Kelly Financial Group LLC Reduced Holdings in Q3 2025

Kelly Financial Group LLC

  • $377 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-1.78K
- 22.86%
$82.38 - $83.0 $146K - $147K
6K $498M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-2.89K
- 17.76%
$50.29 - $50.86 $146K - $147K
13.4K $681M
XLV
Select Sector Spdr Fund Health

ETFs
-1K
- 15.32%
$129.01 - $139.72 $129K - $140K
5.54K $771M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.39K
- 7.14%
$181.56 - $190.33 $252K - $264K
18K $3.42B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-2.12K
- 12.38%
$72.04 - $77.35 $153K - $164K
15K $1.15B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.64K
- 16.06%
$79.39 - $90.39 $209K - $238K
13.8K $1.22B
IXUS
Ishares Tr

ETFs
-3.37K
- 8.91%
$76.35 - $82.58 $257K - $278K
34.5K $2.85B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-652
- 13.32%
$117.65 - $120.08 $76.7K - $78.3K
4.24K $507M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-5.08K
- 9.47%
$27.61 - $29.15 $140K - $148K
48.6K $1.41B
XOM
Exxon Mobil Corp

Energy
-737
- 18.7%
$105.83 - $117.22 $78K - $86.4K
3.21K $361M
DNP
Dnp Select Income Fund Inc

Financial Services
-4.05K
- 17.65%
$9.65 - $10.02 $39K - $40.5K
18.9K $190M
AMZN
Amazon Com Inc

Consumer Cyclical
-160
- 2.4%
$211.65 - $238.24 $33.9K - $38.1K
6.51K $1.43B
MA
Mastercard Inc

Financial Services
-74
- 5.3%
$550.18 - $598.96 $40.7K - $44.3K
1.32K $753M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-620
- 9.83%
$50.85 - $51.35 $31.5K - $31.8K
5.69K $291M
KO
Coca Cola CO

Consumer Defensive
-68
- 1.66%
$65.67 - $71.67 $4.47K - $4.87K
4.04K $270M
BAC
Bank Of America Corp

Financial Services
-1K
- 13.15%
$44.92 - $52.42 $44.9K - $52.4K
6.61K $341M
EFG
Msci Eafe Growth ETF

ETFs
-187
- 7.98%
$106.99 - $114.46 $20K - $21.4K
2.16K $245M
MAR
Marriott International Inc

Consumer Cyclical
-20
- 2.5%
$255.35 - $282.87 $5.11K - $5.66K
780 $203M
IEMG
Ishares Inc

ETFs
-1.47K
- 9.99%
N/A
13.2K $870M
American Healthcare Reit Inc
-398
- 2.77%
N/A
14K $57.3M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-85
- 1.6%
$47.86 - $48.43 $4.07K - $4.12K
5.24K $252M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-192
- 2.16%
$22.9 - $23.58 $4.4K - $4.53K
8.7K $204M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-180
- 3.52%
$41.91 - $44.87 $7.54K - $8.08K
4.94K $221M
DFAX
Dimensional ETF Tr
-344
- 3.46%
$29.25 - $31.56 $10.1K - $10.9K
9.59K $301M
IYW
Ishares Dj Us Tech ETF

ETFs
-92
- 6.61%
$171.38 - $197.01 $15.8K - $18.1K
1.3K $255M
IVW
Ishares S&P 500 Growth ETF

ETFs
-188
- 4.65%
$108.97 - $121.65 $20.5K - $22.9K
3.86K $466M
EFV
Msci Eafe Value ETF

ETFs
-42
- 0.75%
$62.79 - $68.42 $2.64K - $2.87K
5.59K $379M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-290
- 3.69%
$67.01 - $72.84 $19.4K - $21.1K
7.58K $549M
JPUS
Jpmorgan Diversified Return Us

ETFs
-24
- 0.49%
$117.71 - $125.02 $2.83K - $3K
4.84K $600M
JPEM
Jp Morgan Diversified Return

ETFs
-39
- 0.35%
$56.25 - $59.87 $2.19K - $2.33K
11.2K $664M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-1.85K
- 4.38%
$63.74 - $68.36 $118K - $127K
40.5K $2.75B
ISCV
Ishares Morningstar Small Cap

ETFs
-156
- 2.01%
$61.33 - $67.87 $9.57K - $10.6K
7.62K $508M
IWM
Ishares Russell 2000 ETF

ETFs
-579
- 8.07%
$214.92 - $244.84 $124K - $142K
6.6K $1.6B
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-79
- 0.31%
$65.41 - $69.67 $5.17K - $5.5K
25K $1.74B
IVV
Ishares Core S&P 500 ETF

ETFs
-5
- 0.4%
$620.67 - $670.08 $3.1K - $3.35K
1.23K $824M
MSFT
Microsoft Corp

Technology
-63
- 0.62%
$491.09 - $535.64 $30.9K - $33.7K
10.1K $5.24B
IWY
Ishares Tr Russell 200 Growth

ETFs
-331
- 2.48%
$243.93 - $275.62 $80.7K - $91.2K
13K $3.56B
DFIS
Dimensional ETF Tr Dimensional

ETFs
-2.86K
- 0.99%
$29.65 - $31.77 $84.7K - $90.8K
287K $9.08B
JEMA
Jpmorgan Activebuilders Emergi

ETFs
-15.2K
- 3.54%
$42.78 - $47.77 $649K - $725K
413K $19.7B
AAPL
Apple Inc.

Technology
-510
- 1.59%
$202.38 - $256.87 $103K - $131K
31.6K $8.04B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-746
- 1.64%
$420.11 - $472.68 $313K - $353K
44.6K $20.9B
Activity Summary
Buys All Purchases 42 New Holdings 12 Increased Positions 30 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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