Putney Financial Group
Latest statistics and disclosures from Putney Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, GOOGL, AMZN, MSFT, NVDA, and represent 46.16% of Putney Financial Group's stock portfolio.
- Added to shares of these 10 stocks: CRWD, COST, JEPI, JIRE, SECT, JNJ, MCK, DIA, CSX, VOO.
- Started 221 new stock positions in ENB, DHR, DASH, EEMV, ZS, DRIP, IPO, VXUS, AVAV, PLTR.
- Reduced shares in these 10 stocks: ALL, MSFT, CPRT, ANET, GOOGL, OKLO, NET, AMZN, MO, NVDA.
- Putney Financial Group was a net buyer of stock by $11M.
- Putney Financial Group has $127M in assets under management (AUM), dropping by 14.37%.
- Central Index Key (CIK): 0002056907
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Portfolio Holdings for Putney Financial Group
Putney Financial Group holds 299 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple Stock (AAPL) | 21.7 | $28M | 83k | 333.02 |
|
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| Alphabet Inc Class A Stock (GOOGL) | 9.3 | $12M | 34k | 344.08 |
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| Amazon.com Stock (AMZN) | 6.4 | $8.1M | 32k | 249.15 |
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| Microsoft Stock (MSFT) | 5.4 | $6.9M | -4% | 13k | 512.89 |
|
| Nvidia Corp Stock (NVDA) | 3.4 | $4.3M | 19k | 228.38 |
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| Crowdstrike Hldgs Inc Cl A Stock (CRWD) | 2.6 | $3.4M | +304% | 13k | 264.75 |
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| Taiwan Semiconductor Manufact Adr (TSM) | 2.5 | $3.2M | 7.1k | 456.19 |
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| Mastercard Stock (MA) | 2.2 | $2.8M | 5.1k | 551.47 |
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| Advanced Micro Devices Stock (AMD) | 2.1 | $2.7M | 4.5k | 611.76 |
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| Arista Networks Stock (ANET) | 2.0 | $2.6M | -7% | 13k | 203.59 |
|
| Shopify Inc Cl A Sub Vtg Stock (SHOP) | 1.9 | $2.5M | -2% | 17k | 148.30 |
|
| Costco Wholesale Corp Stock (COST) | 1.9 | $2.5M | +21% | 2.7k | 910.35 |
|
| Jpmorgan Nasdaq Equity Premium Income Etf Etf (JEPQ) | 1.9 | $2.4M | +5% | 39k | 61.26 |
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| Intel Corp Stock (INTC) | 1.8 | $2.3M | +4% | 19k | 120.23 |
|
| Cloudflare Inc Cl A Stock (NET) | 1.6 | $2.0M | -4% | 5.7k | 347.28 |
|
| Visa Stock (V) | 1.4 | $1.8M | 5.0k | 359.33 |
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| Lilly Eli & Co Stock (LLY) | 1.2 | $1.6M | 1.4k | 1157.25 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.2 | $1.5M | 3.1k | 497.95 |
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 1.0 | $1.3M | -2% | 18k | 70.61 |
|
| Intl Business Machines Stock (IBM) | 0.9 | $1.1M | 5.0k | 219.91 |
|
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 0.8 | $992k | +4% | 17k | 59.31 |
|
| Abbvie Stock (ABBV) | 0.8 | $980k | 3.7k | 261.59 |
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| Dell Technologies Inc Cl C Stock (DELL) | 0.8 | $959k | +3% | 1.8k | 537.95 |
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| Jpmorgan Equity Premium Income Etf Etf (JEPI) | 0.7 | $890k | +49% | 16k | 56.22 |
|
| Freeport-mcmoran Copper & Gold Stock (FCX) | 0.7 | $843k | 12k | 70.00 |
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| Coherent Corp Stock (COHR) | 0.7 | $827k | +5% | 2.9k | 287.81 |
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| Lockheed Martin Corp Stock (LMT) | 0.6 | $817k | +3% | 1.6k | 509.25 |
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| Allstate Corp Stock (ALL) | 0.6 | $805k | -32% | 3.6k | 221.86 |
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| Jpmorgan Chase & Co Stock (JPM) | 0.6 | $727k | +3% | 2.2k | 330.83 |
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| Nucor Corp Stock (NUE) | 0.6 | $713k | +8% | 3.1k | 233.71 |
