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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
USRTIshares Tr Cre U S Reit Etf
Recent Activity
New Position
0.15%
$269,496
4,780 shares@ $56.38 avg price
SUSCIshares Tr Esg Awre Usd Etf
Recent Activity
New Position
0.13%
$245,753
10,850 shares@ $22.66 avg price
ESMLIshares Tr Esg Aware Msci Usa-small Cap Etf
Recent Activity
New Position
0.12%
$214,750
5,000 shares@ $42.95 avg price
EWUIshares Tr Msci Uk Etf New
Recent Activity
New Position
0.11%
$210,350
6,205 shares@ $33.91 avg price
GRMNGarmin Ltd Com Chf10.00
Recent Activity
New Position
0.11%
$202,564
949 shares@ $213.45 avg price
LQDIshares Iboxx Inv Grade Corporate Bond Etf
Recent Activity
New Position
0.11%
$202,312
1,900 shares@ $106.48 avg price
EMBIshares Tr Jp Mor Em Mk Etf
Recent Activity
New Position
0.11%
$197,538
2,200 shares@ $89.79 avg price
CRDOCredo Technology Group Holding Ltd Com Usd0.00005
Recent Activity
New Position
0.11%
$194,738
2,580 shares@ $75.48 avg price
MSFTMicrosoft Corp
Recent Activity
New Position
0.1%
$189,708
445 shares@ $426.32 avg price
LSFLaird Superfood Inc Com Stk
Recent Activity
New Position
0.1%
$185,750
25,000 shares@ $7.43 avg price