The Analysis of Putney Financial Group LLC's Holdings
Currently, Putney Financial Group LLC holds 79 types of securities in its portfolio with a total value $107.0M. In the most recent quarter, they have increased their positions in MSFT (+2.2K shares, valued at $1.1M), ABBV (+3.4K shares, valued at $788.1K), INTC (+16.9K shares, valued at $625.0K); decreased their positions in AAPL (-2.3K shares, valued at $623.9K), CPRT (-11.6K shares, valued at $452.2K), TTD (-7.9K shares, valued at $299.6K); initiated new positions in INTC (+16.9K shares, valued at $625.0K), ABT (+4.8K shares, valued at $595.9K), JNJ (+2.7K shares, valued at $563.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AAPL APPLE INC92.9K shares-2.41%2025-12-312026-01-23
AMZN AMAZON.COM INC34.8K shares-2.28%2025-12-312026-01-23 MSFT MICROSOFT14.8K shares17.43%2025-12-312026-01-23 NVDA NVIDIA CORP COM20.2K shares-2.37%2025-12-312026-01-23 MA MASTERCARD INC5.5K shares-3.20%2025-12-312026-01-23 SHOP SHOPIFY INC CL A SUB VTG SHS17.0K shares-2.84%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS7.3K shares-3.28%2025-12-312026-01-23 V VISA INC5.3K shares0.15%2025-12-312026-01-23 ABBV ABBVIE INC COM7.8K shares79.49%2025-12-312026-01-23 IBM INTL BUSINESS MACHINES5.2K shares0.37%2025-12-312026-01-23 CPRT COPART INC COM38.9K shares-22.91%2025-12-312026-01-23 LLY LILLY ELI & CO COM1.4K shares-1.48%2025-12-312026-01-23 CRWD CROWDSTRIKE HLDGS INC CL A3.0K shares2.19%2025-12-312026-01-23 COST COSTCO WHOLESALE CORP1.5K shares-1.66%2025-12-312026-01-23 NET CLOUDFLARE INC CL A COM5.9K shares0.03%2025-12-312026-01-23 JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF16.5K shares85.90%2025-12-312026-01-23 GEV GE VERNOVA INC COM1.4K shares0.00%2025-12-312026-01-23 UNP UNION PAC CORP COM4.0K shares-6.27%2025-12-312026-01-23 CRM SALESFORCE COM INC COM3.3K shares-6.42%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO2.4K shares44.69%2025-12-312026-01-23 AMD ADVANCED MICRO DEVICES INC COM3.6K shares8.50%2025-12-312026-01-23 LMT LOCKHEED MARTIN CORP1.6K shares2.49%2025-12-312026-01-23 VEA VANGUARD FTSE DEVELOPED MARKETS ETF10.4K shares7.55%2025-12-312026-01-23 INTC INTEL CORP16.9K sharesnew addition2025-12-312026-01-23 ABT ABBOTT LABS COM4.8K sharesnew addition2025-12-312026-01-23 JNJ JOHNSON & JOHNSON COM2.7K sharesnew addition2025-12-312026-01-23 TTD THE TRADE DESK INC COM CL A14.8K shares-34.71%2025-12-312026-01-23 VTV VANGUARD VALUE INDEX FUND2.9K shares-6.02%2025-12-312026-01-23 IBKR INTERACTIVE BROKERS GROUP INC COM8.4K shares0.00%2025-12-312026-01-23 XOM EXXON MOBIL CORP COM4.5K sharesnew addition2025-12-312026-01-23 DHR DANAHER CORP2.2K shares-1.33%2025-12-312026-01-23 AGG ISHARES CORE U.S. AGGREGATE BOND ETF4.8K shares-38.07%2025-12-312026-01-23 CLH CLEAN HARBORS INC COM2.0K shares-1.59%2025-12-312026-01-23 TSLA TESLA MOTORS INC1.0K shares3.18%2025-12-312026-01-23 NEE NEXTERA ENERGY INC COM5.5K shares-3.37%2025-12-312026-01-23 NUE NUCOR CORP COM2.7K shares-1.65%2025-12-312026-01-23 SPHR SPHERE ENTERTAINMENT CO CL A4.5K shares4.19%2025-12-312026-01-23 FCX FREEPORT-MCMORAN COPPER & GOLD INC8.4K shares2.76%2025-12-312026-01-23 BMI BADGER METER INC COM2.3K shares-10.10%2025-12-312026-01-23 NFLX NETFLIX COM INC4.3K shares886.27%2025-12-312026-01-23 MO ALTRIA GROUP INC COM7.0K sharesnew addition2025-12-312026-01-23 HEI HEICO CORP NEW COM1.2K shares0.00%2025-12-312026-01-23 IWF ISHARES RUSSELL 1000 GROWTH ETF842 shares0.00%2025-12-312026-01-23 CME CME GROUP INC COM1.4K shares-3.48%2025-12-312026-01-23 BAC BANK OF AMERICA CORP6.8K shares0.00%2025-12-312026-01-23 PEP PEPSICO INC COM2.5K sharesnew addition2025-12-312026-01-23 ADP AUTOMATIC DATA PROCESSING INC COM1.4K shares0.00%2025-12-312026-01-23 ADBE ADOBE SYS INC COM1.0K shares0.00%2025-12-312026-01-23 ISRG INTUITIVE SURGICAL INC COM NEW640 shares-1.54%2025-12-312026-01-23 DE DEERE & CO COM773 shares-4.45%2025-12-312026-01-23 WM WASTE MANAGEMENT INC1.6K shares-5.30%2025-12-312026-01-23 IRM IRON MTN INC DEL COM4.1K shares-6.42%2025-12-312026-01-23 VMC VULCAN MATLS CO COM1.2K shares-2.96%2025-12-312026-01-23 CMC COMMERCIAL METALS CO COM4.8K shares-4.30%2025-12-312026-01-23 PG PROCTER & GAMBLE CO COM2.3K shares47.35%2025-12-312026-01-23 JCI JOHNSON CTLS INC2.6K shares-1.86%2025-12-312026-01-23 GWW GRAINGER W W INC COM306 shares-6.99%2025-12-312026-01-23 HD HOME DEPOT INC COM857 sharesnew addition2025-12-312026-01-23 TMO THERMO FISHER SCIENTIFIC INC COM499 shares-7.42%2025-12-312026-01-23 CVX CHEVRON CORP NEW COM1.9K sharesnew addition2025-12-312026-01-23 QCOM QUALCOMM INC1.6K shares-10.83%2025-12-312026-01-23 SHW SHERWIN WILLIAMS CO COM849 shares-10.63%2025-12-312026-01-23 NOC NORTHROP GRUMMAN CORP COM468 shares8.33%2025-12-312026-01-23 IVE ISHARES S&P 500 VALUE ETF1.2K shares0.00%2025-12-312026-01-23 MP MP MATERIALS CORP COM CL A5.1K shares-2.58%2025-12-312026-01-23 GLD SPDR GOLD ETF647 shares0.00%2025-12-312026-01-23 WWD WOODWARD INC COM800 shares0.00%2025-12-312026-01-23 XYL XYLEM INC COM1.7K shares-2.55%2025-12-312026-01-23 BSX BOSTON SCIENTIFIC CORP COM2.4K shares0.00%2025-12-312026-01-23 VRTX VERTEX PHARMACEUTICALS INC COM495 shares-13.76%2025-12-312026-01-23 INTU INTUIT INC335 shares0.00%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC1.3K sharesnew addition2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available