Putney Financial Group LLC Portfolio
Invests via Putney Financial Group LLC | Managed by Raymond (Ray) Lent
Invests via Putney Financial Group LLC
Managed by Raymond (Ray) Lent
Automatically Tracked
Company Profile
Regional wealth management and financial advisory firm focused on serving private clients, family offices and small institutions. Putney Financial Group LLC provides investment advisory, retirement planning, trust services, and wealth-transfer strategies, typically managing discretionary portfolios and recommending multi-asset allocations across equity, fixed income and alternative sleeves. The firm positions itself as a boutique provider emphasizing personalized service, fee-based advisory models and coordination with tax and legal advisors for high-net-worth households.
Regional wealth management and financial advisory firm focused on serving private clients, family offices and small institutions. Putney Financial Group LLC provides investment advisory, retirement planning, trust services, and wealth-transfer strategies, typically managing discretionary portfolios and recommending multi-asset allocations across equity, fixed income and alternative sleeves. The firm positions itself as a boutique provider emphasizing personalized service, fee-based advisory models and coordination with tax and legal advisors for high-net-worth households.
Investment Philosophy & Strategy
Delivers a client-centric, fiduciary investment approach blending strategic asset allocation with tax-aware implementation for high-net-worth families and small institutions. Emphasizes diversified multi-asset portfolios combining core equities, high-quality fixed income and select alternatives to manage volatility while pursuing long-term capital preservation and growth. Employs discretionary management and model-based sleeves, favoring fee-based alignment, risk budgeting, and ongoing rebalancing tied to liability and tax planning. Prioritizes personalized governance, coordination with legal/tax advisers, and conservative return expectations over short-term market timing.
Delivers a client-centric, fiduciary investment approach blending strategic asset allocation with tax-aware implementation for high-net-worth families and small institutions. Emphasizes diversified multi-asset portfolios combining core equities, high-quality fixed income and select alternatives to manage volatility while pursuing long-term capital preservation and growth. Employs discretionary management and model-based sleeves, favoring fee-based alignment, risk budgeting, and ongoing rebalancing tied to liability and tax planning. Prioritizes personalized governance, coordination with legal/tax advisers, and conservative return expectations over short-term market timing.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
0.59%
Gain
Monthly
0.03%
Yearly
0.38%
Drawdown
20.04%
$115.61M
Equity
Holdings
$115.61M
Investment
$91.11M
$25.33M
Profit -$586,258.53
Realized
$840,634.49
Unrealized
$24.49M
Dividends
$1.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$586,258.53
Win %
74%
This Week
Compared To Last Week
Gain
0.05%
Profit
$59,749.55
Win %
74%
This Month
Compared to last month
Gain
2.23%
Profit
$2.52M
Win %
74%
This Year
Compared to last year
Gain
19.85%
Profit
$19.15M
Win %
69%
ALL Allstate Corporation
+3.35%
+$43,769.67 
NOC Northrop Grumman Corporation
+2.8%
+$8,107.74 
GE General Electric Company
+2.67%
+$47,974.08 
ABT Abbott Laboratories
+2.43%
+$10,624.8 
MO Altria Group, Inc.
+2.18%
+$11,117.15 
ABBV AbbVie Inc.
+1.9%
+$37,451.92 
JNJ Johnson & Johnson
+1.87%
+$11,791.75 
PM Philip Morris International Inc.
+1.61%
+$3,925.35 
LMT Lockheed Martin Corporation
+1.58%
+$12,619.8 
MCK McKesson Corporation
+1.57%
+$3,188.35 
LLY Eli Lilly and Company
+1.56%
+$24,956.74 
NET Cloudflare Inc.
+1.55%
+$26,220.35 
XOM Exxon Mobil Corporation
+1.51%
+$9,863.23 
CVX Chevron Corporation
+1.36%
+$4,463.56 
HEI Heico Corporation
+1.28%
+$5,467.54 
CRWD CrowdStrike Holdings, Inc.
+1.28%
+$32,155.2 
IRM Iron Mountain Inc.
+1.23%
+$5,451.91 
GD General Dynamics Corporation
+1.06%
+$3,989.7 
WWD Woodward Inc.
+0.98%
+$2,895 
UNP Union Pacific Corporation
+0.94%
+$6,206.8 
GEV GE Vernova Inc.
+0.88%
+$14,400.43 
NEE NextEra Energy, Inc.
+0.87%
+$4,092 
GLD SPDR Gold Shares
+0.87%
+$2,044.52 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$11,441.07 
DE Deere & Company
+0.66%
+$2,994.66 
JPM JPMorgan Chase & Co.
