Prudent-Investors-Network

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABT",
  "ABBV",
  "AXP",
  null,
  "ASML",
  null,
  "ISRG",
  null,
  "MMC",
  "MSFT",
  null,
  "VHT",
  null,
  null,
  "PANW",
  "UNH",
  "AAPL",
  null,
  "NVDA",
  "GS",
  "LMT",
  null,
  null,
  null,
  null,
  "GLD",
  null,
  "VO",
  "HL",
  "VOE",
  null,
  "IEF",
  "TSM",
  null,
  "WEC",
  "AMZN",
  null,
  null,
  null,
  null,
  "VBR",
  "V",
  "WMT",
  "SCHG",
  "SCHF",
  "SCHA",
  null,
  "MTUM",
  null,
  "IUSV",
  null,
  "BRK-B",
  null,
  "ED",
  "COST",
  "QQQ",
  "GOOG",
  "XOM",
  "LLY",
  "ITOT",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 62
Total Value: 351053442
Accession Number: 0001986152-25-000042
Form Type: 13F-HR
CIK: prudent-investors-network
Manager Name: Prudent-Investors-Network

Data Enrichment

63% identified

39 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

62 positions • $351.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.8K

Value:$1.7M

% of Portfolio:0.5% ($1.7M/$351.1M)

464288281

Shares:11.1K

Value:$1.0M

% of Portfolio:0.3% ($1.0M/$351.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.6K

Value:$861.2K

% of Portfolio:0.2% ($861.2K/$351.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.7K

Value:$796.7K

% of Portfolio:0.2% ($796.7K/$351.1M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.7K

Value:$763.4K

% of Portfolio:0.2% ($763.4K/$351.1M)

ELI LILLY & Co

LLY|532457108

Shares:885

Value:$730.9K

% of Portfolio:0.2% ($730.9K/$351.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:3.5K

Value:$729.0K

% of Portfolio:0.2% ($729.0K/$351.1M)

808524300

SCHG|808524300

Shares:25.6K

Value:$641.1K

% of Portfolio:0.2% ($641.1K/$351.1M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.6K

Value:$614.3K

% of Portfolio:0.2% ($614.3K/$351.1M)

464287721

Shares:3.8K

Value:$526.8K

% of Portfolio:0.2% ($526.8K/$351.1M)

464287663

IUSV|464287663

Shares:5.6K

Value:$514.7K

% of Portfolio:0.1% ($514.7K/$351.1M)

VISA INC.

V|92826C839

Shares:1.4K

Value:$502.2K

% of Portfolio:0.1% ($502.2K/$351.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:3.5K

Value:$458.7K

% of Portfolio:0.1% ($458.7K/$351.1M)

808524409

Shares:15.5K

Value:$412.5K

% of Portfolio:0.1% ($412.5K/$351.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.6K

Value:$385.6K

% of Portfolio:0.1% ($385.6K/$351.1M)

NVIDIA CORP

NVDA|67066G104

Shares:3.6K

Value:$385.3K

% of Portfolio:0.1% ($385.3K/$351.1M)

46138E719

Shares:21.0K

Value:$379.3K

% of Portfolio:0.1% ($379.3K/$351.1M)

808524607

SCHA|808524607

Shares:16.2K

Value:$378.8K

% of Portfolio:0.1% ($378.8K/$351.1M)

46429B267

Shares:15.2K

Value:$349.5K

% of Portfolio:0.1% ($349.5K/$351.1M)

