Finley Financial

Latest statistics and disclosures from Finley Financial's latest quarterly 13F-HR filing:

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Positions held by Finley Financial consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Finley Financial

Finley Financial holds 122 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Ishares Russell 3000 Etf Russell 3000 Etf (IWV) 12.5 $24M 71k 338.93
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Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 10.2 $20M 88k 224.04
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Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF) 7.0 $13M 33k 404.90
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Invesco Qqq Tr Unit Ser 1 Unit Ser 1 (QQQ) 6.9 $13M 26k 516.70
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Ishares Tr Core Msci Total Core Msci Total (IXUS) 5.9 $11M 170k 66.24
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Ishares Us Technology Etf U.s. Tech Etf (IYW) 4.8 $9.2M 57k 160.16
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Ishares Core S&p Mid-cap Etf Core S&p Mcp Etf (IJH) 4.6 $8.9M 139k 63.93
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Ishares Us Financials Etf U.s. Finls Etf (IYF) 4.4 $8.5M 74k 113.84
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Ishares Trust Msci Emg Mkts Etf Usd Dis Msci Emg Mkt Etf (EEM) 4.2 $8.0M 191k 41.81
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Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD) 3.7 $7.2M 38k 188.96
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Spdr S&p Midcap 400 Etf Utser1 S&pdcrp (MDY) 2.5 $4.8M 8.2k 584.24
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Ishares Tr Micro-cap Etf Micro-cap Etf (IWC) 2.3 $4.4M 34k 129.18
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Ishares Tr Rus 2000 Grw Etf Rus 2000 Grw Etf (IWO) 2.1 $4.1M 14k 292.61
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Ishares Msci Eurozone Etf Msci Eurzone Etf (EZU) 1.8 $3.5M 73k 48.15
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Ishares Tr Rus Mid Cap Etf Rus Mid Cap Etf (IWR) 1.6 $3.1M 35k 90.26
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Ishares Russell 2000 Value Etf Rus 2000 Val Etf (IWN) 1.4 $2.8M 17k 166.38
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Select Sector Spdr Trust Technology Select Sector Usd Dis Technology (XLK) 1.4 $2.6M 11k 232.29
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Ishares Dow Jones Us Etf Dow Jones Us Etf (IYY) 1.3 $2.6M 18k 144.97
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Ishares S&p 100 Etf S&p 100 Etf (OEF) 1.2 $2.3M 8.1k 290.94
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Ishares Russell 1000 Index Fund Rus 1000 Etf (IWB) 1.2 $2.2M 6.9k 326.65
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Vanguard Intl Equity Index Fds Ftse Emr Mkt Etf Ftse Emr Mkt Etf (VWO) 1.0 $1.9M 43k 43.46
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Ishares Us Healthcare Etf Us Hlthcare Etf (IYH) 0.9 $1.8M 30k 59.49
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Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 0.9 $1.8M 17k 102.91
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Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 0.9 $1.8M 9.3k 192.70
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Ishares Core S&p Total Us Stock Market Etf Core S&p Ttl Stk (ITOT) 0.8 $1.5M 11k 130.39
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Ishares S&p Mid-cap 400 Growth Etf S&p Mc 400gr Etf (IJK) 0.7 $1.4M 15k 93.55
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Ishares Us Real Estate Etf U.s. Real Es Etf (IYR) 0.7 $1.4M 15k 91.84
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Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG) 0.6 $1.1M 22k 52.01
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Select Sector Spdr Tr Financial Financial (XLF) 0.6 $1.1M 22k 49.48
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Spdr S&p500 Etf Trust Trust Unit Depositary Receipt Tr Unit (SPY) 0.6 $1.1M 1.8k 592.84
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Ishares Tr Short Treas Bd Short Treas Bd (SHV) 0.6 $1.1M 9.7k 110.28
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Ishares S&p Mid-cap 400 Value Etf S&p Mc 400vl Etf (IJJ) 0.5 $992k 7.8k 127.78
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Ishares Tr Msci Usa Esg Slc Msci Usa Esg Slc (SUSA) 0.5 $937k 7.6k 123.18
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Ishares Trust Core Msci Eafe Etf Core Msci Eafe (IEFA) 0.5 $919k 13k 70.67
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Ishares Tr S&p Small Cap 600 Growth Etf S&P SML 600 GWT (IJT) 0.4 $828k 6.0k 138.32
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Ishares S & P Latin America 40 Index Fund Latn Amer 40 Etf (ILF) 0.4 $724k 33k 21.88
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Ishares Europe Etf Europe Etf (IEV) 0.3 $657k 13k 52.76
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Ishares Tr Msci Kld400 Soc Msci Kld400 Soc (DSI) 0.3 $591k 5.3k 111.69
