Finley Financial, LLC Portfolio Holdings

Finley Financial, LLC

  • $199 Billion
  • Q2 2025

Finley Financial, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $199 Billion distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 3000 ETF with a value of $24.7B, Ishares Russell 2000 ETF with a value of $18.9B, Ishares Tr with a value of $14.6B, Invesco Qqq Trust, Series 1 with a value of $13.9B, and Ishares Russell 1000 Gr ETF with a value of $13.1B.

Examining the 13F form we can see an increase of $19.4B in the current position value, from $179B to 199B.

Finley Financial, LLC is based out at Las Vegas, NV

Below you can find more details about Finley Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $199 Billion
ETFs: $196 Billion
Consumer Cyclical: $796 Million
Technology: $696 Million
Healthcare: $343 Million
Industrials: $265 Million
Consumer Defensive: $234 Million
Communication Services: $217 Million
Financial Services: $13.8 Million
Other: $0

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$24.7 Billion 12.43% of portfolio
70,441
Q2 2025 Reduced 0.4%
$0
$18.9 Billion 9.48% of portfolio
87,408
Q2 2025 Reduced 0.43%
$0
$14.6 Billion 7.32% of portfolio
188,437
Q2 2025 Added 4.68%
$0
$13.9 Billion 6.96% of portfolio
25,111
Q2 2025 Reduced 0.4%
$0
$13.1 Billion 6.58% of portfolio
30,815
Q2 2025 Reduced 4.55%
$0
$10.2 Billion 5.15% of portfolio
59,106
Q2 2025 Added 0.14%
$0
$9.64 Billion 4.84% of portfolio
199,733
Q2 2025 Added 2.08%
$0
$9.26 Billion 4.66% of portfolio
149,329
Q2 2025 Added 5.34%
$0
$8.91 Billion 4.48% of portfolio
73,625
Q2 2025 Reduced 0.39%
$0
$7.06 Billion 3.55% of portfolio
36,331
Q2 2025 Added 0.9%
$0
$4.61 Billion 2.32% of portfolio
77,552
Q2 2025 Added 3.68%
$0
$4.42 Billion 2.22% of portfolio
7,810
Q2 2025 Reduced 1.39%
$0
$4.26 Billion 2.14% of portfolio
33,340
Q2 2025 Reduced 3.03%
$0
$4.06 Billion 2.04% of portfolio
14,195
Q1 2025 Added 0.71%
$0
$3.13 Billion 1.57% of portfolio
33,985
Q2 2025 Reduced 1.45%
$0
$2.82 Billion 1.42% of portfolio
11,130
Q1 2025 Reduced 0.89%
$0
$2.44 Billion 1.23% of portfolio
16,197
Q2 2025 Reduced 1.82%
$0
$2.24 Billion 1.12% of portfolio
6,585
Q1 2025 Reduced 4.36%
$0
$2.01 Billion 1.01% of portfolio
6,595
Q2 2025 Reduced 16.89%
$0
$1.88 Billion 0.95% of portfolio
17,120
Q1 2025 Reduced 1.72%
$0
$1.78 Billion 0.89% of portfolio
9,085
Q1 2025 Reduced 1.84%
$0
$1.68 Billion 0.84% of portfolio
33,965
Q2 2025 Reduced 9.92%
$0
$1.54 Billion 0.77% of portfolio
11,375
Q4 2024 New
$0
$1.37 Billion 0.69% of portfolio
15,037
Q4 2024 New
$0
$1.23 Billion 0.62% of portfolio
20,551
Q1 2025 Reduced 4.31%
$0
$1.12 Billion 0.57% of portfolio
1,820
Q4 2024 New
$0
$1.1 Billion 0.55% of portfolio
13,125
Q2 2025 Added 1.39%
$0
$1.04 Billion 0.52% of portfolio
10,990
Q2 2025 Reduced 4.39%
$0
$965 Million 0.48% of portfolio
7,610
Q4 2024 New
$0
$959 Million 0.48% of portfolio
7,760
Q4 2024 New
$0
$913 Million 0.46% of portfolio
17,435
Q1 2025 Reduced 20.42%
$0
$814 Million 0.41% of portfolio
8,210
Q2 2025 Added 43.78%
$0
$822 Million 0.41% of portfolio
31,347
Q2 2025 Reduced 5.29%
$0
$806 Million 0.4% of portfolio
6,055
Q1 2025 Added 1.17%
$0
$780 Million 0.39% of portfolio
12,330
Q2 2025 Added 0.82%
$0
$768 Million 0.39% of portfolio
15,030
Q2 2025 Added 29.23%
$0
$749 Million 0.38% of portfolio
6,785
Q2 2025 Reduced 8.12%
$0
$760 Million 0.38% of portfolio
13,450
Q2 2025 Reduced 56.96%
$0
$736 Million 0.37% of portfolio
3,085
Q1 2025 Added 47.96%
$0
$631 Million 0.32% of portfolio
6,270
Q2 2025 New
$0
$627 Million 0.32% of portfolio
7,590
Q1 2025 Added 15.88%
$0
$614 Million 0.31% of portfolio
5,290
Q4 2024 New
$0
$595 Million 0.3% of portfolio
6,000
Q2 2025 Added 25.0%
$0
$533 Million 0.27% of portfolio
3,840
Q1 2025 Added 1.99%
$0
$531 Million 0.27% of portfolio
5,340
Q1 2025 Added 1.71%
$0
$509 Million 0.26% of portfolio
4,660
Q1 2025 Reduced 3.32%
$0
$516 Million 0.26% of portfolio
14,050
Q2 2025 Added 6.44%
$0
$469 Million 0.24% of portfolio
755
Q4 2024 New
$0
$471 Million 0.24% of portfolio
3,565
Q1 2025 Reduced 1.25%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $199 Billion
  • Prior Value $179 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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