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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
MDYSpdr S&p Midcap 400 Etf
Recent Activity
New Position
2.48%
$4.762M
8,150 shares@ $584.24 avg price
IWCIshares Tr Micro-cap Etf
Recent Activity
New Position
2.3%
$4.412M
34,155 shares@ $129.18 avg price
IWOIshares Tr Rus 2000 Grw Etf
Recent Activity
New Position
2.15%
$4.124M
14,095 shares@ $292.62 avg price
EZUIshares Msci Eurozone Etf
Recent Activity
New Position
1.82%
$3.494M
72,572 shares@ $48.16 avg price
IWRIshares Tr Rus Mid Cap Etf
Recent Activity
New Position
1.62%
$3.113M
34,485 shares@ $90.26 avg price
IWNIshares Russell 2000 Value Etf
Recent Activity
New Position
1.44%
$2.763M
16,605 shares@ $166.39 avg price
XLKSelect Sector Spdr Trust Technology Select Sector Usd Dis
Recent Activity
New Position
1.36%
$2.609M
11,230 shares@ $232.3 avg price
IYYIshares Dow Jones Us Etf
Recent Activity
New Position
1.35%
$2.592M
17,878 shares@ $144.98 avg price
OEFIshares S&p 100 Etf
Recent Activity
New Position
1.23%
$2.349M
8,075 shares@ $290.95 avg price
IWBIshares Russell 1000 Index Fund
Recent Activity
New Position
1.18%
$2.249M
6,885 shares@ $326.65 avg price