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CIK: 0002047823
Total reported value
$248.5M
$248.5M
122 檔
32.8%
In Q4 2024, Finley Financial, LLC's U.S. equity holdings reached a combined market value of $248.5M, distributed across 122 disclosed stock positions.
During Q4 2024, Finley Financial, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IWV, IWM, IWF) accounted for 32.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWV | Ishares Russell 3000 ETF | ETF-Other | 12.50% | -0.37% | — | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.20% | +0.22% | — | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-Other | 6.96% | -0.09% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.92% | +0.51% | — | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 5.86% | -0.53% | — | |
| 6 | IYW | Ishares Ustechnology ETF | ETF-Tech | 4.79% | +0.92% | — | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.63% | -0.21% | — | |
| 8 | IYF | Ishares US Financials ETF | ETF-Other | 4.40% | -0.26% | — | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 4.16% | +0.14% | — | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-Other | 3.73% | -0.28% | — | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.48% | -0.07% | — | |
| 12 | IWC | Ishares Micro-cap ETF | ETF-Other | 2.30% | +0.18% | — | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.15% | +0.16% | — | |
| 14 | EZU | Ishares Msci Eurozone ETF | ETF-Other | 1.82% | -0.11% | — | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 1.62% | -0.03% | — | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.44% | — | — | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 1.36% | +0.31% | — | |
| 18 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 1.35% | -0.08% | — | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.22% | -0.01% | — | |
| 20 | IWB | Ishares Russell 1000 ETF | ETF-Other | 1.17% | -0.05% | — | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.97% | -0.03% | — | |
| 22 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 0.94% | -0.04% | — | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.93% | +0.03% | — | |
| 24 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.93% | -0.08% | — | |
| 25 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.77% | -0.05% | — | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.73% | — | — | |
| 27 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.71% | -0.03% | — | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.58% | +0.02% | — | |
| 29 | XLF | Ss Financial Select Sector | ETF-Other | 0.56% | — | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | — | — | |
| 31 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.56% | -0.13% | — | |
| 32 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.52% | -0.02% | — | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-Other | 0.49% | — | — | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.48% | -0.04% | — | |
| 35 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.43% | +0.03% | — | |
| 36 | ILF | Ishares Latin America 40 ETF | ETF-Other | 0.38% | -0.08% | — | |
| 37 | IEV | Ishares Europe ETF | ETF-Other | 0.34% | -0.04% | — | |
| 38 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.31% | — | — | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.30% | -0.01% | — | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.30% | -0.07% | — | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.29% | +0.01% | — | |
| 42 | XLV | Ss Health Care Select Sector | ETF-Other | 0.29% | -0.01% | — | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.28% | -0.07% | — | |
| 44 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.26% | — | — | |
| 45 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.26% | -0.01% | — | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.25% | — | — | |
| 47 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 0.24% | +0.03% | — | |
| 48 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.24% | +0.35% | — | |
| 49 | XLI | Ss Industrial Select Sector | ETF-Other | 0.24% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -0.09% | — |
According to official SEC Form 13F filings, Finley Financial, LLC reported a total U.S. public equity portfolio value of $248.5M across 122 disclosed positions in Q4 2024.
During Q4 2024, Finley Financial, LLC's top holdings by market value included IWV (12.5%)、IWM (10.2%)、IWF (7.0%). The largest single position, IWV, represented 12.5% of total portfolio value.
In Q4 2024, Finley Financial, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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