Finley Financial, LLC Portfolio Holdings
Q3 2025•121 long positions•$216.1M portfolio value
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Holding122 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $27.4M 12.69% | +$731.0K Bought | — 72.4K shares | 70.4K → 72.4K +$731.0K | +2.74% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $21.4M 9.91% | +$272.0K Bought | — 88.5K shares | 87.4K → 88.5K +$272.0K | +1.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $16.3M 7.54% | +$738.3K Bought | — 197.4K shares | 188.4K → 197.4K +$738.3K | +4.74% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $15.1M 6.97% | — | — 25.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.4M 6.64% | -$82.0K Sold | — 30.6K shares | 30.8K → 30.6K −$82.0K | -0.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $12.4M 5.74% | +$2.7M Bought | — 190.1K shares | 149.3K → 190.1K +$2.7M | +27.29% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.9M 5.51% | +$334.9K Bought | — 60.8K shares | 59.1K → 60.8K +$334.9K | +2.89% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $11.3M 5.25% | +$672.7K Bought | — 212.3K shares | 199.7K → 212.3K +$672.7K | +6.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.9M 4.11% | -$431.2K Sold | — 70.2K shares | 73.6K → 70.2K −$431.2K | -4.62% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.3M 3.39% | -$71.3K Sold | — 36.0K shares | 36.3K → 36.0K −$71.3K | -0.96% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.9M 2.29% | -$29.1K Sold | — 33.1K shares | 33.3K → 33.1K −$29.1K | -0.58% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.9M 2.27% | +$111.2K Bought | — 79.3K shares | 77.6K → 79.3K +$111.2K | +2.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.5M 2.1% | — | — 14.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.3M 1.53% | +$17.4K Bought | — 34.2K shares | 34.0K → 34.2K +$17.4K | +0.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 1.45% | — | — 11.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 1.31% | -$8.8K Sold | — 16.1K shares | 16.1K → 16.1K −$8.8K | -0.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.6M 1.22% | — | — 16.2K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.3M 1.08% | -$73.1K Sold | — 6.4K shares | 6.6K → 6.4K −$73.1K | -3.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.02% | — | — 6.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.01% | -$2.5M Sold | — 3.6K shares | 7.8K → 3.6K −$2.5M | -53.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.917% | -$84.5K Sold | — 16.4K shares | 17.1K → 16.4K −$84.5K | -4.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.9M 0.868% | — | — 9.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.7M 0.767% | — | — 11.4K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.667% | — | — 15.0K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.4M 0.627% | +$329.6 Bought | — 20.6K shares | 20.6K → 20.6K +$329.6 | +0.02% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.568% | -$613.3K Sold | — 22.6K shares | 34.0K → 22.6K −$613.3K | -33.33% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.522% | -$17.5K Sold | — 12.9K shares | 13.1K → 12.9K −$17.5K | -1.52% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.1M 0.488% | -$12.1K Sold | — 10.9K shares | 11.0K → 10.9K −$12.1K | -1.14% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.478% | — | — 7.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.466% | — | — 7.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $893.2K 0.413% | +$70.2K Bought | — 8.9K shares | 8.2K → 8.9K +$70.2K | +8.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $856.8K 0.396% | — | — 6.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $836.4K 0.387% | — | — 3.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $805.8K 0.373% | +$35.9K Bought | — 15.7K shares | 15.0K → 15.7K +$35.9K | +4.66% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $800.8K 0.371% | -$6.5K Sold | — 12.2K shares | 12.3K → 12.2K −$6.5K | -0.81% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $779.7K 0.361% | -$126.0K Sold | — 27.0K shares | 31.3K → 27.0K −$126.0K | -13.91% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $738.6K 0.342% | -$11.0K Sold | — 6.7K shares | 6.8K → 6.7K −$11.0K | -1.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $734.0K 0.34% | -$55.8K Sold | — 12.5K shares | 13.5K → 12.5K −$55.8K | -7.06% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $686.4K 0.318% | -$5.9K Sold | — 7.5K shares | 7.6K → 7.5K −$5.9K | -0.86% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $666.3K 0.308% | — | — 5.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $644.6K 0.298% | -$294.7K Sold | — 12.0K shares | 17.4K → 12.0K −$294.7K | -31.37% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $635.3K 0.294% | +$3.9K Bought | — 6.3K shares | 6.3K → 6.3K +$3.9K | +0.62% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $623.3K 0.288% | +$45.3K Bought | — 15.2K shares | 14.1K → 15.2K +$45.3K | +7.83% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $617.8K 0.286% | — | — 6.0K shares | — | — | — — | Q1 2025 Held for 8 months | |
ETF ETF | $590.6K 0.273% | — | — 5.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $588.2K 0.272% | -$624.2K Sold | — 883.0 shares | 1.8K → 883.0 −$624.2K | -51.48% | — — | Q4 2024 Held for 11 months | |
Communication Equipment Technology | $576.6K 0.267% | — | 0.002% 4.0K shares | — | — | $25.2B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $553.7K 0.256% | — | — 4.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $546.9K 0.253% | — | — 3.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $505.3K 0.234% | — | — 755.0 shares | — | — | — — | Q4 2024 Held for 11 months |
