Eley Financial Management, Inc Portfolio Holdings

Eley Financial Management, Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $248 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $24.2B, Ishares Core S&P 500 ETF with a value of $20B, Ishares Core S&P Mid Cap ETF with a value of $14.1B, Ishares Barclays 3 7 Yr Treas with a value of $11.9B, and Nvidia Corp with a value of $8.58B.

Examining the 13F form we can see an increase of $12.5B in the current position value, from $236B to 248B.

Eley Financial Management, Inc is based out at South Burlington, VT

Below you can find more details about Eley Financial Management, Inc portfolio as well as his latest detailed transactions.