The Analysis of Finley Financial, LLC's Holdings
Currently, Finley Financial, LLC holds 122 types of securities in its portfolio with a total value $216.2M. In the most recent quarter, they have increased their positions in IJH (+40.8K shares, valued at $2.7M), IXUS (+8.9K shares, valued at $738.3K), IWV (+1.9K shares, valued at $731.0K); decreased their positions in MDY (-4.2K shares, valued at $2.5M), SPY (-937 shares, valued at $624.2K), VWO (-11.3K shares, valued at $613.3K); initiated new positions in BIRD (+5.0K shares, valued at $28.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWV ISHARES RUSSELL 3000 ETF72.4K shares2.74%2025-09-302025-10-23
IWM ISHARES RUSSELL 2000 ETF88.5K shares1.29%2025-09-302025-10-23 IXUS ISHARES TR CORE MSCI TOTAL197.4K shares4.74%2025-09-302025-10-23 QQQ INVESCO QQQ TR UNIT SER 125.1K shares0.00%2025-09-302025-10-23 IWF ISHARES TR RUS 1000 GRW ETF30.6K shares-0.57%2025-09-302025-10-23 IJH ISHARES CORE S&P MID-CAP ETF190.1K shares27.29%2025-09-302025-10-23 IYW ISHARES US TECHNOLOGY ETF60.8K shares2.89%2025-09-302025-10-23 EEM ISHARES TRUST MSCI EMG MKTS ETF USD DIS212.3K shares6.31%2025-09-302025-10-23 IYF ISHARES US FINANCIALS ETF70.2K shares-4.62%2025-09-302025-10-23 IWD ISHARES RUSSELL 1000 VALUE ETF36.0K shares-0.96%2025-09-302025-10-23 IWC ISHARES TR MICRO-CAP ETF33.1K shares-0.58%2025-09-302025-10-23 EZU ISHARES MSCI EUROZONE ETF79.3K shares2.31%2025-09-302025-10-23 IWO ISHARES TR RUS 2000 GRW ETF14.2K shares0.00%2025-09-302025-10-23 IWR ISHARES TR RUS MID CAP ETF34.2K shares0.53%2025-09-302025-10-23 XLK SELECT SECTOR SPDR TRUST TECHNOLOGY SELECT SECTOR USD DIS11.1K shares0.00%2025-09-302025-10-23 IWN ISHARES RUSSELL 2000 VALUE ETF16.1K shares-0.31%2025-09-302025-10-23 IYY ISHARES DOW JONES US ETF16.2K shares0.00%2025-09-302025-10-23 IWB ISHARES RUSSELL 1000 INDEX FUND6.4K shares-3.04%2025-09-302025-10-23 OEF ISHARES S&P 100 ETF6.6K shares0.00%2025-09-302025-10-23 MDY SPDR S&P MIDCAP 400 ETF3.6K shares-53.33%2025-09-302025-10-23 IVW ISHARES S&P 500 GROWTH ETF16.4K shares-4.09%2025-09-302025-10-23 IVE ISHARES S&P 500 VALUE ETF9.1K shares0.00%2025-09-302025-10-23 ITOT ISHARES CORE S&P TOTAL US STOCK MARKET ETF11.4K shares0.00%2025-09-302025-10-23 IJK ISHARES S&P MID-CAP 400 GROWTH ETF15.0K shares0.00%2025-09-302025-10-23 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF20.6K shares0.02%2025-09-302025-10-23 VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMR MKT ETF22.6K shares-33.33%2025-09-302025-10-23 IEFA ISHARES TRUST CORE MSCI EAFE ETF12.9K shares-1.52%2025-09-302025-10-23 IYR ISHARES US REAL ESTATE ETF10.9K shares-1.14%2025-09-302025-10-23 SUSA ISHARES TR MSCI USA ESG SLC7.6K shares0.00%2025-09-302025-10-23 IJJ ISHARES S&P MID-CAP 400 VALUE ETF7.8K shares0.00%2025-09-302025-10-23 AGG ISHARES CORE US AGGREGATE BOND ETF8.9K shares8.53%2025-09-302025-10-23 IJT ISHARES TR S&P SMALL CAP 600 GROWTH ETF6.1K shares0.00%2025-09-302025-10-23 SOXX ISHARES TR ISHARES SEMICDTR3.1K shares0.00%2025-09-302025-10-23 IAGG ISHARES INTL AGGREGATE BOND15.7K shares4.66%2025-09-302025-10-23 