Finley-Financial
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "AAXJ", "FWONK", "MU", null, "BATRK", null, null, null, null, "LLYVA", null, "MLKN", "HD", "MCD", null, null, "IVW", "IJH", null, null, null, null, null, "LRCX", "FWONA", "IWS", null, null, null, "NU", "IJR", "IWD", "ORCL", null, "EEM", "IWF", null, null, "IEMG", "IJK", null, null, "IVV", null, "IYR", "SPY", "INTC", "MRK", null, null, "MKC", "IEFA", null, null, "SBUX", "UPS", "VWO", null, "IWV", null, "TOST", "IWO", "IWN", "IEF", null, null, null, null, "F", "IWP", "IWR", null, "LSF", null, "AMZN", null, "IVE", null, "ESGD", null, null, null, null, "USB", "WMT", null, "IUSG", "GRMN", "SCHD", "DVY", null, "LLYVK", "SPOT", null, "IXUS", null, null, "IUSV", null, "GAP", null, null, "ESGU", "BMY", "CCL", "CMCSA", "CRDO", "EWJ", "IJT", "IJJ", "IWB", "QQQ", "IWM", "MDY", "JNJ", "LLY", "TSLA", "XLK", "ITOT", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 121
- Total Value
- 179480728
- Accession Number
- 0002047823-25-000002
- Form Type
- 13F-HR
- Manager Name
- Finley-Financial
Data Enrichment
60% identified72 identified49 unidentified
Holdings
121 positions • $179.5M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
11 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $183 | 0.0% ($183/$179.5M) | YoY- |