Portfolio (Quarterly)
Guide ↗
Putney Financial Group LLC
· CIK 0002056907| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | GE | GENERAL ELECTRIC | Industrials | 5,192 | $1.5M | 1.48% | SOLD |
| 2 | XOM | EXXON MOBIL CORP COM | Energy | 4,463 | $757K | 0.76% | SOLD |
| 3 | JNJ | JOHNSON & JOHNSON COM | Healthcare | 2,525 | $617K | 0.62% | SOLD |
| 4 | ABT | ABBOTT LABS COM | Healthcare | 4,427 | $455K | 0.46% | SOLD |
| 5 | PEP | PEPSICO INC COM | Consumer Defensive | 2,399 | $373K | 0.38% | SOLD |
| 6 | CVX | CHEVRON CORP NEW COM | Energy | 1,789 | $370K | 0.37% | SOLD |
| 7 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | — | 3,549 | $352K | 0.35% | SOLD |
| 8 | TTD | THE TRADE DESK INC COM CL A | Technology | 14,750 | $335K | 0.34% | SOLD |
| 9 | AA | ALCOA CORP COM | Basic Materials | 4,106 | $272K | 0.27% | SOLD |
| 10 | PG | PROCTER & GAMBLE CO COM | Consumer Defensive | 1,671 | $241K | 0.24% | SOLD |
| 11 | DHR | DANAHER CORP | Healthcare | 1,239 | $235K | 0.24% | SOLD |
| 12 | HD | HOME DEPOT INC COM | Consumer Cyclical | 669 | $220K | 0.22% | SOLD |
| 13 | MCK | MCKESSON CORP COM | Healthcare | 242 | $209K | 0.21% | SOLD |
Sector Allocation
Technology
54.2%
Communication Services
13.3%
Consumer Cyclical
8.0%
Financial Services
7.9%
Industrials
6.8%
Healthcare
3.2%
Consumer Defensive
2.7%
Basic Materials
2.5%
Utilities
1.0%
Real Estate
0.4%