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| Interactive Brokers Group Stock (IBKR) | 0.6 | $703k | 8.2k | 85.42 |
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| Seagate Technology Stock (STX) | 0.5 | $692k | 750.00 | 922.34 |
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| Vanguard Value Index Fund Etf (VTV) | 0.5 | $684k | -2% | 3.2k | 216.11 |
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| Emcor Group Stock (EME) | 0.5 | $681k | +8% | 903.00 | 754.49 |
|
| Clean Harbors Stock (CLH) | 0.5 | $578k | 1.9k | 310.23 |
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| Sphere Entertainment Co Cl A Stock (SPHR) | 0.4 | $564k | +2% | 4.2k | 134.44 |
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| Deere & Co Stock (DE) | 0.4 | $549k | +5% | 818.00 | 671.55 |
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| Exxon Mobil Corp Stock (XOM) | 0.4 | $516k | 3.2k | 162.75 |
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| Union Pac Corp Stock (UNP) | 0.4 | $493k | 1.8k | 272.13 |
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| Copart Stock (CPRT) | 0.3 | $432k | -42% | 16k | 27.28 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.3 | $422k | 3.4k | 125.26 |
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| Jpmorgan Municipal Etf Etf (JMUB) | 0.3 | $402k | 8.5k | 47.58 |
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| Nextera Energy Stock (NEE) | 0.3 | $390k | 5.2k | 75.74 |
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| Grainger W W Stock (GWW) | 0.3 | $381k | 306.00 | 1245.76 |
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| Johnson Ctls Stock (JCI) | 0.3 | $381k | 2.6k | 148.65 |
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| Heico Corp Stock (HEI) | 0.3 | $375k | 1.2k | 303.18 |
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| Iron Mtn Inc Del Reit (IRM) | 0.3 | $372k | -7% | 3.4k | 110.95 |
|
| Alphabet Inc Class C Stock (GOOG) | 0.3 | $371k | 1.1k | 340.74 |
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| General Dynamics Corp Stock (GD) | 0.3 | $367k | +8% | 1.1k | 331.83 |
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| Ge Vernova Stock (GEV) | 0.3 | $365k | +21% | 384.00 | 950.49 |
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| Bank Of America Corp Stock (BAC) | 0.3 | $349k | +2% | 6.4k | 54.43 |
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| Cme Group Stock (CME) | 0.3 | $342k | 1.3k | 261.98 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 0.3 | $333k | +15% | 184.00 | 1811.67 |
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| Altria Group Stock (MO) | 0.3 | $330k | -19% | 4.9k | 67.34 |
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| Thermo Fisher Scientific Stock (TMO) | 0.2 | $317k | 469.00 | 675.05 |
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| Commercial Metals Stock (CMC) | 0.2 | $315k | +3% | 5.1k | 62.10 |
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| Caterpillar Inc Del Stock (CAT) | 0.2 | $297k | +64% | 366.00 | 810.79 |
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| Salesforce Stock (CRM) | 0.2 | $293k | -13% | 1.3k | 229.57 |
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| Mp Materials Corp Com Cl A Stock (MP) | 0.2 | $290k | +4% | 6.1k | 47.29 |
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| Ishares S&p 500 Value Etf Etf (IVE) | 0.2 | $282k | 1.2k | 228.28 |
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| Waste Management Stock (WM) | 0.2 | $276k | +4% | 1.4k | 203.92 |
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| Automatic Data Processing Stock (ADP) | 0.2 | $259k | 1.0k | 258.06 |
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| Jpmorgan International Research Enhanced Equity Etf Etf (JIRE) | 0.2 | $259k | NEW | 3.2k | 82.16 |
