Jason D. Finley Portfolio
Invests via Finley Financial LLC | Managed by Jason D. Finley
Invests via Finley Financial LLC
Managed by Jason D. Finley
Automatically Tracked
Senior investor and operating executive focused on scaling growth-stage technology and healthcare companies, Jason D. Finley brings experience in structuring growth financings, strategic M&A and board-level value creation. He partners with founders and management teams to optimize go-to-market, unit economics and KPIs, and is active in sourcing growth equity and strategic minority investments. Known for combining operating rigor with capital-markets discipline to drive exit readiness and revenue expansion.
Senior investor and operating executive focused on scaling growth-stage technology and healthcare companies, Jason D. Finley brings experience in structuring growth financings, strategic M&A and board-level value creation. He partners with founders and management teams to optimize go-to-market, unit economics and KPIs, and is active in sourcing growth equity and strategic minority investments. Known for combining operating rigor with capital-markets discipline to drive exit readiness and revenue expansion.
Investment Philosophy & Strategy
Senior investor and operating executive focused on scaling growth-stage technology and healthcare companies, Jason D. Finley brings experience in structuring growth financings, strategic M&A and board-level value creation. He partners with founders and management teams to optimize go-to-market, unit economics and KPIs, and is active in sourcing growth equity and strategic minority investments. Known for combining operating rigor with capital-markets discipline to drive exit readiness and revenue expansion.
Senior investor and operating executive focused on scaling growth-stage technology and healthcare companies, Jason D. Finley brings experience in structuring growth financings, strategic M&A and board-level value creation. He partners with founders and management teams to optimize go-to-market, unit economics and KPIs, and is active in sourcing growth equity and strategic minority investments. Known for combining operating rigor with capital-markets discipline to drive exit readiness and revenue expansion.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
1.16%
Gain
Monthly
0.06%
Yearly
0.75%
Drawdown
24.23%
$241.56M
Equity
Holdings
$241.56M
Investment
$187.39M
$56.4M
Profit -$2.38M
Realized
$2.23M
Unrealized
$54.17M
Dividends
$4.3M
Goals
Avg. 43% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.38M
Win %
79%
This Week
Compared To Last Week
Gain
-2.69%
Profit
-$6.68M
Win %
79%
This Month
Compared to last month
Gain
-2.77%
Profit
-$6.88M
Win %
79%
This Year
Compared to last year
Gain
-2.87%
Profit
-$7.11M
Win %
81%
WMT Walmart Inc.
+1.99%
+$1,394 
JNJ Johnson & Johnson
+1.94%
+$504.4 
F Ford Motor Company
+1.45%
+$968.62 
XLP Consumer Staples Select Sector SPDR Fund
+1.42%
+$1,148.17 
INDY iShares India 50 ETF
+1.11%
+$4,222.75 
DVY iShares Select Dividend ETF
+1.04%
+$1,237.35 
HD The Home Depot, Inc.
+0.9%
+$453.85 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$2,565.42 
IYR iShares U.S. Real Estate ETF
+0.78%
+$8,043.75 
USRT iShares Core U.S. REIT ETF
+0.77%
+$2,533.4 
INDA ISHARES MSCI INDIA ETF
+0.71%
+$2,358.07 
IBB iShares Biotechnology ETF
+0.65%
+$833.62 
IYH iShares U.S. Healthcare ETF
+0.65%
+$3,531 
MKC McCormick & Company, Incorporated
+0.64%
+$76.16 
TLT iShares 20+ Year Treasury Bond ETF
+0.62%
+$541.22 
ORCL Oracle Corporation
+0.45%
+$224 
IUSV iShares Core S&P U.S. Value ETF
+0.35%
+$256 
IEF iShares 7-10 Year Treasury Bond ETF
+0.34%
+$330.75 
IYF iShares U.S. Financials ETF
+0.33%
+$17,266.95 
IVE ISHARES S&P 500 VALUE ETF
+0.29%
+$5,828.62 
IWS iShares Russell Mid-Cap Value ETF
+0.26%
+$1,550.78 
IWD iShares Russell 1000 Value ETF
+0.25%
+$21,007.98 
AGG iShares Core U.S. Aggregate Bond ETF
+0.23%
+$1,934.3 
IUSB iShares Core Universal USD Bond ETF
+0.22%
+$270 
IWN iShares Russell 2000 Value ETF
+0.21%
+$7,459.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.21%
+$437 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.21%
+$740 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.17%
+$434 
XLI Industrial Select Sector SPDR Fund
+0.15%
+$221.2 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$356.4 
MCD McDonald's Corporation
+0.11%
+$111.91 
EWU iShares MSCI United Kingdom ETF
+0.11%
+$252 
EUSA iShares MSCI USA Equal Weighted ETF
+0.1%
+$1,095.6 
IAGG iShares International Aggregate Bond Fund
+0.08%
+$578.4 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$99.78 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.06%
+$92.25 
UPS United Parcel Service, Inc.
