Prudent Man Advisors, LLC Diversified Active

Location: Naperville, IL

CIK: 0001817174 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Jul 31, 2025

Total Value: $314M (100.0% shares, 0.0% debt)

Holdings (179)

VTI VANGUARD INDEX FDS 13.2%
Value $41.59M Shares 136,825 Est. Cost $175.91 Unrealized
BND VANGUARD BD INDEX FDS 8.1%
Value $25.56M Shares 347,173 Est. Cost $83.99 Unrealized
HYG ISHARES TR 5.2%
Value $16.37M Shares 203,017 Est. Cost $80.28 Unrealized
ESGU ISHARES TR 3.1%
Value $9.812M Shares 72,521 Est. Cost $103.41 Unrealized
VEA VANGUARD TAX-MANAGED FDS 2.8%
Value $8.894M Shares 150,500 Est. Cost $40.69 Unrealized
MSFT MICROSOFT CORP 2.7%
Value $8.491M Shares 17,070 Est. Cost $259.28 Unrealized +66.8%
NVDA NVIDIA CORPORATION 2.6%
Value $8.133M Shares 51,479 Est. Cost $106.68 Unrealized +17.9%
BSV VANGUARD BD INDEX FDS 2.2%
Value $7.008M Shares 89,043 Est. Cost $79.45 Unrealized
AAPL APPLE INC 2.2%
Value $6.935M Shares 33,325 Est. Cost $138.49 Unrealized +45.4%
JPM JPMORGAN CHASE & CO. 1.8%
Value $5.514M Shares 19,019 Est. Cost $136.66 Unrealized +84.9%
AMZN AMAZON COM INC 1.5%
Value $4.82M Shares 21,969 Est. Cost $141.66 Unrealized +39.7%
VXUS VANGUARD STAR FDS 1.5%
Value $4.714M Shares 68,229 Est. Cost $61.55 Unrealized
SRLN SSGA ACTIVE ETF TR 1.5%
Value $4.596M Shares 110,500 Est. Cost $41.20 Unrealized
IVV ISHARES TR 1.3%
Value $4.195M Shares 6,756 Est. Cost $425.08 Unrealized
AVGO BROADCOM INC 1.3%
Value $3.946M Shares 14,315 Est. Cost $155.92 Unrealized +38.5%
IWM ISHARES TR 1.1%
Value $3.511M Shares 16,272 Est. Cost $158.70 Unrealized
GOOG ALPHABET INC 1.1%
Value $3.496M Shares 19,707 Est. Cost $132.06 Unrealized +24.8%
VNQ VANGUARD INDEX FDS 1.1%
Value $3.487M Shares 39,149 Est. Cost $83.97 Unrealized
PM PHILIP MORRIS INTL INC 1.0%
Value $3.262M Shares 17,909 Est. Cost $72.72 Unrealized +130.2%
VMBS VANGUARD SCOTTSDALE FDS 1.0%
Value $3.072M Shares 66,284 Est. Cost $45.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.9%
Value $2.786M Shares 5,660 Est. Cost $442.99 Unrealized +14.6%
VYM VANGUARD WHITEHALL FDS 0.9%
Value $2.675M Shares 20,065 Est. Cost $89.59 Unrealized
BLK BLACKROCK INC 0.8%
Value $2.501M Shares 2,384 Est. Cost $958.81 Unrealized -2.7%
MS MORGAN STANLEY 0.7%
Value $2.344M Shares 16,644 Est. Cost $53.98 Unrealized +124.1%
PLD PROLOGIS INC. 0.7%
Value $2.325M Shares 22,116 Est. Cost $92.95 Unrealized +10.1%
ABT ABBOTT LABS 0.7%
Value $2.298M Shares 16,894 Est. Cost $94.62 Unrealized +38.0%
WMT WALMART INC 0.7%
Value $2.253M Shares 23,040 Est. Cost $67.71 Unrealized +39.9%
EMR EMERSON ELEC CO 0.7%
Value $2.147M Shares 16,106 Est. Cost $89.06 Unrealized +27.5%
