Kelly Financial Group LLC Incresed Positions in Q2 2025

Kelly Financial Group LLC

  • $346 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
49.3K
+ 11.28%
$89.63 - $111.92 $4.42M - $5.52M
487K $54.5B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
37.3K
+ 7.99%
$54.98 - $67.95 $2.05M - $2.53M
504K $34.1B
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.42K
+ 10.79%
$320.42 - $421.7 $1.42M - $1.86M
45.4K $19.3B
JEMA
Jpmorgan Activebuilders Emergi

ETFs
23.7K
+ 5.86%
$33.7 - $43.1 $799K - $1.02M
428K $18.4B
DFAT
Dimensional ETF Tr U S Target

ETFs
31.4K
+ 11.67%
$44.8 - $53.97 $1.41M - $1.7M
301K $16.2B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
25K
+ 11.79%
$50.39 - $60.05 $1.26M - $1.5M
237K $14.2B
DFIS
Dimensional ETF Tr Dimensional

ETFs
19.7K
+ 7.29%
$23.2 - $29.84 $457K - $588K
290K $8.65B
JCPB
J P Morgan Exchange Traded Fd

ETFs
29.7K
+ 5.69%
$45.9 - $47.2 $1.36M - $1.4M
551K $25.9B
MSFT
Microsoft Corp

Technology
271
+ 2.74%
$354.56 - $497.45 $96.1K - $135K
10.2K $5.06B
Dimensional ETF Trust
36.7K
+ 10.48%
N/A
387K $12B
J P Morgan Exchange Traded F
9.12K
+ 6.01%
N/A
161K $16B
DFIV
Dimensional ETF Tr

ETFs
7.45K
+ 8.38%
$34.67 - $43.21 $258K - $322K
96.4K $4.13B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
5.2K
+ 7.03%
$85.42 - $94.39 $444K - $490K
79.1K $7.42B
JPIE
J P Morgan Exchange Traded Fd
4.73K
+ 4.81%
$45.12 - $46.32 $213K - $219K
103K $4.77B
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
1.35K
+ 5.69%
$55.24 - $68.55 $74.7K - $92.7K
25.1K $1.69B
AMZN
Amazon Com Inc

Consumer Cyclical
95
+ 1.45%
$167.32 - $223.3 $15.9K - $21.2K
6.67K $1.46B
JPEM
Jp Morgan Diversified Return

ETFs
2.83K
+ 33.51%
$48.41 - $56.7 $137K - $161K
11.3K $637M
NVDA
Nvidia Corp

Technology
293
+ 10.15%
$94.31 - $157.99 $27.6K - $46.3K
3.18K $532M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.58K
+ 25.15%
$53.65 - $67.02 $84.8K - $106K
7.87K $527M
PG
Procter & Gamble CO

Consumer Defensive
1.19K
+ 26.54%
$157.66 - $172.39 $187K - $205K
5.66K $903M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
1.49K
+ 0.6%
$94.78 - $95.97 $142K - $143K
250K $23.9B
JPUS
Jpmorgan Diversified Return Us

ETFs
736
+ 17.83%
$102.8 - $117.61 $75.7K - $86.6K
4.86K $575M
ISCV
Ishares Morningstar Small Cap

ETFs
1.14K
+ 17.1%
$51.37 - $61.54 $58.4K - $69.9K
7.78K $478M
JPM
Jpmorgan Chase & CO

Financial Services
84
+ 6.99%
$210.28 - $289.91 $17.7K - $24.4K
1.29K $373M
DFAX
Dimensional ETF Tr
1.76K
+ 21.55%
$23.37 - $29.39 $41.2K - $51.8K
9.94K $292M
META
Meta Platforms, Inc.

Communication Services
10
+ 2.38%
$484.66 - $738.09 $4.85K - $7.38K
431 $318M
MCD
Mcdonalds Corp

Consumer Cyclical
300
+ 45.11%
$285.55 - $321.23 $85.7K - $96.4K
965 $282M
IVW
Ishares S&P 500 Growth ETF

ETFs
22
+ 0.55%
$82.96 - $110.1 $1.83K - $2.42K
4.05K $446M
PM
Philip Morris International Inc.

Consumer Defensive
177
+ 10.83%
$149.23 - $184.95 $26.4K - $32.7K
1.81K $330M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4
+ 0.08%
$152.42 - $182.82 $610 - $731
4.91K $898M
SPY
Spdr S&P 500 ETF Trust

ETFs
8
+ 0.93%
$496.48 - $617.85 $3.97K - $4.94K
870 $538M
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.15K
+ 14.76%
$29.82 - $30.19 $34.2K - $34.6K
8.91K $269M
EFV
Msci Eafe Value ETF

ETFs
65
+ 1.17%
$52.4 - $64.65 $3.41K - $4.2K
5.63K $357M
MA
Mastercard Inc

Financial Services
3
+ 0.22%
$479.92 - $590.74 $1.44K - $1.77K
1.4K $785M
T
At&T Inc.

Communication Services
200
+ 1.81%
$26.33 - $28.94 $5.27K - $5.79K
11.2K $325M
ES
Eversource Energy

Utilities
45
+ 0.79%
$54.25 - $65.89 $2.44K - $2.97K
5.77K $367M
HD
Home Depot, Inc.

Consumer Cyclical
30
+ 4.52%
$335.24 - $380.78 $10.1K - $11.4K
694 $254M
PFE
Pfizer Inc

Healthcare
1.01K
+ 5.82%
$21.59 - $24.84 $21.8K - $25.1K
18.4K $446M
MRK
Merck & Co., Inc.

Healthcare
20
+ 0.72%
$73.47 - $87.12 $1.47K - $1.74K
2.79K $223M
Activity Summary
Buys All Purchases 49 New Holdings 9 Increased Positions 40 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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