92204A504

VHT|92204A504

Shares:1.3K

Value:$334.1K

% of Portfolio:0.1% ($334.1K/$351.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.8K	QoQ 0.00% (+0) YoY NEW(+1.8K)	All Managers (Combined)	$1.7M	0.5% ($1.7M/$351.1M)	QoQ +3.22% (+$53.1K) YoY NEW(+$1.7M)
(cusip464288281)✕	11.1K	QoQ -28.87% (-4.5K) YoY -95.27% (-224.2K)	All Managers (Combined)	$1.0M	0.3% ($1.0M/$351.1M)	QoQ -27.64% (-$384.4K) YoY -95.23% (-$20.1M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.6K	QoQ +51.97% (+553) YoY NEW(+1.6K)	All Managers (Combined)	$861.2K	0.2% ($861.2K/$351.1M)	QoQ +78.56% (+$378.9K) YoY NEW(+$861.2K)
EXXON MOBIL CORP(XOMcusip30231G102)	6.7K	QoQ +27.77% (+1.5K) YoY +27.77% (+1.5K)	All Managers (Combined)	$796.7K	0.2% ($796.7K/$351.1M)	QoQ +41.26% (+$232.7K) YoY +30.72% (+$187.3K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.7K	QoQ -7.57% (-140) YoY NEW(+1.7K)	All Managers (Combined)	$763.4K	0.2% ($763.4K/$351.1M)	QoQ -15.03% (-$135.1K) YoY NEW(+$763.4K)
ELI LILLY & Co(LLYcusip532457108)	885	QoQ NEW(+885) YoY NEW(+885)	All Managers (Combined)	$730.9K	0.2% ($730.9K/$351.1M)	QoQ NEW(+$730.9K) YoY NEW(+$730.9K)
AbbVie Inc.(ABBVcusip00287Y109)	3.5K	QoQ -41.31% (-2.5K) YoY -41.30% (-2.4K)	All Managers (Combined)	$729.0K	0.2% ($729.0K/$351.1M)	QoQ -30.81% (-$324.8K) YoY -32.47% (-$350.7K)
(SCHGcusip808524300)	25.6K	QoQ +7.20% (-1.7K) YoY NEW(+25.6K)	All Managers (Combined)	$641.1K	0.2% ($641.1K/$351.1M)	QoQ -3.68% (-$24.5K) YoY NEW(+$641.1K)
Palo Alto Networks Inc(PANWcusip697435105)	3.6K	QoQ 0.00% (-0) YoY +100.00% (+1.8K)	All Managers (Combined)	$614.3K	0.2% ($614.3K/$351.1M)	QoQ -6.22% (-$40.8K) YoY +20.11% (+$102.9K)
(cusip464287721)✕	3.8K	QoQ -4.94% (-195) YoY -33.16% (-1.9K)	All Managers (Combined)	$526.8K	0.2% ($526.8K/$351.1M)	QoQ -16.31% (-$102.7K) YoY -30.49% (-$231.2K)
(IUSVcusip464287663)	5.6K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$514.7K	0.1% ($514.7K/$351.1M)	QoQ -0.32% (-$1.7K) YoY +2.04% (+$10.3K)
VISA INC.(Vcusip92826C839)	1.4K	QoQ 0.00% (+0) YoY NEW(+1.4K)	All Managers (Combined)	$502.2K	0.1% ($502.2K/$351.1M)	QoQ +10.89% (+$49.3K) YoY NEW(+$502.2K)
ABBOTT LABORATORIES(ABTcusip002824100)	3.5K	QoQ -41.56% (-2.5K) YoY -44.00% (-2.7K)	All Managers (Combined)	$458.7K	0.1% ($458.7K/$351.1M)	QoQ -31.47% (-$210.7K) YoY -34.65% (-$243.3K)
(cusip808524409)✕	15.5K	QoQ 0.00% (+0) YoY NEW(+15.5K)	All Managers (Combined)	$412.5K	0.1% ($412.5K/$351.1M)	QoQ +1.95% (+$7.9K) YoY NEW(+$412.5K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.6K	QoQ 0.00% (+0) YoY NEW(+1.6K)	All Managers (Combined)	$385.6K	0.1% ($385.6K/$351.1M)	QoQ +2.33% (+$8.8K) YoY NEW(+$385.6K)
NVIDIA CORP(NVDAcusip67066G104)	3.6K	QoQ -9.67% (-381) YoY +1096.96% (+3.3K)	All Managers (Combined)	$385.3K	0.1% ($385.3K/$351.1M)	QoQ -27.10% (-$143.3K) YoY +43.57% (+$116.9K)
(cusip46138E719)✕	21.0K	QoQ -22.22% (-6.0K) YoY -31.86% (-9.8K)	All Managers (Combined)	$379.3K	0.1% ($379.3K/$351.1M)	QoQ -22.30% (-$108.9K) YoY -32.13% (-$179.6K)
(SCHAcusip808524607)	16.2K	QoQ 0.00% (-0) YoY NEW(+16.2K)	All Managers (Combined)	$378.8K	0.1% ($378.8K/$351.1M)	QoQ -9.39% (-$39.3K) YoY NEW(+$378.8K)
(cusip46429B267)✕	15.2K	QoQ -22.03% (-4.3K) YoY -32.29% (-7.3K)	All Managers (Combined)	$349.5K	0.1% ($349.5K/$351.1M)	QoQ -22.01% (-$98.7K) YoY -31.65% (-$161.9K)
(VHTcusip92204A504)	1.3K	QoQ +14.62% (+161) YoY +5.69% (+68)	All Managers (Combined)	$334.1K	0.1% ($334.1K/$351.1M)	QoQ +19.61% (+$54.8K) YoY +3.43% (+$11.1K)