Eley Financial Management, Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $257 Billion distributed in 68 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 $24B, Ishares Core S&P 500 ETF with a value of $21.2B, Ishares Core S&P Mid Cap ETF with a value of $14.6B, Ishares Barclays 3 7 Yr Treas with a value of $12B, and Ishares 10+ Year Investment Gr with a value of $9.12B.

Examining the 13F form we can see an increase of $8.2B in the current position value, from $248B to 257B.

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 $257 Billion
ETFs: $148 Billion
Technology: $41.2 Billion
Industrials: $12.2 Billion
Consumer Cyclical: $11 Billion
Healthcare: $10.7 Billion
Communication Services: $9.81 Billion
Financial Services: $8.41 Billion
Consumer Defensive: $7.85 Billion
Other: $7.58 Billion

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $257 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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