Finley Financial, LLC New Holdings in Q4 2024

Finley Financial, LLC

  • $192 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
2K
New
$180.88 - $232.93 $362K - $466K
2K $447M
FXI
Ishares Tr

ETFs
13.2K
New
$29.52 - $36.69 $390K - $484K
13.2K $394M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
2.86K
New
$124.61 - $133.96 $356K - $383K
2.86K $373M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.35K
New
$81.68 - $82.93 $355K - $360K
4.35K $357M
INDY
Ishares India 50 ETF

ETFs
6.96K
New
$50.84 - $56.05 $354K - $390K
6.96K $348M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
7.4K
New
$46.33 - $48.6 $343K - $360K
7.4K $343M
UPS
United Parcel Service Inc

Industrials
2.63K
New
$122.65 - $138.35 $322K - $363K
2.63K $335M
LLY
Eli Lilly & CO

Healthcare
416
New
$727.2 - $932.06 $303K - $388K
416 $311M
HEDJ
Wisdomtree Europe Hedged Equit

ETFs
6.58K
New
$42.8 - $44.98 $282K - $296K
6.58K $296M
XLP
Consumer Staples Sector Spdr

ETFs
3.66K
New
N/A
3.66K $279M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
10.9K
New
$22.65 - $23.8 $246K - $258K
10.9K $246M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
5K
New
$41.09 - $45.94 $205K - $230K
5K $215M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
6.21K
New
$33.67 - $37.35 $209K - $232K
6.21K $210M
GRMN
Garmin LTD

Technology
949
New
$161.91 - $220.77 $154K - $210K
949 $203M
LQD
Ishares Iboxx $ Investment Gra

ETFs
1.9K
New
$106.56 - $113.11 $202K - $215K
1.9K $202M
EMB
Ishares Tr

ETFs
2.2K
New
$88.94 - $93.46 $196K - $206K
2.2K $198M
CRDO
Credo Technology Group Holding LTD

Technology
2.58K
New
$30.16 - $77.25 $77.8K - $199K
2.58K $195M
MSFT
Microsoft Corp

Technology
445
New
$406.35 - $454.46 $181K - $202K
445 $190M
LSF
Laird Superfood, Inc.

Consumer Defensive
25K
New
$4.8 - $10.17 $120K - $254K
25K $186M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.18K
New
$129.96 - $144.97 $153K - $171K
1.18K $167M
EWJ
Ishares Msci Japan ETF

ETFs
2.5K
New
$66.18 - $71.84 $165K - $180K
2.5K $166M
IAT
Ishares Tr

ETFs
3K
New
$46.07 - $56.9 $138K - $171K
3K $158M
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
2.25K
New
$57.27 - $71.33 $129K - $160K
2.25K $156M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
6.15K
New
$24.61 - $25.12 $151K - $154K
6.15K $152M
CMCSA
Comcast Corp

Communication Services
4.12K
New
$37.39 - $45.14 $154K - $186K
4.12K $150M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.83K
New
$75.65 - $83.47 $138K - $153K
1.83K $140M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.7K
New
$45.07 - $47.1 $122K - $127K
2.7K $122M
VTI
Vanguard Total Stock Market Et

ETFs
405
New
$280.04 - $302.45 $113K - $122K
405 $119M
XLB
Select Sector Spdr Fd Material

ETFs
1.33K
New
$83.8 - $97.58 $111K - $130K
1.33K $116M
MCD
Mcdonalds Corp

Consumer Cyclical
361
New
$288.47 - $316.54 $104K - $114K
361 $102M
DVY
Ishares Tr

ETFs
730
New
$129.55 - $143.41 $94.6K - $105K
730 $96.9M
IEF
Ishares Barclays

ETFs
1.05K
New
$92.08 - $98.18 $96.7K - $103K
1.05K $96.8M
SPOT
Spotify Technology S.A.

Communication Services
194
New
$362.95 - $502.38 $70.4K - $97.5K
194 $95.2M
SBUX
Starbucks Corp

Consumer Cyclical
1.01K
New
$87.44 - $102.5 $88.1K - $103K
1.01K $93.8M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.04K
New
$87.1 - $98.49 $90.6K - $102K
1.04K $90.2M
IBB
Ishares Biotechnology ETF

ETFs
675
New
$131.21 - $148.85 $88.6K - $100K
675 $90.1M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
1.75K
New
$51.76 - $56.72 $90.3K - $99K
1.75K $89.9M
Liberty Media Corp Del Com Lbty One S C
903
New
N/A
903 $82.3M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.42K
New
$33.39 - $37.66 $80.8K - $91.1K
2.42K $81M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
3.22K
New
$22.4 - $29.88 $72.1K - $96.2K
3.22K $76.6M
TSLA
Tesla, Inc.

Consumer Cyclical
150
New
$213.65 - $479.86 $32K - $72K
150 $64.2M
ORCL
Oracle Corp

Technology
400
New
$165.41 - $192.43 $66.2K - $77K
400 $63.3M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
640
New
$91.94 - $100.02 $58.8K - $64K
640 $59.9M
AIA
Ishares S&P Asia 50 ETF

ETFs
870
New
$67.83 - $77.4 $59K - $67.3K
870 $58.9M
HD
Home Depot, Inc.

Consumer Cyclical
145
New
$385.02 - $431.37 $55.8K - $62.5K
145 $58.9M
WMT
Walmart Inc.

Consumer Defensive
609
New
$79.1 - $95.7 $48.2K - $58.3K
609 $55.6M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
1.01K
New
$53.86 - $60.27 $54.1K - $60.6K
1.01K $54.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.67K
New
$27.54 - $83.04 $45.9K - $139K
1.67K $47.5M
F
Ford Motor CO

Consumer Cyclical
4.73K
New
$9.69 - $11.4 $45.8K - $53.9K
4.73K $47M
Activity Summary
Buys All Purchases 122 New Holdings 122 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Finley Financial, LLC Portfolio

Follow Finley Financial, LLC 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 Finley Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Finley Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email