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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.33B
$4.54 Million 0.0% of portfolio
208
Q4 2024 New

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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