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| Netflix Stock (NFLX) | 0.2 | $255k | -6% | 3.7k | 69.58 |
|
| Intuitive Surgical Stock (ISRG) | 0.2 | $255k | +4% | 627.00 | 406.63 |
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| Vulcan Matls Stock (VMC) | 0.2 | $252k | +3% | 1.0k | 244.66 |
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| Badger Meter Stock (BMI) | 0.2 | $251k | -3% | 2.0k | 123.54 |
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| Spdr Gold Etf Etf (GLD) | 0.2 | $246k | 647.00 | 380.84 |
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| Jpmorgan Core Plus Bond Etf Etf (JCPB) | 0.2 | $245k | 5.5k | 44.78 |
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| Vertex Pharmaceuticals Stock (VRTX) | 0.2 | $245k | +6% | 468.00 | 522.81 |
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| Woodward Stock (WWD) | 0.2 | $237k | -4% | 720.00 | 328.59 |
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| Qualcomm Stock (QCOM) | 0.2 | $237k | -7% | 1.3k | 184.04 |
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| Tesla Motors Stock (TSLA) | 0.2 | $227k | 640.00 | 354.81 |
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| Northrop Grumman Corp Stock (NOC) | 0.2 | $217k | +4% | 448.00 | 483.48 |
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| Sherwin Williams Stock (SHW) | 0.2 | $195k | -2% | 603.00 | 323.27 |
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| Main Sector Rotation Etf Etf (SECT) | 0.1 | $188k | NEW | 2.6k | 71.55 |
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| Adobe Sys Stock (ADBE) | 0.1 | $187k | -20% | 780.00 | 239.94 |
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| Johnson & Johnson Stock (JNJ) | 0.1 | $182k | NEW | 686.00 | 264.74 |
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| Mckesson Corp Stock (MCK) | 0.1 | $181k | NEW | 212.00 | 853.81 |
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| State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA) | 0.1 | $178k | NEW | 350.00 | 508.55 |
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| Philip Morris Intl Stock (PM) | 0.1 | $177k | -27% | 929.00 | 190.82 |
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| Cummins Stock (CMI) | 0.1 | $174k | 336.00 | 516.57 |
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| Csx Corp Stock (CSX) | 0.1 | $172k | NEW | 3.7k | 46.51 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.1 | $168k | NEW | 240.00 | 700.86 |
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| Mercadolibre Stock (MELI) | 0.1 | $168k | NEW | 97.00 | 1728.53 |
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| Cisco Sys Stock (CSCO) | 0.1 | $167k | NEW | 1.6k | 107.63 |
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| Danaher Corp Stock (DHR) | 0.1 | $163k | NEW | 735.00 | 221.55 |
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| Transmedics Group Stock (TMDX) | 0.1 | $161k | NEW | 1.9k | 83.45 |
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| Amgen Stock (AMGN) | 0.1 | $154k | NEW | 366.00 | 421.51 |
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| Lindsay Corp Stock (LNN) | 0.1 | $152k | NEW | 1.4k | 111.94 |
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| Jpmorgan Limited Duration Bond Etf Etf (JPLD) | 0.1 | $146k | NEW | 2.8k | 51.41 |
|
| Ecolab Stock (ECL) | 0.1 | $140k | NEW | 509.00 | 274.58 |
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| Chevron Corp Stock (CVX) | 0.1 | $133k | NEW | 653.00 | 204.21 |
|
| Invesco Qqq Trust Series I Etf (QQQ) | 0.1 | $133k | NEW | 180.00 | 739.77 |
|
| New York Times Co Mtn Be Cl A Stock (NYT) | 0.1 | $129k | NEW | 2.0k | 63.70 |
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| Broadcom Stock (AVGO) | 0.1 | $126k | NEW | 358.00 | 351.19 |
