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Size ($ in 1000's)
At 03/31/2025: $287,680
At 12/31/2024: $335,063Kelly Financial Services LLC AUM history
Kelly Financial Services LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kelly Financial Services LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2025, below is a summary of the Kelly Financial Services LLC top holdings by largest position size, as per the latest 13f filing made by Kelly Financial Services LLC.
In the Kelly Financial Services LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kelly Financial Services LLC in that top holding, then the share count change between reporting periods, and finally the Kelly Financial Services LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2024 to 03/31/2025 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
67,380 |
-1,647 |
$37,861 | | IVV | 67,380 | -1,647 | $37,861 | | ISHARES TR (QUAL) |
118,281 |
+6,913 |
$20,213 | | QUAL | 118,281 | +6,913 | $20,213 | | ISHARES TR (IVW) |
200,448 |
+6,943 |
$18,608 | | IVW | 200,448 | +6,943 | $18,608 | | BLACKROCK ETF TRUST (DYNF) |
358,201 |
+13,549 |
$17,466 | | DYNF | 358,201 | +13,549 | $17,466 | | ISHARES TR (EFV) |
235,192 |
-17,862 |
$13,862 | | EFV | 235,192 | -17,862 | $13,862 | | BLACKROCK ETF TRUST II (BINC) |
255,767 |
+17,309 |
$13,397 | | BINC | 255,767 | +17,309 | $13,397 | | ISHARES TR (IVE) |
69,510 |
+35,096 |
$13,247 | | IVE | 69,510 | +35,096 | $13,247 | | ISHARES TR (TLH) |
114,775 |
+103,733 |
$11,908 | | TLH | 114,775 | +103,733 | $11,908 | | ISHARES INC (EMXC) |
197,964 |
-11,660 |
$10,906 | | EMXC | 197,964 | -11,660 | $10,906 | | ISHARES TR (QLTA) |
215,045 |
+74,960 |
$10,221 | | QLTA | 215,045 | +74,960 | $10,221 | | ISHARES TR (MBB) |
96,858 |
-15,391 |
$9,083 | | MBB | 96,858 | -15,391 | $9,083 | | ISHARES TR (OEF) |
31,245 |
+16,366 |
$8,462 | | OEF | 31,245 | +16,366 | $8,462 | | ISHARES TR (IYW) |
54,407 |
+1,605 |
$7,641 | | IYW | 54,407 | +1,605 | $7,641 | | ISHARES GOLD TR (IAU) |
105,563 |
+60,342 |
$6,224 | | IAU | 105,563 | +60,342 | $6,224 | | SCHWAB STRATEGIC TR |
206,317 |
+42,249 |
$5,129 | | SCHR | 206,317 | +42,249 | $5,129 | | SHERWIN WILLIAMS CO |
13,908 |
+1 |
$4,857 | | SHW | 13,908 | +1 | $4,857 | | ISHARES TR (MTUM) |
23,544 |
+1,385 |
$4,759 | | MTUM | 23,544 | +1,385 | $4,759 | | ISHARES TR (SOXX) |
25,064 |
+1,782 |
$4,716 | | SOXX | 25,064 | +1,782 | $4,716 | | ISHARES TR (HYDB) |
82,384 |
+2,203 |
$3,879 | | HYDB | 82,384 | +2,203 | $3,879 | | ISHARES TR (USIG) |
71,673 |
+10,358 |
$3,661 | | USIG | 71,673 | +10,358 | $3,661 | | ISHARES TR (EMB) |
40,096 |
+1,662 |
$3,632 | | EMB | 40,096 | +1,662 | $3,632 | | APPLE INC |
