Eley Financial Management, Inc Reduced Holdings in Q3 2024

Eley Financial Management, Inc

  • $248 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-22.8K
- 24.42%
$98.91 - $134.91 $2.26M - $3.08M
70.6K $8.58B
MCK
Mckesson Corp

Healthcare
-401
- 10.44%
$479.06 - $630.38 $192K - $253K
3.44K $1.7B
GOOG
Alphabet Inc.

Communication Services
-326
- 1.32%
$149.54 - $192.66 $48.8K - $62.8K
24.3K $4.07B
MSFT
Microsoft Corp

Technology
-289
- 1.73%
$395.15 - $467.56 $114K - $135K
16.4K $7.05B
GOOGL
Alphabet Inc.

Communication Services
-382
- 2.69%
$148.65 - $191.18 $56.8K - $73K
13.8K $2.29B
KLAC
Kla Corp

Technology
-234
- 11.05%
$696.17 - $892.35 $163K - $209K
1.88K $1.46B
VGT
Vanguard Information Technolog

ETFs
-524
- 5.49%
$514.43 - $606.85 $270K - $318K
9.02K $5.29B
VTI
Vanguard Total Stock Market Et

ETFs
-1K
- 19.26%
$255.18 - $283.2 $255K - $283K
4.19K $1.19B
FENY
Fidelity Covington Tr Msci Ene

ETFs
-957
- 0.56%
$23.09 - $25.75 $22.1K - $24.6K
169K $4.07B
MRK
Merck & Co., Inc.

Healthcare
-4
- 0.04%
$111.15 - $128.97 $445 - $516
11.3K $1.29B
META
Meta Platforms, Inc.

Communication Services
-476
- 14.23%
$453.41 - $572.44 $216K - $272K
2.87K $1.64B
JPM
Jpmorgan Chase & CO

Financial Services
-464
- 5.04%
$194.9 - $224.8 $90.4K - $104K
8.74K $1.84B
LYB
Lyondell Basell Industries N.V.

Basic Materials
-74
- 0.75%
$92.56 - $99.46 $6.85K - $7.36K
9.74K $934M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.07K
- 4.29%
$71.45 - $75.64 $76.3K - $80.8K
23.8K $1.79B
VZ
Verizon Communications Inc

Communication Services
-1.48K
- 6.58%
$38.89 - $45.0 $57.5K - $66.6K
21K $943M
HDV
Ishares Core High Dividend ETF

ETFs
-41
- 0.99%
$107.62 - $118.76 $4.41K - $4.87K
4.12K $485M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-31
- 0.54%
$75.81 - $88.73 $2.35K - $2.75K
5.74K $507M
COST
Costco Wholesale Corp

Consumer Defensive
-184
- 3.28%
$801.83 - $917.05 $148K - $169K
5.43K $4.81B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3
- 0.03%
$75.47 - $83.18 $226 - $250
9.1K $756M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-396
- 1.13%
$45.2 - $47.87 $17.9K - $19K
34.6K $1.65B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-127
- 0.64%
$46.9 - $51.96 $5.96K - $6.6K
19.8K $1.02B
ABT
Abbott Laboratories

Healthcare
-14
- 0.13%
$100.07 - $118.13 $1.4K - $1.65K
10.6K $1.21B
BMY
Bristol Myers Squibb CO

Healthcare
-5.21K
- 13.77%
$39.66 - $51.75 $207K - $270K
32.6K $1.69B
CF
Cf Industries Holdings, Inc.

Basic Materials
-245
- 1.83%
$69.38 - $85.8 $17K - $21K
13.1K $1.13B
AMP
Ameriprise Financial Inc

Financial Services
-114
- 2.46%
$391.53 - $469.81 $44.6K - $53.6K
4.53K $2.13B
UL
Unilever PLC

Consumer Defensive
-198
- 0.99%
$54.7 - $65.59 $10.8K - $13K
19.7K $1.28B
MET
Metlife Inc

Financial Services
-79
- 0.5%
$67.96 - $82.48 $5.37K - $6.52K
15.8K $1.3B
IEFA
Ishares Tr

ETFs
-734
- 1.47%
$70.09 - $78.74 $51.4K - $57.8K
49.3K $3.85B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-863
- 1.29%
$67.43 - $74.23 $58.2K - $64.1K
66.2K $4.82B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.67K
- 3.15%
$87.56 - $95.49 $146K - $159K
51.4K $4.91B
MA
Mastercard Inc

Financial Services
-12
- 0.24%
$429.6 - $500.99 $5.16K - $6.01K
5.07K $2.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-104
- 0.36%
$105.53 - $118.34 $11K - $12.3K
28.8K $3.36B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-667
- 1.84%
$95.81 - $109.03 $63.9K - $72.7K
35.7K $3.84B
UNP
Union Pacific Corp

Industrials
-127
- 0.67%
$221.78 - $256.09 $28.2K - $32.5K
18.9K $4.65B
ACN
Accenture PLC

Technology
-6
- 0.06%
$295.44 - $355.81 $1.77K - $2.13K
10.7K $3.78B
AAPL
Apple Inc.

Technology
-669
- 2.12%
$207.23 - $234.82 $139K - $157K
30.9K $7.21B
CMI
Cummins Inc

Industrials
-262
- 1.66%
$266.63 - $326.4 $69.9K - $85.5K
15.6K $5.04B
IVV
Ishares Core S&P 500 ETF

ETFs
-307
- 0.88%
$520.18 - $576.82 $160K - $177K
34.7K $20B
LOW
Lowes Companies Inc

Consumer Cyclical
-298
- 1.43%
$213.3 - $270.78 $63.6K - $80.7K
20.5K $5.57B
FISV
Fiserv Inc

Technology
-837
- 2.24%
N/A
36.6K $6.57B
Activity Summary
Buys All Purchases 24 New Holdings 2 Increased Positions 22 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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