Portfolio (Quarterly)
Guide ↗
Finley Financial, LLC
· CIK 0002047823| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | RSPT | INVESCO EXCHANGE TRADED FD TR S&P500 EQL TEC | — | 1,600.0 | $103K | 0.04% | NEW | — | $64.50 | -0.5% |
| 2 | ICLN | ISHARES TR GL CLEAN ENE ETF | — | 5,000.0 | $102K | 0.04% | NEW | — | $20.49 | -13.3% |
| 3 | FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | Financial Services | 235.0 | $12K | 0.01% | NEW | — | $51.05 | +36.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
89.9%
Consumer Cyclical
3.5%
Technology
3.5%
Consumer Defensive
1.4%
Industrials
1.2%
Communication Services
0.4%
Healthcare
0.1%