PRUDENT INVESTORS NETWORK, INC.

data from 30/09/2025

Capitalization

$ 408.267 M 10.14 %

Average holding period

4 ans

Performance

$ 49.372 M 21.05 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in PRUDENT INVESTORS NETWORK, INC.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 FBND FIDELITY MERRIMACK STR TR 12.16% 49.634 M $ 1073400 2025/03/31 464.914 K $ 1.07 %
2025/09/30 EMBD GLOBAL X FDS 10.49% 42.813 M $ 1799621 2024/09/30 768.404 K $ 2.02 %
2025/09/30 IAGG ISHARES TR 8.48% 34.627 M $ 675903 2024/03/31 86.571 K $ 0.27 %
2025/09/30 IEF ISHARES TR 8.39% 34.234 M $ 354901 2024/03/31 225.095 K $ 0.72 %
2025/09/30 XLF SELECT SECTOR SPDR TR 6.55% 26.754 M $ 496642 2024/03/31 715.431 K $ 2.86 %
2025/09/30 QQQ INVESCO QQQ TR 6.24% 25.480 M $ 42440 2024/03/31 2.053 M $ 8.83 %
2025/09/30 VO VANGUARD INDEX FDS 5.71% 23.323 M $ 79399 2024/03/31 1.081 M $ 4.97 %
2025/09/30 IDEV ISHARES TR 5.11% 20.881 M $ 260460 2024/09/30 1.034 M $ 5.43 %
2025/09/30 MTUM ISHARES TR 4.64% 18.925 M $ 73798 2024/03/31 1.175 M $ 6.71 %
2025/09/30 COWZ PACER FDS TR 4.21% 17.187 M $ 299061 2025/03/31 662.621 K $ 4.30 %
2025/09/30 XLE SELECT SECTOR SPDR TR 3.82% 15.599 M $ 174599 2024/03/31 747.816 K $ 5.34 %
2025/09/30 AIQ GLOBAL X FDS 2.83% 11.569 M $ 234247 2024/03/31 1.320 M $ 13.05 %
2025/09/30 XLV SELECT SECTOR SPDR TR 2.73% 11.131 M $ 79983 2024/03/31 332.761 K $ 3.25 %
2025/09/30 AMZN AMAZON COM INC 2.57% 10.507 M $ 47852 2024/03/31 8.393 K $ 0.08 %
2025/09/30 MSFT MICROSOFT CORP 2.52% 10.276 M $ 19840 2024/03/31 428.197 K $ 4.13 %
2025/09/30 SGOV ISHARES TR 2.29% 9.363 M $ 92978 2024/03/31 942.000 $ 0.01 %
2025/09/30 XLP SELECT SECTOR SPDR TR 2.29% 9.345 M $ 119245 2024/03/31 -295.661 K $ -3.21 %
2025/09/30 XLU SELECT SECTOR SPDR TR 2.11% 8.595 M $ 98551 2024/03/31 532.616 K $ 6.80 %
2025/09/30 BOND PIMCO ETF TR 0.76% 3.109 M $ 33301 2024/03/31 49.791 K $ 1.27 %
2025/09/30 AAPL APPLE INC 0.66% 2.697 M $ 10594 2024/03/31 574.082 K $ 24.11 %
2025/09/30 EMB ISHARES TR 0.42% 1.695 M $ 17809 2024/03/31 47.917 K $ 2.77 %
2025/09/30 TSLA TESLA INC 0.36% 1.473 M $ 3313 2025/09/30 0.000 $ 0.00 %
2025/09/30 ABBV ABBVIE INC 0.20% 822.723 K $ 3553 2024/03/31 158.194 K $ 24.74 %
2025/09/30 SCHG SCHWAB STRATEGIC TR 0.20% 817.026 K $ 25604 2024/06/30 69.130 K $ 9.24 %
2025/09/30 NSC NORFOLK SOUTHN CORP 0.20% 815.914 K $ 2716 2025/06/30 128.431 K $ 17.36 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.20% 811.601 K $ 2573 2024/09/30 39.862 K $ 8.80 %
2025/09/30 PANW PALO ALTO NETWORKS INC 0.18% 735.475 K $ 3612 2024/03/31 -3.684 K $ -0.50 %
2025/09/30 IYW ISHARES TR 0.18% 734.671 K $ 3751 2024/03/31 84.735 K $ 13.04 %
2025/09/30 XOM EXXON MOBIL CORP 0.18% 729.042 K $ 6466 2024/03/31 25.299 K $ 4.59 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.18% 721.432 K $ 1435 2024/09/30 27.389 K $ 3.49 %
2025/09/30 NVDA NVIDIA CORPORATION 0.15% 608.437 K $ 3261 2024/03/31 94.890 K $ 18.10 %
2025/09/30 LLY ELI LILLY & CO 0.14% 569.198 K $ 746 2025/03/31 -14.414 K $ -2.12 %
2025/09/30 IUSV ISHARES TR 0.14% 557.421 K $ 5577 2024/03/31 29.669 K $ 5.62 %
2025/09/30 ORCL ORACLE CORP 0.12% 506.513 K $ 1801 2025/09/30 0.000 $ 0.00 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.12% 500.431 K $ 541 2024/09/30 -35.048 K $ -6.50 %
