test

Lindsay Marie Rider

@Prudent Investors Network, Inc.

Latest period2024 - Q3ReportedManaged Assets$325.854MTotal holdings52
Assets growth rate17.78%Assets growth rate (2-Q avg)11.05%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Prudent Investors Network, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 52 positions.

Assets under management

The assets under management (AUM) of Prudent Investors Network, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 325.854M in assets, with a quarterly growth rate of 17.78% and a 2-quarter average growth rate of 11.05%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ABBVAbbvie Inc
Recent Activity
Increased 12.65%
0.41%
$1.319M
6,680 shares@ $197.48 avg price
COSTCostco Whsl Corp New
Recent Activity
New Position
0.24%
$773,273
872 shares@ $886.79 avg price
ABTAbbott Labs
Recent Activity
0.21%
$674,711
5,918 shares@ $114.01 avg price
UNHUnitedhealth Group Inc
Recent Activity
0.21%
$667,705
1,142 shares@ $584.69 avg price
PANWPalo Alto Networks Inc
Recent Activity
0.19%
$615,240
1,800 shares@ $341.8 avg price
XOMExxon Mobil Corp
Recent Activity
0.19%
$614,584
5,243 shares@ $117.22 avg price
IYWIshares Tr
Recent Activity
Decreased -29.95%
0.19%
$596,018
3,931 shares@ $151.62 avg price
IUSVIshares Tr
Recent Activity
0.17%
$532,548
5,577 shares@ $95.5 avg price
PHBInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -12.39%
0.16%
$500,636
27,003 shares@ $18.55 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
New Position
0.16%
$489,717
1,064 shares@ $460.27 avg price