Penney Financial, LLC Portfolio Holdings by Sector
Penney Financial, LLC
- $121 Billion
- Q4 2023
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
GSLC VEA VYM VB SCHD IEFA JEPI VXUS 20 stocks |
$90.6 Million
75.55% of portfolio
|
  20  
|
- |
  20  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$24.2 Million
20.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.49 Million
1.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$894,614
0.75% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
NSP 1 stocks |
$817,727
0.68% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$597,528
0.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
GVA 1 stocks |
$439,786
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$371,341
0.31% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$294,710
0.25% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
EIX 1 stocks |
$214,470
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Paper & Paper Products | Basic Materials
GLT 1 stocks |
$19,400
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|