Putney Financial Group LLC Portfolio Holdings
Putney Financial Group LLC
- $99.5 Billion
- Q2 2025
Putney Financial Group LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $99.5 Billion distributed in 294 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.4B, Amazon Com Inc with a value of $8.1B, Alphabet Inc. with a value of $6.71B, Microsoft Corp with a value of $6.4B, and Nvidia Corp with a value of $3.33B.
Examining the 13F form we can see an increase of $4.41B in the current position value, from $95B to 99.5B.
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
$99.5 Billion
Technology: $44.3 Billion
Consumer Cyclical: $12 Billion
Industrials: $10.1 Billion
Financial Services: $9.28 Billion
Communication Services: $8.66 Billion
Healthcare: $4.57 Billion
Consumer Defensive: $2.41 Billion
Basic Materials: $1.85 Billion
Other: $3.75 Billion
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 294
- Current Value $99.5 Billion
- Prior Value $95 Billion
- Filing
- Period Q2 2025
- Filing Date August 04, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 27 stocks
- Additional Purchases 38 stocks
- Sold out of 0 stocks
- Reduced holdings in 106 stocks