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Finley Financial, LLC Top Holdings and 13F Report (2025)

About Finley Financial, LLC

Investment Activity

  • Finley Financial, LLC has $192.17 million in total holdings as of December 31, 2024.
  • Finley Financial, LLC owns shares of 122 different stocks, but just 20 companies or ETFs make up 80% of its holdings.

Sector Allocation

Map of 500 Largest Holdings ofFinley Financial, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$24,020,51070,87212.5%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$19,592,29887,45010.2%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$13,379,51633,0447.0%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$13,293,65825,7286.9%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$11,255,633169,9225.9%Manufacturing
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$9,196,54757,4214.8%Manufacturing
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,903,835139,2754.6%ETF
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$8,456,03574,2804.4%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$7,986,672191,0234.2%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$7,163,85237,9123.7%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$4,761,5568,1502.5%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$4,412,13234,1552.3%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$4,124,33814,0952.1%ETF
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$3,494,34272,5721.8%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$3,112,61634,4851.6%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$2,762,74016,6051.4%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,608,61711,2301.4%ETF
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$2,591,77417,8781.3%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$2,349,3418,0751.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2,248,9856,8851.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,869,86743,0251.0%ETF
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$1,805,52230,3500.9%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,792,69217,4200.9%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,783,4399,2550.9%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,483,18611,3750.8%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$1,406,71115,0370.7%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$1,373,92614,9600.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,116,96721,4760.6%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,084,10721,9100.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,078,9721,8200.6%Finance
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,072,9149,7290.6%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$991,5737,7600.5%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$937,4007,6100.5%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$919,35213,0100.5%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$827,8455,9850.4%ETF
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$724,16233,0970.4%ETF
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$657,12612,4550.3%ETF
iShares MSCI KLD 400 Social ETF stock logo
DSI
iShares MSCI KLD 400 Social ETF
$590,8405,2900.3%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$575,6635,2500.3%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$572,92611,5300.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$564,0854,8200.3%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$556,0953,9560.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$530,4545,4850.3%Finance
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$495,4702,1800.3%Finance
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$490,0523,7650.3%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$475,7623,6100.2%ETF
iShares MSCI All Country Asia ex Japan ETF stock logo
AAXJ
iShares MSCI All Country Asia ex Japan ETF
$466,2296,5500.2%ETF
SOXX
iShares Semiconductor ETF
$465,3932,0850.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$457,2803,3800.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$449,7017550.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$446,7002,0000.2%Retail/Wholesale
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$393,62413,2000.2%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$373,3732,8600.2%Manufacturing
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$356,5074,3450.2%Manufacturing
iShares India 50 ETF stock logo
INDY
iShares India 50 ETF
$347,9306,9600.2%Manufacturing
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$342,9167,4000.2%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$334,7362,6260.2%Transportation
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$310,6444160.2%Medical
WisdomTree Europe Hedged Equity Fund stock logo
HEDJ
WisdomTree Europe Hedged Equity Fund
$295,6396,5800.2%Finance
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$278,6213,6550.1%ETF
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$269,4964,7800.1%ETF
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$245,75310,8500.1%Manufacturing
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$214,7505,0000.1%ETF
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$210,3506,2050.1%ETF
Garmin Ltd. stock logo
GRMN
Garmin
$202,5649490.1%Computer and Technology
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$202,3121,9000.1%Finance
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$197,5382,2000.1%ETF
Credo Technology Group Holding Ltd stock logo
CRDO
Credo Technology Group
$194,7382,5800.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$189,7084450.1%Computer and Technology
Laird Superfood, Inc. stock logo
LSF
Laird Superfood
$185,75025,0000.1%Consumer Staples
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$166,7931,1800.1%Manufacturing
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$165,6752,5000.1%ETF
iShares U.S. Regional Banks ETF stock logo
IAT
iShares U.S. Regional Banks ETF
$158,4303,0000.1%ETF
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$155,6552,2500.1%Manufacturing
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$152,0286,1500.1%Manufacturing
Comcast Co. stock logo
CMCSA
Comcast
$150,2714,1170.1%Consumer Discretionary
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$139,9771,8300.1%Manufacturing
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$121,7702,7000.1%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$118,9534050.1%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$115,7631,3300.1%ETF
McDonald's Co. stock logo
MCD
McDonald's
$101,9103610.1%Retail/Wholesale
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$96,9447300.1%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$96,7681,0500.1%ETF
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$95,1941940.0%Business Services
Starbucks Co. stock logo
SBUX
Starbucks
$93,8251,0080.0%Retail/Wholesale
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$90,2301,0400.0%ETF
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$90,0596750.0%Finance
iShares MSCI Taiwan ETF stock logo
EWT
iShares MSCI Taiwan ETF
$89,9201,7450.0%ETF
Formula One Group stock logo
FWONK
Formula One Group
$82,2999030.0%Consumer Discretionary
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$81,0462,4200.0%Manufacturing
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$76,5723,2200.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$64,2331500.0%Auto/Tires/Trucks
Oracle Co. stock logo
ORCL
Oracle
$63,3244000.0%Computer and Technology
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$59,8786400.0%Manufacturing
iShares Asia 50 ETF stock logo
AIA
iShares Asia 50 ETF
$58,9168700.0%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$58,8831450.0%Retail/Wholesale
Walmart Inc. stock logo
WMT
Walmart
$55,6266090.0%Retail/Wholesale
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$54,8631,0050.0%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$47,5211,6680.0%ETF
Ford Motor stock logo
F
Ford Motor
$47,0144,7250.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
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