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Pinney & Scofield

Latest statistics and disclosures from Pinney & Scofield's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002056763

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Positions held by Pinney & Scofield consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Pinney & Scofield

Pinney & Scofield holds 225 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Small Cap Etf (DFAS)	12.6	$17M	255k	65.08	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	11.1	$15M	413k	35.48	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	10.8	$14M	351k	40.49	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	10.4	$14M	335k	40.92	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	7.9	$10M	186k	55.66	View chart
Eli Lilly & Co. (LLY)	4.3	$5.7M	7.4k	772.00	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.2	$5.5M	207k	26.57	View chart
Apple (AAPL)	4.1	$5.4M	22k	250.42	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	4.0	$5.3M	228k	23.27	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	2.5	$3.3M	106k	30.78	View chart
NVIDIA Corporation (NVDA)	1.8	$2.4M	18k	134.29	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	1.8	$2.4M	80k	30.03	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$2.3M	140.00	16245.49	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	1.6	$2.2M	88k	24.56	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	1.2	$1.6M	24k	68.43	View chart
Ishares Tr National Mun Etf (MUB)	1.1	$1.5M	14k	106.55	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	1.1	$1.4M	56k	25.23	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)	1.1	$1.4M	20k	71.04	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.9	$1.2M	12k	105.48	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	0.8	$1.1M	41k	26.21	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.8	$1.0M	39k	26.19	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.7	$937k	11k	88.40	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.7	$893k	13k	70.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$796k	13k	62.31	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$709k	17k	41.27	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$681k	100.00	6809.20	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$668k	1.1k	588.68	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$545k	1.3k	410.30	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$464k	2.4k	189.30	View chart
Amazon (AMZN)	0.3	$442k	2.0k	219.39	View chart
Microsoft Corporation (MSFT)	0.3	$427k	1.0k	421.48	View chart
Tesla Motors (TSLA)	0.3	$364k	900.00	403.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$358k	8.1k	44.04	View chart
Exxon Mobil Corporation (XOM)	0.3	$341k	3.2k	107.57	View chart
Procter & Gamble Company (PG)	0.3	$335k	2.0k	167.65	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$335k	2.9k	115.22	View chart
Costco Wholesale Corporation (COST)	0.3	$334k	364.00	916.27	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$331k	731.00	453.28	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$328k	6.3k	52.22	View chart
Vanguard Index Funds Real Estate Etf (VNQ)	0.2	$292k	3.3k	89.07	View chart
Dimensional Etf Trust Emerging Mkts Hi (DEHP)	0.2	$287k	12k	24.74	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$267k	3.0k	89.04	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$236k	10k	23.18	View chart
Meta Platforms Cl A (META)	0.2	$227k	388.00	585.51	View chart
Ishares Msci Emrg Chn (EMXC)	0.2	$222k	4.0k	55.45	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.2	$211k	3.5k	60.75	View chart
Kroger (KR)	0.2	$201k	3.3k	61.15	View chart
JPMorgan Chase & Co. (JPM)	0.1	$194k	810.00	239.71	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$192k	1.0k	190.44	View chart