+0.64%
+$6,063.2 
VRTX Vertex Pharmaceuticals Incorporated
+0.5%
+$1,180.96 
STX Seagate Technology Holdings plc
+0.47%
+$2,640.01 
PG Procter & Gamble Co
+0.47%
+$1,186.41 
BAC Bank of America Corporation
+0.42%
+$1,622.4 
AAPL Apple Inc.
+0.4%
+$111,305.52 
NUE Nucor Corporation
+0.36%
+$2,486.84 
VTV Vanguard Value ETF
+0.35%
+$2,400.92 
GWW W.W. Grainger, Inc.
+0.29%
+$1,239.3 
CMC Commercial Metals Company
+0.28%
+$893.74 
WM Waste Management, Inc.
+0.21%
+$692.64 
AGG iShares Core U.S. Aggregate Bond ETF
+0.17%
+$585.59 
JCI Johnson Controls International plc
+0.14%
+$477.47 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$284.28 
COST Costco Wholesale Corporation
+0.03%
+$423.95 
MSGNF Man Sang International Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.67%
-$31,091.71 
NFLX Netflix, Inc.
-8.51%
-$27,282.3 
AA Alcoa Corporation
-4.8%
-$9,242.2 
IBM International Business Machines Corporation
-3.64%
-$39,762.33 
INTC Intel Corporation
-3.55%
-$62,871.25 
TTD The Trade Desk, Inc. Class A
-3.5%
-$9,882.5 
AMD Advanced Micro Devices, Inc.
-2.9%
-$62,559.69 
TSLA Tesla, Inc.
-2.64%
-$6,611.2 
MP MP Materials Corp.
-2.6%
-$8,278.88 
MSFT Microsoft Corp.
-2.49%
-$141,396.5 
OKLO Oklo Inc.
-2.46%
-$4,363.43 
SHOP Shopify Inc.
-2.09%
-$44,153.37 
EME EMCOR Group, Inc.
-2.06%
-$11,618.79 
GOOGL Alphabet Inc
-2.03%
-$253,670.4 
ANET Arista Networks, Inc.
-2.03%
-$46,747.98 
GOOG Alphabet Inc
-2.02%
-$8,577.39 
IBKR Interactive Brokers Group Inc.
-2%
-$15,479.55 
CPRT Copart Inc.
-1.93%
-$16,487.88 
VWO Vanguard FTSE Emerging Markets ETF
-1.88%
-$14,803.68 
V Visa Inc. Class A
-1.81%
-$33,600.6 
NVDA NVIDIA Corporation
-1.65%
-$66,002.58 
TMO Thermo Fisher Scientific Inc.
-1.59%
-$4,234.74 
MA Mastercard Incorporated
-1.58%
-$45,692.38 
IWF iShares Russell 1000 Growth ETF
-1.47%
-$6,011.88 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.32%
-$22,874.28 
CRM Salesforce Inc
-1.2%
-$3,365.82 
COHR Coherent Corp.
-0.95%
-$6,396.7 
ADBE Adobe Inc.
-0.9%
-$2,105.78 
ADP Automatic Data Processing Inc.
-0.85%
-$2,759.4 
DHR Danaher Corporation
-0.72%
-$1,821.33 
CME CME Group Inc.
-0.68%
-$2,185.87 
DELL Dell Technologies Inc.
-0.61%
-$3,993.58 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.48%
-$6,091.98 
AMZN Amazon.com Inc
-0.48%
-$39,561.55 
PEP PepsiCo, Inc.
-0.42%
-$1,391.4 
BMI Badger Meter Inc.
-0.31%
-$1,024.6 
HD The Home Depot, Inc.
-0.27%
-$632.2 
JEPI JPMorgan Equity Premium Income Fund
-0.24%
-$551.35 
SHW The Sherwin-Williams Company
-0.24%
-$528.93 
VMC Vulcan Materials Company
-0.15%
-$560.7 
FCX Freeport-McMoRan Inc.
-0.07%
-$470.08 
CLH Clean Harbors Inc.
-0.03%
-$149.86 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 796 | Longs Won 428/796 53% | Profit Factor 4.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $354,781.21 |
| Average Win $77,055.47 | Best Trade (Jul 17) $7.1M | Sharpe Ratio -13.66 |
| Average Loss -$20,777.52 | Worst Trade (Jul 17) -$1.27M | Z-Score -0.45 (34.37%) |
| Commissions $0 | Avg. Trade Length 8m 1w 1d | Expectancy $31,826.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.21% |
| Consecutive Losing Trades | 5,556 | 5,000 | 4,444 | 3,889 | 3,333 | 2,778 | 2,222 | 1,667 | 1,111 | 556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
