Penney Financial, LLC Portfolio Holdings

Penney Financial, LLC

  • $149 Billion
  • Q4 2024

Penney Financial, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $149 Billion distributed in 39 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 $33.2B, Vanguard Ftse Developed Market with a value of $13.2B, Vanguard Whitehall Fds (Vangua with a value of $10.1B, and Schwab Strategic Tr Us Dividen with a value of $7.61B.

Examining the 13F form we can see an increase of $2.5B in the current position value, from $147B to 149B.

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 $149 Billion
ETFs: $138 Billion
Technology: $2.93 Billion
Energy: $1.97 Billion
Industrials: $1.18 Billion
Consumer Cyclical: $605 Million
Utilities: $240 Million
Healthcare: $222 Million
Financial Services: $204 Million
Other: $0

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 39
  • Current Value $149 Billion
  • Prior Value $147 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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