Eley Financial Management, Inc Purchases in Q4 2024

Eley Financial Management, Inc

  • $257 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
48.2K
New
$44.87 - $46.86 $2.16M - $2.26M
48.2K $2.16B
IGLB
Ishares 10+ Year Investment Gr

ETFs
51.8K
+ 39.04%
$49.36 - $53.72 $2.56M - $2.78M
185K $9.12B
AVGO
Broadcom Inc.

Technology
84
+ 0.36%
$159.67 - $250.0 $13.4K - $21K
23.4K $5.43B
IVV
Ishares Core S&P 500 ETF

ETFs
1.32K
+ 3.81%
$570.51 - $610.59 $755K - $808K
36K $21.2B
AMZN
Amazon Com Inc

Consumer Cyclical
330
+ 1.24%
$180.88 - $232.93 $59.7K - $76.9K
26.9K $5.89B
PG
Procter & Gamble CO

Consumer Defensive
5K
New
$161.05 - $179.7 $805K - $899K
5K $838M
AAPL
Apple Inc.

Technology
879
+ 2.84%
$221.69 - $259.02 $195K - $228K
31.8K $7.97B
GOOG
Alphabet Inc.

Communication Services
245
+ 1.01%
$163.08 - $198.16 $40K - $48.5K
24.6K $4.68B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.41K
+ 3.73%
$61.68 - $67.87 $519K - $571K
234K $14.6B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
7.17K
+ 8.48%
$81.68 - $82.93 $586K - $595K
91.7K $7.52B
BMY
Bristol Myers Squibb CO

Healthcare
1.91K
+ 5.86%
$51.92 - $59.94 $99.2K - $114K
34.5K $1.95B
MA
Mastercard Inc

Financial Services
152
+ 3.0%
$491.3 - $536.15 $74.7K - $81.5K
5.22K $2.75B
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.67K
+ 4.68%
$104.59 - $118.05 $174K - $197K
37.3K $4.05B
MRK
Merck & Co., Inc.

Healthcare
3.43K
+ 30.27%
$96.31 - $114.76 $331K - $394K
14.8K $1.47B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.95K
+ 13.26%
$46.33 - $48.6 $276K - $289K
50.8K $2.36B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
4.71K
+ 4.73%
$115.08 - $119.55 $542K - $563K
104K $12B
DSI
Ishares Msci Kld 400 Social Et

ETFs
910
+ 4.34%
$107.41 - $115.71 $97.7K - $105K
21.9K $2.41B
FENY
Fidelity Covington Tr Msci Ene

ETFs
6.54K
+ 3.87%
$23.14 - $26.91 $151K - $176K
175K $4.18B
FDIS
Fidelity Covington Tr Msci Con

ETFs
48
+ 0.84%
$85.33 - $104.24 $4.1K - $5K
5.79K $564M
ACN
Accenture PLC

Technology
191
+ 1.79%
$343.9 - $376.86 $65.7K - $72K
10.9K $3.82B
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.53K
+ 6.41%
$71.75 - $75.11 $110K - $115K
25.4K $1.82B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
937
+ 5.77%
$41.64 - $45.75 $39K - $42.9K
17.2K $719M
XJR
Ishares Tresg Screened S&P Sma

ETFs
793
+ 10.81%
$40.62 - $45.4 $32.2K - $36K
8.13K $334M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
38.9K
+ 112.26%
$22.63 - $47.53 $880K - $1.85M
73.5K $1.67B
SCHX
Schwab Strategic Tr Us Large C

ETFs
7K
+ 200.0%
$22.4 - $68.28 $157K - $478K
10.5K $243M
CF
Cf Industries Holdings, Inc.

Basic Materials
71
+ 0.54%
$81.39 - $94.14 $5.78K - $6.68K
13.2K $1.13B
ABT
Abbott Laboratories

Healthcare
74
+ 0.7%
$111.93 - $119.39 $8.28K - $8.83K
10.7K $1.21B
MET
Metlife Inc

Financial Services
20
+ 0.13%
$78.15 - $88.25 $1.56K - $1.77K
15.8K $1.29B
CVX
Chevron Corp

Energy
61
+ 0.86%
$141.15 - $162.53 $8.61K - $9.91K
7.17K $1.04B
SCHA
Schwab Strategic Tr Us Small C

ETFs
19.2K
+ 97.04%
$25.33 - $51.16 $487K - $984K
39.1K $1.01B
HDV
Ishares Core High Dividend ETF

ETFs
28
+ 0.68%
$110.82 - $121.28 $3.1K - $3.4K
4.15K $466M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.4K
+ 190.87%
$27.54 - $83.04 $478K - $1.44M
26.5K $734M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
36.1K
+ 185.96%
$22.01 - $66.82 $795K - $2.41M
55.6K $1.26B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
107
+ 0.37%
$113.92 - $127.38 $12.2K - $13.6K
28.9K $3.33B
COP
Conocophillips

Energy
269
+ 2.52%
$95.12 - $114.72 $25.6K - $30.9K
10.9K $1.08B
DTE
Dte Energy CO

Utilities
1.35K
+ 4.74%
$117.04 - $129.77 $158K - $175K
29.9K $3.61B
ABBV
Abb Vie Inc.

Healthcare
95
+ 1.77%
$164.99 - $203.87 $15.7K - $19.4K
5.47K $972M
MSFT
Microsoft Corp

Technology
122
+ 0.74%
$406.35 - $454.46 $49.6K - $55.4K
16.5K $6.96B
VZ
Verizon Communications Inc

Communication Services
206
+ 0.98%
$39.6 - $45.21 $8.16K - $9.31K
21.2K $848M
TGT
Target Corp

Consumer Defensive
52
+ 0.69%
$121.59 - $160.69 $6.32K - $8.36K
7.56K $1.02B
UL
Unilever PLC

Consumer Defensive
225
+ 1.14%
$56.7 - $64.64 $12.8K - $14.5K
19.9K $1.13B
JNJ
Johnson & Johnson

Healthcare
1.2K
+ 5.94%
$143.34 - $165.86 $172K - $200K
21.5K $3.1B
KLAC
Kla Corp

Technology
100
+ 5.31%
$614.46 - $829.55 $61.4K - $83K
1.98K $1.25B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.59K
+ 3.6%
$96.64 - $101.23 $830K - $869K
247K $24B
UNP
Union Pacific Corp

Industrials
377
+ 2.0%
$223.15 - $249.32 $84.1K - $94K
19.2K $4.39B
IEFA
Ishares Tr

ETFs
116
+ 0.24%
$70.06 - $77.43 $8.13K - $8.98K
49.4K $3.47B
LOW
Lowes Companies Inc

Consumer Cyclical
223
+ 1.09%
$244.52 - $284.07 $54.5K - $63.3K
20.8K $5.13B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.27K
+ 2.43%
$87.1 - $98.49 $111K - $125K
53.6K $4.68B
Activity Summary
Buys All Purchases 49 New Holdings 2 Increased Positions 47 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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