Penney Financial, LLC Portfolio Holdings

Penney Financial, LLC

  • $147 Billion
  • Q3 2024

Penney Financial, LLC has filed its 13F form on December 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Goldman Sachs ETF Tr Activebet with a value of $42.5B, Vanguard Total Stock Market Et with a value of $32.5B, Vanguard Ftse Developed Market with a value of $14B, Vanguard Whitehall Fds (Vangua with a value of $9.93B, and Schwab Strategic Tr Us Dividen with a value of $7.62B.

Examining the 13F form we can see an increase of $9.87B in the current position value, from $137B to 147B. Also it can be appreciated an additional of 3 stocks purchases and 1 closed positions.

Penney Financial, LLC is based out at Houston, TX

Below you can find more details about Penney Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Billion
ETFs: $137 Billion
Technology: $2.56 Billion
Energy: $1.37 Billion
Industrials: $1.22 Billion
Consumer Cyclical: $484 Million
Utilities: $261 Million
Healthcare: $247 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$79.3B
$337 Million 0.23% of portfolio
13,297
Q1 2024 New
$71.5B
$315 Million 0.22% of portfolio
1,152
Q3 2024 Reduced 1.12%
$26.5B
$261 Million 0.18% of portfolio
3,000
Q4 2023 New
$63.6B
$207 Million 0.14% of portfolio
9,381
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $147 Billion
  • Prior Value $137 Billion
  • Filing
  • Period Q3 2024
  • Filing Date December 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 12 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 11 stocks
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