TMUS T-MOBILE US INC 0.7%
Value $2.087M Shares 8,759 Est. Cost $151.94 Unrealized +58.9%
NEE NEXTERA ENERGY INC 0.6%
Value $1.986M Shares 28,615 Est. Cost $63.78 Unrealized +6.8%
V VISA INC 0.6%
Value $1.974M Shares 5,561 Est. Cost $230.26 Unrealized +50.7%
EQIX EQUINIX INC 0.6%
Value $1.967M Shares 2,473 Est. Cost $715.99 Unrealized +16.7%
MA MASTERCARD INCORPORATED 0.6%
Value $1.927M Shares 3,430 Est. Cost $369.84 Unrealized +49.1%
HON HONEYWELL INTL INC 0.6%
Value $1.905M Shares 8,182 Est. Cost $142.93 Unrealized +39.7%
ORCL ORACLE CORP 0.6%
Value $1.879M Shares 8,595 Est. Cost $164.82 Unrealized -2.4%
COST COSTCO WHSL CORP NEW 0.6%
Value $1.783M Shares 1,801 Est. Cost $519.15 Unrealized +90.8%
AMP AMERIPRISE FINL INC 0.6%
Value $1.758M Shares 3,293 Est. Cost $197.22 Unrealized +148.6%
SBUX STARBUCKS CORP 0.6%
Value $1.753M Shares 9,539 Est. Cost $95.25 Unrealized -10.6%
BKNG BOOKING HOLDINGS INC 0.6%
Value $1.731M Shares 299 Est. Cost $2990.05 Unrealized +70.4%
LRCX LAM RESEARCH CORP 0.5%
Value $1.728M Shares 17,752 Est. Cost $78.23 Unrealized +0.8%
LH LABCORP HOLDINGS INC 0.5%
Value $1.658M Shares 6,316 Est. Cost $218.99 Unrealized +10.4%
GLW CORNING INC 0.5%
Value $1.622M Shares 30,841 Est. Cost $36.00 Unrealized +28.6%
BSX BOSTON SCIENTIFIC CORP 0.5%
Value $1.574M Shares 14,654 Est. Cost $57.58 Unrealized +75.7%
DIS DISNEY WALT CO 0.5%
Value $1.574M Shares 12,690 Est. Cost $103.50 Unrealized -0.7%
EA ELECTRONIC ARTS INC 0.5%
Value $1.547M Shares 9,689 Est. Cost $128.92 Unrealized +14.4%
QCOM QUALCOMM INC 0.5%
Value $1.518M Shares 9,529 Est. Cost $118.52 Unrealized +22.4%
KRE SPDR SER TR 0.5%
Value $1.504M Shares 25,330 Est. Cost $47.62 Unrealized
META META PLATFORMS INC 0.5%
Value $1.452M Shares 1,967 Est. Cost $449.31 Unrealized +37.2%
GOOGL ALPHABET INC 0.5%
Value $1.415M Shares 8,030 Est. Cost $106.41 Unrealized +53.5%
AMAT APPLIED MATLS INC 0.4%
Value $1.414M Shares 7,725 Est. Cost $107.56 Unrealized +46.4%
AXON AXON ENTERPRISE INC 0.4%
Value $1.414M Shares 1,708 Est. Cost $428.14 Unrealized +58.9%
LHX L3HARRIS TECHNOLOGIES INC 0.4%
Value $1.41M Shares 5,620 Est. Cost $182.04 Unrealized +24.7%
MRK MERCK & CO INC 0.4%
Value $1.387M Shares 17,523 Est. Cost $70.70 Unrealized +9.5%
PWR QUANTA SVCS INC 0.4%
Value $1.373M Shares 3,632 Est. Cost $120.93 Unrealized +165.3%
BAC BANK AMERICA CORP 0.4%
Value $1.351M Shares 28,557 Est. Cost $23.27 Unrealized +78.1%
CRM SALESFORCE INC 0.4%
Value $1.321M Shares 4,846 Est. Cost $186.83 Unrealized +42.4%
WFC WELLS FARGO CO NEW 0.4%
Value $1.312M Shares 16,370 Est. Cost $41.52 Unrealized +71.4%
DD DUPONT DE NEMOURS INC 0.4%
