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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Eley Financial Management, Inc

Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001965267-25-000001

Total Value
$256.7M
Positions
68
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (68)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARESTR464287226247,206$24.0M9.33%
2ISHARESTR46428720036,038$21.2M8.27%
3ISHARESTR464287507233,997$14.6M5.68%
4ISHARESTR464288661104,270$12.0M4.69%
5ISHARESTR464289511184,616$9.1M3.55%
6NvidiaCorpNVDA62,716$8.4M3.28%
7AppleComputerIncAAPL31,816$8.0M3.10%
8ISHARESTR46428745791,711$7.5M2.93%
9FiservCorpFISV35,828$7.4M2.87%
10MicrosoftCorp.MSFT16,506$7.0M2.71%
11AmazonComIncAMZN26,853$5.9M2.30%
12BroadcomIncAVGO23,431$5.4M2.12%
13CumminsIncCMI15,463$5.4M2.10%
14VANGUARDWORLDFDS92204A7028,638$5.4M2.09%
15Lowes54866110720,771$5.1M2.00%
16CostcoCompaniesInc22160K1055,301$4.9M1.89%
17AlphabetIncClassCGOOG24,591$4.7M1.82%
18ISHARES TR46428743253,603$4.7M1.82%
19ISHARESTR46428766350,167$4.6M1.81%
20UnionPacificCorpUNP19,246$4.4M1.71%
21FIDELITYCOVINGTONTRUST31609260065,288$4.3M1.66%
22FIDELITYCOVINGTONTRUST316092402175,408$4.2M1.63%
23ISHARESTR46428787937,328$4.1M1.58%
24ISHARES INC46434G76472,508$4.0M1.57%
25AccentureLTDACN10,873$3.8M1.49%
26DetroitEdisonDTK29,899$3.6M1.41%
27ISHARESTR46432F84249,424$3.5M1.35%
28ISHARESTR46428780428,876$3.3M1.30%
29Johnson&JohnsonJNJ21,452$3.1M1.21%
30FIDELITYCOVINGTONTRUST31609280816,182$3.0M1.17%
31MASTERCARD INCORPORATEDMA5,217$2.7M1.07%
32AlphabetIncClassAGOOG13,836$2.6M1.02%
33ISHARESTR46428857021,895$2.4M0.94%
34VERTIV HOLDINGS COVRT20,916$2.4M0.93%
35ISHARESTR46435U54950,842$2.4M0.92%
36AmeripriseFinancialInc03076C1064,323$2.3M0.90%
37FIDELITY MERRIMACK STR TR31618830948,177$2.2M0.84%
38JPMorganChase&CoVYLD8,616$2.1M0.80%
39Bristol-MyersSquibbCoCELG-RI34,531$2.0M0.76%
40MckessonCorp.MCK3,416$1.9M0.76%
41VANGUARDBDINDEXFDS92193783525,374$1.8M0.71%
42SCHWABSTRATEGICTR80852483973,525$1.7M0.65%
43MetaPlatformsIncClassAMETA2,832$1.7M0.65%
44Merck&Co.Inc.MRK14,775$1.5M0.57%
45MetlifeIncMET-PF15,794$1.3M0.50%
46SCHWABSTRATEGICTR80852410255,562$1.3M0.49%
47KLA CorpKLAC1,983$1.2M0.49%
48VANGUARDWORLDFDS9229087694,192$1.2M0.47%
49AbbottLaboratoriesABLZF10,721$1.2M0.47%
50Unilever PLCUNLYF19,930$1.1M0.44%
51CFIndustriesHoldings,Inc12526910013,200$1.1M0.44%
52ConocophillipsCOP10,925$1.1M0.42%
53ChevrontexacoCorpCVX7,166$1.0M0.40%
54TargetCorporationTGT7,555$1.0M0.40%
55SCHWABSTRATEGICTR80852460739,064$1.0M0.39%
56ABBVIE INCABBV5,472$972,3740.38%
57VerizonCommunicationsVZ21,212$848,2680.33%
58PROCTER AND GAMBLE CO7427181095,000$838,2500.33%
59ISHARESTR4642884147,597$809,4600.32%
60SCHWABSTRATEGICTR80852450826,475$733,6220.29%
61LyondellbasellIndustriesNVLYB9,718$721,7560.28%
62ISHARESTR46436E55117,180$718,7430.28%
63FIDELITYCOVINGTONTRUST3160922045,786$563,9040.22%
64SELECTSECTORSPDRTR81369Y2093,476$478,1930.19%
65ISHARESTR46429B6634,148$465,6540.18%
66ISHARES TR46436E5448,129$334,3610.13%
67FIRSTTREXCHANGE-TRADEDFD33733E5007,950$269,7440.11%
68SCHWABSTRATEGICTR80852420110,497$243,3200.09%