Prudent Investors Network, Inc is an investment fund managing more than $238 billion ran by Lindsay Rider. There are currently 35 companies in Mrs. Rider’s portfolio. The largest investments include Ishares Tr and Ishares Tr, together worth $92 billion.
As of 9th May 2024, Prudent Investors Network, Inc’s top holding is 413,190 shares of Ishares Tr currently worth over $39.9 billion and making up 16.7% of the portfolio value.
In addition, the fund holds 636,939 shares of Ishares Tr worth $52.1 billion.
The third-largest holding is Pimco Etf Tr worth $19.6 billion and the next is Vanguard Index Fds worth $15.2 billion, with 60,908 shares owned.
Currently, Prudent Investors Network, Inc's portfolio is worth at least $238 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Prudent Investors Network, Inc office and employees reside in Lake Forest, California. According to the last 13-F report filed with the SEC, Lindsay Rider serves as the Compliance Consultant at Prudent Investors Network, Inc.
In the most recent 13F filing, Prudent Investors Network, Inc revealed that it had opened a new position in
Ishares Tr and bought 413,190 shares worth $39.9 billion.
The investment fund also strengthened its position in Select Sector Spdr Tr by buying
179,216 additional shares.
This makes their stake in Select Sector Spdr Tr total 624,599 shares worth $42.9 billion.
On the other hand, there are companies that Prudent Investors Network, Inc is getting rid of from its portfolio.
Prudent Investors Network, Inc closed its position in Vanguard Scottsdale Fds on 16th May 2024.
It sold the previously owned 660,198 shares for $43.2 billion.
Lindsay Rider also disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $52.1 billion and 636,939 shares.
The two most similar investment funds to Prudent Investors Network, Inc are Atlas Private Wealth Management and Lion Street Advisors. They manage $238 billion and $238 billion respectively.
Prudent Investors Network, Inc’s portfolio is diversified across 8 sectors.
Currently, their heaviest sector is Technology — making up 5.9% of
the total portfolio value.
The fund focuses on investments in the United States as
34.3% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
34% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $554 billion.
These positions were updated on May 16th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
Opened
413,190
|
$39,853,799,000 | 16.74% |
| Vanguard Scottsdale Fds |
Closed
660,198
|
$43,235,078,000 | |
| Ishares Tr |
4.18%
636,939
|
$52,104,489,000 | 21.89% |
| Pimco Etf Tr |
3.66%
213,338
|
$19,597,238,000 | 8.23% |
| Vanguard Index Fds |
Opened
60,908
|
$15,155,547,000 | 6.37% |
| Select Sector Spdr Tr |
40.24%
624,599
|
$42,926,274,000 | 18.04% |
| Microsoft Corporation |
49.91%
30,773
|
$12,946,942,000 | 5.44% |
| Amazon.com Inc. |
5.39%
59,238
|
$10,685,350,000 | 4.49% |
| Vanguard Intl Equity Index F |
8.33%
228,519
|
$9,545,247,000 | 4.01% |
| Global X Fds |
Opened
232,386
|
$7,891,845,000 | 3.32% |
| Invesco Exch Traded Fd Tr Ii |
Closed
187,071
|
$7,321,959,000 | |
| Select Sector Spdr Tr |
Opened
89,776
|
$6,855,317,000 | 2.88% |
| Coca-Cola Co |
Opened
107,937
|
$6,603,615,000 | 2.77% |
| Target Corp |
1.16%
26,682
|
$4,728,317,000 | 1.99% |
| Lockheed Martin Corp. |
Closed
9,565
|
$4,403,535,000 | |
| Apple Inc |
33.60%
7,678
|
$1,316,623,000 | 0.55% |
| Abbvie Inc |
0.61%
5,929
|
$1,079,728,000 | 0.45% |
| Abbott Labs |
0.92%
6,176
|
$701,964,000 | 0.29% |
| Exxon Mobil Corp. |
32.81%
5,243
|
$609,446,000 | 0.26% |
| Unitedhealth Group Inc |
Opened
1,142
|
$564,947,000 | 0.24% |
| Invesco Exch Traded Fd Tr Ii |
13.26%
30,825
|
$558,857,000 | 0.23% |
| Palo Alto Networks Inc |
0.55%
1,800
|
$511,434,000 | 0.21% |
| Invesco Exchange Traded Fd T |
400.00%
10,000
|
$398,900,000 | 0.17% |
| Rockwell Automation Inc |
0.54%
1,311
|
$381,934,000 | 0.16% |
| Vanguard World Fd |
24.76%
1,194
|
$323,001,000 | 0.14% |
| Ark Etf Tr |
3.95%
5,687
|
$284,805,000 | 0.12% |
| International Business Machs |
Closed
2,118
|
$283,410,000 | |
| NVIDIA Corp |
Opened
297
|
$268,357,000 | 0.11% |
| PIMCO Access Income Fund |
Opened
15,843
|
$249,210,000 | 0.10% |
| Spdr Ser Tr |
8.66%
5,887
|
$239,660,000 | 0.10% |
| Cisco Sys Inc |
Opened
4,508
|
$224,994,000 | 0.09% |
| Alphabet Inc |
Opened
1,447
|
$220,320,000 | 0.09% |
| Vanguard Specialized Funds |
98.23%
1,142
|
$208,541,000 | 0.09% |
| Vanguard Tax-managed Fds |
Opened
4,063
|
$203,841,000 | 0.09% |
| Blackrock Innovation And Grw |
Opened
21,317
|
$173,520,000 | 0.07% |
| Rivernorth Managed Dur Mun I |
Opened
10,461
|
$168,736,000 | 0.07% |
| Mainstay Cbre Gbl Infra Meg |
Opened
12,719
|
$159,878,000 | 0.07% |
| Neuberger Berman Next Genera |
Opened
12,425
|
$145,994,000 | 0.06% |
| Pioneer Mun High Income Oppo |
Opened
10,337
|
$116,911,000 | 0.05% |
| No transactions found | |||
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