Value $1.311M Shares 19,114 Est. Cost $22.84 Unrealized +19.6%
DLR DIGITAL RLTY TR INC 0.4%
Value $1.306M Shares 7,491 Est. Cost $115.93 Unrealized +38.2%
DE DEERE & CO 0.4%
Value $1.271M Shares 1,741 Est. Cost $387.70 Unrealized +25.0%
CMG CHIPOTLE MEXICAN GRILL INC 0.4%
Value $1.211M Shares 21,566 Est. Cost $57.75 Unrealized -11.9%
CSCO CISCO SYS INC 0.4%
Value $1.206M Shares 17,382 Est. Cost $41.13 Unrealized +46.8%
J JACOBS SOLUTIONS INC 0.4%
Value $1.197M Shares 9,104 Est. Cost $106.42 Unrealized +15.2%
PG PROCTER AND GAMBLE CO 0.4%
Value $1.197M Shares 7,511 Est. Cost $115.49 Unrealized +39.2%
JNK SPDR SER TR 0.4%
Value $1.166M Shares 11,988 Est. Cost $104.29 Unrealized
XBI SPDR SER TR 0.4%
Value $1.163M Shares 14,028 Est. Cost $106.60 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value $1.141M Shares 3,659 Est. Cost $374.58 Unrealized +0.1%
RTX RTX CORPORATION 0.4%
Value $1.139M Shares 7,798 Est. Cost $58.29 Unrealized +126.0%
BDX BECTON DICKINSON & CO 0.4%
Value $1.108M Shares 6,432 Est. Cost $218.37 Unrealized -17.4%
OKE ONEOK INC NEW 0.3%
Value $1.093M Shares 13,388 Est. Cost $70.58 Unrealized +14.3%
AME AMETEK INC 0.3%
Value $1.086M Shares 6,001 Est. Cost $120.18 Unrealized +42.5%
SPGI S&P GLOBAL INC 0.3%
Value $1.037M Shares 1,966 Est. Cost $407.12 Unrealized +22.0%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value $1.034M Shares 18,439 Est. Cost $43.18 Unrealized
AJG GALLAGHER ARTHUR J & CO 0.3%
Value $1.027M Shares 3,208 Est. Cost $188.77 Unrealized +73.5%
CVX CHEVRON CORP NEW 0.3%
Value $1.022M Shares 7,137 Est. Cost $81.67 Unrealized +67.7%
BKLN INVESCO EXCH TRADED FD TR II 0.3%
Value $998K Shares 47,700 Est. Cost $20.68 Unrealized
KO COCA COLA CO 0.3%
Value $996K Shares 12,942 Est. Cost $46.56 Unrealized +49.9%
VTWO VANGUARD SCOTTSDALE FDS 0.3%
Value $964K Shares 11,058 Est. Cost $81.49 Unrealized
NKE NIKE INC 0.3%
Value $959K Shares 7,101 Est. Cost $90.89 Unrealized -35.0%
ABBV ABBVIE INC 0.3%
Value $936K Shares 5,045 Est. Cost $119.77 Unrealized +52.5%
MCD MCDONALDS CORP 0.3%
Value $917K Shares 3,140 Est. Cost $269.56 Unrealized +12.6%
AMT AMERICAN TOWER CORP NEW 0.3%
Value $876K Shares 3,965 Est. Cost $208.17 Unrealized +1.1%
CWEN CLEARWAY ENERGY INC 0.3%
Value $871K Shares 27,234 Est. Cost $22.32 Unrealized +29.0%
LKQ LKQ CORP 0.3%
Value $870K Shares 23,495 Est. Cost $35.00 Unrealized +11.3%
EOG EOG RES INC 0.3%
Value $863K Shares 7,218 Est. Cost $76.63 Unrealized +46.3%
CI THE CIGNA GROUP 0.3%
Value $827K Shares 2,503 Est. Cost $221.73 Unrealized +43.4%
VOO VANGUARD INDEX FDS 0.3%
Value $826K Shares 1,455 Est. Cost $529.47 Unrealized
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.3%
