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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
IJRIshares Core S&p Small-cap E
Recent Activity
New Position
0.3%
$564,085
4,820 shares@ $117.04 avg price
XLVHealth Care Select Sector Spdr Fund
Recent Activity
New Position
0.29%
$556,095
3,956 shares@ $140.58 avg price
AGGIshares Core Us Aggregate Bond Etf
Recent Activity
New Position
0.28%
$530,454
5,485 shares@ $96.71 avg price
XLYConsumer Discretionary Select Sector Spdr Fund
Recent Activity
New Position
0.26%
$495,470
2,180 shares@ $227.28 avg price
IWPIshares Tr Rus Md Cp Gr Etf
Recent Activity
New Position
0.26%
$490,052
3,765 shares@ $130.16 avg price
IWSIshares Russell Mid-cap Value Etf
Recent Activity
New Position
0.25%
$475,762
3,610 shares@ $131.8 avg price
AAXJIshares Tr Msci Ac Asia Etf
Recent Activity
New Position
0.25%
$466,229
6,550 shares@ $71.18 avg price
SOXXIshares Tr Ishares Semicdtr
Recent Activity
New Position
0.25%
$465,393
2,085 shares@ $223.22 avg price
XLISelect Sector Spdr Tr Indl
Recent Activity
New Position
0.24%
$457,280
3,380 shares@ $135.29 avg price
IVVIshares Core S&p 500 Etf
Recent Activity
New Position
0.24%
$449,701
755 shares@ $595.64 avg price