Finley Financial, LLC Portfolio Holdings

Finley Financial, LLC

  • $179 Billion
  • Q1 2025

Finley Financial, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $179 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $22.3B, Ishares Russell 2000 ETF with a value of $17.2B, Ishares Tr with a value of $12.9B, Invesco Qqq Trust, Series 1 with a value of $12B, and Ishares Russell 1000 Gr ETF with a value of $11.8B.

Examining the 13F form we can see an decrease of $12.7B in the current position value, from $192B to 179B.

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 $179 Billion
ETFs: $177 Billion
Consumer Cyclical: $724 Million
Technology: $458 Million
Healthcare: $387 Million
Industrials: $254 Million
Communication Services: $252 Million
Consumer Defensive: $221 Million
Financial Services: $12.4 Million
Other: $0

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.5B
$183,000 0.0% of portfolio
11
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $179 Billion
  • Prior Value $192 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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