Putney Financial Group LLC Reduced Holdings in Q1 2025

Putney Financial Group LLC

  • $95 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-3.49K
- 3.18%
$209.68 - $247.1 $731K - $862K
106K $23.6B
COST
Costco Wholesale Corp

Consumer Defensive
-2.02K
- 57.85%
$890.62 - $1076.86 $1.79M - $2.17M
1.47K $1.39B
GOOGL
Alphabet Inc.

Communication Services
-807
- 1.96%
$154.33 - $206.19 $125K - $166K
40.3K $6.24B
AMZN
Amazon Com Inc

Consumer Cyclical
-930
- 2.28%
$190.26 - $242.06 $177K - $225K
39.9K $7.6B
MSFT
Microsoft Corp

Technology
-451
- 3.21%
$375.39 - $447.2 $169K - $202K
13.6K $5.11B
NVDA
Nvidia Corp

Technology
-88
- 0.4%
$106.98 - $149.43 $9.41K - $13.1K
21.7K $2.36B
TREX
Trex CO Inc

Industrials
-3.06K
- 8.56%
$54.0 - $74.44 $165K - $228K
32.7K $1.9B
Arista Networks Inc Com Shs
-388
- 2.69%
N/A
14K $1.09B
CRM
Salesforce, Inc.

Technology
-186
- 4.46%
$268.36 - $359.95 $49.9K - $67K
3.99K $1.07B
UNP
Union Pacific Corp

Industrials
-1.47K
- 20.33%
$225.21 - $254.42 $331K - $373K
5.75K $1.36B
SHOP
Shopify Inc.

Technology
-638
- 3.44%
$90.59 - $129.31 $57.8K - $82.5K
17.9K $1.71B
TSLA
Tesla, Inc.

Consumer Cyclical
-115
- 9.95%
$222.15 - $428.22 $25.5K - $49.2K
1.04K $270M
ORCL
Oracle Corp

Technology
-999
- 54.29%
$139.81 - $186.47 $140K - $186K
841 $118M
META
Meta Platforms, Inc.

Communication Services
-253
- 68.56%
$576.36 - $736.67 $146K - $186K
116 $66.9M
CPRT
Copart Inc

Consumer Cyclical
-1.51K
- 2.6%
$52.3 - $59.83 $78.7K - $90K
56.5K $3.2B
DHR
Danaher Corp

Healthcare
-189
- 5.01%
$201.62 - $250.59 $38.1K - $47.4K
3.59K $735M
LLY
Eli Lilly & CO

Healthcare
-272
- 15.39%
$725.72 - $929.72 $197K - $253K
1.5K $1.23B
CVX
Chevron Corp

Energy
-1.11K
- 42.15%
$146.71 - $167.97 $163K - $187K
1.53K $256M
HON
Honeywell International Inc

Industrials
-496
- 95.2%
$202.75 - $226.52 $101K - $112K
25 $5.29M
IRM
Iron Mountain Inc

Real Estate
-193
- 3.92%
$82.79 - $111.31 $16K - $21.5K
4.73K $407M
LMT
Lockheed Martin Corp

Industrials
-37
- 1.68%
$423.19 - $506.29 $15.7K - $18.7K
2.16K $964M
CMC
Commercial Metals CO

Basic Materials
-1.05K
- 8.61%
$43.22 - $53.05 $45.6K - $55.9K
11.2K $515M
CLH
Clean Harbors Inc

Industrials
-75
- 3.38%
$188.14 - $246.1 $14.1K - $18.5K
2.15K $423M
ADBE
Adobe Inc.

Technology
-40
- 3.49%
$377.84 - $464.11 $15.1K - $18.6K
1.11K $424M
YUM
Yum Brands Inc

Consumer Cyclical
-627
- 95.14%
$123.25 - $162.53 $77.3K - $102K
32 $5.04M
DIS
Walt Disney CO

Communication Services
-278
- 7.25%
$96.87 - $114.0 $26.9K - $31.7K
3.55K $351M
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
-730
- 11.47%
$30.44 - $38.49 $22.2K - $28.1K
5.64K $184M
CAT
Caterpillar Inc

Industrials
-186
- 66.91%
$326.75 - $407.63 $60.8K - $75.8K
92 $30.3M
AMD
Advanced Micro Devices Inc

Technology
-100
- 3.01%
$96.63 - $129.55 $9.66K - $13K
3.23K $331M
DELL
Dell Technologies Inc.

Technology
-118
- 6.48%
$90.34 - $124.66 $10.7K - $14.7K
1.7K $155M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-649
- 17.54%
$442.66 - $534.52 $287K - $347K
3.05K $1.63B
RPM
Rpm International Inc

Basic Materials
-276
- 11.02%
$114.03 - $128.31 $31.5K - $35.4K
2.23K $258M
SBUX
Starbucks Corp

Consumer Cyclical
-485
- 65.99%
$91.75 - $115.81 $44.5K - $56.2K
250 $24.5M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-39
- 6.07%
$497.6 - $606.74 $19.4K - $23.7K
604 $301M
VTV
Vanguard Value ETF

ETFs
-245
- 7.22%
$167.73 - $179.21 $41.1K - $43.9K
3.15K $544M
CASH
Meta Financial Group Inc

Financial Services
-26.5K
- 6.04%
$69.94 - $81.54 $1.85M - $2.16M
411K $411M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-19
- 11.8%
$634.14 - $744.83 $12K - $14.2K
142 $90.1M
DLR
Digital Realty Trust, Inc.

Real Estate
-40
- 7.65%
$142.1 - $183.56 $5.68K - $7.34K
483 $69.2M
DOCU
Docusign, Inc.

Technology
-213
- 29.5%
$74.7 - $97.7 $15.9K - $20.8K
509 $41.4M
ABNB
Airbnb, Inc.

Consumer Cyclical
-48
- 3.53%
$119.38 - $161.42 $5.73K - $7.75K
1.31K $156M
COF
Capital One Financial Corp

Financial Services
-112
- 20.18%
$163.87 - $209.82 $18.4K - $23.5K
443 $79.4M
BAC
Bank Of America Corp

Financial Services
-100
- 1.45%
$39.61 - $47.74 $3.96K - $4.77K
6.81K $284M
XOM
Exxon Mobil Corp

Energy
-248
- 24.48%
$105.44 - $118.93 $26.1K - $29.5K
765 $91M
DDOG
Datadog, Inc.

Technology
-75
- 33.33%
$98.68 - $151.89 $7.4K - $11.4K
150 $14.9M
NKE
Nike, Inc.

Consumer Cyclical
-135
- 25.76%
$63.29 - $81.72 $8.54K - $11K
389 $24.7M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
-145
- 28.16%
$48.65 - $66.04 $7.05K - $9.58K
370 $19.7M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-100
- 4.94%
$51.45 - $58.51 $5.15K - $5.85K
1.93K $99.7M
UPS
United Parcel Service Inc

Industrials
-60
- 13.42%
$109.66 - $136.26 $6.58K - $8.18K
387 $42.6M
NEE
Nextera Energy Inc

Utilities
-120
- 1.99%
$66.96 - $76.16 $8.04K - $9.14K
5.9K $419M
Activity Summary
Buys All Purchases 21 New Holdings 11 Increased Positions 10 Sells All Sells 92 Reductions 92 Sold out 0 Options Calls 0 Puts 0
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