Putney Financial Group LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $95 Billion distributed in 281 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $23.6B, Amazon Com Inc with a value of $7.6B, Alphabet Inc. with a value of $6.24B, Microsoft Corp with a value of $5.11B, and Mastercard Inc with a value of $3.3B.

Examining the 13F form we can see an decrease of $17.2B in the current position value, from $112B to 95B.

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 $95 Billion
Technology: $42.5 Billion
Consumer Cyclical: $12.1 Billion
Financial Services: $9.33 Billion
Industrials: $9 Billion
Communication Services: $7.91 Billion
Healthcare: $5.15 Billion
Consumer Defensive: $2.58 Billion
ETFs: $1.61 Billion
Other: $3.55 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 281
  • Current Value $95 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 92 stocks
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