Penney Financial, LLC Portfolio Holdings

Penney Financial, LLC

  • $152 Billion
  • Q1 2025

Penney Financial, LLC has filed its 13F form on May 02, 2025 for Q1 2025 where it was disclosed a total value porftolio of $152 Billion distributed in 37 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 $43.3B, Vanguard Total Stock Market Et with a value of $32.6B, Vanguard Ftse Developed Market with a value of $15.2B, Vanguard Whitehall Fds (Vangua with a value of $10.7B, and Schwab Strategic Tr Us Dividen with a value of $8.19B.

Examining the 13F form we can see an increase of $3.15B in the current position value, from $149B to 152B.

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 $152 Billion
ETFs: $142 Billion
Technology: $2.4 Billion
Energy: $2.14 Billion
Industrials: $1.18 Billion
Consumer Cyclical: $525 Million
Healthcare: $262 Million
Financial Services: $226 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $152 Billion
  • Prior Value $149 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 02, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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