Putney Financial Group LLC Portfolio Holdings
Putney Financial Group LLC
- $101 Billion
- Q3 2025
Putney Financial Group LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 77 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.2B, Alphabet Inc. with a value of $9.16B, Amazon Com Inc with a value of $7.81B, Microsoft Corp with a value of $6.55B, and Nvidia Corp with a value of $3.86B.
Examining the 13F form we can see an increase of $1.77B in the current position value, from $99B to 101B.
Putney Financial Group LLC is based out at San Rafael, CA
Below you can find more details about Putney Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$101 Billion
Technology: $47.6 Billion
Consumer Cyclical: $10.7 Billion
Communication Services: $10.5 Billion
Industrials: $8.7 Billion
Financial Services: $8.49 Billion
Healthcare: $3.78 Billion
ETFs: $3.33 Billion
Basic Materials: $2.26 Billion
Other: $2.51 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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