Penney Financial, LLC Top Holdings and 13F Report (2025) About Penney Financial, LLCInvestment ActivityPenney Financial, LLC has $152.26 million in total holdings as of March 31, 2025.Penney Financial, LLC owns shares of 37 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 4.36% of the portfolio was purchased this quarter.About 0.38% of the portfolio was sold this quarter.This quarter, Penney Financial, LLC has purchased 39 new stocks and bought additional shares in 18 stocks.Penney Financial, LLC sold shares of 2 stocks and completely divested from 2 stocks this quarter.Largest Holdings Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $43,295,469Vanguard Total Stock Market ETF $32,620,291Vanguard FTSE Developed Markets ETF $15,183,355Vanguard High Dividend Yield ETF $10,719,391Schwab US Dividend Equity ETF $8,185,211 Largest Purchases this Quarter Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 17,104 shares (about $1.88M)Vanguard FTSE Developed Markets ETF 22,561 shares (about $1.15M)Vanguard Total Stock Market ETF 4,129 shares (about $1.13M)Vanguard High Dividend Yield ETF 4,192 shares (about $540.60K)Schwab US Dividend Equity ETF 14,025 shares (about $392.14K) Largest Sales this Quarter Schwab US Broad Market ETF 3,100 shares (about $66.74K)Chevron 240 shares (about $40.15K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPenney Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$43,295,469$1,882,809 ▲4.5%393,30928.4%ETFVTIVanguard Total Stock Market ETF$32,620,291$1,134,817 ▲3.6%118,68821.4%ETFVEAVanguard FTSE Developed Markets ETF$15,183,355$1,146,774 ▲8.2%298,70910.0%ETFVYMVanguard High Dividend Yield ETF$10,719,391$540,599 ▲5.3%83,1227.0%ETFSCHDSchwab US Dividend Equity ETF$8,185,211$392,139 ▲5.0%292,7475.4%ETFIEFAiShares Core MSCI EAFE ETF$7,304,613$333,995 ▲4.8%96,5584.8%ETFVBVanguard Small-Cap ETF$6,264,949$302,692 ▲5.1%28,2524.1%ETFJEPIJPMorgan Equity Premium Income ETF$4,865,317$271,702 ▲5.9%85,1473.2%ETFJ P MORGAN EXCHANGE TRADED F$3,616,011$158,152 ▲4.6%60,5902.4%HEDGED EQUITY LAVXUSVanguard Total International Stock ETF$2,536,661$39,744 ▲1.6%40,8481.7%ETFSUBiShares Short-Term National Muni Bond ETF$2,436,509$89,232 ▲3.8%23,0731.6%ETFAAPLApple$1,745,034$444 ▲0.0%7,8561.1%Computer and TechnologyVTEBVanguard Tax-Exempt Bond ETF$1,445,133$55,872 ▲4.0%29,1240.9%ETFIVViShares Core S&P 500 ETF$1,041,7630.0%1,8540.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$985,641$67,760 ▲7.4%9,9640.6%FinanceCVXChevron$892,439$40,147 ▼-4.3%5,3350.6%EnergyIWBiShares Russell 1000 ETF$730,0410.0%2,3800.5%ETFJQUAJPMorgan US Quality Factor ETF$674,4210.0%11,9430.4%ETFMSFTMicrosoft$651,6770.0%1,7360.4%Computer and TechnologyCHENIERE ENERGY INC$630,5650.0%2,7250.4%COM NEWSCHBSchwab US Broad Market ETF$627,701$66,742 ▼-9.6%29,1550.4%ETFDFCFDimensional Core Fixed Income ETF$623,750$13,670 ▲2.2%14,8300.4%ETFNSPInsperity$622,4680.0%6,9760.4%Business ServicesAMZNAmazon.com$524,9270.0%2,7590.3%Retail/WholesaleVOOVanguard S&P 500 ETF$447,526$157,225 ▲54.2%8710.3%ETFIWMiShares Russell 2000 ETF$439,4760.0%2,2030.3%FinanceIWFiShares Russell 1000 Growth ETF$398,2820.0%1,1030.3%ETFEQNREquinor ASA$351,7060.0%13,2970.2%EnergyBSVVanguard Short-Term Bond ETF$328,933$391 ▲0.1%4,2020.2%ETFJPIEJPMorgan Income ETF$300,146$47,452 ▲18.8%6,5150.2%ETFFDXFedEx$280,8350.0%1,1520.2%TransportationGVAGranite Construction$274,9840.0%3,6470.2%ConstructionKMIKinder Morgan$267,6400.0%9,3810.2%EnergyABBVAbbVie$262,3190.0%1,2520.2%MedicalIJHiShares Core S&P Mid-Cap ETF$243,6110.0%4,1750.2%ETFVVisa$226,0470.0%6450.1%Business ServicesSCHXSchwab US Large-Cap ETF$216,7390.0%9,8160.1%ETFEIXEdison International$0$239,520 ▼-100.0%00.0%UtilitiesAVGOBroadcom$0$231,840 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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