Penney Financial, LLC Purchases and Sells in Q3 2025

Penney Financial, LLC

$223 Billion
Q3 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GSLC	8.1K + 1.89%	$121.46 - $130.92 $983K - $1.06M	436K $56.8B
VTI	3.35K + 2.91%	$303.93 - $329.86 $1.02M - $1.11M	118K $38.9B
SGOV	37.9K + 47.33%	$100.37 - $100.74 $3.8M - $3.81M	118K $11.9B
IEFA	16.4K + 16.05%	$81.7 - $87.53 $1.34M - $1.43M	118K $10.3B
VEA	6.74K + 2.19%	$56.02 - $60.3 $378K - $407K	315K $18.9B
AAPL	493 + 6.2%	$202.38 - $256.87 $99.8K - $127K	8.45K $2.15B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FLMI	76.5K New	$23.96 - $24.81 $1.83M - $1.9M	76.5K $1.9B
CGMU	58.8K New	N/A	58.8K $1.6B
DFNM	31.7K New	$47.18 - $48.17 $1.5M - $1.53M	31.7K $1.52B
ITOT	3.48K New	$135.0 - $146.02 $470K - $508K	3.48K $507M
META	384 New	$695.21 - $791.73 $267K - $304K	384 $282M
VUG	519 New	$433.97 - $484.08 $225K - $251K	519 $249M

Top Sells

Reduced Positions

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVV	-480 - 25.89%	$620.67 - $670.08 $298K - $322K	1.37K $920M
GVA	-1K - 27.42%	$92.28 - $111.29 $92.3K - $111K	2.65K $290M
BSV	-64 - 1.63%	$78.11 - $79.07 $5K - $5.06K	3.87K $305M
JPM	-40 - 5.73%	$282.78 - $316.06 $11.3K - $12.6K	658 $208M
FDX	-1 - 0.09%	$217.1 - $243.2 $217 - $243	1.15K $271M
VB	-160 - 0.69%	$237.58 - $259.17 $38K - $41.5K	23.1K $5.87B

Activity Summary All Purchases 30 New Holdings 9 Increased Positions 21 All Sells 6 Reductions 6 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Penney Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Penney Financial, LLC with notifications on news.