Prudent Investors Network, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 24, 2025), Prudent Investors Network, Inc. reported 58 stock positions worth $341.7 million. Its top holding was PIMCO Active Bond Exchange-T (BOND) at 11.3% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.0%) and Global X Emerging Markets BD (EMBD, 7.6%). Compared with Q3 2024, it opened 12 new positions, sold out of 6, added to 23 and reduced 7. The biggest buy was SS Financial Select Sector (XLF, shares +5%) and the biggest sale an exit from Target (TGT).
- Most Recent 13F
- Q2 2026
- Location
- LAKE FOREST, CA
- CIK
- 0001766005
- Portfolio Value
- $341.7M (Q4 2024)
- SEC Filing
- 0001986152-25-000005 ↗ filed Jan 24, 2025
Holdings Value
Holdings 58 stocks · $341.7M
| BOND PIMCO Active Bond Exchange-T | 11.26% | 425,488 | $38.5M | Add +10.1% |
| QQQ Invesco QQQ Trust Series 1 | 9.01% | 60,252 | $30.8M | Add +1.7% |
| EMBD Global X Emerging Markets BD | 7.61% | 1,151,728 | $26.0M | Add +11.1% |
| IEF iShares 7-10 Year Treasury B | 7.56% | 279,608 | $25.8M | Add +8.0% |
| XLF SS Financial Select Sector | 7.56% | 534,579 | $25.8M | Add +4.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 6.14% | 79,430 | $21.0M | Add +4.8% |
| IAGG iShares Intl Aggregate Bond | 5.74% | 392,980 | $19.6M | Add +7.8% |
| SGOV iShares 0-3 Month Treasury B | 5.45% | 185,483 | $18.6M | Add +10.5% |
| MTUM iShares MSCI USA Momentum Fa | 4.96% | 81,866 | $16.9M | Add +5.0% |
| MSFT Microsoft Corp. | 4.50% | 36,484 | $15.4M | Add +7.8% |
| XLV SS Health Care Select Sector | 4.14% | 102,805 | $14.1M | Add +8.4% |
| XLE SS Energy Select Sector | 4.06% | 161,825 | $13.9M | Add +7.1% |
| AMZN Amazon.com Inc. | 3.49% | 54,334 | $11.9M | Reduce -2.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 3.49% | 157,409 | $11.9M | Add +3.8% |
| IDEV iShares Core MSCI Dev MKTS | 3.46% | 183,663 | $11.8M | Add +8.1% |
| AIQ Global X Art Intel & Tech | 2.94% | 260,379 | $10.1M | Add +5.3% |
| XLP SS Consumer Staples Sel Sect | 2.68% | 116,701 | $9.2M | Add +5.6% |
| AAPL Apple Inc. | 0.91% | 12,386 | $3.1M | Add +41.2% |
| COST Costco Wholesale Corp. | 0.48% | 1,795 | $1.6M | Add +105.8% |
| EMB iShares JP Morgan Usd Emergi | 0.41% | 15,617 | $1.4M | Reduce -30.0% |
| ABBV Abbvie Inc. | 0.31% | 5,930 | $1.1M | Reduce -11.2% |
| LMT Lockheed Martin Corp. | 0.26% | 1,849 | $899K | New |
| ABT Abbott Laboratories | 0.20% | 5,918 | $669K | No change |
| SCHG Schwab US Large-Cap Growth | 0.19% | 23,884 | $666K | Add +198.6% |
| PANW Palo Alto Networks Inc. | 0.19% | 3,600 | $655K | No change |
| IYW iShares Ustechnology ETF | 0.18% | 3,946 | $629K | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.17% | 5,243 | $564K | No change |
| NVDA Nvidia Corp. | 0.15% | 3,936 | $529K | Add +21.9% |
| IUSV iShares Core S&P U.S. Value | 0.15% | 5,577 | $516K | No change |
| IFLN Invesco Bloomberg Enhanced F | 0.14% | 27,003 | $488K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 1,064 | $482K | No change |
| V Visa Inc. Class A | 0.13% | 1,433 | $453K | Add +11.1% |
| GOVT iShares US Treasury Bond ETF | 0.13% | 19,503 | $448K | No change |
| SCHA Schwab US Small-Cap ETF | 0.12% | 16,167 | $418K | New |
| SCHV Schwab US Large-Cap Value | 0.12% | 15,518 | $405K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.12% | 2,015 | $398K | New |
| JPM JPMorgan Chase & Co. | 0.11% | 1,572 | $377K | Reduce -2.4% |
| GVI iShares Intermediate Governm | 0.09% | 2,896 | $302K | No change |
| ISRG Intuitive Surgical Inc. | 0.08% | 556 | $290K | New |
| SCHF Schwab Intl Equity ETF | 0.08% | 15,505 | $287K | New |
| ASML ASML Holding NV-NY Reg SHS | 0.08% | 410 | $284K | New |
| GOOG Alphabet Inc. Class C | 0.08% | 1,488 | $283K | Reduce -40.2% |
| VHT Vanguard Health Care ETF | 0.08% | 1,101 | $279K | Add +2.6% |
| IYF iShares US Financials ETF | 0.08% | 2,452 | $271K | Reduce -23.1% |
| ARKK ARK Innovation ETF | 0.08% | 4,629 | $263K | No change |
| MRVL Marvell Technology Inc. | 0.07% | 2,247 | $248K | New |
| ITOT iShares Core S&P Total U.S. | 0.07% | 1,925 | $248K | No change |
| PNQI Invesco Nasdaq Internet ETF | 0.07% | 5,012 | $234K | No change |