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| Oracle Corporation Stock (ORCL) | 0.1 | $120k | NEW | 874.00 | 137.23 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.1 | $116k | NEW | 152.00 | 762.63 |
|
| Alerian Mlp Etf Etf (AMLP) | 0.1 | $113k | NEW | 2.2k | 51.87 |
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| Micron Technology Stock (MU) | 0.1 | $112k | NEW | 105.00 | 1065.11 |
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| Louisiana Pac Corp Stock (LPX) | 0.1 | $108k | NEW | 1.7k | 64.55 |
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| Meta Platforms Inc Cl A Stock (META) | 0.1 | $107k | NEW | 147.00 | 725.37 |
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| Wal Mart Stock (WMT) | 0.1 | $105k | NEW | 1.0k | 103.92 |
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| Raytheon Technologies Corp Stock (RTX) | 0.1 | $98k | NEW | 526.00 | 185.65 |
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| Parker-hannifin Corp Stock (PH) | 0.1 | $98k | NEW | 102.00 | 955.42 |
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| Kinder Morgan Stock (KMI) | 0.1 | $97k | NEW | 3.2k | 30.15 |
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| Jpmorgan Short Duration Core Plus Etf Etf (JSCP) | 0.1 | $96k | NEW | 2.1k | 45.98 |
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| Toast Inc Cl A Stock (TOST) | 0.1 | $96k | NEW | 3.3k | 28.99 |
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| Ishares International Select Dividend Etf Etf (IDV) | 0.1 | $93k | NEW | 2.2k | 42.19 |
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| Capital One Finl Corp Stock (COF) | 0.1 | $91k | NEW | 473.00 | 193.07 |
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| Procter & Gamble Stock (PG) | 0.1 | $91k | NEW | 626.00 | 145.28 |
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| Alcoa Corp Stock (AA) | 0.1 | $90k | NEW | 2.1k | 42.00 |
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| Aflac Stock (AFL) | 0.1 | $89k | NEW | 800.00 | 111.78 |
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| Trex Company Stock (TREX) | 0.1 | $89k | NEW | 2.1k | 43.56 |
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| Intuit Stock (INTU) | 0.1 | $88k | NEW | 320.00 | 275.71 |
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| Corning Stock (GLW) | 0.1 | $87k | NEW | 563.00 | 153.76 |
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| Waste Connections Stock (WCN) | 0.1 | $84k | NEW | 542.00 | 154.32 |
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| Home Depot Stock (HD) | 0.1 | $80k | NEW | 280.00 | 284.49 |
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| Boston Scientific Corp Stock (BSX) | 0.1 | $79k | NEW | 1.8k | 43.65 |
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| Tractor Supply Stock (TSCO) | 0.1 | $78k | NEW | 2.5k | 31.29 |
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| General Electric Stock (GE) | 0.1 | $77k | NEW | 247.00 | 312.29 |
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| The Trade Desk Inc Com Cl A Stock (TTD) | 0.1 | $75k | NEW | 6.1k | 12.17 |
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| Xylem Stock (XYL) | 0.1 | $73k | NEW | 725.00 | 101.27 |
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| Ishares Msci Emerging Markets Etf Etf (EEM) | 0.1 | $72k | NEW | 1.1k | 66.79 |
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| Paychex Stock (PAYX) | 0.1 | $72k | NEW | 730.00 | 98.50 |
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| Doordash Inc Cl A Stock (DASH) | 0.1 | $71k | NEW | 389.00 | 183.55 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $69k | NEW | 90.00 | 766.56 |
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| Madison Square Garden Entmt Com Cl A Stock (MSGE) | 0.1 | $69k | NEW | 860.00 | 80.11 |
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| Lam Research Corp Stock (LRCX) | 0.1 | $66k | NEW | 200.00 | 328.51 |