Nextera Energy (NEE)	0.1	$187k	2.6k	71.69	View chart
UnitedHealth (UNH)	0.1	$182k	359.00	505.86	View chart
Visa Com Cl A (V)	0.1	$181k	574.00	316.04	View chart
International Business Machines (IBM)	0.1	$181k	824.00	219.85	View chart
At&t (T)	0.1	$175k	7.7k	22.77	View chart
Bank Of Montreal Cadcom (BMO)	0.1	$165k	1.7k	97.05	View chart
Union Pacific Corporation (UNP)	0.1	$161k	704.00	228.01	View chart
UMB Financial Corporation (UMBF)	0.1	$152k	1.3k	112.88	View chart
Ge Aerospace Com New (GE)	0.1	$145k	870.00	166.70	View chart
Pfizer (PFE)	0.1	$141k	5.3k	26.53	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$136k	5.4k	25.37	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$133k	810.00	164.17	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$132k	2.8k	46.88	View chart
Automatic Data Processing (ADP)	0.1	$132k	450.00	292.73	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.1	$130k	704.00	184.51	View chart
Stryker Corporation (SYK)	0.1	$130k	360.00	360.05	View chart
Cognex Corporation (CGNX)	0.1	$124k	3.5k	35.86	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$119k	4.1k	29.20	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$116k	360.00	322.16	View chart
CVS Caremark Corporation (CVS)	0.1	$111k	2.5k	44.89	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$111k	3.2k	34.33	View chart
Walt Disney Company (DIS)	0.1	$108k	970.00	111.35	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$105k	3.8k	27.87	View chart
Empire St Rlty Tr Empire (ESRT)	0.1	$103k	10k	10.32	View chart
American Tower Reit (AMT)	0.1	$102k	557.00	183.41	View chart
ICF International (ICFI)	0.1	$102k	852.00	119.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$98k	183.00	537.90	View chart
CSX Corporation (CSX)	0.1	$94k	2.9k	32.27	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$94k	878.00	106.55	View chart
BP Sponsored Adr (BP)	0.1	$89k	3.0k	29.56	View chart
Cisco Systems (CSCO)	0.1	$88k	1.5k	59.20	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$86k	1.2k	71.92	View chart
Boeing Company (BA)	0.1	$80k	449.00	177.00	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.1	$77k	1.5k	51.14	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$76k	134.00	569.58	View chart
Ge Vernova (GEV)	0.1	$71k	215.00	328.93	View chart
Texas Instruments Incorporated (TXN)	0.1	$69k	370.00	187.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$69k	117.00	586.08	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$68k	875.00	78.01	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.1	$66k	1.0k	63.50	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$65k	509.00	126.75	View chart
Yum! Brands (YUM)	0.0	$63k	467.00	134.16	View chart
Deere & Company (DE)	0.0	$61k	145.00	423.70	View chart
Truist Financial Corp equities (TFC)	0.0	$57k	1.3k	43.38	View chart
Trane Technologies SHS (TT)	0.0	$55k	150.00	369.35	View chart
Cognizant Technology Solutio Cl A (CTSH)	0.0	$55k	720.00	76.90	View chart
Verizon Communications (VZ)	0.0	$52k	1.3k	39.99	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$51k	666.00	77.22	View chart
Analog Devices (ADI)	0.0	$50k	234.00	212.46	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$50k	1.9k	25.86	View chart
Constellation Energy (CEG)	0.0	$49k	220.00	223.71	View chart
Ptc (PTC)	0.0	$47k	256.00	183.87	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$45k	1.3k	34.14	View chart
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)	0.0	$44k	593.00	74.80	View chart
Dell Technologies CL C (DELL)	0.0	$44k	381.00	115.24	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.0	$43k	781.00	55.33	View chart
Philip Morris International (PM)	0.0	$40k	330.00	120.35	View chart
Metropcs Communications (TMUS)	0.0	$39k	175.00	220.73	View chart
Kraft Heinz (KHC)	0.0	$38k	1.2k	30.71	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$38k	192.00	198.18	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.0	$38k	2.0k	18.50	View chart
