Filed: 5/7/2025ACC: 0001986152-25-000042
📋 What this filing means
PRUDENT INVESTORS NETWORK, INC. filed this quarterly 13F‑HR report disclosing 62 equity positions with a total reported market value of $351.05M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
62
Positions
$351.05M
Total AUM (reported)
5.75M
Total Shares
Allocation by class
TOTAL BD ETF$41.46M11.8%
X EMERGING MKT$36.75M10.5%
7-10 YR TRSY BD$30.44M8.7%
CORE INTL AGGR$30.10M8.6%
COM$27.74M7.9%
FINANCIAL$23.58M6.7%
MID CAP ETF$19.91M5.7%
Portfolio Concentration
Top 3$108.65M30.9%
4–10$140.16M39.9%
11–25$90.37M25.7%
Rest$11.88M3.4%
Top 3 weight
30.9%
Top 10 weight
70.9%
Voting Authority Distribution
Total shares with voting rights: 5.75M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
5.75M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole62
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings62
Rows:
FIDELITY MERRIMACK STR TR
SOLEShares908.20K
TypeSH
Market value$41.46M
11.81%
Sole
0.00
Shared
0.00
None
908.20K
GLOBAL X FDS
SOLEShares1.61M
TypeSH
Market value$36.75M
10.47%
Sole
0.00
Shared
0.00
None
1.61M
ISHARES TR
SOLEShares319.19K
TypeSH
Market value$30.44M
8.67%
Sole
0.00
Shared
0.00
None
319.19K
ISHARES TR
SOLEShares602.06K
TypeSH
Market value$30.10M
8.57%
Sole
0.00
Shared
0.00
None
602.06K
SELECT SECTOR SPDR TR
SOLEShares473.38K
TypeSH
Market value$23.58M
6.72%
Sole
0.00
Shared
0.00
None
473.38K
VANGUARD INDEX FDS
SOLEShares77K
TypeSH
Market value$19.91M
5.67%
Sole
0.00
Shared
0.00
None
77K
INVESCO QQQ TR
SOLEShares42.29K
TypeSH
Market value$19.83M
5.65%
Sole
0.00
Shared
0.00
None
42.29K
ISHARES TR
SOLEShares246.28K
TypeSH
Market value$16.97M
4.83%
Sole
0.00
Shared
0.00
None
246.28K
SELECT SECTOR SPDR TR
SOLEShares161.92K
TypeSH
Market value$15.13M
4.31%
Sole
0.00
Shared
0.00
None
161.92K
ISHARES TR
SOLEShares72.42K
TypeSH
Market value$14.64M
4.17%
Sole
0.00
Shared
0.00
None
72.42K
PACER FDS TR
SOLEShares264.80K
TypeSH
Market value$14.50M
4.13%
Sole
0.00
Shared
0.00
None
264.80K
SELECT SECTOR SPDR TR
SOLEShares75.39K
TypeSH
Market value$11.01M
3.14%
Sole
0.00
Shared
0.00
None
75.39K
ISHARES TR
SOLEShares104.88K
TypeSH
Market value$10.56M
3.01%
Sole
0.00
Shared
0.00
None
104.88K
SELECT SECTOR SPDR TR
SOLEShares113.45K
TypeSH
Market value$9.27M
2.64%
Sole
0.00
Shared
0.00
None
113.45K
AMAZON COM INC
SOLEShares46.38K
TypeSH
Market value$8.82M
2.51%
Sole
0.00
Shared
0.00
None
46.38K
GLOBAL X FDS
SOLEShares228.90K
TypeSH
Market value$8.33M
2.37%
Sole
0.00
Shared
0.00
None
228.90K
MICROSOFT CORP
SOLEShares21.59K
TypeSH
Market value$8.10M
2.31%
Sole
0.00
Shared
0.00
None
21.59K
SELECT SECTOR SPDR TR
SOLEShares96.32K
TypeSH
Market value$7.59M
2.16%
Sole
0.00
Shared
0.00
None
96.32K
PIMCO ETF TR
SOLEShares48.70K
TypeSH
Market value$4.50M
1.28%
Sole
0.00
Shared
0.00
None
48.70K
APPLE INC
SOLEShares11.50K
TypeSH
Market value$2.55M
0.73%
Sole
0.00
Shared
0.00
None
11.50K
COSTCO WHSL CORP NEW