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| American Express Stock (AXP) | 0.1 | $65k | NEW | 215.00 | 304.10 |
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| Conocophillips Stock (COP) | 0.0 | $63k | NEW | 500.00 | 125.15 |
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| Kla Corp Stock (KLAC) | 0.0 | $62k | NEW | 320.00 | 194.93 |
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| Textron Stock (TXT) | 0.0 | $61k | NEW | 806.00 | 76.20 |
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| Space Exploration Techn Corp Class A Com Stk Stock (SPCX) | 0.0 | $60k | NEW | 400.00 | 150.86 |
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| American Elec Pwr Stock (AEP) | 0.0 | $59k | NEW | 500.00 | 118.64 |
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| Unity Software Stock (U) | 0.0 | $59k | NEW | 1.4k | 40.93 |
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| Wabtec Corp Stock (WAB) | 0.0 | $57k | NEW | 200.00 | 287.18 |
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| Mcdonalds Corp Stock (MCD) | 0.0 | $55k | NEW | 240.00 | 230.94 |
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| Jpmorgan Active Bond Etf Etf (JBND) | 0.0 | $52k | NEW | 1.0k | 51.12 |
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| Pepsico Stock (PEP) | 0.0 | $52k | NEW | 412.00 | 126.72 |
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| Palantir Technologies Inc Cl A Stock (PLTR) | 0.0 | $51k | NEW | 275.00 | 187.05 |
|
| Hewlett Packard Enterprise Stock (HPE) | 0.0 | $51k | NEW | 793.00 | 63.89 |
|
| Sap Se Adr (SAP) | 0.0 | $50k | NEW | 240.00 | 208.48 |
|
| Tjx Cos Stock (TJX) | 0.0 | $49k | NEW | 373.00 | 132.31 |
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| Verizon Communications Stock (VZ) | 0.0 | $47k | NEW | 1.0k | 45.87 |
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| Bloom Energy Corp Com Cl A Stock (BE) | 0.0 | $46k | NEW | 166.00 | 276.98 |
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| Phillips 66 Stock (PSX) | 0.0 | $43k | NEW | 170.00 | 255.31 |
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| Coca Cola Stock (KO) | 0.0 | $43k | NEW | 494.00 | 86.08 |
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| United Parcel Service Stock (UPS) | 0.0 | $42k | NEW | 453.00 | 93.44 |
|
| Vanguard Morningstar Small-cap Growth Etf Etf (VBK) | 0.0 | $42k | NEW | 125.00 | 337.83 |
|
| Veralto Corp Stock (VLTO) | 0.0 | $42k | NEW | 442.00 | 94.32 |
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| Aar Corp Stock (AIR) | 0.0 | $41k | NEW | 399.00 | 101.47 |
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| Public Storage Reit (PSA) | 0.0 | $40k | NEW | 143.00 | 282.84 |
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| Wells Fargo & Co Stock (WFC) | 0.0 | $40k | NEW | 500.00 | 80.05 |
|
| Vanguard Morningstar Small-cap Value Etf Etf (VBR) | 0.0 | $39k | NEW | 168.00 | 231.03 |
|
| Edison Intl Stock (EIX) | 0.0 | $38k | NEW | 700.00 | 53.73 |
|
| Lear Corp Stock (LEA) | 0.0 | $37k | NEW | 310.00 | 118.03 |
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| Regeneron Pharmaceuticals Stock (REGN) | 0.0 | $36k | NEW | 48.00 | 758.27 |
|
| Axon Enterprise Stock (AXON) | 0.0 | $36k | NEW | 86.00 | 422.52 |
|
| Linde Stock (LIN) | 0.0 | $36k | NEW | 75.00 | 474.65 |
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| Norfolk Southern Corp Stock (NSC) | 0.0 | $35k | NEW | 112.00 | 309.00 |
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| Marvell Technology Group Ltd Ord Stock (MRVL) | 0.0 | $34k | NEW | 130.00 | 264.21 |
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| Disney Walt Co Com Disney Stock (DIS) | 0.0 | $34k | NEW | 321.00 | 104.90 |
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| Vanguard Morningstar Growth Etf Etf (VUG) | 0.0 | $34k | NEW | 372.00 | 90.14 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.0 | $33k | NEW | 1.0k | 32.63 |
