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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 Q1 2025 · Filed May 13, 2025 · Accession 0001965267-25-000002

Total Value
$249.5M
Positions
66
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (66)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARESTR464287226250,459$24.8M9.93%
2ISHARESTR46428720036,008$20.3M8.14%
3ISHARESTR464287507240,220$14.1M5.65%
4ISHARESTR464288661104,497$12.3M4.94%
5ISHARESTR464289511194,399$9.8M3.91%
6FiservCorpFISV35,233$7.8M3.13%
7ISHARESTR46428745791,233$7.5M3.02%
8AppleComputerIncAAPL31,977$7.1M2.86%
9MicrosoftCorp.MSFT16,632$6.4M2.55%
10NvidiaCorpNVDA56,452$6.2M2.49%
11AmazonComIncAMZN26,569$5.1M2.05%
12CostcoCompaniesInc22160K1055,212$5.0M1.99%
13Lowes54866110720,905$4.9M1.96%
14CumminsIncCMI15,433$4.9M1.95%
15ISHARES TR46428743253,172$4.9M1.95%
16UnionPacificCorpUNP19,900$4.7M1.89%
17ISHARESTR46428766350,173$4.6M1.85%
18VANGUARDWORLDFDS92204A7028,436$4.6M1.85%
19FIDELITYCOVINGTONTRUST316092402175,572$4.5M1.81%
20FIDELITYCOVINGTONTRUST31609260065,127$4.4M1.75%
21AccentureLTDACN13,458$4.2M1.69%
22DetroitEdisonDTK30,161$4.2M1.67%
23ISHARES INC46434G76473,162$4.1M1.62%
24ISHARESTR46428787940,958$4.0M1.60%
25AlphabetIncClassCGOOG25,060$4.0M1.60%
26BroadcomIncAVGO23,099$3.9M1.56%
27ISHARESTR46432F84250,013$3.8M1.52%
28Johnson&JohnsonJNJ21,528$3.3M1.32%
29ISHARESTR46428780429,063$3.0M1.22%
30MASTERCARD INCORPORATEDMA5,177$2.8M1.14%
31ISHARESTR46435U54953,379$2.5M1.01%
32FIDELITYCOVINGTONTRUST31609280815,409$2.5M1.00%
33ISHARESTR46428857023,622$2.4M0.97%
34MckessonCorp.MCK3,411$2.3M0.92%
35FIDELITY MERRIMACK STR TR31618830946,676$2.1M0.86%
36Bristol-MyersSquibbCoCELG-RI35,252$2.1M0.84%
37AmeripriseFinancialInc03076C1064,288$2.1M0.84%
38AlphabetIncClassAGOOG13,293$2.1M0.84%
39JPMorganChase&CoVYLD8,539$2.1M0.83%
40VERTIV HOLDINGS COVRT23,834$1.8M0.72%
41VANGUARDBDINDEXFDS92193783524,415$1.8M0.72%
42SCHWABSTRATEGICTR80852483973,882$1.7M0.69%
43MetaPlatformsIncClassAMETA2,809$1.6M0.66%
44AbbottLaboratoriesABLZF10,749$1.4M0.57%
45KLA CorpKLAC1,988$1.4M0.54%
46Merck&Co.Inc.MRK14,876$1.3M0.52%
47MetlifeIncMET-PF15,875$1.3M0.52%
48ChevrontexacoCorpCVX7,120$1.2M0.48%
49Unilever PLCUNLYF20,076$1.2M0.48%
50SCHWABSTRATEGICTR80852410255,291$1.2M0.48%
51VANGUARDWORLDFDS9229087694,192$1.2M0.46%
52ConocophillipsCOP10,935$1.2M0.46%
53ABBVIE INCABBV5,514$1.1M0.46%
54CFIndustriesHoldings,Inc12526910013,275$1.1M0.42%
55VerizonCommunicationsVZ21,303$966,7300.39%
56SCHWABSTRATEGICTR80852460738,375$901,0450.36%
57PROCTER AND GAMBLE CO7427181095,000$852,8000.34%
58TargetCorporationTGT7,681$802,1270.32%
59ISHARESTR46436E55119,747$775,2670.31%
60ISHARESTR4642884147,221$761,8880.31%
61SCHWABSTRATEGICTR80852450826,632$700,6880.28%
62SELECTSECTORSPDRTR81369Y2093,476$498,2500.20%
63ISHARESTR46429B6633,651$439,9820.18%
64FIDELITYCOVINGTONTRUST3160922044,743$405,1940.16%
65ISHARES TR46436E5449,520$358,5710.14%
66SCHWABSTRATEGICTR80852420110,497$232,7180.09%