16,249 |
-57 |
$3,609 | | AAPL | 16,249 | -57 | $3,609 | | ISHARES TR (HYGW) |
95,115 |
+19,393 |
$2,991 | | HYGW | 95,115 | +19,393 | $2,991 | | JANUS DETROIT STR TR |
40,685 |
-25,857 |
$2,063 | | JAAA | 40,685 | -25,857 | $2,063 | | BLACKROCK ETF TRUST (THRO) |
60,580 |
+60,580 |
$1,920 | | THRO | 60,580 | +60,580 | $1,920 | | ISHARES TR (ITOT) |
15,438 |
-5,348 |
$1,884 | | ITOT | 15,438 | -5,348 | $1,884 | | MICROSOFT CORP |
4,418 |
-37 |
$1,658 | | MSFT | 4,418 | -37 | $1,658 | | ISHARES TR (IUSB) |
35,523 |
-1,739 |
$1,637 | | IUSB | 35,523 | -1,739 | $1,637 | | INVESCO EXCH TRADED FD TR II (SPMO) |
17,495 |
+4,932 |
$1,619 | | SPMO | 17,495 | +4,932 | $1,619 | | ISHARES TR (HEFA) |
43,396 |
+43,396 |
$1,575 | | HEFA | 43,396 | +43,396 | $1,575 | | BLACKROCK ETF TRUST II (HIMU) |
29,028 |
+29,028 |
$1,438 | | HIMU | 29,028 | +29,028 | $1,438 | | ISHARES TR (ILCV) |
15,461 |
+15,461 |
$1,259 | | ILCV | 15,461 | +15,461 | $1,259 | | SPDR S&P 500 ETF TR (SPY) |
2,143 |
-1,468 |
$1,199 | | SPY | 2,143 | -1,468 | $1,199 | | ISHARES TR (IWX) |
14,295 |
+14,295 |
$1,175 | | IWX | 14,295 | +14,295 | $1,175 | | INDEPENDENT BK CORP MASS |
18,100 |
UNCH |
$1,134 | | INDB | 18,100 | UNCH | $1,134 | | J P MORGAN EXCHANGE TRADED F (JEPI) |
19,327 |
-13,258 |
$1,104 | | JEPI | 19,327 | -13,258 | $1,104 | | ISHARES TR (EEM) |
24,355 |
+24,355 |
$1,064 | | EEM | 24,355 | +24,355 | $1,064 | | ISHARES TR (ICVT) |
12,710 |
+64 |
$1,063 | | ICVT | 12,710 | +64 | $1,063 | | AMAZON COM INC |
5,257 |
-49 |
$1,000 | | AMZN | 5,257 | -49 | $1,000 | | BLACKROCK ETF TRUST (BIDD) |
38,242 |
+7,549 |
$990 | | BIDD | 38,242 | +7,549 | $990 | | BLACKROCK ETF TRUST (BALI) |
33,402 |
+5,162 |
$962 | | BALI | 33,402 | +5,162 | $962 | | DIREXION SHS ETF TR (SPXL) |
5,747 |
-98 |
$807 | | SPXL | 5,747 | -98 | $807 | | INVESCO EXCH TRADED FD TR II (PBTP) |
30,006 |
+30,006 |
$779 | | PBTP | 30,006 | +30,006 | $779 | | RTX CORPORATION |
5,869 |
+6 |
$777 | | RTX | 5,869 | +6 | $777 | | ISHARES TR (IVLU) |
22,244 |
+1,838 |
$674 | | IVLU | 22,244 | +1,838 | $674 | | EXXON MOBIL CORP |
5,516 |
-204 |
$656 | | XOM | 5,516 | -204 | $656 | | SSGA ACTIVE TR |
24,825 |
-43,048 |
$642 | | FISR | 24,825 | -43,048 | $642 | | J P MORGAN EXCHANGE TRADED F (JEPQ) |
12,046 |
-9,636 |
$624 | | JEPQ | 12,046 | -9,636 | $624 | | HOME DEPOT INC |
1,648 |
+99 |
$604 | | HD | 1,648 | +99 | $604 | | SPDR INDEX SHS FDS (SPDW) |
16,293 |
+4,317 |
$593 | | SPDW | 16,293 | +4,317 | $593 |
See Full List: All Stocks Held By Kelly Financial Services LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kelly Financial Services LLC
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