IEV ISHARES EUROPE ETF12.2K shares-0.81%2025-09-302025-10-23 ILF ISHARES S & P LATIN AMERICA 40 INDEX FUND27.0K shares-13.91%2025-09-302025-10-23 SHV ISHARES TR SHORT TREAS BD6.7K shares-1.47%2025-09-302025-10-23 IYH ISHARES US HEALTHCARE ETF12.5K shares-7.06%2025-09-302025-10-23 AAXJ ISHARES TR MSCI AC ASIA ETF7.5K shares-0.86%2025-09-302025-10-23 DSI ISHARES TRUST5.3K shares0.00%2025-09-302025-10-23 XLF SELECT SECTOR SPDR TR FINANCIAL12.0K shares-31.37%2025-09-302025-10-23 SGOV ISHARES TR6.3K shares0.62%2025-09-302025-10-23 FXI ISHARES CHINA LARGE-CAP ETF15.2K shares7.83%2025-09-302025-10-23 EUSA ISHARES INC6.0K shares0.00%2025-09-302025-10-23 IJS ISHARES S&P SMALL-CAP 600 VALUE ETF5.3K shares0.00%2025-09-302025-10-23 SPY SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT883 shares-51.48%2025-09-302025-10-23 CRDO CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.000054.0K shares0.00%2025-09-302025-10-23 IJR ISHARES CORE S&P SMALL-CAP E4.7K shares0.00%2025-09-302025-10-23 IWP ISHARES TR RUS MD CP GR ETF3.8K shares0.00%2025-09-302025-10-23 IVV ISHARES CORE S&P 500 ETF755 shares0.00%2025-09-302025-10-23 IWS ISHARES RUSSELL MID-CAP VALUE ETF3.6K shares0.00%2025-09-302025-10-23 AMZN AMAZON.COM INC2.0K shares0.00%2025-09-302025-10-23 ESGU ISHARES TR ESG AWARE MSCI USA ETF2.9K shares0.00%2025-09-302025-10-23 XLV HEALTH CARE SELECT SECTOR SPDR FUND2.7K shares0.00%2025-09-302025-10-23 EAGG ISHARES TR ESG AWR US AGRGT7.4K shares0.00%2025-09-302025-10-23 INDY ISHARES TR INDIA 50 ETF7.0K shares0.00%2025-09-302025-10-23 HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND6.6K shares0.00%2025-09-302025-10-23 EMB ISHARES TR JP MOR EM MK ETF3.2K shares4.52%2025-09-302025-10-23 USRT ISHARES TR CRE U S REIT ETF4.8K shares0.00%2025-09-302025-10-23 SHY ISHARES TRUST 1-3 YEAR TREASURY BOND ETF3.1K shares0.00%2025-09-302025-10-23 SUSC ISHARES TR ESG AWRE USD ETF10.8K shares0.00%2025-09-302025-10-23 LLY ELI LILLY &CO COM316 shares-24.04%2025-09-302025-10-23 GRMN GARMIN LTD COM CHF10.00949 shares0.00%2025-09-302025-10-23 ESML ISHARES TR ESG AWARE MSCI USA-SMALL CAP ETF5.0K shares0.00%2025-09-302025-10-23 EWJ ISHARES INC MSCI JPN ETF NEW2.8K shares1.09%2025-09-302025-10-23 UPS UNITED PARCEL SERVICE INC CL B2.6K shares0.00%2025-09-302025-10-23 LQD ISHARES IBOXX $ INV GRADE CORPORATE BOND ETF1.9K shares0.00%2025-09-302025-10-23 EWU ISHARES TR MSCI UK ETF NEW5.0K shares0.00%2025-09-302025-10-23 IUSG ISHARES CORE S&P US GROWTH ETF1.2K shares0.00%2025-09-302025-10-23 KBWB INVESCO EXCH TRADED FD TR II KBW BK ETF2.3K shares0.00%2025-09-302025-10-23 ESGD ISHARES TR ESG AW MSCI EAFE1.8K shares0.00%2025-09-302025-10-23 IAT ISHARES TR US REGNL BKS ETF3.0K shares0.00%2025-09-302025-10-23 SUSB ISHARES TR ESG AWRE 1 5 YR6.2K shares0.00%2025-09-302025-10-23 LSF LAIRD SUPERFOOD INC COM STK25.0K shares0.00%2025-09-302025-10-23 SPOT SPOTIFY TECHNOLOGY S.A. COM EUR0.000625194 shares0.00%2025-09-302025-10-23 INDA ISHARES TRUST ISHARES MSCI INDIA ETF USD2.6K shares85.71%2025-09-302025-10-23 VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF405 