Putney Financial Group LLC
85 holdingsFiling period: 2026-03-31Current AUM: $119.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 84.3K | $21.4M | $26.0M | 21.81% | -8,611 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC CLASS A | 35.2K | $10.1M | $12.5M | 10.51% | -2,029 | 2026-03-31 |
| 3 | AMZN | AMAZON.COM INC | 33.2K | $6.9M | $9.0M | 7.56% | -1,525 | 2026-03-31 |
| 4 | MSFT | MICROSOFT | 14.2K | $5.2M | $6.6M | 5.51% | -677 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORP COM | 19.3K | $3.4M | $3.9M | 3.24% | -879 | 2026-03-31 |
| 6 | MA | MASTERCARD INC | 5.3K | $2.6M | $3.0M | 2.52% | -246 | 2026-03-31 |
| 7 | TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | 7.3K | $2.5M | $2.9M | 2.46% | -46 | 2026-03-31 |
| 8 | SHOP | SHOPIFY INC CL A SUB VTG SHS | 16.9K | $2.0M | $2.0M | 1.66% | -88 | 2026-03-31 |
| 9 | ABBV | ABBVIE INC COM | 7.7K | $1.7M | $1.9M | 1.63% | -50 | 2026-03-31 |
| 10 | ANET | ARISTA NETWORKS INC COM SHS | 13.7K | $1.7M | $2.5M | 2.06% | -638 | 2026-03-31 |
| 11 | JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 29.3K | $1.6M | $1.7M | 1.43% | +12.8K | 2026-03-31 |
| 12 | V | VISA INC | 5.1K | $1.5M | $1.9M | 1.56% | -253 | 2026-03-31 |
| 13 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.1K | $1.5M | $1.5M | 1.24% | -10 | 2026-03-31 |
| 14 | GE | GENERAL ELECTRIC | 5.2K | $1.5M | $1.9M | 1.57% | -20 | 2026-03-31 |
| 15 | COST | COSTCO WHOLESALE CORP | 1.5K | $1.5M | $1.4M | 1.16% | -23 | 2026-03-31 |
| 16 | GEV | GE VERNOVA INC COM | 1.6K | $1.4M | $1.6M | 1.31% | +148 | 2026-03-31 |
| 17 | NET | CLOUDFLARE INC CL A COM | 6.2K | $1.3M | $1.7M | 1.45% | +345 | 2026-03-31 |
| 18 | LLY | LILLY ELI & CO COM | 1.4K | $1.3M | $1.6M | 1.31% | -31 | 2026-03-31 |
| 19 | IBM | INTL BUSINESS MACHINES | 5.0K | $1.2M | $1.1M | 0.93% | -176 | 2026-03-31 |
| 20 | CRWD | CROWDSTRIKE HLDGS INC CL A | 3.1K | $1.2M | $2.4M | 1.97% | +92 | 2026-03-31 |
| 21 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 18.2K | $1.2M | $1.3M | 1.08% | +7.8K | 2026-03-31 |
| 22 | ALL | ALLSTATE CORP | 5.4K | $1.1M | $1.4M | 1.19% | -- | 2026-03-31 |
| 23 | CPRT | COPART INC COM | 30.3K | $1.0M | $881K | 0.74% | -8,615 | 2026-03-31 |
| 24 | LMT | LOCKHEED MARTIN CORP | 1.6K | $941K | $907K | 0.76% | -9 | 2026-03-31 |
| 25 | AMD | ADVANCED MICRO DEVICES INC COM | 4.3K | $876K | $2.1M | 1.72% | +698 | 2026-03-31 |
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