Dupont De Nemours (DD)	0.0	$36k	472.00	76.25	View chart
Abbvie (ABBV)	0.0	$36k	200.00	177.70	View chart
Brookline Ban (BRKL)	0.0	$35k	3.0k	11.80	View chart
Paypal Holdings (PYPL)	0.0	$35k	409.00	85.35	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$34k	1.0k	33.13	View chart
Eversource Energy (ES)	0.0	$33k	580.00	57.43	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.0	$33k	1.4k	23.68	View chart
Altria (MO)	0.0	$33k	631.00	52.29	View chart
eBay (EBAY)	0.0	$31k	493.00	61.95	View chart
McDonald's Corporation (MCD)	0.0	$29k	100.00	289.89	View chart
3M Company (MMM)	0.0	$28k	220.00	129.09	View chart
Equinix (EQIX)	0.0	$28k	30.00	942.90	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$28k	280.00	100.12	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.0	$28k	1.0k	27.54	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$28k	200.00	137.57	View chart
Corteva (CTVA)	0.0	$27k	472.00	56.96	View chart
United Parcel Service CL B (UPS)	0.0	$27k	211.00	126.10	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$26k	137.00	190.88	View chart
Amgen (AMGN)	0.0	$26k	100.00	260.64	View chart
Chesapeake Energy Corp (EXE)	0.0	$26k	260.00	99.55	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.0	$26k	101.00	254.41	View chart
Bristol Myers Squibb (BMY)	0.0	$26k	450.00	56.56	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$25k	35.00	712.34	View chart
Centene Corporation (CNC)	0.0	$25k	410.00	60.58	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.0	$24k	314.00	77.29	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.0	$23k	490.00	47.82	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$23k	758.00	29.71	View chart
Ge Healthcare Technologies Common Stock (GEHC)	0.0	$23k	287.00	78.31	View chart
Manulife Finl Corp (MFC)	0.0	$21k	684.00	30.71	View chart
Marathon Petroleum Corp (MPC)	0.0	$21k	150.00	139.50	View chart
Comcast Corp Cl A (CMCSA)	0.0	$21k	550.00	37.53	View chart
Danaos Corporation SHS (DAC)	0.0	$20k	255.00	80.07	View chart
Raytheon Technologies Corp (RTX)	0.0	$20k	176.00	115.94	View chart
Intel Corporation (INTC)	0.0	$20k	996.00	20.05	View chart
Merck & Co (MRK)	0.0	$20k	200.00	99.48	View chart
Sempra Energy (SRE)	0.0	$20k	226.00	87.72	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$20k	100.00	197.49	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$20k	1.8k	10.57	View chart
Dow (DOW)	0.0	$19k	472.00	40.13	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.0	$18k	538.00	33.22	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$18k	135.00	132.10	View chart
Honeywell International (HON)	0.0	$17k	75.00	225.89	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.0	$17k	415.00	40.49	View chart
Mondelez Intl Cl A (MDLZ)	0.0	$17k	280.00	59.73	View chart
Las Vegas Sands (LVS)	0.0	$15k	300.00	51.36	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.0	$15k	232.00	62.53	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.0	$13k	494.00	25.85	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$13k	100.00	127.59	View chart
Wells Fargo & Company (WFC)	0.0	$13k	181.00	70.24	View chart
Humana (HUM)	0.0	$13k	50.00	253.72	View chart
Advanced Micro Devices (AMD)	0.0	$13k	105.00	120.79	View chart
Valero Energy Corporation (VLO)	0.0	$12k	100.00	122.59	View chart
Kenvue (KVUE)	0.0	$12k	570.00	21.35	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$12k	210.00	57.41	View chart
Ingersoll Rand (IR)	0.0	$12k	132.00	90.46	View chart
Emerson Electric (EMR)	0.0	$12k	95.00	123.93	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$11k	435.00	26.05	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.0	$11k	120.00	89.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$10k	51.00	197.47	View chart
Graniteshares Etf Tr 2x Long Nvda Dai (NVDL)	0.0	$10k	150.00	66.39	View chart
