JASON D. FINLEY

@Finley Financial, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$192.171M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VWOVanguard Intl Equity Index Fds Ftse Emr Mkt Etf Recent Activity New Position	0.98%	$1.87M 43,025 shares@ $43.47 avg price	New Position
IYHIshares Us Healthcare Etf Recent Activity New Position	0.94%	$1.806M 30,350 shares@ $59.5 avg price	New Position
IVWIshares S&p 500 Growth Etf Recent Activity New Position	0.94%	$1.793M 17,420 shares@ $102.91 avg price	New Position
IVEIshares S&p 500 Value Etf Recent Activity New Position	0.93%	$1.783M 9,255 shares@ $192.71 avg price	New Position
ITOTIshares Core S&p Total Us Stock Market Etf Recent Activity New Position	0.78%	$1.483M 11,375 shares@ $130.39 avg price	New Position
IJKIshares S&p Mid-cap 400 Growth Etf Recent Activity New Position	0.74%	$1.407M 15,037 shares@ $93.55 avg price	New Position
IYRIshares Us Real Estate Etf Recent Activity New Position	0.72%	$1.374M 14,960 shares@ $91.84 avg price	New Position
IEMGIshares Core Msci Emerging Markets Etf Recent Activity New Position	0.59%	$1.117M 21,476 shares@ $52.02 avg price	New Position
XLFSelect Sector Spdr Tr Financial Recent Activity New Position	0.57%	$1.084M 21,910 shares@ $49.49 avg price	New Position
SPYSpdr S&p500 Etf Trust Trust Unit Depositary Receipt Recent Activity New Position	0.57%	$1.079M 1,820 shares@ $592.85 avg price	New Position