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.
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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