Pinney & Scofield, Inc. Portfolio Holdings

Pinney & Scofield, Inc.

  • $138 Billion
  • Q1 2025

Pinney & Scofield, Inc. has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $138 Billion distributed in 217 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Inflation P with a value of $16.9B, Dimensional ETF Tr with a value of $16.7B, Dimensional ETF Tr U S Small C with a value of $15.9B, Dimensional ETF Tr Us Marketwi with a value of $13.6B, and Dimensional ETF Tr U S Target with a value of $9.56B.

Examining the 13F form we can see an increase of $6.07B in the current position value, from $132B to 138B.

Pinney & Scofield, Inc. is based out at Cambridge, MA

Below you can find more details about Pinney & Scofield, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $138 Billion
ETFs: $113 Billion
Technology: $8.25 Billion
Healthcare: $6.88 Billion
Financial Services: $1.49 Billion
Communication Services: $1.21 Billion
Consumer Defensive: $1.07 Billion
Industrials: $948 Million
Consumer Cyclical: $857 Million
Other: $1.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$17.2B
$5.64 Million 0.0% of portfolio
66
Q4 2024 New
$573M
$372,000 0.0% of portfolio
56
Q4 2024 New
$19.6B
$1.34 Million 0.0% of portfolio
25
Q4 2024 New
$12B
$4.36 Million 0.0% of portfolio
350
Q4 2024 New
$143M
$4.42 Million 0.0% of portfolio
3,680
Q4 2024 New
$40.6B
$2.82 Million 0.0% of portfolio
27
Q4 2024 New
$2.22B
$834,000 0.0% of portfolio
56
Q4 2024 New
-
$83,000 0.0% of portfolio
-
Q4 2024 New
$36.2B
$1.53 Million 0.0% of portfolio
31
Q4 2024 New
$20.3B
$1.97 Million 0.0% of portfolio
20
Q4 2024 New
ETF Opportunities Trust
-
$1.31 Million 0.0% of portfolio
-
Q4 2024 New
$136M
$461,000 0.0% of portfolio
1,000
Q4 2024 New
$7.6B
$2.89 Million 0.0% of portfolio
92
Q4 2024 New
$0
$4.8 Million 0.0% of portfolio
78
Q4 2024 New
$0
$386,000 0.0% of portfolio
2
Q4 2024 New
Graniteshares ETF Tr
-
$5.61 Million 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 217
  • Current Value $138 Billion
  • Prior Value $132 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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