Eley Financial Management, Inc Portfolio Holdings

Eley Financial Management, Inc has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $236 Billion distributed in 68 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 $21.1B, Ishares Core S&P 500 ETF with a value of $19.2B, Ishares Core S&P Mid Cap ETF with a value of $13.2B, Nvidia Corp with a value of $11.5B, and Ishares Barclays 3 7 Yr Treas with a value of $11.4B.

Examining the 13F form we can see an increase of $3.71B in the current position value, from $232B to 236B.

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.