2025/09/30 V VISA INC 0.12% 471.446 K $ 1381 2024/09/30 -18.932 K $ -3.85 %
2025/09/30 ABT ABBOTT LABS 0.11% 463.165 K $ 3458 2024/03/31 -7.158 K $ -1.52 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.11% 451.736 K $ 15518 2024/12/31 22.345 K $ 5.20 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.10% 424.168 K $ 1277 2024/12/31 0.000 $ 0.00 %
2025/09/30 VUG VANGUARD INDEX FDS 0.10% 418.220 K $ 872 2025/09/30 0.000 $ 0.00 %
2025/09/30 ASML ASML HOLDING N V 0.10% 400.789 K $ 414 2024/12/31 69.013 K $ 20.80 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.10% 390.727 K $ 1399 2024/12/31 76.454 K $ 23.31 %
2025/09/30 IVV ISHARES TR 0.09% 387.170 K $ 578 2025/09/30 0.000 $ 0.00 %
2025/09/30 GOOG ALPHABET INC 0.09% 384.078 K $ 1577 2024/03/31 101.754 K $ 37.30 %
2025/09/30 VTV VANGUARD INDEX FDS 0.09% 382.781 K $ 2053 2025/09/30 0.000 $ 0.00 %
2025/09/30 ITOT ISHARES TR 0.09% 358.882 K $ 2464 2024/09/30 18.758 K $ 7.86 %
2025/09/30 PHB INVESCO EXCH TRADED FD TR II 0.08% 344.157 K $ 18523 2024/03/31 2.222 K $ 0.65 %
2025/09/30 GOVT ISHARES TR 0.08% 310.525 K $ 13431 2024/03/31 1.880 K $ 0.61 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.08% 307.391 K $ 386 2025/03/31 0.000 $ 0.00 %
2025/09/30 IYF ISHARES TR 0.07% 304.949 K $ 2408 2024/03/31 13.853 K $ 4.67 %
2025/09/30 VHT VANGUARD WORLD FD 0.07% 289.454 K $ 1115 2024/03/31 15.482 K $ 4.53 %
2025/09/30 VTI VANGUARD INDEX FDS 0.07% 278.616 K $ 849 2025/09/30 0.000 $ 0.00 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.06% 264.367 K $ 4412 2025/09/30 0.000 $ 0.00 %
2025/09/30 GLD SPDR GOLD TR 0.06% 260.915 K $ 734 2025/03/31 35.802 K $ 16.61 %
2025/09/30 SCHF SCHWAB STRATEGIC TR 0.06% 251.936 K $ 10822 2024/12/31 12.769 K $ 5.34 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.06% 249.575 K $ 1346 2025/09/30 0.000 $ 0.00 %
2025/09/30 ENSG ENSIGN GROUP INC 0.06% 246.716 K $ 1428 2024/12/31 26.432 K $ 12.00 %
2025/09/30 VOE VANGUARD INDEX FDS 0.06% 246.158 K $ 1410 2025/03/31 13.692 K $ 6.15 %
2025/09/30 WMT WALMART INC 0.06% 245.180 K $ 2379 2024/12/31 12.635 K $ 5.40 %
2025/09/30 CSCO CISCO SYS INC 0.06% 227.086 K $ 3319 2025/09/30 0.000 $ 0.00 %
2025/09/30 SCHE SCHWAB STRATEGIC TR 0.06% 225.381 K $ 6754 2025/06/30 21.815 K $ 10.72 %
2025/09/30 META META PLATFORMS INC 0.06% 224.720 K $ 306 2025/06/30 -1.120 K $ -0.50 %
2025/09/30 VBR VANGUARD INDEX FDS 0.06% 224.363 K $ 1075 2024/03/31 14.727 K $ 7.03 %
2025/09/30 NFLX NETFLIX INC 0.05% 221.800 K $ 185 2025/06/30 -25.938 K $ -10.47 %
2025/09/30 IWB ISHARES TR 0.05% 221.115 K $ 605 2025/09/30 0.000 $ 0.00 %
2025/09/30 ALL ALLSTATE CORP 0.05% 214.650 K $ 1000 2025/09/30 0.000 $ 0.00 %
2025/09/30 WAB WABTEC 0.05% 214.102 K $ 1068 2024/12/31 -9.483 K $ -4.24 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.05% 213.844 K $ 321 2025/06/30 15.900 K $ 7.82 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 WEC WEC ENERGY GROUP INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 SCHA SCHWAB STRATEGIC TR 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 GVI ISHARES TR 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %