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
Showing first 500 out of 39 holdings