Putney Financial Group LLC Reduced Holdings in Q2 2025

Putney Financial Group LLC

  • $99.5 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-6.85K
- 6.46%
$172.42 - $223.89 $1.18M - $1.53M
99.3K $20.4B
CPRT
Copart Inc

Consumer Cyclical
-3.15K
- 5.58%
$47.72 - $63.84 $150K - $201K
53.3K $2.62B
TREX
Trex CO Inc

Industrials
-4.11K
- 12.56%
$50.52 - $61.77 $208K - $254K
28.6K $1.56B
UNP
Union Pacific Corp

Industrials
-760
- 13.21%
$208.27 - $238.46 $158K - $181K
4.99K $1.15B
DHR
Danaher Corp

Healthcare
-788
- 21.98%
$174.64 - $205.16 $138K - $162K
2.8K $553M
PG
Procter & Gamble CO

Consumer Defensive
-690
- 23.97%
$157.66 - $172.39 $109K - $119K
2.19K $349M
CMC
Commercial Metals CO

Basic Materials
-3.47K
- 30.98%
$39.2 - $50.67 $136K - $176K
7.72K $377M
LPX
Louisiana Pacific Corp

Industrials
-1.28K
- 34.1%
$81.16 - $95.48 $104K - $122K
2.47K $213M
LLY
Eli Lilly & CO

Healthcare
-77
- 5.15%
$713.71 - $898.95 $55K - $69.2K
1.42K $1.11B
ABBV
Abb Vie Inc.

Healthcare
-123
- 2.81%
$170.16 - $206.27 $20.9K - $25.4K
4.25K $789M
BSX
Boston Scientific Corp

Healthcare
-1.04K
- 28.46%
$89.7 - $107.41 $93.3K - $112K
2.61K $281M
CVX
Chevron Corp

Energy
-350
- 22.89%
$133.73 - $168.51 $46.8K - $59K
1.18K $169M
MA
Mastercard Inc

Financial Services
-267
- 4.44%
$479.92 - $590.74 $128K - $158K
5.75K $3.23B
COP
Conocophillips

Energy
-400
- 23.88%
$82.66 - $106.1 $33.1K - $42.4K
1.28K $114M
VZ
Verizon Communications Inc

Communication Services
-1.02K
- 15.31%
$41.67 - $45.62 $42.3K - $46.3K
5.61K $243M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-5
- 0.83%
$390.26 - $489.06 $1.95K - $2.45K
599 $243M
LMT
Lockheed Martin Corp

Industrials
-193
- 8.94%
$430.82 - $486.45 $83.1K - $93.9K
1.97K $911M
SHW
Sherwin Williams CO

Basic Materials
-129
- 11.7%
$313.51 - $363.51 $40.4K - $46.9K
974 $334M
NEE
Nextera Energy Inc

Utilities
-532
- 9.01%
$64.11 - $75.0 $34.1K - $39.9K
5.37K $373M
PEP
Pepsico Inc

Consumer Defensive
-184
- 16.07%
$128.02 - $151.37 $23.6K - $27.9K
961 $127M
SYK
Stryker Corp

Healthcare
-155
- 19.11%
$337.37 - $395.63 $52.3K - $61.3K
656 $260M
RPM
Rpm International Inc

Basic Materials
-267
- 11.98%
$96.97 - $117.58 $25.9K - $31.4K
1.96K $215M
AMGN
Amgen Inc

Healthcare
-80
- 14.76%
$262.28 - $309.85 $21K - $24.8K
462 $129M
UHALB
Amerco Com Ser N
-621
- 67.65%
N/A
297 $16.1M
WM
Waste Management Inc

Industrials
-140
- 7.71%
$216.47 - $242.1 $30.3K - $33.9K
1.68K $384M
TSCO
Tractor Supply CO

Consumer Cyclical
-450
- 10.13%
$47.86 - $55.77 $21.5K - $25.1K
3.99K $211M
PSX
Phillips 66

Energy
-252
- 37.11%
$92.87 - $125.73 $23.4K - $31.7K
427 $50.9M
KMI
Kinder Morgan, Inc.

Energy
-1.22K
- 23.28%
$25.21 - $29.4 $30.6K - $35.7K
4.01K $118M
WCN
Waste Connections, Inc.

Industrials
-125
- 15.3%
$183.26 - $199.95 $22.9K - $25K
692 $129M
CME
Cme Group Inc.

Financial Services
-165
- 9.85%
$252.37 - $290.71 $41.6K - $48K
1.51K $416M
CRM
Salesforce, Inc.

Technology
-165
- 4.14%
$236.26 - $291.15 $39K - $48K
3.82K $1.04B
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-20
- 14.08%
$483.07 - $625.6 $9.66K - $12.5K
122 $64.1M
PAYX
Paychex Inc

Industrials
-100
- 8.55%
$137.01 - $159.78 $13.7K - $16K
1.07K $156M
POOL
Pool Corp

Industrials
-60
- 24.9%
$285.0 - $325.66 $17.1K - $19.5K
181 $52.8M
JPM
Jpmorgan Chase & CO

Financial Services
-388
- 19.47%
$210.28 - $289.91 $81.6K - $112K
1.61K $465M
HD
Home Depot, Inc.

Consumer Cyclical
-60
- 12.96%
$335.24 - $380.78 $20.1K - $22.8K
403 $148M
DOCU
Docusign, Inc.

Technology
-255
- 50.1%
$70.35 - $93.84 $17.9K - $23.9K
254 $19.8M
AEP
American Electric Power CO Inc

Utilities
-150
- 15.34%
$98.59 - $109.11 $14.8K - $16.4K
828 $85.9M
XOM
Exxon Mobil Corp

Energy
-115
- 15.03%
$99.93 - $119.04 $11.5K - $13.7K
650 $70.1M
TGT
Target Corp

Consumer Defensive
-136
- 12.09%
$88.76 - $105.77 $12.1K - $14.4K
989 $97.6M
FDX
Fedex Corp

Industrials
-63
- 19.63%
$198.07 - $245.17 $12.5K - $15.4K
258 $58.6M
KO
Coca Cola CO

Consumer Defensive
-265
- 35.1%
$68.37 - $73.9 $18.1K - $19.6K
490 $34.7M
HPQ
Hp Inc

Technology
-406
- 14.01%
$21.88 - $29.32 $8.88K - $11.9K
2.49K $60.9M
EIX
Edison International

Utilities
-220
- 23.91%
$48.32 - $59.92 $10.6K - $13.2K
700 $36.1M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-235
- 14.28%
$45.07 - $52.57 $10.6K - $12.4K
1.41K $68.9M
OXY
Occidental Petroleum Corp

Energy
-290
- 51.33%
$36.11 - $49.33 $10.5K - $14.3K
275 $11.6M
AFL
Aflac Inc

Financial Services
-100
- 11.11%
$99.77 - $112.45 $9.98K - $11.2K
800 $84.4M
ADBE
Adobe Inc.

Technology
-50
- 4.52%
$340.0 - $420.68 $17K - $21K
1.06K $409M
GLD
Spdr Gold Trust

ETFs
-100
- 11.15%
$273.71 - $316.29 $27.4K - $31.6K
797 $243M
Activity Summary
Buys All Purchases 65 New Holdings 27 Increased Positions 38 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Putney Financial Group LLC Portfolio

Follow Putney Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Putney Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Putney Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email