Finley Financial, LLC Reduced Holdings in Q1 2025

Finley Financial, LLC

  • $179 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWV
Ishares Russell 3000 ETF

ETFs
-148
- 0.21%
$313.1 - $349.83 $46.3K - $51.8K
70.7K $22.3B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-760
- 2.3%
$360.07 - $417.26 $274K - $317K
32.3K $11.8B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-517
- 2.01%
$468.34 - $539.52 $242K - $279K
25.2K $12B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-230
- 2.82%
$522.96 - $601.18 $120K - $138K
7.92K $4.13B
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.91K
- 5.02%
$182.82 - $196.21 $348K - $374K
36K $6.56B
XLY
Select Sector Spdr Consumer Di

ETFs
-1.66K
- 76.15%
$192.6 - $233.2 $320K - $387K
520 $104M
IWN
Ishares Russell2000 Val ETF

ETFs
-195
- 1.17%
$149.27 - $169.4 $29.1K - $33K
16.4K $2.39B
IYY
Ishares Tr

ETFs
-1.38K
- 7.72%
$134.05 - $149.75 $185K - $207K
16.5K $2.23B
XLI
Industrial Sector Spdr

ETFs
-2.59K
- 76.63%
$128.78 - $141.67 $334K - $367K
790 $103M
IYR
Ishares Tr

ETFs
-3.47K
- 23.16%
$89.49 - $98.98 $310K - $343K
11.5K $1.07B
XLK
Technology Sector Spdr

ETFs
-100
- 0.89%
$206.38 - $242.18 $20.6K - $24.2K
11.1K $2.33B
SHV
Ishares Tr

ETFs
-2.34K
- 24.09%
$110.11 - $110.51 $258K - $259K
7.39K $816M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-300
- 4.36%
$302.31 - $337.54 $90.7K - $101K
6.59K $2B
XLF
Financial Sector Spdr

ETFs
-4.48K
- 20.42%
$47.32 - $52.19 $212K - $234K
17.4K $849M
OEF
Ishares S&P 100 ETF

ETFs
-140
- 1.73%
N/A
7.94K $2.14B
XLP
Consumer Staples Sector Spdr

ETFs
-2.71K
- 74.15%
N/A
945 $76.8M
IVW
Ishares S&P 500 Growth ETF

ETFs
-300
- 1.72%
$92.45 - $106.69 $27.7K - $32K
17.1K $1.62B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.32K
- 12.36%
$42.5 - $46.71 $226K - $248K
37.7K $1.7B
IVE
Ishares S&P 500 Value ETF

ETFs
-170
- 1.84%
$185.78 - $198.58 $31.6K - $33.8K
9.09K $1.67B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.2K
- 27.62%
$81.83 - $82.73 $98.2K - $99.3K
3.15K $261M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-160
- 3.32%
$102.49 - $119.96 $16.4K - $19.2K
4.66K $470M
EMB
Ishares Tr

ETFs
-500
- 22.73%
$88.64 - $92.03 $44.3K - $46K
1.7K $154M
XLV
Select Sector Spdr Fund Health

ETFs
-250
- 6.32%
$137.61 - $149.68 $34.4K - $37.4K
3.71K $516M
IWS
Ishares Russell Midcap Value E

ETFs
-45
- 1.25%
$122.59 - $135.24 $5.52K - $6.09K
3.57K $438M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
-1.17K
- 18.78%
$33.37 - $38.01 $38.9K - $44.3K
5.04K $193M
IEMG
Ishares Inc

ETFs
-925
- 4.31%
N/A
20.6K $1.11B
IEV
Ishares Tr Europe ETF

ETFs
-225
- 1.81%
$51.89 - $60.68 $11.7K - $13.7K
12.2K $738M
IEFA
Ishares Tr

ETFs
-65
- 0.5%
$69.57 - $78.65 $4.52K - $5.11K
12.9K $1.02B
Activity Summary
Buys All Purchases 19 New Holdings 1 Increased Positions 18 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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