PENNINGTON PARTNERS & CO., LLC has disclosed 82 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $175.00 Mil. The turnover rate is 4%.
In PENNINGTON PARTNERS & CO., LLC's current portfolio as of 2025-03-31, the top 5 holdings are
Vanguard Total Stock Market ETF (VTI), iShares Russell 3000 ETF (IWV), Alpha Architect 1-3 Month Box ETF (BOXX), Vanguard Russell 3000 Index Fund (VTHR), Vanguard S&P 500 ETF (VOO), not including call and put options.
PENNINGTON PARTNERS & CO., LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for PENNINGTON PARTNERS & CO., LLC, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for PENNINGTON PARTNERS & CO., LLC, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for PENNINGTON PARTNERS & CO., LLC.