Value $822K Shares 3,631 Est. Cost $86.89 Unrealized
WMB WILLIAMS COS INC 0.3%
Value $820K Shares 13,057 Est. Cost $22.24 Unrealized +159.3%
NEM NEWMONT CORP 0.3%
Value $815K Shares 13,989 Est. Cost $33.54 Unrealized +57.7%
EVRG EVERGY INC 0.3%
Value $803K Shares 11,646 Est. Cost $63.67 Unrealized +3.0%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value $784K Shares 1,933 Est. Cost $400.87 Unrealized +4.0%
VRTX VERTEX PHARMACEUTICALS INC 0.2%
Value $772K Shares 1,735 Est. Cost $321.37 Unrealized +43.4%
BLV VANGUARD BD INDEX FDS 0.2%
Value $769K Shares 11,065 Est. Cost $86.06 Unrealized
LLY ELI LILLY & CO 0.2%
Value $768K Shares 985 Est. Cost $833.05 Unrealized -7.2%
EHC ENCOMPASS HEALTH CORP 0.2%
Value $757K Shares 6,170 Est. Cost $52.69 Unrealized +115.8%
FNB F N B CORP 0.2%
Value $743K Shares 50,934 Est. Cost $7.42 Unrealized +78.6%
WELL WELLTOWER INC 0.2%
Value $743K Shares 4,830 Est. Cost $78.10 Unrealized +89.3%
COP CONOCOPHILLIPS 0.2%
Value $736K Shares 8,205 Est. Cost $57.27 Unrealized +53.7%
TSLA TESLA INC 0.2%
Value $709K Shares 2,232 Est. Cost $271.88 Unrealized +10.8%
GD GENERAL DYNAMICS CORP 0.2%
Value $700K Shares 2,401 Est. Cost $214.19 Unrealized +27.2%
NI NISOURCE INC 0.2%
Value $697K Shares 17,269 Est. Cost $25.24 Unrealized +52.9%
CMCSA COMCAST CORP NEW 0.2%
Value $688K Shares 19,270 Est. Cost $33.70 Unrealized +0.6%
CARR CARRIER GLOBAL CORPORATION 0.2%
Value $679K Shares 9,274 Est. Cost $68.47 Unrealized -1.7%
DAL DELTA AIR LINES INC DEL 0.2%
Value $677K Shares 13,761 Est. Cost $39.48 Unrealized +15.4%
NOC NORTHROP GRUMMAN CORP 0.2%
Value $669K Shares 1,339 Est. Cost $348.92 Unrealized +39.3%
ITT ITT INC 0.2%
Value $654K Shares 4,169 Est. Cost $99.98 Unrealized +42.5%
DOV DOVER CORP 0.2%
Value $654K Shares 3,568 Est. Cost $114.63 Unrealized +50.7%
AEP AMERICAN ELEC PWR CO INC 0.2%
Value $653K Shares 6,295 Est. Cost $75.00 Unrealized +36.0%
SYY SYSCO CORP 0.2%
Value $643K Shares 8,485 Est. Cost $73.10 Unrealized -2.7%
SSNC SS&C TECHNOLOGIES HLDGS INC 0.2%
Value $633K Shares 7,641 Est. Cost $64.35 Unrealized +22.2%
FNF FIDELITY NATIONAL FINANCIAL 0.2%
Value $599K Shares 10,690 Est. Cost $23.75 Unrealized +131.4%
VLO VALERO ENERGY CORP 0.2%
Value $587K Shares 4,370 Est. Cost $70.80 Unrealized +72.7%
HD HOME DEPOT INC 0.2%
Value $580K Shares 1,583 Est. Cost $353.26 Unrealized +0.8%
REXR REXFORD INDL RLTY INC 0.2%
Value $576K Shares 16,205 Est. Cost $53.84 Unrealized
MDT MEDTRONIC PLC 0.2%
Value $570K Shares 6,535 Est. Cost $86.07 Unrealized -3.0%
BMY BRISTOL-MYERS SQUIBB CO 0.2%
Value $570K Shares 12,303 Est. Cost $58.89 Unrealized -19.8%
CBRE CBRE GROUP INC 0.2%