+0.06%
+$183.82 
SHV iShares Short Treasury Bond ETF
+0.04%
+$141.75 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$543.48 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.01%
+$116.4 
RYT Invesco S&P 500 Equal Weight ETF
0%
$0 
SMIN iShares MSCI India Small-Cap ETF
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-6.12%
-$17,553.6 
CQQQ Invesco China Technology ETF
-5.57%
-$5,929.5 
EWT iShares MSCI Taiwan ETF
-4.14%
-$7,241.75 
LRCX Lam Research Corporation
-4.06%
-$5,208 
INTC Intel Corporation
-3.98%
-$4,956.24 
SOXX iShares Semiconductor ETF
-3.2%
-$55,695.54 
AIA iShares Asia 50 ETF
-2.78%
-$4,317.3 
BIRD Allbirds, Inc.
-2.63%
-$750 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-2.52%
-$20,706 
EEM iShares MSCI Emerging Markets ETF
-2.37%
-$341,886 
IEMG iShares Core MSCI Emerging Markets ETF
-2.3%
-$39,070.8 
EWJ iShares MSCI Japan ETF
-2.22%
-$8,425.2 
ESGE iShares ESG Aware MSCI EM ETF
-2.22%
-$2,758.8 
IYW iShares U.S. Technology ETF
-2.21%
-$324,882.94 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$82,876.8 
VWO Vanguard FTSE Emerging Markets ETF
-2.11%
-$28,079.8 
SPOT Spotify Technology S.A.
-2%
-$1,850.76 
IWF iShares Russell 1000 Growth ETF
-1.92%
-$276,058.4 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.84%
-$242.05 
QQQ Invesco QQQ Trust, Series 1
-1.81%
-$302,156.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.74%
-$38,441.4 
IUSG iShares Core S&P U.S. Growth ETF
-1.66%
-$3,640.3 
NU Nu Holdings Ltd.
-1.63%
-$173.47 
FXI iShares China Large-Cap ETF
-1.36%
-$9,155.6 
LSF Laird Superfood Inc.
-1.3%
-$3,000 
IXUS iShares Core International Stock ETF
-1.2%
-$257,856.96 
DSI iShares MSCI KLD 400 Social ETF
-1.09%
-$8,126.7 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.08%
-$945 
OEF iShares S&P 100 ETF
-1.04%
-$25,288.8 
IWP iShares Russell Mid-Cap Growth ETF
-0.99%
-$4,521 
IGV iShares Expanded Tech-Software Sector ETF
-0.92%
-$430 
ESGU iShares ESG Aware MSCI USA ETF
-0.85%
-$4,018.3 
XT iShares Future Exponential Technologies ETF
-0.85%
-$342.5 
ICLN iShares Global Clean Energy ETF
-0.84%
-$775 
TOST Toast Inc.
-0.84%
-$119.59 
IVV iShares Core S&P 500 ETF
-0.81%
-$2,951.99 
SUSA iShares MSCI USA ESG Select ETF
-0.81%
-$9,512.5 
AMZN Amazon.com Inc
-0.79%
-$3,950.02 
SPY SPDR S&P 500 ETF Trust
-0.79%
-$5,097.12 
IYY iShares Dow Jones U.S. ETF
-0.78%
-$20,114.4 
IWV ISHARES RUSSELL 3000 ETF
-0.77%
-$229,627.94 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$13,550.9 
IWB iShares Russell 1000 ETF
-0.77%
-$14,946.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$1,109.7 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.72%
-$2,697.8 
IEFA iShares Core MSCI EAFE ETF
-0.72%
-$8,977.5 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.68%
-$1,271.85 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.61%
-$10,375.53 
EZU iShares MSCI Eurozone ETF
-0.59%
-$33,024.8 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.57%
-$696.8 
KBWB Invesco KBW Bank ETF
-0.57%
-$1,260 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.54%
-$5,721.98 
IWO iShares Russell 2000 Growth ETF
-0.53%
-$27,245.55 
IWC iShares Micro-Cap ETF
-0.43%
-$26,379.4 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$2,330 
ILF iShares Latin America 40 ETF
-0.34%
-$3,184.01 
IEUR iShares Core MSCI Europe ETF
-0.31%
-$232.3 
IWM iShares Russell 2000 ETF
-0.3%
-$77,919.3 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.28%
-$775 
MDY SPDR S&P MidCap 400 ETF Trust
-0.27%
-$6,394 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$38,606.4 
IEV iShares Europe ETF
-0.21%
-$1,973.92 
EWZ iShares MSCI Brazil ETF
-0.21%
-$241.5 
IJS iShares S&P Small-Cap 600 Value ETF
-0.21%
-$1,548.6 
SCHM Schwab U.S. Mid-Cap ETF
-0.18%
-$108.42 
IAT iShares U.S. Regional Banks ETF
-0.15%
-$285 
SBUX Starbucks Corporation
-0.12%
-$131.04 
IWR iShares Russell Mid-Cap ETF
-0.08%
-$2,834.55 Events
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Dividends
Dividend Analysis
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| Trades 353 | Longs Won 272/353 77% | Profit Factor 92.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $668,905.18 |
| Average Win $209,626.72 | Best Trade (Jul 14) $6.04M | Sharpe Ratio -359.51 |
| Average Loss -$7,612.9 | Worst Trade (Jul 10) -$88,000 | Z-Score 13.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4d | Expectancy $159,778.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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Returns
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