Eley Financial Management, Inc has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $250 Billion distributed in 66 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $24.8B, Ishares Core S&P 500 ETF with a value of $20.3B, Ishares Core S&P Mid Cap ETF with a value of $14.1B, Ishares Barclays 3 7 Yr Treas with a value of $12.3B, and Ishares 10+ Year Investment Gr with a value of $9.77B.

Examining the 13F form we can see an decrease of $7.16B in the current position value, from $257B to 250B.

Eley Financial Management, Inc is based out at South Burlington, VT

Below you can find more details about Eley Financial Management, Inc portfolio as well as his latest detailed transactions.

Portfolio value $250 Billion
ETFs: $147 Billion
Technology: $37 Billion
Healthcare: $11.5 Billion
Industrials: $11.4 Billion
Consumer Cyclical: $10 Billion
Communication Services: $8.68 Billion
Financial Services: $8.3 Billion
Consumer Defensive: $7.83 Billion
Other: $7.57 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 66
  • Current Value $250 Billion
  • Prior Value $257 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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