Eley Financial Management, Inc Portfolio Holdings

Eley Financial Management, Inc

  • $248 Billion
  • Q3 2024

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.

Portfolio value $248 Billion
ETFs: $143 Billion
Technology: $38.7 Billion
Healthcare: $12.7 Billion
Industrials: $11.7 Billion
Consumer Cyclical: $10.5 Billion
Communication Services: $8.95 Billion
Financial Services: $7.77 Billion
Consumer Defensive: $7.26 Billion
Other: $7.89 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $248 Billion
  • Prior Value $236 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
Track This Portfolio

Track Eley Financial Management, Inc Portfolio

Follow Eley Financial Management, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Eley Financial Management, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Eley Financial Management, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email