Finley Financial, LLC Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$198.9B
Holdings
122
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (122 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | SCHMSCHWAB STRATEGIC TR US MID-CAP ETF | 1,668 | $46.8M | 0.02% | |
| 102 | FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S A | 451 | $42.8M | 0.02% | |
| 103 | LRCXLAM RESEARCH CORP COM NEW | 400 | $38.9M | 0.02% | |
| 104 | IYJISHARES TR US INDUSTRIALS | 255 | $36.3M | 0.02% | |
| 105 | XTISHARES TR EXPONENTIAL TECH | 500 | $32.6M | 0.02% | |
| 106 | INTCINTEL CORP COM USD0.001 | 1,284 | $28.8M | 0.01% | |
| 107 | FBTCFIDELITY WISE ORIGIN BITCOIN FUND | 235 | $22.1M | 0.01% | |
| 108 | MCXMCCORMICK &COMPANY INC COM NPV | 224 | $17.0M | 0.01% | |
| 109 | JNJJOHNSON &JOHNSON COM | 104 | $15.9M | 0.01% | |
| 110 | TOSTTOAST INC CL A | 213 | $9.4M | 0.00% | |
| 111 | NUNU HOLDINGS LTD USD0.000006666666 CLASS A | 570 | $7.8M | 0.00% | |
| 112 | USBUS BANCORP | 132 | $6.0M | 0.00% | |
| 113 | MUMICRON TECHNOLOGY INC | 46 | $5.7M | 0.00% | |
| 114 | FWONALIBERTY MEDIA CORP DEL COM LBTY LIV S C | 65 | $5.3M | 0.00% | |
| 115 | GAPGAP INC COM | 208 | $4.5M | 0.00% | |
| 116 | CCLCARNIVAL CORP COM USD0.01 | 100 | $2.8M | 0.00% | |
| 117 | FWONALIBERTY MEDIA CORP DEL COM LBTY LIV S A | 32 | $2.5M | 0.00% | |
| 118 | MRKMERCK &CO. INC COM | 21 | $1.7M | 0.00% | |
| 119 | SCHDSCHWAB US DIVIDEND EQUITY ETF | 45 | $1.2M | 0.00% | |
| 120 | BATRAATLANTA BRAVES HLDGS INC COM SER C | 18 | $842K | 0.00% | |
| 121 | BMYBRISTOL-MYERS SQUIBB CO COM | 18 | $833K | 0.00% | |
| 122 | MLKNMILLERKNOLL INC COMMON STOCK | 11 | $214K | 0.00% |
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