The Analysis of PENNEY FINANCIAL, LLC's Holdings
Currently, PENNEY FINANCIAL, LLC holds 49 types of securities in its portfolio with a total value $259.1M. In the most recent quarter, they have increased their positions in SGOV (+65.9K shares, valued at $6.6M), GSLC (+36.7K shares, valued at $4.9M), FLMI (+183.9K shares, valued at $4.6M); decreased their positions in AMZN (-174 shares, valued at $40.2K), IJH (-600 shares, valued at $39.6K); initiated new positions in N/A (+829 shares, valued at $259.5K), BTI (+3.6K shares, valued at $204.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GSLC GOLDMAN SACHS ETF TR472.6K shares8.43%2025-12-312026-01-21
VTI VANGUARD INDEX FDS124.1K shares4.74%2025-12-312026-01-21 VEA VANGUARD TAX-MANAGED FDS342.0K shares8.64%2025-12-312026-01-21 SGOV ISHARES TR183.7K shares55.92%2025-12-312026-01-21 IEFA ISHARES TR131.6K shares11.11%2025-12-312026-01-21 JPIE J P MORGAN EXCHANGE TRADED F201.3K shares12.44%2025-12-312026-01-21 VYM VANGUARD WHITEHALL FDS60.8K shares6.81%2025-12-312026-01-21 SCHD SCHWAB STRATEGIC TR306.7K shares0.14%2025-12-312026-01-21 EVTR MORGAN STANLEY ETF TRUST134.5K shares13.98%2025-12-312026-01-21 VCRB VANGUARD MALVERN FDS88.4K shares14.34%2025-12-312026-01-21 FLMI FRANKLIN TEMPLETON ETF TR260.4K shares240.28%2025-12-312026-01-21 VB VANGUARD INDEX FDS24.6K shares6.71%2025-12-312026-01-21 JEPI J P MORGAN EXCHANGE TRADED F97.8K shares8.10%2025-12-312026-01-21 CGMU CAPITAL GRP FIXED INCM ETF T164.1K shares179.22%2025-12-312026-01-21 AGG ISHARES TR44.4K shares6.58%2025-12-312026-01-21 DFNM DIMENSIONAL ETF TRUST88.3K shares178.24%2025-12-312026-01-21 HELO J P MORGAN EXCHANGE TRADED F63.8K shares4.31%2025-12-312026-01-21 VTEB VANGUARD MUN BD FDS73.1K shares26.45%2025-12-312026-01-21 VXUS VANGUARD STAR FDS41.3K shares9.63%2025-12-312026-01-21 SCHB SCHWAB STRATEGIC TR110.7K shares0.45%2025-12-312026-01-21 SUB ISHARES TR24.6K shares4.35%2025-12-312026-01-21 AAPL APPLE INC8.9K shares5.16%2025-12-312026-01-21 IVV ISHARES TR1.4K shares0.00%2025-12-312026-01-21 MSFT MICROSOFT CORP1.9K shares0.00%2025-12-312026-01-21 IWB ISHARES TR2.4K shares0.00%2025-12-312026-01-21 CVX CHEVRON CORP NEW5.5K shares0.00%2025-12-312026-01-21 JQUA J P MORGAN EXCHANGE TRADED F11.9K shares0.00%2025-12-312026-01-21 AMZN AMAZON COM INC3.1K shares-5.34%2025-12-312026-01-21 IWM ISHARES TR2.2K shares0.00%2025-12-312026-01-21 LNG CHENIERE ENERGY INC2.7K shares0.00%2025-12-312026-01-21 ITOT ISHARES TR3.5K shares0.00%2025-12-312026-01-21 BROADCOM INC BROADCOM INC1.0K shares0.00%2025-12-312026-01-21 FDX FEDEX CORP1.2K shares0.00%2025-12-312026-01-21 LLY ELI LILLY & CO298 shares0.34%2025-12-312026-01-21 EQNR EQUINOR ASA13.3K shares0.00%2025-12-312026-01-21 GVA GRANITE CONSTR INC2.6K shares0.00%2025-12-312026-01-21 BSV VANGUARD BD INDEX FDS3.9K shares0.00%2025-12-312026-01-21 NSP INSPERITY INC7.0K shares0.00%2025-12-312026-01-21 SCHX SCHWAB STRATEGIC TR9.8K shares0.00%2025-12-312026-01-21 XOM EXXON MOBIL CORP2.2K shares7.95%2025-12-312026-01-21 ALPHABET INC ALPHABET INC829 sharesnew addition2025-12-312026-01-21 META META PLATFORMS INC384 shares0.00%2025-12-312026-01-21 VUG VANGUARD INDEX FDS519 shares0.00%2025-12-312026-01-21 IJH ISHARES TR3.6K shares-14.37%2025-12-312026-01-21 CWI SPDR INDEX SHS FDS6.5K shares0.00%2025-12-312026-01-21 V VISA INC645 shares0.00%2025-12-312026-01-21 JPM JPMORGAN CHASE & CO.658 shares0.00%2025-12-312026-01-21 BTI BRITISH AMERN TOB PLC3.6K sharesnew addition2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available