Pinney & Scofield, Inc. Portfolio Holdings by Sector

Pinney & Scofield, Inc.

$132 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAS DFIV DFIP DFUV DFAT DISV DFAR DFSV 79 stocks	$103 Million 79.63% of portfolio	79	-	79	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY PFE ABBV AMGN BMY MRK OGN 7 stocks	$5.94 Million 4.59% of portfolio	7	-	7	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$5.4 Million 4.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TXN ADI INTC TSM AMD 6 stocks	$2.6 Million 2.01% of portfolio	6	-	6	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.27 Million 1.76% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs VPL 1 stocks	$1.41 Million 1.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$1.01 Million 0.78% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL META GOOG 3 stocks	$882,928 0.68% of portfolio	3	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN EBAY 2 stocks	$472,173 0.36% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL AKAM PLTR 4 stocks	$439,216 0.34% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM BP SHEL 3 stocks	$437,580 0.34% of portfolio	3	-	3	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BMO WFC 3 stocks	$371,863 0.29% of portfolio	3	-	3	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA RIVN 2 stocks	$368,111 0.28% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST DG 2 stocks	$343,075 0.27% of portfolio	2	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$334,965 0.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS CNC HUM 4 stocks	$330,545 0.26% of portfolio	4	-	4	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ TMUS CMCSA 4 stocks	$285,857 0.22% of portfolio	4	-	4	-	0 Calls 0 Puts
Railroads \| Industrials UNP CSX WAB 3 stocks	$256,615 0.2% of portfolio	3	-	3	-	0 Calls 0 Puts
Banks—Regional \| Financial Services UMBF TFC BRKL 3 stocks	$244,168 0.19% of portfolio	3	-	3	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM CTSH KD 3 stocks	$239,709 0.19% of portfolio	3	-	3	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE ES ETR 3 stocks	$225,424 0.17% of portfolio	3	-	3	-	0 Calls 0 Puts
Credit Services \| Financial Services V PYPL 2 stocks	$216,315 0.17% of portfolio	2	-	2	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive KR 1 stocks	$201,367 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials GE IR EMR ETN OTIS 5 stocks	$176,583 0.14% of portfolio	5	-	5	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$131,729 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate AMT EQIX 2 stocks	$130,446 0.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Devices \| Healthcare SYK 1 stocks	$129,618 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS WBD 2 stocks	$127,480 0.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Scientific & Technical Instruments \| Technology CGNX 1 stocks	$123,789 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate ESRT 1 stocks	$103,200 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Consulting Services \| Industrials ICFI 1 stocks	$101,567 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA RTX 2 stocks	$99,878 0.08% of portfolio	2	-	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM MCD 2 stocks	$91,642 0.07% of portfolio	2	-	2	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$87,616 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$72,708 0.06% of portfolio	2	-	2	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$61,437 0.05% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT CARR 2 stocks	$59,119 0.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology PTC MSTR 2 stocks	$54,312 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Computer Hardware \| Technology DELL WDC 2 stocks	$49,869 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Renewable \| Utilities CEG 1 stocks	$49,216 0.04% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$45,342 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive KHC BYND 2 stocks	$41,365 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD CC 2 stocks	$39,370 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Biotechnology \| Healthcare REGN QSI LXRX ALLO 4 stocks	$36,016 0.03% of portfolio	4	-	4	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC VLO 2 stocks	$33,184 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy CHK OXY EQT 3 stocks	$28,568 0.02% of portfolio	3	-	3	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$26,885 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$26,607 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical LVS VAC 2 stocks	$26,184 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Life \| Financial Services MFC 1 stocks	$21,006 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Marine Shipping \| Industrials DAC 1 stocks	$20,418 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$19,825 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$18,941 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$16,724 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR 1 stocks	$6,230 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$4,668 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$3,465 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Asset Management \| Financial Services NTRS 1 stocks	$2,050 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive DEO 1 stocks	$2,034 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare XRAY 1 stocks	$1,898 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare VTRS 1 stocks	$921 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Waste Management \| Industrials HSC 1 stocks	$431 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy DNOW 1 stocks	$403 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Pinney & Scofield, Inc. Portfolio Holdings by Sector

Pinney & Scofield, Inc.

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