Kelly Financial Services LLC Incresed Positions in Q3 2025

Kelly Financial Services LLC

  • $325 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
271K
+ 2049.28%
N/A
284K $15.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
156K
+ 41.54%
$54.35 - $59.32 $8.47M - $9.25M
531K $31.4M
OEF
Ishares S&P 100 ETF

ETFs
20.8K
+ 50.6%
N/A
61.8K $16.4M
IAU
Ishares Gold Trust

ETFs
33.1K
+ 32.3%
$61.62 - $72.77 $2.04M - $2.41M
136K $9.87M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
51.3K
+ 22.21%
$47.11 - $48.77 $2.42M - $2.5M
282K $13.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
22K
+ 12.65%
$98.52 - $103.93 $2.16M - $2.28M
195K $20.1M
IVE
Ishares S&P 500 Value ETF

ETFs
7.2K
+ 8.51%
$194.44 - $206.51 $1.4M - $1.49M
91.9K $19M
SCHR
Schwab Intermediate Term Us Tr

ETFs
49.3K
+ 22.3%
$24.69 - $25.26 $1.22M - $1.25M
270K $6.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
20.3K
+ 11.06%
$50.85 - $51.35 $1.03M - $1.04M
204K $10.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
17.5K
+ 23.44%
$50.53 - $50.82 $886K - $891K
92.3K $4.69M
MBB
Ishares Tr

ETFs
5.89K
+ 5.9%
$92.46 - $95.73 $544K - $563K
106K $10.1M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
13.2K
+ 22.1%
$44.82 - $46.28 $590K - $610K
72.8K $3.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
562
+ 23.83%
$617.65 - $666.84 $347K - $375K
2.92K $1.95M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
17.2K
+ 9.59%
$25.93 - $26.42 $446K - $455K
197K $5.14M
RTX
Raytheon Technologies Corp

Industrials
1.82K
+ 30.75%
$144.19 - $167.33 $262K - $304K
7.72K $1.29M
EMB
Ishares Tr

ETFs
1.96K
+ 4.75%
$91.52 - $95.59 $180K - $188K
43.3K $4.12M
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.56K
+ 21.75%
$55.61 - $57.37 $253K - $261K
25.5K $1.46M
GOOGL
Alphabet Inc.

Communication Services
446
+ 27.96%
$174.36 - $254.72 $77.8K - $114K
2.04K $496K
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 1.13%
$293.94 - $444.72 $4.41K - $6.67K
1.35K $598K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.63K
+ 38.77%
$39.8 - $42.86 $105K - $113K
9.41K $402K
MUB
Ishares National Muni Bond ETF

ETFs
1.06K
+ 15.58%
$103.24 - $106.68 $110K - $113K
7.89K $839K
CVX
Chevron Corp

Energy
429
+ 13.92%
$145.57 - $161.83 $62.4K - $69.4K
3.51K $545K
ABBV
Abb Vie Inc.

Healthcare
87
+ 4.81%
$184.85 - $231.54 $16.1K - $20.1K
1.89K $438K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.49K
+ 19.68%
$42.67 - $46.91 $63.6K - $69.9K
9.07K $424K
LMT
Lockheed Martin Corp

Industrials
89
+ 6.66%
$410.74 - $499.21 $36.6K - $44.4K
1.43K $711K
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 1.22%
$357.4 - $423.42 $7.51K - $8.89K
1.74K $705K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.06%
$121.35 - $144.54 $243 - $289
3.2K $462K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
462
+ 4.07%
$53.81 - $57.52 $24.9K - $26.6K
11.8K $679K
SNA
Snap On Inc

Industrials
50
+ 7.34%
$313.01 - $346.53 $15.7K - $17.3K
731 $253K
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.01%
$330.88 - $375.23 $331 - $375
13.9K $4.82M
PLD
Prologis, Inc.

Real Estate
135
+ 7.02%
$104.08 - $115.35 $14.1K - $15.6K
2.06K $235K
XOM
Exxon Mobil Corp

Energy
15
+ 0.26%
$105.83 - $117.22 $1.59K - $1.76K
5.77K $650K
CSCO
Cisco Systems, Inc.

Technology
246
+ 6.89%
$66.2 - $71.79 $16.3K - $17.7K
3.81K $260K
VZ
Verizon Communications Inc

Communication Services
160
+ 2.2%
$40.84 - $45.06 $6.53K - $7.21K
7.45K $327K
T
At&T Inc.

Communication Services
723
+ 6.31%
$26.94 - $29.62 $19.5K - $21.4K
12.2K $343K
AJG
Arthur J. Gallagher & Co.

Financial Services
53
+ 7.32%
$284.17 - $319.49 $15.1K - $16.9K
777 $240K
ABT
Abbott Laboratories

Healthcare
101
+ 5.65%
$120.51 - $136.62 $12.2K - $13.8K
1.89K $252K
META
Meta Platforms, Inc.

Communication Services
6
+ 1.58%
$695.21 - $791.73 $4.17K - $4.75K
385 $282K
BNDX
Vanguard Total International B

ETFs
55
+ 0.78%
$49.0 - $49.51 $2.7K - $2.72K
7.13K $352K
HYGW
Ishares Tr High Yield Corporat
24.6K
+ 22.78%
N/A
132K $0
Blackrock ETF Trust Ii
31.5K
+ 11.7%
N/A
301K $0
Blackrock ETF Trust Ii
18.6K
+ 79.49%
N/A
42.1K $0
Blackrock ETF Trust
116K
+ 63.91%
N/A
299K $0
Blackrock ETF Trust
9.39K
+ 3.45%
N/A
281K $0
Blackrock ETF Trust
7.62K
+ 19.81%
N/A
46.1K $0
FLQH
Franklin Templeton Libertyq In

ETFs
9.74K
+ 20.42%
N/A
57.5K $0
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 4.02%
$915.95 - $994.57 $9.16K - $9.95K
259 $239K
PAYX
Paychex Inc

Industrials
141
+ 7.5%
$126.69 - $147.99 $17.9K - $20.9K
2.02K $256K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.06%
$255.35 - $282.87 $255 - $283
1.69K $439K
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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