Prudent Investors Network, Inc 13F annual report

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.

Limited to 30 biggest holdings

$238 billion Assets Under Management (AUM)

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.

Careers at Prudent Investors Network, Inc

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.

Recent trades

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.

One of the smallest hedge funds

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.

Lindsay Rider investment strategy

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.

The complete list of Prudent Investors Network, Inc trades based on 13F SEC filings

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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