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

About Finley Financial, LLC

Investment Activity

  • Finley Financial, LLC has $179.48 million in total holdings as of March 31, 2025.
  • Finley Financial, LLC owns shares of 121 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
  • Approximately 1.35% of the portfolio was purchased this quarter.
  • About 2.26% of the portfolio was sold this quarter.
  • This quarter, Finley Financial, LLC has purchased 122 new stocks and bought additional shares in 18 stocks.
  • Finley Financial, LLC sold shares of 29 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

464286681 - iShares MSCI USA Equal Weighted ETF
$440,256 Holding

Largest Purchases this Quarter

iShares MSCI USA Equal Weighted ETF
4,800 shares (about $440.26K)
iShares U.S. Technology ETF
1,605 shares (about $229.27K)
iShares MSCI Emerging Markets ETF
4,634 shares (about $202.27K)
iShares Semiconductor ETF
1,000 shares (about $182.51K)

Largest Sales this Quarter

iShares Russell 1000 Value ETF
1,905 shares (about $346.84K)
Industrial Select Sector SPDR Fund
2,590 shares (about $337.42K)
iShares U.S. Real Estate ETF
3,465 shares (about $323.53K)
iShares Russell 1000 Growth ETF
760 shares (about $278.71K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFinley Financial, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$22,291,370$46,648 -0.2%70,72412.4%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$17,213,368$65,298 0.4%87,7839.6%Finance
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$12,938,831$724,838 5.9%180,0067.2%Manufacturing
Invesco QQQ stock logo
QQQ
Invesco QQQ
$11,988,587$245,849 -2.0%25,2116.7%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$11,839,188$278,707 -2.3%32,2846.6%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$8,540,428$202,274 2.4%195,6574.8%Finance
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$8,431,864$229,274 2.8%59,0264.7%Manufacturing
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$8,172,782$40,358 -0.5%73,9154.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$8,091,247$141,444 1.8%141,7534.5%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$6,555,794$346,843 -5.0%36,0073.7%ETF
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$4,181,152$124,377 3.1%74,7972.3%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$4,133,290$120,032 -2.8%7,9202.3%ETF
iShares Micro-Cap ETF stock logo
IWC
iShares Micro-Cap ETF
$3,829,588$25,063 0.7%34,3802.1%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$3,620,293$25,504 0.7%14,1952.0%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,902,6020.0%34,4851.6%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$2,394,055$28,449 -1.2%16,4101.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$2,327,283$20,910 -0.9%11,1301.3%ETF
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$2,228,085$186,518 -7.7%16,4971.2%ETF
iShares S&P 100 ETF stock logo
OEF
iShares S&P 100 ETF
$2,137,213$37,708 -1.7%7,9351.2%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$2,003,947$91,296 -4.4%6,5851.1%ETF
iShares U.S. Healthcare ETF stock logo
IYH
iShares U.S. Healthcare ETF
$1,816,563$52,317 3.0%31,2501.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,702,381$240,198 -12.4%37,7050.9%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$1,665,462$31,164 -1.8%9,0850.9%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,620,922$28,404 -1.7%17,1200.9%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$1,375,6930.0%11,3750.8%ETF
iShares S&P Mid-Cap 400 Growth ETF stock logo
IJK
iShares S&P Mid-Cap 400 Growth ETF
$1,247,4700.0%15,0370.7%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,111,809$50,042 -4.3%20,5510.6%ETF
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$1,073,288$323,527 -23.2%11,4950.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,020,325$5,123 -0.5%12,9450.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$1,008,9670.0%1,8200.6%Finance
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$890,3050.0%7,7600.5%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$870,5080.0%7,6100.5%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$848,561$217,798 -20.4%17,4350.5%ETF
iShares Latin America 40 ETF stock logo
ILF
iShares Latin America 40 ETF
$830,7350.0%33,0970.5%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$815,526$258,848 -24.1%7,3850.5%ETF
iShares Europe ETF stock logo
IEV
iShares Europe ETF
$737,836$13,574 -1.8%12,2300.4%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$737,257$8,523 1.2%6,0550.4%ETF
iShares Core International Aggregate Bond ETF stock logo
IAGG
iShares Core International Aggregate Bond ETF
$589,874$5,072 0.9%11,6300.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$565,918$22,300 4.1%5,7100.3%Finance
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$563,043$182,510 48.0%3,0850.3%ETF
iShares MSCI All Country Asia ex Japan ETF stock logo
AAXJ
iShares MSCI All Country Asia ex Japan ETF
$557,410$76,378 15.9%7,5900.3%ETF
iShares ESG MSCI KLD 400 ETF stock logo
DSI
iShares ESG MSCI KLD 400 ETF
