Putney Financial Group LLC Portfolio Holdings
Putney Financial Group LLC
- $112 Billion
- Q4 2024
Putney Financial Group LLC has filed its 13F form on February 21, 2025 for Q4 2024 where it was disclosed a total value porftolio of $112 Billion distributed in 321 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $27.5B, Amazon Com Inc with a value of $8.96B, Alphabet Inc. with a value of $7.79B, Microsoft Corp with a value of $5.93B, and Copart Inc with a value of $3.33B.
Examining the 13F form we can see an increase of $112B in the current position value.
Putney Financial Group LLC is based out at San Rafael, CA
Below you can find more details about Putney Financial Group LLC portfolio as well as his latest detailed transactions.
Portfolio value
$112 Billion
Technology: $50.3 Billion
Consumer Cyclical: $14 Billion
Industrials: $10.1 Billion
Financial Services: $9.91 Billion
Communication Services: $9.8 Billion
Healthcare: $5.25 Billion
Consumer Defensive: $4.47 Billion
ETFs: $2 Billion
Other: $4.48 Billion
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 321
- Current Value $112 Billion
- Filing
- Period Q4 2024
- Filing Date February 21, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 321 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 0 stocks