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Putney Financial Group LLC

Q1 2025 Holdings

Filed 2025-04-22 | 281 holdings | $95.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$5.5K750.0%
Brown Forman Corp CL B(BF/B)Stock115637209$5.9K1750.0%
Sentinelone Inc CL A(S)Stock81730H109$6.0K3300.0%
TRI Contl Corp COM(TY)CEF895436103$6.0K1960.0%
Kaiser Aluminum Corp COM PAR $0.01(KALU)Stock483007704$6.1K1000.0%
Consolidated Edison Inc COM(ED)Stock209115104$6.1K550.0%
ARK Genomic Revolution ETF(ARKG)ETF00214Q302$6.2K3000.0%
Veeva SYS Inc CL A COM(VEEV)Stock922475108$6.3K270.0%
First Solar Inc COM(FSLR)Stock336433107$6.3K500.0%
Ares Capital Corporation(ARCC)CEF04010L103$6.6K3000.0%
Constellation Energy Corp COM(CEG)Stock21037T109$6.7K330.0%
CVS Health Corp COM(CVS)Stock126650100$7.0K1040.0%
F M C Corp COM New(FMC)Stock302491303$7.2K1700.0%
Centerpoint Energy Inc COM(CNP)Stock15189T107$7.2K2000.0%
Schwab Emerging Markets Equity ETF(SCHE)ETF808524706$7.3K2660.0%
Walker & Dunlop Inc COM(WD)Stock93148P102$7.7K900.0%
Marvell Technology Group LTD ORD(MRVL)Stock573874104$7.7K1250.0%
Fortive Corp COM(FTV)Stock34959J108$7.8K1070.0%
SEA LTD Sponsord ADS(SE)ADR81141R100$8.7K670.0%
Vanguard Total International Stock ETF(VXUS)ETF921909768$8.8K1420.0%
Enbridge Inc COM(ENB)Stock29250N105$8.9K2000.0%
Ishares Russell 1000 Growth ETF(IWF)ETF464287614$9.0K250.0%
Brown Forman Corp CL A(BF/A)Stock115637100$9.0K2700.0%
Zoetis Inc CL A(ZTS)Stock98978V103$9.1K550.0%
Booking Holdings Inc COM(BKNG)Stock09857L108$9.2K20.0%
Spotify Technology S A SHS(SPOT)StockL8681T102$9.9K180.0%
Paypal Hldgs Inc COM(PYPL)Stock70450Y103$9.9K1520.0%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$10.0K320.0%
Xylem Inc COM(XYL)Stock98419M100$10.0K840.0%
Vanguard Ftse Emerging Markets ETF(VWO)ETF922042858$10.3K2270.0%
Weyerhaeuser Co MTN BE COM New(WY)REIT962166104$10.3K3520.0%
Keysight Technologies Inc COM(KEYS)Stock49338L103$10.5K700.0%
Morgan Stanley COM New(MS)Stock617446448$10.5K900.0%
Mongodb Inc CL A(MDB)Stock60937P106$10.5K600.0%
Toro Co COM(TTC)Stock891092108$10.6K1460.0%
Abrdn Physical Platinum Shares ETF(PPLT)ETF003260106$10.7K1170.0%
Timken Co COM(TKR)Stock887389104$10.8K1500.0%
Robinhood Mkts Inc COM CL A(HOOD)Stock770700102$11.0K2650.0%
U S Physical Therapy Inc COM(USPH)Stock90337L108$11.6K1600.0%
Ishares Russell 2000 ETF(IWM)ETF464287655$12.0K600.0%
Ishares S&P 500 Value ETF(IVE)ETF464287408$12.2K640.0%
Dutch Bros Inc CL A(BROS)Stock26701L100$12.3K2000.0%
Simon Property Group Inc(SPG)REIT828806109$12.5K750.0%
Consolidated Water Co Inc ORD(CWCO)StockG23773107$12.5K5100.0%
Gartner Inc COM(IT)Stock366651107$12.6K300.0%
Boeing Co COM(BA)Stock097023105$12.8K750.0%
Invesco Dorsey Wright Momentum ETF(PDP)ETF46137V837$13.3K1330.0%
Ishares Bitcoin Trust ETF(IBIT)ETF46438F101$13.3K2850.0%
Whirlpool Corp COM(WHR)Stock963320106$13.5K1500.0%
Check Point Software Technologies LTD(CHKP)StockM22465104$13.7K600.0%
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