Kelly Financial Services LLC Purchases in Q1 2025

Kelly Financial Services LLC

  • $265 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
104K
+ 939.44%
$97.25 - $104.79 $10.1M - $10.9M
115K $11.8M
IVE
Ishares S&P 500 Value ETF

ETFs
35.1K
+ 101.98%
$185.78 - $198.58 $6.52M - $6.97M
69.5K $13.1M
OEF
Ishares S&P 100 ETF

ETFs
16.4K
+ 109.99%
N/A
31.2K $8.31M
IAU
Ishares Gold Trust

ETFs
60.3K
+ 133.44%
$49.74 - $58.96 $3M - $3.56M
106K $6.22M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
75K
+ 53.51%
$46.18 - $47.84 $3.46M - $3.59M
215K $10.2M
HEFA
Ishares Currency Hedged Msci E

ETFs
43.4K
New
$34.83 - $37.52 $1.51M - $1.63M
43.4K $1.59M
ILCV
Ishares Morningstar Value ETF

ETFs
15.5K
New
$79.37 - $85.24 $1.23M - $1.32M
15.5K $1.25M
IWX
Ishares Tr Russell 200 Value E

ETFs
14.3K
New
$78.54 - $84.86 $1.12M - $1.21M
14.3K $1.16M
SCHR
Schwab Intermediate Term Us Tr

ETFs
42.2K
+ 25.75%
$24.05 - $24.81 $1.02M - $1.05M
206K $5.12M
EEM
Ishares Msci Emerging Markets

ETFs
24.4K
New
$40.81 - $45.34 $994K - $1.1M
24.4K $1.07M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
10.4K
+ 16.89%
$49.67 - $51.43 $514K - $533K
71.7K $3.65M
IEMG
Ishares Inc

ETFs
8.71K
New
N/A
8.71K $467K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.93K
+ 39.26%
$91.76 - $103.26 $453K - $509K
17.5K $1.61M
TJX
Tjx Companies Inc

Consumer Cyclical
3.25K
New
$112.81 - $126.16 $367K - $411K
3.25K $396K
MUB
Ishares National Muni Bond ETF

ETFs
2.56K
New
$104.71 - $107.69 $268K - $276K
2.56K $269K
PAYX
Paychex Inc

Industrials
1.66K
New
$136.06 - $154.52 $226K - $257K
1.66K $256K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.52K
+ 95.09%
$87.68 - $94.52 $221K - $238K
5.17K $479K
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.91K
+ 6.21%
$168.16 - $186.21 $1.16M - $1.29M
118K $20.1M
T
At&T Inc.

Communication Services
8.08K
New
$21.56 - $28.28 $174K - $229K
8.08K $228K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
919
New
$208.48 - $244.03 $192K - $224K
919 $224K
AJG
Arthur J. Gallagher & Co.

Financial Services
637
New
$275.89 - $345.24 $176K - $220K
637 $219K
ABT
Abbott Laboratories

Healthcare
1.63K
New
$111.1 - $140.22 $181K - $228K
1.63K $216K
VGT
Vanguard Information Technolog

ETFs
388
New
$543.24 - $646.34 $211K - $251K
388 $210K
IGM
Ishares Expanded Tech Sector E

ETFs
2.3K
New
$90.81 - $108.46 $209K - $249K
2.3K $208K
KLAC
Kla Corp

Technology
303
New
$636.62 - $777.63 $193K - $236K
303 $205K
SNA
Snap On Inc

Industrials
602
New
$324.09 - $358.62 $195K - $216K
602 $202K
EMB
Ishares Tr

ETFs
1.66K
+ 4.32%
$88.64 - $92.03 $147K - $153K
40.1K $3.62M
CSCO
Cisco Systems, Inc.

Technology
3.28K
New
$58.74 - $64.87 $192K - $212K
3.28K $202K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.32K
+ 36.05%
$33.84 - $37.77 $146K - $163K
16.3K $598K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.39K
+ 6.25%
$196.12 - $229.48 $272K - $318K
23.5K $4.73M
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.01%
$330.16 - $365.55 $330 - $366
13.9K $4.86M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.84K
+ 9.01%
$26.71 - $31.58 $49.1K - $58K
22.2K $679K
PM
Philip Morris International Inc.

Consumer Defensive
235
+ 12.87%
$117.15 - $158.79 $27.5K - $37.3K
2.06K $327K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.2K
+ 2.75%
$46.82 - $47.8 $103K - $105K
82.4K $3.87M
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.1%
$114.1 - $135.66 $685 - $814
5.87K $777K
CVX
Chevron Corp

Energy
70
+ 2.37%
$146.71 - $167.97 $10.3K - $11.8K
3.03K $506K
ABBV
Abb Vie Inc.

Healthcare
144
+ 9.62%
$169.2 - $216.66 $24.4K - $31.2K
1.64K $343K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.1%
$142.06 - $167.7 $426 - $503
3.11K $515K
VZ
Verizon Communications Inc

Communication Services
444
+ 6.75%
$37.81 - $46.49 $16.8K - $20.6K
7.02K $318K
JPM
Jpmorgan Chase & CO

Financial Services
169
+ 8.7%
$225.19 - $279.95 $38.1K - $47.3K
2.11K $518K
BBUS
J P Morgan Exchg Traded Fd

ETFs
654
+ 19.59%
$99.5 - $110.97 $65.1K - $72.6K
3.99K $400K
PG
Procter & Gamble CO

Consumer Defensive
138
+ 8.68%
$158.56 - $176.26 $21.9K - $24.3K
1.73K $294K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.17%
$279.74 - $321.29 $559 - $643
1.15K $360K
ACN
Accenture PLC

Technology
141
+ 17.36%
$300.91 - $398.25 $42.4K - $56.2K
953 $297K
AMP
Ameriprise Financial Inc

Financial Services
80
+ 13.03%
$472.29 - $575.13 $37.8K - $46K
694 $335K
PEP
Pepsico Inc

Consumer Defensive
58
+ 3.17%
$142.64 - $156.42 $8.27K - $9.07K
1.89K $282K
HD
Home Depot, Inc.

Consumer Cyclical
99
+ 6.39%
$347.25 - $424.87 $34.4K - $42.1K
1.65K $603K
Spdr Ser Tr
291
+ 3.38%
N/A
8.89K $0
Blackrock ETF Trust Ii
29K
New
N/A
29K $0
Activity Summary
Buys All Purchases 68 New Holdings 21 Increased Positions 47 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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