1 $220k 2.5k 87.79
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $217k 1.4k 160.54
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $216k 1.8k 122.01
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $214k 11k 19.78
American Express Company (AXP) 0.1 $208k 773.00 269.05
Marsh & McLennan Companies (MMC) 0.1 $208k 851.00 244.03
Spdr Gold Tr Gold Shs (GLD) 0.1 $204k 707.00 288.14
Hecla Mining Company (HL) 0.0 $77k 14k 5.56
Nice Note 9/1 0.0 $12k 12k 0.97
Cheesecake Factory Note 0.375% 6/1 0.0 $11k 11k 0.97
Cable One Note 1.125% 3/1 0.0 $7.9k 10k 0.79