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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
MCDMcdonald S Corp
Recent Activity
New Position
0.06%
$101,910
361 shares@ $282.3 avg price
DVYIshares Select Dividend Etf
Recent Activity
New Position
0.06%
$96,944
730 shares@ $132.8 avg price
IEFIshares Tr 7-10 Yr Trsy Bd
Recent Activity
New Position
0.06%
$96,768
1,050 shares@ $92.16 avg price
SPOTSpotify Technology S.a. Com Eur0.000625
Recent Activity
New Position
0.05%
$95,194
194 shares@ $490.7 avg price
SBUXStarbucks Corp Com Usd0.001
Recent Activity
New Position
0.05%
$93,825
1,008 shares@ $93.09 avg price
TLTIshares Tr 20 Yr Tr Bd Etf
Recent Activity
New Position
0.05%
$90,230
1,040 shares@ $86.76 avg price
IBBIshares Tr Ishares Biotech
Recent Activity
New Position
0.05%
$90,059
675 shares@ $133.43 avg price
EWTIshares Msci Taiwan Etf
Recent Activity
New Position
0.05%
$89,920
1,745 shares@ $51.54 avg price
FWONKLiberty Media Corp Del Com Lbty One S C
Recent Activity
New Position
0.05%
$82,299
903 shares@ $91.14 avg price
ESGEIshares Inc Esg Awr Msci Em
Recent Activity
New Position
0.05%
$81,046
2,420 shares@ $33.5 avg price