shares0.00%2025-09-302025-10-23 IUSB ISHARES TR CORE TOTAL USD2.7K shares0.00%2025-09-302025-10-23 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND520 shares0.00%2025-09-302025-10-23 XLI SELECT SECTOR SPDR TR INDL790 shares0.00%2025-09-302025-10-23 ORCL ORACLE CORP400 shares0.00%2025-09-302025-10-23 EWT ISHARES MSCI TAIWAN ETF1.7K shares0.00%2025-09-302025-10-23 AIA ISHARES TR ASIA 50 ETF1.2K shares0.00%2025-09-302025-10-23 MCD MCDONALD S CORP361 shares0.00%2025-09-302025-10-23 ESGE ISHARES INC ESG AWR MSCI EM2.4K shares0.00%2025-09-302025-10-23 DVY ISHARES SELECT DIVIDEND ETF730 shares0.00%2025-09-302025-10-23 IEF ISHARES TR 7-10 YR TRSY BD1.1K shares0.00%2025-09-302025-10-23 EWZ ISHARES MSCI BRAZIL ETF3.2K shares0.00%2025-09-302025-10-23 IBB ISHARES TR ISHARES BIOTECH675 shares0.00%2025-09-302025-10-23 FWONK LIBERTY MEDIA CORP DEL COM LBTY ONE S C903 shares0.00%2025-09-302025-10-23 TLT ISHARES TR 20 YR TR BD ETF1.0K shares0.00%2025-09-302025-10-23 SBUX STARBUCKS CORP COM USD0.0011.0K shares0.00%2025-09-302025-10-23 XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND945 shares0.00%2025-09-302025-10-23 IEUR ISHARES CORE MSCI EUROPE ETF1.0K shares0.50%2025-09-302025-10-23 IUSV ISHARES CORE S&P US VALUE ETF640 shares0.00%2025-09-302025-10-23 WMT WALMART INC COM609 shares0.00%2025-09-302025-10-23 CMCSA COMCAST CORP1.9K shares0.00%2025-09-302025-10-23 HD HOME DEPOT INC145 shares0.00%2025-09-302025-10-23 F FORD MTR CO DEL COM4.7K shares0.00%2025-09-302025-10-23 LRCX LAM RESEARCH CORP COM NEW400 shares0.00%2025-09-302025-10-23 SCHM SCHWAB STRATEGIC TR US MID-CAP ETF1.7K shares0.00%2025-09-302025-10-23 INTC INTEL CORP COM USD0.0011.3K shares0.00%2025-09-302025-10-23 FWONA LIBERTY MEDIA CORP DEL COM LBTY ONE S A451 shares0.00%2025-09-302025-10-23 IYJ ISHARES TR US INDUSTRIALS255 shares0.00%2025-09-302025-10-23 XT ISHARES TR EXPONENTIAL TECH500 shares0.00%2025-09-302025-10-23 BIRD ALLBIRDS INC5.0K sharesnew addition2025-09-302025-10-23 FBTC FIDELITY WISE ORIGIN BITCOIN FUND235 shares0.00%2025-09-302025-10-23 JNJ JOHNSON &JOHNSON COM104 shares0.00%2025-09-302025-10-23 MKC MCCORMICK &COMPANY INC COM NPV224 shares0.00%2025-09-302025-10-23 NU NU HOLDINGS LTD USD0.000006666666 CLASS A570 shares0.00%2025-09-302025-10-23 TOST TOAST INC CL A213 shares0.00%2025-09-302025-10-23 MU MICRON TECHNOLOGY INC46 shares0.00%2025-09-302025-10-23 USB US BANCORP132 shares0.00%2025-09-302025-10-23 LLYVK LIBERTY MEDIA CORP DEL COM LBTY LIV S C65 shares0.00%2025-09-302025-10-23 GAP GAP INC COM208 shares0.00%2025-09-302025-10-23 LLYVA LIBERTY MEDIA CORP DEL COM LBTY LIV S A32 shares0.00%2025-09-302025-10-23 CCL CARNIVAL CORP COM USD0.01100 shares0.00%2025-09-302025-10-23 MRK MERCK &CO. INC COM21 shares0.00%2025-09-302025-10-23 SCHD SCHWAB US DIVIDEND EQUITY ETF45 shares0.00%2025-09-302025-10-23 BMY BRISTOL-MYERS SQUIBB CO COM18 shares0.00%2025-09-302025-10-23 BATRK ATLANTA BRAVES HLDGS INC COM SER C18 shares0.00%2025-09-302025-10-23 MLKN MILLERKNOLL INC COMMON STOCK11 shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available