PENNEY FINANCIAL, LLC - Portfolio overview
PENNEY FINANCIAL, LLC has 55 reported holdings in this dataset, with the latest filing dated 2026-04-22.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Energy.
Largest reported holdings by portfolio allocation
- GSLC - GOLDMAN SACHS ETF TR, 22.75%
- VTI - VANGUARD INDEX FDS, 15.68%
- VEA - VANGUARD TAX-MANAGED FDS, 8.38%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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