$538,0460.0%5,2900.3%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$516,172$34,820 -6.3%3,7060.3%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$493,523$8,318 1.7%5,3400.3%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$469,914$16,134 -3.3%4,6600.3%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$465,946$9,101 2.0%3,8400.3%ETF
iShares China Large-Cap ETF stock logo
FXI
iShares China Large-Cap ETF
$446,1600.0%13,2000.2%ETF
iShares MSCI USA Equal Weighted ETF stock logo
EUSA
iShares MSCI USA Equal Weighted ETF
$440,256$440,256 New Holding4,8000.2%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$438,103$5,530 -1.2%3,5650.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$420,4970.0%7550.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$374,7800.0%2,0000.2%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$368,2430.0%4160.2%Medical
iShares India 50 ETF stock logo
INDY
iShares India 50 ETF
$367,6970.0%6,9600.2%Manufacturing
iShares ESG Aware U.S. Aggregate Bond ETF stock logo
EAGG
iShares ESG Aware U.S. Aggregate Bond ETF
$351,3520.0%7,4000.2%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$345,5740.0%2,8600.2%Manufacturing
WisdomTree Europe Hedged Equity Fund stock logo
HEDJ
WisdomTree Europe Hedged Equity Fund
$309,2600.0%6,5800.2%Finance
iShares Core U.S. REIT ETF stock logo
USRT
iShares Core U.S. REIT ETF
$265,9110.0%4,7800.1%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$261,066$99,612 -27.6%3,1450.1%Manufacturing
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$254,0130.0%2,6260.1%Transportation
iShares ESG Aware USD Corporate Bond ETF stock logo
SUSC
iShares ESG Aware USD Corporate Bond ETF
$249,6590.0%10,8500.1%Manufacturing
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$206,1310.0%1,9000.1%Finance
Garmin Ltd. stock logo
GRMN
Garmin
$193,6910.0%9490.1%Computer and Technology
iShares MSCI United Kingdom ETF stock logo
EWU
iShares MSCI United Kingdom ETF
$193,284$44,678 -18.8%5,0400.1%ETF
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$188,2000.0%5,0000.1%ETF
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$180,0500.0%2,5000.1%ETF
Credo Technology Group Holding Ltd stock logo
CRDO
Credo Technology Group
$171,112$59,630 53.5%3,9600.1%Computer and Technology
iShares ESG Aware MSCI EAFE ETF stock logo
ESGD
iShares ESG Aware MSCI EAFE ETF
$155,3300.0%1,8300.1%Manufacturing
iShares ESG Aware 1-5 Year USD Corporate Bond ETF stock logo
SUSB
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
$154,1190.0%6,1500.1%Manufacturing
iShares J.P. Morgan USD Emerging Markets Bond ETF stock logo
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
$154,020$45,300 -22.7%1,7000.1%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$153,0930.0%1,1800.1%Manufacturing
Laird Superfood, Inc. stock logo
LSF
Laird Superfood
$145,2500.0%25,0000.1%Consumer Staples
Comcast Co. stock logo
CMCSA
Comcast
$139,7310.0%4,1170.1%Consumer Discretionary
Invesco KBW Bank ETF stock logo
KBWB
Invesco KBW Bank ETF
$136,7100.0%2,2500.1%Manufacturing
iShares U.S. Regional Banks ETF stock logo
IAT
iShares U.S. Regional Banks ETF
$132,5100.0%3,0000.1%ETF
iShares Core Total USD Bond Market ETF stock logo
IUSB
iShares Core Total USD Bond Market ETF
$124,4970.0%2,7000.1%Manufacturing
McDonald's Co. stock logo
MCD
McDonald's
$113,5350.0%3610.1%Retail/Wholesale
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$111,9260.0%1940.1%Business Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$110,4270.0%4050.1%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$103,516$330,455 -76.1%5200.1%Finance
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$102,921$337,425 -76.6%7900.1%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$100,7160.0%1,0500.1%ETF
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$94,0970.0%7300.1%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$93,8080.0%1,0400.1%ETF
iShares MSCI Brazil ETF stock logo
EWZ
iShares MSCI Brazil ETF
$88,0990.0%3,2200.0%ETF
Starbucks Co. stock logo
SBUX
Starbucks
$85,5290.0%1,0080.0%Retail/Wholesale
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$84,7730.0%2,4200.0%Manufacturing
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$84,2060.0%6750.0%Finance
iShares MSCI Taiwan ETF stock logo
EWT
iShares MSCI Taiwan ETF
$82,2770.0%1,7450.0%ETF
iShares Asia 50 ETF stock logo
AIA
iShares Asia 50 ETF
$81,467$20,889 34.5%1,1700.0%ETF
Formula One Group stock logo
FWONK
Formula One Group
$80,6200.0%9030.0%Consumer Discretionary
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$76,772$220,161 -74.1%9450.0%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$62,8130.0%1,0050.0%ETF
Walmart Inc. stock logo
WMT
Walmart
$58,4880.0%6090.0%Retail/Wholesale
iShares Core S&P U.S. Value ETF stock logo
IUSV
iShares Core S&P U.S. Value ETF
$56,8000.0%6400.0%Manufacturing
Oracle Co. stock logo
ORCL
Oracle
$56,3160.0%4000.0%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$52,0550.0%1450.0%Retail/Wholesale
Ford Motor stock logo
F
Ford Motor
$47,9590.0%4,7250.0%Auto/Tires/Trucks
Tesla, Inc. stock logo
TSLA
Tesla
$43,8050.0%1500.0%Auto/Tires/Trucks
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$42,8320.0%8000.0%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$42,7680.0%1,6680.0%ETF

Showing largest 100 holdings. View all holdings.
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