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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
AMZNAmazon.com Inc
Recent Activity
New Position
0.24%
$446,700
2,000 shares@ $223.35 avg price
FXIIshares China Large-cap Etf
Recent Activity
New Position
0.21%
$393,624
13,200 shares@ $29.82 avg price
ESGUIshares Tr Esg Aware Msci Usa Etf
Recent Activity
New Position
0.2%
$373,373
2,860 shares@ $130.55 avg price
SHYIshares Trust 1-3 Year Treasury Bond Etf
Recent Activity
New Position
0.19%
$356,507
4,345 shares@ $82.05 avg price
INDYIshares Tr India 50 Etf
Recent Activity
New Position
0.19%
$347,930
6,960 shares@ $49.99 avg price
EAGGIshares Tr Esg Awr Us Agrgt
Recent Activity
New Position
0.18%
$342,916
7,400 shares@ $46.34 avg price
UPSUnited Parcel Service Inc Cl B
Recent Activity
New Position
0.18%
$334,736
2,626 shares@ $127.47 avg price
LLYEli Lilly &co Com
Recent Activity
New Position
0.17%
$310,644
416 shares@ $746.75 avg price
HEDJWisdomtree Europe Hedged Equity Fund
Recent Activity
New Position
0.16%
$295,639
6,580 shares@ $44.93 avg price
XLPConsumer Staples Select Sector Spdr Fund
Recent Activity
New Position
0.15%
$278,621
3,655 shares@ $76.24 avg price