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| Digital Rlty Tr Reit (DLR) | 0.0 | $33k | NEW | 187.00 | 175.53 |
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| Airbnb Inc Com Cl A Stock (ABNB) | 0.0 | $33k | NEW | 202.00 | 160.65 |
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| Clorox Co Del Stock (CLX) | 0.0 | $32k | NEW | 400.00 | 81.01 |
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| Blackrock Stock (BLK) | 0.0 | $32k | NEW | 30.00 | 1058.30 |
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| Simpson Mfg Stock (SSD) | 0.0 | $31k | NEW | 182.00 | 171.01 |
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| Palo Alto Networks Stock (PANW) | 0.0 | $31k | NEW | 77.00 | 397.31 |
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| RH Stock (RH) | 0.0 | $30k | NEW | 250.00 | 121.75 |
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| Lumentum Hldgs Stock (LITE) | 0.0 | $28k | NEW | 29.00 | 971.28 |
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| Target Corp Stock (TGT) | 0.0 | $28k | NEW | 179.00 | 156.69 |
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| Texas Instrs Stock (TXN) | 0.0 | $28k | NEW | 100.00 | 280.09 |
|
| The Cigna Group Stock (CI) | 0.0 | $27k | NEW | 100.00 | 271.83 |
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| Karooooo Ltd Ord Stock (KARO) | 0.0 | $27k | NEW | 445.00 | 60.00 |
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| Rpm Intl Stock (RPM) | 0.0 | $26k | NEW | 262.00 | 98.67 |
|
| Illinois Tool Wks Stock (ITW) | 0.0 | $26k | NEW | 100.00 | 257.28 |
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| Ollies Bargain Outlet Hldgs Stock (OLLI) | 0.0 | $26k | NEW | 300.00 | 85.65 |
|
| Honda Motor Co Ltd Adr Ech Cnv In 3 Adr (HMC) | 0.0 | $25k | NEW | 801.00 | 31.60 |
|
| Ishares Russell 1000 Value Etf Etf (IWD) | 0.0 | $25k | NEW | 100.00 | 247.93 |
|
| Pool Corp Stock (POOL) | 0.0 | $25k | NEW | 153.00 | 161.87 |
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| Kaiser Aluminium Corporation Com Par $0.01 Stock (KALU) | 0.0 | $25k | NEW | 170.00 | 144.82 |
|
| Fedex Corp Stock (FDX) | 0.0 | $25k | NEW | 86.00 | 285.09 |
|
| Vanguard Dividend Appreciation Etf Etf (VIG) | 0.0 | $25k | NEW | 105.00 | 233.31 |
|
| Jpmorgan Income Etf Etf (JPIE) | 0.0 | $25k | NEW | 545.00 | 44.89 |
|
| Brown Forman Corp Cl B Stock (BF.B) | 0.0 | $24k | NEW | 925.00 | 26.20 |
|
| Williams Cos Stock (WMB) | 0.0 | $23k | NEW | 335.00 | 67.97 |
|
| Mccormick & Co Inc Com Non Vtg Stock (MKC) | 0.0 | $22k | NEW | 475.00 | 46.40 |
|
| Travelers Companies Stock (TRV) | 0.0 | $21k | NEW | 60.00 | 356.52 |
|
| Ebay Stock (EBAY) | 0.0 | $21k | NEW | 200.00 | 106.05 |
|
| Direxion Shares Etf Trust Daily S&p Oil & Etf (DRIP) | 0.0 | $21k | NEW | 561.00 | 37.58 |
|
| Xometry Inc Class A Stock (XMTR) | 0.0 | $21k | NEW | 200.00 | 102.85 |
|
| Teradyne Stock (TER) | 0.0 | $20k | NEW | 50.00 | 400.92 |
|
| Paypal Hldgs Stock (PYPL) | 0.0 | $20k | NEW | 371.00 | 52.53 |
|
| Gilead Sciences Stock (GILD) | 0.0 | $19k | NEW | 130.00 | 149.05 |
|
| Gladstone Ld Corp Reit (LAND) | 0.0 | $19k | NEW | 2.0k | 9.46 |
|
| Hewlett Packard Stock (HPQ) | 0.0 | $19k | NEW | 600.00 | 31.28 |
|
| Invesco Dorsey Wright Momentum Etf Etf (PDP) | 0.0 | $18k | NEW | 133.00 | 137.83 |
|
| Honeywell Intl Stock (HON) | 0.0 | $18k | NEW | 86.00 | 210.94 |
|
| Timken Stock (TKR) | 0.0 | $18k | NEW | 150.00 | 116.75 |
|
| Redwire Corporation Stock (RDW) | 0.0 | $17k | NEW | 1.6k | 10.44 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.0 | $17k | NEW | 60.00 | 277.88 |
|
| Hershey Stock (HSY) | 0.0 | $16k | NEW | 100.00 | 157.61 |
|
| Ufp Industries Stock (UFPI) | 0.0 | $15k | NEW | 200.00 | 77.22 |
|
| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.0 | $15k | NEW | 111.00 | 136.04 |
