Finley Financial, LLC Portfolio Holdings by Sector
Finley Financial, LLC
- $192 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWV IWM IWF QQQ IXUS IYW IJH IYF 83 stocks |
$179 Million
93.29% of portfolio
|
83
|
- |
83
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM ILF 2 stocks |
$8.71 Million
4.54% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYR VTI 2 stocks |
$1.49 Million
0.78% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$446,700
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$334,736
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY JNJ MRK BMY 4 stocks |
$328,829
0.17% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL TOST 3 stocks |
$260,826
0.14% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
GRMN 1 stocks |
$202,564
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
LSF MKC 2 stocks |
$201,829
0.11% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$195,735
0.1% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO 1 stocks |
$194,738
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
CMCSA 1 stocks |
$150,271
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$111,247
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
SPOT 1 stocks |
$95,194
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$58,883
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$55,626
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
INTC MU 2 stocks |
$30,067
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
USB 1 stocks |
$6,719
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU 1 stocks |
$6,504
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
GPS 1 stocks |
$4,784
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$2,494
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
MLKN 1 stocks |
$241
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|