KF

Kelly Financial Services LLC

13F
Kelly Financial Services LLC
Last update 2025-04-16 113 Stocks (20 new)
Value $288.00 Mil Turnover 17 %
Countries:
Top Holdings: IVV(13.16%)QUAL(7.03%)IVW(6.47%)DYNF(6.07%)EFV(4.82%)
Summary Stock Picks Current Portfolio
Kelly Financial Services LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
67,380
37,860.8
-2.39%
13.160
-0.35%
0.010
+0.07%
+1.49%
585,975.3
 
QUAL 		iShares MSCI USA Quality Factor ETF
118,281
20,213.0
+6.21%
7.030
+0.41%
0.040
-1.83%
+0.10%
50,935.5
 
IVW 		iShares S&P 500 Growth ETF
200,448
18,607.6
+3.59%
6.470
+0.22%
0.040
+3.30%
+2.93%
56,304.1
 
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
358,201
17,465.9
+3.93%
6.070
+0.23%
0.110
+0.56%
+2.29%
17,411.7
 
EFV 		iShares MSCI EAFE Value ETF
235,192
13,862.2
-7.06%
4.820
-0.34%
0.070
+12.18%
+22.51%
25,298.7
 
BINC 		iShares Flexible Income Active ETF
255,767
13,397.1
0%
4.660
0%
0.150
+0.12%
+2.12%
9,093.0
 
IVE 		iShares S&P 500 Value ETF
69,510
13,247.2
+101.98%
4.600
+2.32%
0.040
-3.56%
-0.37%
37,793.7
 
TLH 		iShares 10-20 Year Treasury Bond ETF
114,775
11,907.9
+939.44%
4.140
+3.74%
0.120
-4.79%
+0.33%
10,795.3
 
EMXC 		iShares MSCI Emerging Markets ex China ETF
197,964
10,905.8
-5.56%
3.790
-0.23%
0.080
+9.40%
+7.68%
14,384.6
 
QLTA 		iShares Aaa - A Rated Corporate Bond ETF
215,045
10,221.1
+53.51%
3.550
+1.24%
0.620
-0.79%
+1.79%
1,663.9
 

Kelly Financial Services LLC's Historical Top Holdings Breakdowns

Kelly Financial Services LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BINC 		iShares Flexible Income Active ETF2025-03-31Reduce
-3.93%
●
51.89 ($52.37) 52.82
$52.18
-0.36%
Reduce -87.83%
29,028
-209,430
TLH 		iShares 10-20 Year Treasury Bond ETF2025-03-31Add
+3.74%
●
97.25 ($101.36) 104.79
$98.59
-2.73%
Add 939.44%
114,775
103,733
IVE 		iShares S&P 500 Value ETF2025-03-31Add
+2.32%
●
185.78 ($193.5) 198.58
$189.44
-2.10%
Add 101.98%
69,510
35,096
TLT 		iShares 20+ Year Treasury Bond ETF2025-03-31Reduce
-2.23%
●
85.29 ($89.02) 92.57
$85.16
-4.34%
Reduce -95.01%
3,714
-70,748
OEF 		iShares S&P 100 ETF2025-03-31Add
+1.54%
●
268.35 ($287.14) 300.35
$289.97
0.99%
Add 109.99%
31,245
16,366
QLTA 		iShares Aaa - A Rated Corporate Bond ETF2025-03-31Add
+1.24%
●
46.18 ($47.13) 47.84
$46.94
-0.40%
Add 53.51%
215,045
74,960
IAU 		iShares Gold Trust2025-03-31Add
+1.23%
●
49.74 ($54.09) 58.96
$63.77
17.90%
Add 133.44%
105,563
60,342
SPYG 		SPDR Portfolio S&P 500 Growth ETF2025-03-31Sold Out
-1.07%
●
80.05 ($87.3) 92.39
$90.39
3.54%
Sold Out
0
-33,720
LQDW 		iShares Investment Grade Corporate Bond BuyWrite Strategy ETF2025-03-31Sold Out
-0.75%
●
26.04 ($26.31) 26.62
$25.69
-2.36%
Sold Out
0
-79,535
BTHM 		BLACKROCK ETF TRUS2025-03-31New Buy
+0.67%
●
31.08 ($33.64) 35.42
$33.22
-1.24%
New holding
60,580
60,580

Kelly Financial Services LLC Total Holding History ($B)

To

Kelly Financial Services LLC's Asset Allocation

To

Kelly Financial Services LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kelly Financial Services LLC's Hypothetical Growth since 2025-03-31

Kelly Financial Services LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Kelly Financial Services LLC's Holdings Heat Map

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Kelly Financial Services LLC's Holdings Bubble Chart

Kelly Financial Services LLC News

  • 1

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