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Ishares S&p Small-cap 600 Value Etf Sp Smcp600vl Etf (IJS) 0.3 $576k 5.3k 109.65
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Ishares Intl Aggregate Bond Core Intl Aggr (IAGG) 0.3 $573k 12k 49.69
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Ishares Core S&p Small-cap E Core S&p Scp Etf (IJR) 0.3 $564k 4.8k 117.03
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Health Care Select Sector Spdr Fund Sbi Healthcare (XLV) 0.3 $556k 4.0k 140.57
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Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG) 0.3 $531k 5.5k 96.71
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Consumer Discretionary Select Sector Spdr Fund Sbi Cons Discr (XLY) 0.3 $496k 2.2k 227.28
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Ishares Tr Rus Md Cp Gr Etf Rus Md Cp Gr Etf (IWP) 0.3 $490k 3.8k 130.16
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Ishares Russell Mid-cap Value Etf Rus Mdcp Val Etf (IWS) 0.2 $476k 3.6k 131.79
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Ishares Tr Msci Ac Asia Etf Msci Ac Asia Etf (AAXJ) 0.2 $466k 6.6k 71.18
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Ishares Tr Ishares Semicdtr Ishares Semicdtr (SOXX) 0.2 $465k 2.1k 223.21
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Select Sector Spdr Tr Indl Indl (XLI) 0.2 $457k 3.4k 135.29
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Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.2 $450k 755.00 595.63
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Amazon (AMZN) 0.2 $447k 2.0k 223.35
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Ishares China Large-cap Etf China Lg-cap Etf (FXI) 0.2 $394k 13k 29.82
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Ishares Tr Esg Aware Msci Usa Etf Esg Awr Msci Usa (ESGU) 0.2 $373k 2.9k 130.55
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Ishares Trust 1-3 Year Treasury Bond Etf 1 3 Yr Treas Bd (SHY) 0.2 $357k 4.3k 82.05
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Ishares Tr India 50 Etf India 50 Etf (INDY) 0.2 $348k 7.0k 49.99
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Ishares Tr Esg Awr Us Agrgt Esg Awr Us Agrgt (EAGG) 0.2 $343k 7.4k 46.34
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United Parcel Service Inc Cl B CL B (UPS) 0.2 $335k 2.6k 127.47
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Eli Lilly & Co. (LLY) 0.2 $311k 416.00 746.74
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Wisdomtree Europe Hedged Equity Fund Europe Hedged Eq (HEDJ) 0.2 $296k 6.6k 44.93
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Consumer Staples Select Sector Spdr Fund Sbi Cons Stpls (XLP) 0.1 $279k 3.7k 76.23
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Ishares Tr Cre U S Reit Etf Cre U S Reit Etf (USRT) 0.1 $270k 4.8k 56.38
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Ishares Tr Esg Awre Usd Etf Esg Awre Usd Etf (SUSC) 0.1 $246k 11k 22.65
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Ishares Tr Esg Aware Msci Usa-small Cap Etf Esg Aware Msci (ESML) 0.1 $215k 5.0k 42.95
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Ishares Tr Msci Uk Etf Msci Uk Etf New (EWU) 0.1 $210k 6.2k 33.90
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Garmin Ltd Com Chf10.00 SHS (GRMN) 0.1 $203k 949.00 213.45
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Ishares Iboxx $ Inv Grade Corporate Bond Etf Iboxx Inv Cp Etf (LQD) 0.1 $202k 1.9k 106.48
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Ishares Tr Jp Mor Em Mk Etf Jpmorgan Usd Emg (EMB) 0.1 $198k 2.2k 89.79
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Credo Technology Group Holding Ltd Com Usd0.00005 Ordinary Shares (CRDO) 0.1 $195k 2.6k 75.48
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Microsoft Corporation (MSFT) 0.1 $190k 445.00 426.31
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Laird Superfood Inc Com Stk Com Stk (LSF) 0.1 $186k 25k 7.43
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Ishares Core S&p Us Growth Etf Core S&p Us Gwt (IUSG) 0.1 $167k 1.2k 141.35
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Ishares Inc Msci Jpn Etf Msci Jpn Etf New (EWJ) 0.1 $166k 2.5k 66.27
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Ishares Tr Us Regnl Bks Etf Us Regnl Bks Etf (IAT) 0.1 $158k 3.0k 52.81
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Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Kbw Bk Etf (KBWB) 0.1 $156k 2.3k 69.18
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Ishares Tr Esg Awre 1 5 Yr Esg Awre 1 5 Yr (SUSB) 0.1 $152k 6.2k 24.72
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Comcast Corp Cl A (CMCSA) 0.1 $150k 4.1k 36.50
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Ishares Tr Esg Aw Msci Eafe Esg Aw Msci Eafe (ESGD) 0.1 $140k 1.8k 76.49
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Ishares Tr Core Total Usd Core Total Usd (IUSB) 0.1 $122k 2.7k 45.10
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Vanguard Index Fds Vanguard Total Stk Mkt Etf Total Stk Mkt (VTI) 0.1 $119k 405.00 293.71