|
| Plains All Amern Pipeline L P Unit Ltd Partn Stock (PAA) | 0.0 | $15k | NEW | 619.00 | 23.72 |
|
| Quest Diagnostics Stock (DGX) | 0.0 | $15k | NEW | 63.00 | 233.06 |
|
| Robinhood Mkts Inc Com Cl A Stock (HOOD) | 0.0 | $15k | NEW | 130.00 | 112.50 |
|
| Globalstar Stock (GSAT) | 0.0 | $14k | NEW | 171.00 | 82.89 |
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 0.0 | $14k | NEW | 149.00 | 94.54 |
|
| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.0 | $14k | NEW | 195.00 | 71.95 |
|
| Markel Group Stock (MKL) | 0.0 | $14k | NEW | 8.00 | 1712.50 |
|
| Ishares Bitcoin Trust Etf Etf (IBIT) | 0.0 | $14k | NEW | 285.00 | 47.34 |
|
| Honeywell Aerospace Stock (HONA) | 0.0 | $13k | NEW | 86.00 | 154.97 |
|
| Ishares Expanded Tech-software Sector Etf Etf (IGV) | 0.0 | $13k | NEW | 125.00 | 106.48 |
|
| Ast Spacemobile Inc Com Cl A Stock (ASTS) | 0.0 | $13k | NEW | 225.00 | 58.86 |
|
| Pfizer Stock (PFE) | 0.0 | $13k | NEW | 454.00 | 28.52 |
|
| Lowes Cos Stock (LOW) | 0.0 | $13k | NEW | 70.00 | 184.29 |
|
| Ishares Msci Eafe Value Etf Etf (EFV) | 0.0 | $13k | NEW | 163.00 | 79.14 |
|
| Energy Transfer L P Com Ut Ltd Ptn Stock (ET) | 0.0 | $13k | NEW | 652.00 | 19.77 |
|
| Ishares Msci Emerging Markets Min Vol Factor Etf Etf (EEMV) | 0.0 | $12k | NEW | 168.00 | 74.05 |
|
| Modine Mfg Stock (MOD) | 0.0 | $12k | NEW | 66.00 | 187.20 |
|
| Bwx Technologies Stock (BWXT) | 0.0 | $12k | NEW | 90.00 | 137.00 |
|
| Ishares Msci Eafe Small-cap Etf Etf (SCZ) | 0.0 | $12k | NEW | 146.00 | 84.42 |
|
| Echostar Corp Cl A Stock (ECHO) | 0.0 | $12k | NEW | 136.00 | 89.41 |
|
| Vanguard Total International Stock Etf Etf (VXUS) | 0.0 | $12k | NEW | 142.00 | 84.96 |
|
| Ishares Msci Eafe Min Vol Factor Etf Etf (EFAV) | 0.0 | $12k | NEW | 129.00 | 91.12 |
|
| Starbucks Corp Stock (SBUX) | 0.0 | $12k | NEW | 125.00 | 93.96 |
|
| Five Below Stock (FIVE) | 0.0 | $11k | NEW | 50.00 | 219.58 |
|
| Zscaler Stock (ZS) | 0.0 | $11k | NEW | 55.00 | 199.42 |
|
| Trimble Navigation Stock (TRMB) | 0.0 | $11k | NEW | 188.00 | 57.11 |
|
| Roper Technologies Stock (ROP) | 0.0 | $11k | NEW | 30.00 | 349.40 |
|
| American Wtr Wks Stock (AWK) | 0.0 | $10k | NEW | 80.00 | 129.47 |
|
| Servicenow Stock (NOW) | 0.0 | $10k | NEW | 75.00 | 134.01 |
|
| Abbott Labs Stock (ABT) | 0.0 | $9.9k | NEW | 100.00 | 98.83 |
|
| Ross Stores Stock (ROST) | 0.0 | $9.8k | NEW | 42.00 | 233.40 |
|
| Angel Studios Inc. Cl A Stock (ANGX) | 0.0 | $9.3k | NEW | 2.0k | 4.67 |
|
| Enbridge Stock (ENB) | 0.0 | $9.3k | NEW | 200.00 | 46.60 |
|
| Dutch Bros Inc Cl A Stock (BROS) | 0.0 | $9.3k | NEW | 240.00 | 38.56 |
|
| Duke Energy Corp Stock (DUK) | 0.0 | $9.1k | NEW | 80.00 | 114.01 |
|
| Cvs Health Corp Stock (CVS) | 0.0 | $8.9k | NEW | 104.00 | 85.69 |
|
| Pg&e Corp Stock (PCG) | 0.0 | $8.8k | NEW | 720.00 | 12.25 |
|
| Spotify Technology S A Stock (SPOT) | 0.0 | $8.8k | NEW | 18.00 | 487.39 |
|
| Ishares Msci Emerging Markets Ex China Etf Etf (EMXC) | 0.0 | $8.4k | NEW | 85.00 | 99.08 |
|
| Equifax Stock (EFX) | 0.0 | $8.2k | NEW | 60.00 | 137.23 |
|
| Booking Holdings Stock (BKNG) | 0.0 | $8.1k | NEW | 50.00 | 162.92 |
|
| Lincoln Natl Corp Ind Stock (LNC) | 0.0 | $8.1k | NEW | 200.00 | 40.26 |
|
| Main Thematic Innovation Etf Etf (TMAT) | 0.0 | $8.0k | NEW | 269.00 | 29.81 |
|
| Reddit Inc Cl A Stock (RDDT) | 0.0 | $7.8k | NEW | 55.00 | 142.44 |
|
| Ss&c Tech Hldgs Stock (SSNC) | 0.0 | $7.7k | NEW | 100.00 | 77.07 |
|
| Check Point Software Technologies Stock (CHKP) | 0.0 | $7.7k | NEW | 60.00 | 128.35 |
|
| Applied Matls Stock (AMAT) | 0.0 | $7.7k | NEW | 15.00 | 511.40 |
|
| Accenture Plc Ireland Shs Class A Stock (ACN) | 0.0 | $7.5k | NEW | 41.00 | 183.37 |
|
| Ishares Gsci Commodity Indexed Tr Etf Etf (GSG) | 0.0 | $7.5k | NEW | 210.00 | 35.57 |
|
| Nebius Group N.v. Shs Class A Stock (NBIS) | 0.0 | $7.1k | NEW | 30.00 | 235.87 |
|
