FF
| |
Finley Financial, LLC13F | |
| Finley Financial, LLC | |
| Last update 2025-07-09 | 122 Stocks (1 new) |
| Value $199.00 Mil | Turnover 2 % |
Finley Financial, LLC Top Holdings of 2025-06-30
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWV | iShares Russell 3000 ETF | 70,441 | 24,724.6 | -0.40% | 12.430 | -0.05% | 0.160 | +18.40% | +8.13% | 16,216.7 | ||
IWM | iShares Russell 2000 ETF | 87,408 | 18,861.8 | -0.43% | 9.480 | -0.04% | 0.030 | +18.90% | +2.60% | 65,371.8 | ||
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 188,437 | 14,568.1 | +4.68% | 7.320 | +0.33% | 0.030 | +14.74% | +21.83% | 47,411.8 | ||
QQQ | INVESCO QQQ Trust | 25,111 | 13,852.2 | -0.40% | 6.960 | -0.03% | 0.000 | +23.67% | +10.12% | 358,018.8 | ||
IWF | iShares Russell 1000 Growth ETF | 30,815 | 13,083.4 | -4.55% | 6.580 | -0.30% | 0.010 | +24.41% | +8.40% | 113,427.9 | ||
IYW | iShares U.S. Technology ETF | 59,106 | 10,241.3 | +0.14% | 5.150 | +0.01% | 0.050 | +31.85% | +11.65% | 22,355.6 | ||
EEM | iShares MSCI Emerging Markets ETF | 199,733 | 9,635.1 | +2.08% | 4.840 | +0.10% | 0.050 | +16.96% | +20.34% | 18,954.7 | ||
IJH | iShares Core S&P Mid-Cap ETF | 149,329 | 9,261.4 | +5.34% | 4.660 | +0.24% | 0.010 | +15.79% | +3.70% | 98,464.1 | ||
IYF | iShares U.S. Financials ETF | 73,625 | 8,907.9 | -0.39% | 4.480 | -0.02% | 0.240 | +14.64% | +12.11% | 4,181.1 | ||
IWD | iShares Russell 1000 Value ETF | 36,331 | 7,056.6 | +0.90% | 3.550 | +0.03% | 0.010 | +11.80% | +8.25% | 62,890.2 |
Finley Financial, LLC's Historical Top Holdings Breakdowns
Finley Financial, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
IYH | iShares U.S. Healthcare ETF | 2025-06-30 | Reduce Reduce | -0.58% | 53.97 ($56.47) 60.89 | $57.01 | 0.95% | Reduce -56.96% | 13,450 | -17,800 | |
IXUS |
iShares Core MSCI Total International Stock ETF
iShares Core MSCI Total International Stock ETF
| 2025-06-30 | Add Add | +0.33% | 62.37 ($72.96) 77.63 | $79.35 | 8.76% | Add 4.68% | 188,437 | 8,431 | |
SGOV | iShares 0-3 Month Treasury Bond ETF | 2025-06-30 | New Buy New Buy | +0.32% | 100.35 ($100.53) 100.71 | $100.63 | 0.09% | New holding | 6,270 | 6,270 | |
IWF | iShares Russell 1000 Growth ETF | 2025-06-30 | Reduce Reduce | -0.30% | 320.42 ($382.13) 424.58 | $434.42 | 13.68% | Reduce -4.55% | 30,815 | -1,469 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-06-30 | Add Add | +0.24% | 51.16 ($58.7) 62.02 | $64.29 | 9.52% | Add 5.34% | 149,329 | 7,576 | |
OEF | iShares S&P 100 ETF | 2025-06-30 | Reduce Reduce | -0.20% | 240.38 ($278.51) 304.35 | $311.29 | 11.77% | Reduce -16.89% | 6,595 | -1,340 | |
AGG |
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
| 2025-06-30 | Add Add | +0.12% | 96.82 ($98) 99.46 | $98.34 | 0.35% | Add 43.78% | 8,210 | 2,500 | |
EEM | iShares MSCI Emerging Markets ETF | 2025-06-30 | Add Add | +0.10% | 38.52 ($44.95) 48.28 | $49.88 | 10.96% | Add 2.08% | 199,733 | 4,076 | |
IAGG |
iShares International Aggregate Bond Fund
iShares International Aggregate Bond Fund
| 2025-06-30 | Add Add | +0.09% | 49.99 ($50.66) 51.09 | $50.94 | 0.56% | Add 29.23% | 15,030 | 3,400 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-06-30 | Reduce Reduce | -0.09% | 39.89 ($46.36) 49.46 | $51.16 | 10.36% | Reduce -9.92% | 33,965 | -3,740 |
Finley Financial, LLC Total Holding History ($B)
Finley Financial, LLC's Asset Allocation
Finley Financial, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Finley Financial, LLC's Hypothetical Growth since 2025-06-30
Finley Financial, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Finley Financial, LLC's Holdings Heat Map
Size field:
Finley Financial, LLC's Holdings Bubble Chart
Finley Financial, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers