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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.3T
$447 Million 0.23% of portfolio
2,000
Q4 2024 New
$690B
$311 Million 0.16% of portfolio
416
Q4 2024 New
$3.2T
$190 Million 0.1% of portfolio
445
Q4 2024 New
$207B
$102 Million 0.05% of portfolio
361
Q4 2024 New
$434B
$63.3 Million 0.03% of portfolio
400
Q4 2024 New
$1.35T
$64.2 Million 0.03% of portfolio
150
Q4 2024 New
$250B
$55.6 Million 0.03% of portfolio
609
Q4 2024 New
$419B
$58.9 Million 0.03% of portfolio
145
Q4 2024 New
$384B
$15.1 Million 0.01% of portfolio
104
Q4 2024 New
$248B
$2.1 Million 0.0% of portfolio
21
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
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