Kelly Financial Group LLC Portfolio Holdings

Kelly Financial Group LLC

  • $346 Billion
  • Q2 2025

Kelly Financial Group LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $346 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchg Traded Fd with a value of $54.5B, J P Morgan Exch Traded Fd Tr B with a value of $34.1B, J P Morgan Exchange Traded Fd with a value of $25.9B, Pimco Enhanced Low Duration Ac with a value of $23.9B, and Ishares Russell 1000 Gr ETF with a value of $19.3B.

Examining the 13F form we can see an increase of $25.6B in the current position value, from $320B to 346B.

Kelly Financial Group LLC is based out at Wethersfield, CT

Below you can find more details about Kelly Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $346 Billion
ETFs: $287 Billion
Technology: $12.7 Billion
Financial Services: $6.59 Billion
Consumer Cyclical: $2.22 Billion
Consumer Defensive: $1.83 Billion
Healthcare: $1.07 Billion
Communication Services: $643 Million
Energy: $425 Million
Other: $367 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.09B
$4 Billion 1.16% of portfolio
3,994,684
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $346 Billion
  • Prior Value $320 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 9 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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