Kelly Financial Group LLC Reduced Holdings in Q2 2025

Kelly Financial Group LLC

  • $346 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-14.8K
- 43.32%
$152.93 - $181.74 $2.27M - $2.7M
19.4K $3.53B
IXUS
Ishares Tr

ETFs
-31.5K
- 45.45%
$62.37 - $77.63 $1.97M - $2.45M
37.8K $2.93B
IWM
Ishares Russell 2000 ETF

ETFs
-7.07K
- 49.6%
$174.82 - $215.79 $1.24M - $1.52M
7.18K $1.55B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-14.1K
- 46.13%
$67.03 - $80.35 $943K - $1.13M
16.4K $1.31B
SCHV
Schwab Strategic Tr Us Large C

ETFs
-36.7K
- 40.65%
$23.55 - $27.67 $865K - $1.02M
53.6K $1.48B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-6.64K
- 57.57%
$116.93 - $119.39 $776K - $793K
4.89K $583M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-9.43K
- 54.81%
$82.21 - $83.12 $775K - $784K
7.78K $644M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-14.2K
- 45.3%
$57.14 - $72.68 $811K - $1.03M
17.1K $1.25B
IEMG
Ishares Inc

ETFs
-13.4K
- 47.75%
N/A
14.7K $880M
AAPL
Apple Inc.

Technology
-209
- 0.65%
$172.42 - $223.89 $36K - $46.8K
32.1K $6.58B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-7.87K
- 32.58%
$49.79 - $50.59 $392K - $398K
16.3K $824M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-558
- 31.26%
$483.48 - $539.8 $270K - $301K
1.23K $596M
IVV
Ishares Core S&P 500 ETF

ETFs
-523
- 29.72%
$498.8 - $620.9 $261K - $325K
1.24K $768M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-3.71K
- 4.97%
N/A
70.9K $3.28B
XLV
Select Sector Spdr Fund Health

ETFs
-560
- 7.89%
$128.77 - $144.3 $72.1K - $80.8K
6.54K $882M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-2.83K
- 30.97%
$50.09 - $51.09 $142K - $145K
6.31K $322M
HDV
Ishares Core High Dividend ETF

ETFs
-1.04K
- 35.88%
$108.41 - $120.51 $113K - $126K
1.86K $218M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.38K
- 10.9%
$45.12 - $46.23 $107K - $110K
19.4K $899M
KO
Coca Cola CO

Consumer Defensive
-979
- 19.25%
$68.37 - $73.9 $66.9K - $72.3K
4.11K $293M
GBF
Ishares Tr

ETFs
-754
- 3.33%
$101.99 - $104.66 $76.9K - $78.9K
21.9K $2.28B
XOM
Exxon Mobil Corp

Energy
-22
- 0.55%
$99.93 - $119.04 $2.2K - $2.62K
3.94K $425M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-2.41K
- 2.81%
$24.54 - $25.07 $59.2K - $60.4K
83.4K $2.09B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-635
- 9.89%
$43.53 - $54.46 $27.6K - $34.6K
5.79K $315M
EFG
Msci Eafe Growth ETF

ETFs
-20
- 0.85%
$89.8 - $112.0 $1.8K - $2.24K
2.34K $262M
OEF
Ishares S&P 100 ETF

ETFs
-8
- 0.84%
N/A
950 $289M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
-730
- 1.7%
$50.29 - $64.29 $36.7K - $46.9K
42.3K $2.72B
IWY
Ishares Tr Russell 200 Growth

ETFs
-340
- 2.48%
$187.5 - $246.51 $63.8K - $83.8K
13.4K $3.29B
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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