SOLEShares1.79K
TypeSH
Market value$1.70M
0.48%
Sole
0.00
Shared
0.00
None
1.79K
ISHARES TR
SOLEShares11.11K
TypeSH
Market value$1.01M
0.29%
Sole
0.00
Shared
0.00
None
11.11K
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.62K
TypeSH
Market value$861.2K
0.25%
Sole
0.00
Shared
0.00
None
1.62K
EXXON MOBIL CORP
SOLEShares6.70K
TypeSH
Market value$796.7K
0.23%
Sole
0.00
Shared
0.00
None
6.70K
LOCKHEED MARTIN CORP
SOLEShares1.71K
TypeSH
Market value$763.4K
0.22%
Sole
0.00
Shared
0.00
None
1.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIDELITY MERRIMACK STR TRSOLE | TOTAL BD ETF | 908.20K | SH | $41.46M 11.81% | 0.00 | 0.00 | 908.20K |
GLOBAL X FDSSOLE | X EMERGING MKT | 1.61M | SH | $36.75M 10.47% | 0.00 | 0.00 | 1.61M |
ISHARES TRSOLE | 7-10 YR TRSY BD | 319.19K | SH | $30.44M 8.67% | 0.00 | 0.00 | 319.19K |
ISHARES TRSOLE | CORE INTL AGGR | 602.06K | SH | $30.10M 8.57% | 0.00 | 0.00 | 602.06K |
SELECT SECTOR SPDR TRSOLE | FINANCIAL | 473.38K | SH | $23.58M 6.72% | 0.00 | 0.00 | 473.38K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 77K | SH | $19.91M 5.67% | 0.00 | 0.00 | 77K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 42.29K | SH | $19.83M 5.65% | 0.00 | 0.00 | 42.29K |
ISHARES TRSOLE | CORE MSCI INTL | 246.28K | SH | $16.97M 4.83% | 0.00 | 0.00 | 246.28K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 161.92K | SH | $15.13M 4.31% | 0.00 | 0.00 | 161.92K |
ISHARES TRSOLE | MSCI USA MMENTM | 72.42K | SH | $14.64M 4.17% | 0.00 | 0.00 | 72.42K |
PACER FDS TRSOLE | US CASH COWS 100 | 264.80K | SH | $14.50M 4.13% | 0.00 | 0.00 | 264.80K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 75.39K | SH | $11.01M 3.14% | 0.00 | 0.00 | 75.39K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 104.88K | SH | $10.56M 3.01% | 0.00 | 0.00 | 104.88K |
SELECT SECTOR SPDR TRSOLE | SBI CONS STPLS | 113.45K | SH | $9.27M 2.64% | 0.00 | 0.00 | 113.45K |
AMAZON COM INCSOLE | COM | 46.38K | SH | $8.82M 2.51% | 0.00 | 0.00 | 46.38K |
GLOBAL X FDSSOLE | ARTIFICIAL ETF | 228.90K | SH | $8.33M 2.37% | 0.00 | 0.00 | 228.90K |
MICROSOFT CORPSOLE | COM | 21.59K | SH | $8.10M 2.31% | 0.00 | 0.00 | 21.59K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 96.32K | SH | $7.59M 2.16% | 0.00 | 0.00 | 96.32K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 48.70K | SH | $4.50M 1.28% | 0.00 | 0.00 | 48.70K |
APPLE INCSOLE | COM | 11.50K | SH | $2.55M 0.73% | 0.00 | 0.00 | 11.50K |
COSTCO WHSL CORP NEWSOLE | COM | 1.79K | SH | $1.70M 0.48% | 0.00 | 0.00 | 1.79K |
ISHARES TRSOLE | JPMORGAN USD EMG | 11.11K | SH | $1.01M 0.29% | 0.00 | 0.00 | 11.11K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.62K | SH | $861.2K 0.25% | 0.00 | 0.00 | 1.62K |
EXXON MOBIL CORPSOLE | COM | 6.70K | SH | $796.7K 0.23% | 0.00 | 0.00 | 6.70K |
LOCKHEED MARTIN CORPSOLE | COM | 1.71K | SH | $763.4K 0.22% | 0.00 | 0.00 | 1.71K |
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