Quantum Si Com Cl A (QSI)	0.0	$9.9k	3.7k	2.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$9.9k	41.00	242.12	View chart
Linde SHS (LIN)	0.0	$9.6k	23.00	418.65	View chart
Dollar General (DG)	0.0	$9.6k	126.00	75.82	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$9.5k	3.2k	2.97	View chart
Celestica (CLS)	0.0	$9.2k	100.00	92.30	View chart
Veralto Corp Com Shs (VLTO)	0.0	$8.8k	86.00	101.85	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.0	$8.7k	384.00	22.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$8.4k	38.00	220.95	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.0	$8.4k	360.00	23.26	View chart
Shell Spon Ads (SHEL)	0.0	$8.1k	130.00	62.65	View chart
Global X Fds Lithium Btry Etf (LIT)	0.0	$7.5k	185.00	40.78	View chart
Microstrategy Cl A New (MSTR)	0.0	$7.2k	25.00	289.64	View chart
Oracle Corporation (ORCL)	0.0	$6.5k	39.00	166.64	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$6.3k	166.00	38.01	View chart
Progressive Corporation (PGR)	0.0	$6.2k	26.00	239.62	View chart
Western Digital (WDC)	0.0	$6.0k	100.00	59.63	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.0	$5.4k	86.00	62.95	View chart
Eaton Corp SHS (ETN)	0.0	$5.3k	16.00	331.88	View chart
Entergy Corporation (ETR)	0.0	$5.0k	66.00	75.82	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$5.0k	84.00	58.93	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$4.7k	78.00	60.26	View chart
Tidal Tr Ii Yieldmax Nvda (NVDY)	0.0	$4.7k	200.00	23.35	View chart
Home Depot (HD)	0.0	$4.7k	12.00	389.00	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$4.7k	350.00	13.30	View chart
Aegon Amer Reg 1 Cert (AEG)	0.0	$4.2k	714.00	5.89	View chart
Akamai Technologies (AKAM)	0.0	$3.8k	40.00	95.65	View chart
Etf Opportunities Trust T Rex 2x Long (TSLT)	0.0	$3.8k	100.00	37.88	View chart
Carrier Global Corporation (CARR)	0.0	$3.7k	54.00	68.81	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$3.5k	5.00	693.00	View chart
Chemours (CC)	0.0	$3.4k	200.00	16.90	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$3.2k	92.00	34.60	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$3.2k	127.00	24.87	View chart
Beyond Meat (BYND)	0.0	$3.0k	800.00	3.76	View chart
Otis Worldwide Corp (OTIS)	0.0	$2.5k	27.00	93.70	View chart
Northern Trust Corporation (NTRS)	0.0	$2.1k	20.00	102.50	View chart
Diageo Spon Adr New (DEO)	0.0	$2.0k	16.00	127.12	View chart
Dentsply Sirona (XRAY)	0.0	$1.9k	100.00	18.98	View chart
Wabtec Corporation (WAB)	0.0	$1.7k	9.00	189.56	View chart
Aurora Cannabis (ACB)	0.0	$1.7k	400.00	4.25	View chart
Occidental Petroleum Corporation (OXY)	0.0	$1.5k	31.00	49.42	View chart
Palantir Technologies Cl A (PLTR)	0.0	$1.5k	20.00	75.65	View chart
Super Micro Computer Com New (SMCI)	0.0	$1.2k	40.00	30.48	View chart
EQT Corporation (EQT)	0.0	$1.2k	25.00	46.12	View chart
Canopy Growth Corp Com New (CGC)	0.0	$1.1k	400.00	2.74	View chart
Amplify Etf Tr Amplify Alternat (MJ)	0.0	$922.014800	412.00	2.24	View chart
Viatris (VTRS)	0.0	$920.996600	74.00	12.45	View chart
Organon & Co Common Stock (OGN)	0.0	$836.001600	56.00	14.93	View chart
Lexicon Pharmaceuticals Com New (LXRX)	0.0	$739.000000	1.0k	0.74	View chart
Dimensional Etf Trust Global Cr Etf (DGCB)	0.0	$498.999600	9.00	55.44	View chart
Harsco Corporation (NVRI)	0.0	$430.998400	56.00	7.70	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$421.000000	2.00	210.50	View chart
Allogene Therapeutics (ALLO)	0.0	$408.998400	192.00	2.13	View chart
Now (DNOW)	0.0	$403.000000	31.00	13.00	View chart
Occidental Pete Corp W Exp 08/03/202 (OXY.WS)	0.0	$83.000100	3.00	27.67	View chart

Past Filings by Pinney & Scofield

SEC 13F filings are viewable for Pinney & Scofield going back to 2024

Pinney & Scofield 2024 Q4 filed Feb. 19, 2025

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