| Agco Corp Stock (AGCO) | 0.0 | $6.9k | NEW | 60.00 | 114.23 |
|
| Main Buywrite Etf Etf (BUYW) | 0.0 | $6.8k | NEW | 472.00 | 14.47 |
|
| Weyerhaeuser Reit (WY) | 0.0 | $6.7k | NEW | 352.00 | 19.05 |
|
| Constellation Energy Corp Stock (CEG) | 0.0 | $6.4k | NEW | 25.00 | 254.04 |
|
| Vertiv Holdings Co Com Cl A Stock (VRT) | 0.0 | $6.0k | NEW | 25.00 | 241.32 |
|
| Ishares Core Msci Total International Stock Etf Etf (IXUS) | 0.0 | $5.8k | NEW | 61.00 | 94.61 |
|
| Aerovironment Stock (AVAV) | 0.0 | $5.7k | NEW | 40.00 | 142.22 |
|
| Consolidated Edison Stock (ED) | 0.0 | $5.6k | NEW | 55.00 | 102.22 |
|
| Consolidated Water Co Inc Ord Stock (CWCO) | 0.0 | $5.6k | NEW | 200.00 | 28.02 |
|
| General Mls Stock (GIS) | 0.0 | $5.3k | NEW | 166.00 | 32.16 |
|
| Rocket Lab Corp Stock (RKLB) | 0.0 | $5.2k | NEW | 75.00 | 69.68 |
|
| Ncr Atleos Corporation Stock (NATL) | 0.0 | $5.0k | NEW | 110.00 | 45.18 |
|
| Kratos Defense & Sec Solutions Stock (KTOS) | 0.0 | $4.7k | NEW | 110.00 | 42.69 |
|
| Fedex Fght Hldg Stock (FDXF) | 0.0 | $4.6k | NEW | 42.00 | 109.38 |
|
| Goldman Sachs Group Stock (GS) | 0.0 | $4.5k | NEW | 5.00 | 900.40 |
|
| Chemours Stock (CC) | 0.0 | $4.2k | NEW | 310.00 | 13.57 |
|
| Vistra Corp Stock (VST) | 0.0 | $4.2k | NEW | 30.00 | 138.37 |
|
| Ge Healthcare Technologies Stock (GEHC) | 0.0 | $3.3k | NEW | 51.00 | 65.37 |
|
| Fortive Corp Stock (FTV) | 0.0 | $3.1k | NEW | 57.00 | 54.81 |
|
| Invesco S&p 500 Equal Weight Etf Etf (RSP) | 0.0 | $3.1k | NEW | 15.00 | 208.00 |
|
| Dominos Pizza Stock (DPZ) | 0.0 | $3.0k | NEW | 10.00 | 299.60 |
|
| Gartner Stock (IT) | 0.0 | $2.8k | NEW | 15.00 | 186.53 |
|
| Expand Energy Corporation Stock (EXE) | 0.0 | $2.8k | NEW | 33.00 | 84.09 |
|
| International Flavors&fragranc Stock (IFF) | 0.0 | $2.6k | NEW | 31.00 | 83.48 |
|
| Oklo Inc Com Cl A Stock (OKLO) | 0.0 | $2.4k | -98% | 66.00 | 37.02 |
|
| Comcast Corp New Cl A Stock (CMCSA) | 0.0 | $2.4k | NEW | 111.00 | 21.76 |
|
| Vanguard High Dividend Yield Index Etf Etf (VYM) | 0.0 | $2.3k | NEW | 15.00 | 155.20 |
|
| Ishares Global Clean Energy Etf Etf (ICLN) | 0.0 | $1.9k | NEW | 112.00 | 17.00 |
|
| Powershares Global Water Portfolio Exchange-traded Etf (PHO) | 0.0 | $1.8k | NEW | 27.00 | 67.81 |
|
| Nike Int'l Cl B Stock (NKE) | 0.0 | $1.8k | NEW | 50.00 | 35.40 |
|
| Vanguard Morningstar Small-cap Etf Etf (VB) | 0.0 | $1.4k | NEW | 5.00 | 284.60 |
|
| Ralliant Corp Stock (RAL) | 0.0 | $1.3k | NEW | 19.00 | 69.16 |
|
| Virnetx Hldg Corp Stock (VHC) | 0.0 | $733.996800 | NEW | 72.00 | 10.19 |
|
| Merck & Co Stock (MRK) | 0.0 | $727.000000 | NEW | 5.00 | 145.40 |
|
| Vontier Corporation Stock (VNT) | 0.0 | $691.000200 | NEW | 22.00 | 31.41 |
|
| Renaissance Ipo Etf Etf (IPO) | 0.0 | $526.000000 | NEW | 10.00 | 52.60 |
|
| Invesco Nasdaq 100 Etf Etf (QQQM) | 0.0 | $305.000000 | NEW | 1.00 | 305.00 |
|
| Adient Plc Ord Stock (ADNT) | 0.0 | $285.999500 | NEW | 17.00 | 16.82 |
|
| Versant Media Group Inc Com Cl A Stock (VSNT) | 0.0 | $127.000000 | NEW | 4.00 | 31.75 |
|
| Piper Sandler Companies Stock (PIPR) | 0.0 | $66.000000 | NEW | 1.00 | 66.00 |
|
| Ascent Solar Technologies Stock (ASTI) | 0.0 | $3.000000 | NEW | 1.00 | 3.00 |
|
| Dare Bioscience Stock (DARE) | 0.0 | $1.000000 | NEW | 1.00 | 1.00 |
|
Past Filings by Putney Financial Group
SEC 13F filings are viewable for Putney Financial Group going back to 2024
- Putney Financial Group 2026 Q3 filed Oct. 30, 2026
- Putney Financial Group 2026 Q2 filed July 21, 2026
- Putney Financial Group 2026 Q1 filed April 10, 2026
- Putney Financial Group 2025 Q4 filed Jan. 23, 2026
- Putney Financial Group 2025 Q3 filed Nov. 7, 2025
- Putney Financial Group 2025 Q2 restated filed Aug. 27, 2025
- Putney Financial Group 2025 Q2 filed Aug. 4, 2025
- Putney Financial Group 2025 Q1 filed April 22, 2025
- Putney Financial Group 2024 Q4 filed Feb. 21, 2025