Value $505K Shares 3,605 Est. Cost $79.79 Unrealized +58.5%
PSA PUBLIC STORAGE OPER CO 0.2%
Value $498K Shares 1,696 Est. Cost $261.07 Unrealized +10.1%
EMN EASTMAN CHEM CO 0.2%
Value $496K Shares 6,650 Est. Cost $63.46 Unrealized +19.7%
ELV ELEVANCE HEALTH INC 0.2%
Value $489K Shares 1,258 Est. Cost $313.13 Unrealized +26.7%
CXT CRANE NXT CO 0.2%
Value $480K Shares 8,910 Est. Cost $43.61 Unrealized +15.9%
TIP ISHARES TR 0.1%
Value $462K Shares 4,197 Est. Cost $119.28 Unrealized
MR COOPER GROUP INC 0.1%
Value $459K Shares 3,079 Est. Cost $104.92 Unrealized
O REALTY INCOME CORP 0.1%
Value $455K Shares 7,898 Est. Cost $55.11 Unrealized -1.2%
ALB ALBEMARLE CORP 0.1%
Value $455K Shares 7,255 Est. Cost $98.17 Unrealized -40.6%
GS GOLDMAN SACHS GROUP INC 0.1%
Value $442K Shares 625 Est. Cost $556.71 Unrealized +2.7%
BWA BORGWARNER INC 0.1%
Value $442K Shares 13,207 Est. Cost $38.43 Unrealized -21.0%
PFF ISHARES TR 0.1%
Value $439K Shares 14,320 Est. Cost $32.97 Unrealized
TGT TARGET CORP 0.1%
Value $435K Shares 4,412 Est. Cost $93.31 Unrealized 0.0%
OVV OVINTIV INC 0.1%
Value $415K Shares 10,916 Est. Cost $43.22 Unrealized -15.1%
EPRT ESSENTIAL PPTYS RLTY TR INC 0.1%
Value $411K Shares 12,882 Est. Cost $33.86 Unrealized
RF REGIONS FINANCIAL CORP NEW 0.1%
Value $410K Shares 17,446 Est. Cost $20.58 Unrealized 0.0%
VONV VANGUARD SCOTTSDALE FDS 0.1%
Value $410K Shares 4,813 Est. Cost $85.21 Unrealized
SCHP SCHWAB STRATEGIC TR 0.1%
Value $369K Shares 13,841 Est. Cost $26.89 Unrealized
VTR VENTAS INC 0.1%
Value $317K Shares 5,012 Est. Cost $38.87 Unrealized +64.5%
ASML ASML HOLDING N V 0.1%
Value $303K Shares 378 Est. Cost $552.72 Unrealized
VICI VICI PPTYS INC 0.1%
Value $300K Shares 9,202 Est. Cost $27.31 Unrealized +11.8%
AVB AVALONBAY CMNTYS INC 0.1%
Value $298K Shares 1,464 Est. Cost $169.11 Unrealized +17.7%
MPC MARATHON PETE CORP 0.1%
Value $292K Shares 1,755 Est. Cost $67.92 Unrealized +117.7%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value $290K Shares 1,802 Est. Cost $88.96 Unrealized +71.7%
SAP SAP SE 0.1%
Value $287K Shares 945 Est. Cost $269.38 Unrealized
MGNI MAGNITE INC 0.1%
Value $274K Shares 11,360 Est. Cost $14.73 Unrealized 0.0%
FLR FLUOR CORP NEW 0.1%
Value $266K Shares 5,190 Est. Cost $39.88 Unrealized 0.0%
DY DYCOM INDS INC 0.1%
Value $265K Shares 1,086 Est. Cost $172.29 Unrealized +14.2%
FN FABRINET 0.1%
Value $262K Shares 889 Est. Cost $222.82 Unrealized 0.0%
ENSG ENSIGN GROUP INC 0.1%
Value $258K Shares 1,675 Est. Cost $58.89 Unrealized +138.0%
MYRG MYR GROUP INC DEL 0.1%
Value $255K Shares 1,407 Est. Cost $146.94 Unrealized 0.0%
NPO ENPRO INC 0.1%