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Materials Select Sector Spdr Fund Sbi Materials (XLB) 0.1 $116k 1.3k 87.04
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McDonald's Corporation (MCD) 0.1 $102k 361.00 282.30
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Ishares Select Dividend Etf Select Divid Etf (DVY) 0.1 $97k 730.00 132.80
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Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF) 0.1 $97k 1.1k 92.16
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Spotify Technology S.a. Com Eur0.000625 SHS (SPOT) 0.0 $95k 194.00 490.69
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Starbucks Corporation (SBUX) 0.0 $94k 1.0k 93.08
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Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT) 0.0 $90k 1.0k 86.76
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Ishares Tr Ishares Biotech Ishares Biotech (IBB) 0.0 $90k 675.00 133.42
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Ishares Msci Taiwan Etf Msci Taiwan Etf (EWT) 0.0 $90k 1.7k 51.53
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Liberty Media Corp Del Com Lbty One S C Com Lbty One S C (FWONK) 0.0 $82k 903.00 91.14
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Ishares Inc Esg Awr Msci Em Esg Awr Msci Em (ESGE) 0.0 $81k 2.4k 33.49
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Ishares Msci Brazil Etf Msci Brazil Etf (EWZ) 0.0 $77k 3.2k 23.78
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Tesla Motors (TSLA) 0.0 $64k 150.00 428.22
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Oracle Corporation (ORCL) 0.0 $63k 400.00 158.31
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Ishares Core S&p Us Value Etf Core S&p Us Vlu (IUSV) 0.0 $60k 640.00 93.56
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Ishares Tr Asia 50 Etf Asia 50 Etf (AIA) 0.0 $59k 870.00 67.72
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Home Depot (HD) 0.0 $59k 145.00 406.09
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Wal-Mart Stores (WMT) 0.0 $56k 609.00 91.34
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Ishares Core Msci Europe Etf Core Msci Euro (IEUR) 0.0 $55k 1.0k 54.59
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Schwab Strategic Tr Us Mid-cap Etf Us Mid-cap Etf (SCHM) 0.0 $48k 1.7k 28.49
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Ford Motor Company (F) 0.0 $47k 4.7k 9.95
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Ishares Trust Ishares Msci India Etf Usd Msci India Etf (INDA) 0.0 $41k 800.00 51.28
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Liberty Media Corp Del Com Lbty One S A Com Lbty One S A (FWONA) 0.0 $38k 451.00 83.27
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Ishares Tr Us Industrials Us Industrials (IYJ) 0.0 $35k 255.00 136.29
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Lam Research Corp Com New (LRCX) 0.0 $31k 400.00 76.15
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Ishares Tr Exponential Tech Exponential Tech (XT) 0.0 $30k 500.00 60.30
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Intel Corporation (INTC) 0.0 $25k 1.3k 19.72
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Fidelity Wise Origin Bitcoin Fund SHS (FBTC) 0.0 $20k 235.00 87.01
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Mccormick &company Com Non Vtg (MKC) 0.0 $16k 224.00 71.78
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Johnson & Johnson (JNJ) 0.0 $15k 104.00 144.97
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Toast Inc Cl A Cl A (TOST) 0.0 $7.8k 213.00 36.59
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Us Bancorp Com New (USB) 0.0 $6.7k 132.00 50.90
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Nu Holdings Ltd Usd0.000006666666 Class A Ord Shs Cl A (NU) 0.0 $6.5k 570.00 11.41
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Gap (GAP) 0.0 $4.8k 208.00 23.00
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Micron Technology (MU) 0.0 $4.7k 46.00 103.20
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Liberty Media Corp Del Com Lbty Liv S C Com Lbty Liv S C (LLYVK) 0.0 $4.5k 65.00 69.08
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Carnival Corp Com Usd0.01 Unit 99/99/9999 (CCL) 0.0 $2.5k 100.00 24.94
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Liberty Media Corp Del Com Lbty Liv S A Com Lbty Liv S A (LLYVA) 0.0 $2.2k 32.00 67.22
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Merck & Co (MRK) 0.0 $2.1k 21.00 100.10
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Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD) 0.0 $1.3k 45.00 27.82
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Bristol Myers Squibb (BMY) 0.0 $1.0k 18.00 55.89
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Atlanta Braves Hldgs Inc Com Ser C Com Ser C (BATRK) 0.0 $667.999800 18.00 37.11
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Herman Miller (MLKN) 0.0 $241.000100 11.00 21.91
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Past Filings by Finley Financial

SEC 13F filings are viewable for Finley Financial going back to 2024