Penney Financial, LLC Portfolio Holdings

Penney Financial, LLC

  • $121 Billion
  • Q4 2023

Penney Financial, LLC has filed its 13F form on December 26, 2024 for Q4 2023 where it was disclosed a total value porftolio of $121 Billion distributed in 31 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 $36.9B, Vanguard Total Stock Market Et with a value of $24.2B, Vanguard Ftse Developed Market with a value of $12.7B, Vanguard Whitehall Fds (Vangua with a value of $8.7B, and Vanguard Small Cap ETF with a value of $5.6B.

Examining the 13F form we can see an increase of $121B in the current position value.

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 $121 Billion
ETFs: $115 Billion
Technology: $2.08 Billion
Industrials: $1.55 Billion
Energy: $895 Million
Consumer Cyclical: $371 Million
Utilities: $214 Million
Basic Materials: $19.4 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 31
  • Current Value $121 Billion
  • Filing
  • Period Q4 2023
  • Filing Date December 26, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 31 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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