Value $254K Shares 1,328 Est. Cost $170.96 Unrealized 0.0%
SHEL SHELL PLC 0.1%
Value $246K Shares 3,488 Est. Cost $55.86 Unrealized
CCI CROWN CASTLE INC 0.1%
Value $237K Shares 2,304 Est. Cost $128.89 Unrealized -23.9%
BIV VANGUARD BD INDEX FDS 0.1%
Value $230K Shares 2,978 Est. Cost $92.16 Unrealized
AGG ISHARES TR 0.1%
Value $228K Shares 2,298 Est. Cost $104.43 Unrealized
SONY SONY GROUP CORP 0.1%
Value $224K Shares 8,622 Est. Cost $25.41 Unrealized
AZN ASTRAZENECA PLC 0.1%
Value $224K Shares 3,201 Est. Cost $67.75 Unrealized
ITGR INTEGER HLDGS CORP 0.1%
Value $221K Shares 1,801 Est. Cost $119.42 Unrealized 0.0%
BOOT BOOT BARN HLDGS INC 0.1%
Value $219K Shares 1,443 Est. Cost $132.72 Unrealized 0.0%
RY ROYAL BK CDA 0.1%
Value $216K Shares 1,641 Est. Cost $122.31 Unrealized 0.0%
CTRE CARETRUST REIT INC 0.1%
Value $216K Shares 7,049 Est. Cost $30.60 Unrealized
NTST NETSTREIT CORP 0.1%
Value $216K Shares 12,737 Est. Cost $14.72 Unrealized
PRGS PROGRESS SOFTWARE CORP 0.1%
Value $215K Shares 3,374 Est. Cost $60.82 Unrealized 0.0%
CRS CARPENTER TECHNOLOGY CORP 0.1%
Value $212K Shares 766 Est. Cost $217.46 Unrealized 0.0%
MAA MID-AMER APT CMNTYS INC 0.1%
Value $209K Shares 1,409 Est. Cost $125.90 Unrealized +21.1%
TM TOYOTA MOTOR CORP 0.1%
Value $208K Shares 1,206 Est. Cost $150.51 Unrealized
RAMP LIVERAMP HLDGS INC 0.1%
Value $208K Shares 6,287 Est. Cost $29.04 Unrealized 0.0%
SUI SUN CMNTYS INC 0.1%
Value $206K Shares 1,632 Est. Cost $128.61 Unrealized
GLPI GAMING & LEISURE PPTYS INC 0.1%
Value $206K Shares 4,422 Est. Cost $45.06 Unrealized
WY WEYERHAEUSER CO MTN BE 0.1%
Value $206K Shares 8,004 Est. Cost $29.78 Unrealized -14.1%
MUFG MITSUBISHI UFJ FINL GROUP IN 0.1%
Value $199K Shares 14,498 Est. Cost $13.63 Unrealized
DOC HEALTHPEAK PROPERTIES INC 0.1%
Value $197K Shares 11,254 Est. Cost $19.81 Unrealized -14.2%
PAYO PAYONEER GLOBAL INC 0.1%
Value $172K Shares 25,145 Est. Cost $5.63 Unrealized +20.4%
BBVA BANCO BILBAO VIZCAYA ARGENTA 0.1%
Value $170K Shares 11,045 Est. Cost $10.19 Unrealized
RWT REDWOOD TRUST INC 0.1%
Value $168K Shares 28,369 Est. Cost $6.63 Unrealized
CMCO COLUMBUS MCKINNON CORP N Y 0.1%
Value $160K Shares 10,465 Est. Cost $15.06 Unrealized 0.0%
LYG LLOYDS BANKING GROUP PLC 0.0%
Value $150K Shares 35,402 Est. Cost $1.99 Unrealized
LBRT LIBERTY ENERGY INC 0.0%
Value $137K Shares 11,924 Est. Cost $12.11 Unrealized 0.0%
MFG MIZUHO FINANCIAL GROUP INC 0.0%
Value $116K Shares 20,870 Est. Cost $5.51 Unrealized
TALO TALOS ENERGY INC 0.0%
Value $115K Shares 13,546 Est. Cost $8.01 Unrealized 0.0%
PTEN PATTERSON-UTI ENERGY INC 0.0%
Value $94,916 Shares 16,006 Est. Cost $12.14 Unrealized -50.4%