| UNH Unitedhealth Group Inc. | 0.07% | 461 | $233K | Reduce -59.6% |
| AXP American Express Co. | 0.07% | 773 | $229K | New |
| WMT Walmart Inc. | 0.07% | 2,506 | $226K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.06% | 1,075 | $213K | No change |
| ENSG The Ensign Group Inc. | 0.06% | 1,596 | $212K | New |
| ED Consolidated Edison Inc. | 0.06% | 2,358 | $210K | No change |
| WAB Wabtec Corp. | 0.06% | 1,068 | $202K | New |
| NICE LTD (NICEIT 0 09/15/25) | 0.00% | 12,000 | $11K | No change |
| CHEESECAKE FACTORY (THE) (CAKE 0.375 06/15/26) | 0.00% | 11,000 | $11K | No change |
| CABLE ONE INC (CABO 1.125 03/15/28) | 0.00% | 10,000 | $8K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| TGT Target Corp. | Sold out | 0.00% | −1.28 |
| EMB iShares JP Morgan Usd Emergi | Reduce -30.0% | 0.41% | −0.23 |
| UNH Unitedhealth Group Inc. | Reduce -59.6% | 0.07% | −0.14 |
| VWO Vanguard Ftse Emerging Marke | Sold out | 0.00% | −0.11 |
| ABBV Abbvie Inc. | Reduce -11.2% | 0.31% | −0.10 |
| AGG iShares Core U.S. Aggregate | Sold out | 0.00% | −0.09 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.06 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -40.2% | 0.08% | −0.04 |
| IYF iShares US Financials ETF | Reduce -23.1% | 0.08% | −0.02 |
| DISH NETWORK CORP (DISH 3.375 08/15/26) | Sold out | 0.00% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.4% | 0.11% | +0.01 |
| AMZN Amazon.com Inc. | Reduce -2.7% | 3.49% | +0.30 |
Portfolio Buys Q3 2024 → Q4 2024
| XLF SS Financial Select Sector | Add +4.8% | 7.56% | +0.47 |
| AAPL Apple Inc. | Add +41.2% | 0.91% | +0.28 |
| LMT Lockheed Martin Corp. | New | 0.26% | +0.26 |
| SGOV iShares 0-3 Month Treasury B | Add +10.5% | 5.45% | +0.26 |
| COST Costco Wholesale Corp. | Add +105.8% | 0.48% | +0.24 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 9.01% | +0.14 |
| EMBD Global X Emerging Markets BD | Add +11.1% | 7.61% | +0.13 |
| SCHG Schwab US Large-Cap Growth | Add +198.6% | 0.19% | +0.13 |
| AIQ Global X Art Intel & Tech | Add +5.3% | 2.94% | +0.12 |
| SCHA Schwab US Small-Cap ETF | New | 0.12% | +0.12 |
| SCHV Schwab US Large-Cap Value | New | 0.12% | +0.12 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.12% | +0.12 |
| MTUM iShares MSCI USA Momentum Fa | Add +5.0% | 4.96% | +0.10 |
| ISRG Intuitive Surgical Inc. | New | 0.08% | +0.08 |
| SCHF Schwab Intl Equity ETF | New | 0.08% | +0.08 |
| ASML ASML Holding NV-NY Reg SHS | New | 0.08% | +0.08 |
| MRVL Marvell Technology Inc. | New | 0.07% | +0.07 |
| AXP American Express Co. | New | 0.07% | +0.07 |
| WMT Walmart Inc. | New | 0.07% | +0.07 |
| ENSG The Ensign Group Inc. | New | 0.06% | +0.06 |
| WAB Wabtec Corp. | New | 0.06% | +0.06 |
| BOND PIMCO Active Bond Exchange-T | Add +10.1% | 11.26% | +0.04 |
| NVDA Nvidia Corp. | Add +21.9% | 0.15% | +0.03 |
| MSFT Microsoft Corp. | Add +7.8% | 4.50% | +0.03 |
| V Visa Inc. Class A | Add +11.1% | 0.13% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.8% | 6.14% | +0.01 |
| IYW iShares Ustechnology ETF | Add +0.4% | 0.18% | +0.00 |
| VHT Vanguard Health Care ETF | Add +2.6% | 0.08% | −0.01 |
| XLE SS Energy Select Sector | Add +7.1% | 4.06% | −0.02 |
| IAGG iShares Intl Aggregate Bond | Add +7.8% | 5.74% | −0.05 |
| XLP SS Consumer Staples Sel Sect | Add +5.6% | 2.68% | −0.13 |
| IDEV iShares Core MSCI Dev MKTS | Add +8.1% | 3.46% | −0.23 |
| IEF iShares 7-10 Year Treasury B | Add +8.0% | 7.56% | −0.23 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +3.8% | 3.49% | −0.27 |
| XLV SS Health Care Select Sector | Add +8.4% | 4.14% | −0.34 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 87 | $516.3M | IEF, EMB, JCPB, IAGG, IDEV |
| Q1 2026 | 74 | $459.2M | BOND, IEF, EMB, IAGG, IDEV |
| Q4 2025 | 73 | $435.8M | FBND, EMBD, IEF, IAGG, IDEV |
| Q3 2025 | 68 | $408.3M | FBND, EMBD, IAGG, IEF, XLF |
| Q2 2025 | 59 | $370.7M | FBND, EMBD, IAGG, IEF, XLF |
| Q1 2025 | 62 | $351.1M | FBND, EMBD, IEF, IAGG, XLF |
| Q4 2024 | 58 | $341.7M | BOND, QQQ, EMBD, IEF, XLF |
| Q3 2024 | 52 | $325.9M | BOND, QQQ, IEF, EMBD, XLF |
| Q2 2024 | 45 | $276.7M | QQQ, IEF, EMB, BOND, MTUM |
| Q1 2024 | 53 | $265.3M | IEF, QQQ, EMB, BOND, VO |