Eley Financial Management, Inc Reduced Holdings in Q1 2025

Eley Financial Management, Inc

  • $250 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-6.26K
- 9.99%
$106.98 - $149.43 $670K - $936K
56.5K $6.22B
AVGO
Broadcom Inc.

Technology
-332
- 1.42%
$167.43 - $244.7 $55.6K - $81.2K
23.1K $3.89B
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 0.08%
$554.06 - $615.85 $16.6K - $18.5K
36K $20.3B
AMZN
Amazon Com Inc

Consumer Cyclical
-284
- 1.06%
$190.26 - $242.06 $54K - $68.7K
26.6K $5.11B
VGT
Vanguard Information Technolog

ETFs
-202
- 2.34%
$542.38 - $646.34 $110K - $131K
8.44K $4.61B
GOOGL
Alphabet Inc.

Communication Services
-543
- 3.92%
$154.33 - $206.19 $83.8K - $112K
13.3K $2.09B
CMI
Cummins Inc

Industrials
-30
- 0.19%
$312.92 - $386.07 $9.39K - $11.6K
15.4K $4.87B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-773
- 4.78%
$161.27 - $192.3 $125K - $149K
15.4K $2.51B
AMP
Ameriprise Financial Inc

Financial Services
-35
- 0.81%
$472.29 - $575.13 $16.5K - $20.1K
4.29K $2.1B
FDIS
Fidelity Covington Tr Msci Con

ETFs
-1.04K
- 18.03%
$82.77 - $101.84 $86.3K - $106K
4.74K $405M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-271
- 0.49%
$21.23 - $23.75 $5.75K - $6.44K
55.3K $1.19B
MUB
Ishares National Muni Bond ETF

ETFs
-376
- 4.95%
$104.71 - $107.69 $39.4K - $40.5K
7.22K $762M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-959
- 3.78%
$71.17 - $73.66 $68.3K - $70.6K
24.4K $1.79B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-1.5K
- 3.12%
$44.41 - $45.98 $66.7K - $69K
46.7K $2.13B
HDV
Ishares Core High Dividend ETF

ETFs
-497
- 11.98%
$110.86 - $121.12 $55.1K - $60.2K
3.65K $440M
META
Meta Platforms, Inc.

Communication Services
-23
- 0.81%
$576.36 - $736.67 $13.3K - $16.9K
2.81K $1.65B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-478
- 0.52%
$81.83 - $82.73 $39.1K - $39.5K
91.2K $7.52B
JPM
Jpmorgan Chase & CO

Financial Services
-77
- 0.89%
$225.19 - $279.95 $17.3K - $21.6K
8.54K $2.08B
MA
Mastercard Inc

Financial Services
-40
- 0.77%
$504.67 - $576.31 $20.2K - $23.1K
5.18K $2.84B
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-161
- 0.25%
$65.44 - $70.64 $10.5K - $11.4K
65.1K $4.37B
COST
Costco Wholesale Corp

Consumer Defensive
-89
- 1.68%
$890.62 - $1076.86 $79.3K - $95.8K
5.21K $4.97B
CVX
Chevron Corp

Energy
-46
- 0.64%
$146.71 - $167.97 $6.75K - $7.73K
7.12K $1.2B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-431
- 0.8%
$85.29 - $92.57 $36.8K - $39.9K
53.2K $4.86B
MCK
Mckesson Corp

Healthcare
-5
- 0.15%
$566.21 - $672.99 $2.83K - $3.36K
3.41K $2.3B
FISV
Fiserv Inc

Technology
-595
- 1.66%
N/A
35.2K $7.82B
Activity Summary
Buys All Purchases 36 New Holdings 0 Increased Positions 36 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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