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Home > Institutional Investor > Finley Financial, Llc > 13F Holdings

Instuitional Investor - Finley Financial, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 72,370 $27,423,964 12.69%
2.
Ishares Trust
 IEF 88,532 $21,421,203 9.91%
3.
Ishares Trust
 VLUE 197,377 $16,299,393 7.54%
4.
Invesco Qqq Tr Unit Ser 1
 25,111 $15,075,891 6.97%
5.
Ishares Trust
 IEF 30,640 $14,352,082 6.64%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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