Eley Financial Management, Inc Purchases in Q3 2025

Eley Financial Management, Inc

  • $278 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
309
+ 0.8%
$620.67 - $670.08 $192K - $207K
38.9K $26.1B
AAPL
Apple Inc.

Technology
73
+ 0.23%
$202.38 - $256.87 $14.8K - $18.8K
32K $8.16B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.56K
+ 0.64%
$62.09 - $66.51 $96.6K - $103K
243K $15.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
5K
+ 2.01%
$97.75 - $100.75 $489K - $504K
254K $25.4B
JNJ
Johnson & Johnson

Healthcare
112
+ 0.51%
$155.17 - $185.42 $17.4K - $20.8K
22.1K $4.1B
LOW
Lowes Companies Inc

Consumer Cyclical
124
+ 0.59%
$215.01 - $273.02 $26.7K - $33.9K
21.2K $5.34B
IGLB
Ishares 10+ Year Investment Gr

ETFs
5.46K
+ 2.8%
$48.96 - $52.08 $267K - $284K
200K $10.3B
IJS
Ishares S&P Smallcap 600 Value

ETFs
603
+ 1.48%
$98.99 - $112.2 $59.7K - $67.7K
41.4K $4.58B
VRT
Vertiv Holdings CO

Industrials
15
+ 0.07%
N/A
21K $3.16B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.58K
+ 5.04%
$82.38 - $83.0 $377K - $380K
95.4K $7.91B
FENY
Fidelity Covington Tr Msci Ene

ETFs
2.87K
+ 1.64%
$23.27 - $25.46 $66.7K - $72.9K
177K $4.39B
DSI
Ishares Msci Kld 400 Social Et

ETFs
496
+ 2.2%
$115.96 - $125.95 $57.5K - $62.5K
23.1K $2.91B
IEFA
Ishares Tr

ETFs
249
+ 0.49%
$81.7 - $87.53 $20.3K - $21.8K
51.6K $4.5B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
4.8K
New
$39.06 - $43.42 $187K - $208K
4.8K $208M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.43K
New
$132.9 - $142.03 $190K - $203K
1.43K $202M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
1.01K
+ 1.0%
$117.65 - $120.08 $119K - $121K
102K $12.2B
UNP
Union Pacific Corp

Industrials
150
+ 0.75%
$214.91 - $237.16 $32.2K - $35.6K
20.2K $4.78B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
1.83K
+ 3.56%
$46.86 - $48.27 $85.5K - $88.1K
53K $2.55B
MRK
Merck & Co., Inc.

Healthcare
85
+ 0.55%
$77.6 - $87.37 $6.6K - $7.43K
15.4K $1.3B
MA
Mastercard Inc

Financial Services
57
+ 1.09%
$550.18 - $598.96 $31.4K - $34.1K
5.29K $3.01B
XJR
Ishares Tresg Screened S&P Sma

ETFs
765
+ 7.9%
$39.17 - $43.37 $30K - $33.2K
10.4K $445M
COP
Conocophillips

Energy
37
+ 0.33%
$91.0 - $98.99 $3.37K - $3.66K
11.3K $1.07B
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
40
+ 0.21%
$41.58 - $44.7 $1.66K - $1.79K
19.5K $857M
FDIS
Fidelity Covington Tr Msci Con

ETFs
20
+ 0.44%
$93.41 - $104.11 $1.87K - $2.08K
4.52K $465M
AMZN
Amazon Com Inc

Consumer Cyclical
167
+ 0.63%
$211.65 - $238.24 $35.3K - $39.8K
26.8K $5.88B
VZ
Verizon Communications Inc

Communication Services
197
+ 0.9%
$40.84 - $45.06 $8.05K - $8.88K
22K $968M
HDV
Ishares Core High Dividend ETF

ETFs
31
+ 0.88%
$118.16 - $123.66 $3.66K - $3.83K
3.54K $434M
BMY
Bristol Myers Squibb CO

Healthcare
587
+ 1.62%
$43.31 - $48.98 $25.4K - $28.8K
36.8K $1.66B
UL
Unilever PLC

Consumer Defensive
12
+ 0.06%
$58.43 - $65.01 $701 - $780
20.3K $1.21B
TGT
Target Corp

Consumer Defensive
40
+ 0.5%
$86.56 - $107.43 $3.46K - $4.3K
8.02K $720M
COST
Costco Wholesale Corp

Consumer Defensive
13
+ 0.25%
$915.95 - $994.57 $11.9K - $12.9K
5.27K $4.88B
ACN
Accenture PLC

Technology
111
+ 0.81%
$232.56 - $304.78 $25.8K - $33.8K
13.7K $3.39B
FISV
Fiserv Inc

Technology
618
+ 1.76%
N/A
35.8K $4.61B
Activity Summary
Buys All Purchases 34 New Holdings 2 Increased Positions 32 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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