Finley Financial, LLC Portfolio Holdings

Finley Financial, LLC

  • $192 Billion
  • Q4 2024

Finley Financial, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $192 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $24B, Ishares Russell 2000 ETF with a value of $19.6B, Ishares Russell 1000 Gr ETF with a value of $13.4B, Invesco Qqq Trust, Series 1 with a value of $13.3B, and Ishares Tr with a value of $11.3B.

Examining the 13F form we can see an increase of $192B in the current position value.

Finley Financial, LLC is based out at Las Vegas, NV

Below you can find more details about Finley Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $192 Billion
ETFs: $189 Billion
Consumer Cyclical: $820 Million
Technology: $688 Million
Industrials: $335 Million
Healthcare: $329 Million
Consumer Defensive: $257 Million
Communication Services: $245 Million
Financial Services: $13.2 Million
Other: $0

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.6B
$335 Million 0.17% of portfolio
2,626
Q4 2024 New
$41.3B
$203 Million 0.11% of portfolio
949
Q4 2024 New
$11B
$195 Million 0.1% of portfolio
2,580
Q4 2024 New
$161B
$150 Million 0.08% of portfolio
4,117
Q4 2024 New
$93.8B
$95.2 Million 0.05% of portfolio
194
Q4 2024 New
$108B
$93.8 Million 0.05% of portfolio
1,008
Q4 2024 New
$40.2B
$47 Million 0.02% of portfolio
4,725
Q4 2024 New
$88.2B
$25.3 Million 0.01% of portfolio
1,284
Q4 2024 New
$18.4B
$16.1 Million 0.01% of portfolio
224
Q4 2024 New
$71.9B
$6.72 Million 0.0% of portfolio
132
Q4 2024 New
$120B
$1.01 Million 0.0% of portfolio
18
Q4 2024 New
$12.3B
$7.79 Million 0.0% of portfolio
213
Q4 2024 New
$115B
$4.75 Million 0.0% of portfolio
46
Q4 2024 New
$28.8B
$2.49 Million 0.0% of portfolio
100
Q4 2024 New
$41.1B
$6.5 Million 0.0% of portfolio
570
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $192 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 122 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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