test

JASON D. FINLEY

@Finley Financial, Llc

Latest period2024 - Q4ReportedManaged Assets$192.171MTotal holdings122
Assets growth rate0%Assets growth rate (2-Q avg)0%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Finley Financial, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 122 positions.

Assets under management

The assets under management (AUM) of Finley Financial, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 192.171M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by JASON D. FINLEY, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IWVIshares Russell 3000 Etf
Recent Activity
New Position
12.5%
$24.021M
70,872 shares@ $338.93 avg price
IWMIshares Russell 2000 Etf
Recent Activity
New Position
10.2%
$19.592M
87,450 shares@ $224.04 avg price
IWFIshares Tr Rus 1000 Grw Etf
Recent Activity
New Position
6.97%
$13.38M
33,044 shares@ $404.91 avg price
QQQInvesco Qqq Tr Unit Ser 1
Recent Activity
New Position
6.92%
$13.294M
25,728 shares@ $516.71 avg price
IXUSIshares Tr Core Msci Total
Recent Activity
New Position
5.86%
$11.256M
169,922 shares@ $66.24 avg price
IYWIshares Us Technology Etf
Recent Activity
New Position
4.79%
$9.197M
57,421 shares@ $160.16 avg price
IJHIshares Core S&p Mid-cap Etf
Recent Activity
New Position
4.64%
$8.904M
139,275 shares@ $63.93 avg price
IYFIshares Us Financials Etf
Recent Activity
New Position
4.41%
$8.456M
74,280 shares@ $113.84 avg price
EEMIshares Trust Msci Emg Mkts Etf Usd Dis
Recent Activity
New Position
4.16%
$7.987M
191,023 shares@ $41.82 avg price
IWDIshares Russell 1000 Value Etf
Recent Activity
New Position
3.73%
$7.164M
37,912 shares@ $188.97 avg price