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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
IUSGIshares Core S&p Us Growth Etf
Recent Activity
New Position
0.09%
$166,793
1,180 shares@ $141.35 avg price
EWJIshares Inc Msci Jpn Etf New
Recent Activity
New Position
0.09%
$165,675
2,500 shares@ $66.27 avg price
IATIshares Tr Us Regnl Bks Etf
Recent Activity
New Position
0.09%
$158,430
3,000 shares@ $52.81 avg price
KBWBInvesco Exch Traded Fd Tr Ii Kbw Bk Etf
Recent Activity
New Position
0.09%
$155,655
2,250 shares@ $69.18 avg price
SUSBIshares Tr Esg Awre 1 5 Yr
Recent Activity
New Position
0.08%
$152,028
6,150 shares@ $24.72 avg price
CMCSAComcast Corp
Recent Activity
New Position
0.08%
$150,271
4,117 shares@ $36.51 avg price
ESGDIshares Tr Esg Aw Msci Eafe
Recent Activity
New Position
0.08%
$139,977
1,830 shares@ $76.5 avg price
IUSBIshares Tr Core Total Usd
Recent Activity
New Position
0.07%
$121,770
2,700 shares@ $45.1 avg price
VTIVanguard Index Fds Vanguard Total Stk Mkt Etf
Recent Activity
New Position
0.07%
$118,953
405 shares@ $293.72 avg price
XLBMaterials Select Sector Spdr Fund
Recent Activity
New Position
0.07%
$115,763
1,330 shares@ $87.04 avg price