Kelly Financial Services LLC New Holdings in Q4 2024

Kelly Financial Services LLC

  • $258 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
5.91K
New
$96.83 - $106.88 $572K - $631K
5.91K $572K
BNDX
Vanguard Total International B

ETFs
11.7K
New
$48.91 - $50.61 $570K - $590K
11.7K $571K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
20.4K
New
$26.65 - $29.34 $544K - $599K
20.4K $553K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
21.2K
New
$24.94 - $26.14 $530K - $555K
21.2K $530K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.19K
New
$77.02 - $78.58 $477K - $486K
6.19K $478K
MAR
Marriott International Inc

Consumer Cyclical
1.69K
New
$246.06 - $292.59 $415K - $493K
1.69K $470K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
4.98K
New
$91.29 - $91.8 $454K - $457K
4.98K $455K
LQD
Ishares Iboxx $ Investment Gra

ETFs
4.22K
New
$106.56 - $113.11 $450K - $477K
4.22K $450K
CVX
Chevron Corp

Energy
2.96K
New
$141.15 - $162.53 $418K - $481K
2.96K $428K
ORCL
Oracle Corp

Technology
2.57K
New
$165.41 - $192.43 $426K - $495K
2.57K $428K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12K
New
$34.13 - $37.35 $409K - $447K
12K $408K
BBUS
J P Morgan Exchg Traded Fd

ETFs
3.34K
New
$102.46 - $110.17 $342K - $368K
3.34K $353K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
18.5K
New
$18.41 - $18.97 $340K - $351K
18.5K $341K
GLD
Spdr Gold Trust

ETFs
1.41K
New
$236.59 - $257.5 $334K - $363K
1.41K $341K
V
Visa Inc.

Financial Services
1.04K
New
$273.87 - $320.91 $285K - $334K
1.04K $328K
AMP
Ameriprise Financial Inc

Financial Services
614
New
$473.15 - $574.01 $291K - $352K
614 $326K
LLY
Eli Lilly & CO

Healthcare
414
New
$727.2 - $932.06 $301K - $386K
414 $319K
SPIB
Spdr Portfolio Intermediate Te

ETFs
9.34K
New
$32.65 - $33.68 $305K - $314K
9.34K $305K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.78K
New
$44.33 - $49.55 $301K - $336K
6.78K $304K
DGRO
Ishares Core Dividend Growth E

ETFs
4.91K
New
$60.73 - $64.94 $298K - $319K
4.91K $301K
ROK
Rockwell Automation, Inc

Industrials
1.05K
New
$264.65 - $302.92 $278K - $318K
1.05K $300K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.97K
New
$50.02 - $51.24 $299K - $306K
5.97K $299K
ACN
Accenture PLC

Technology
812
New
$343.9 - $376.86 $279K - $306K
812 $285K
EBND
Spdr Bloomberg Emerging Market

ETFs
14.1K
New
$19.53 - $21.1 $276K - $298K
14.1K $276K
PEG
Public Service Enterprise Group Inc

Utilities
3.16K
New
$81.87 - $94.51 $259K - $299K
3.16K $267K
TECL
Direxion Daily Technology Bull

ETFs
2.95K
New
$81.25 - $102.52 $240K - $302K
2.95K $267K
ABBV
Abb Vie Inc.

Healthcare
1.5K
New
$164.99 - $203.87 $247K - $305K
1.5K $266K
VZ
Verizon Communications Inc

Communication Services
6.58K
New
$39.6 - $45.21 $261K - $297K
6.58K $263K
LVHI
Franklin International Low Vol

ETFs
8.5K
New
$29.98 - $31.57 $255K - $268K
8.5K $259K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.69K
New
$44.04 - $49.49 $250K - $281K
5.69K $250K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.76K
New
$50.67 - $50.9 $241K - $242K
4.76K $241K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
5.3K
New
$45.17 - $47.23 $240K - $250K
5.3K $240K
QQQ
Invesco Qqq Trust, Series 1

ETFs
467
New
$481.22 - $538.17 $225K - $251K
467 $238K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.65K
New
$88.59 - $94.57 $235K - $251K
2.65K $235K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
3.12K
New
$74.5 - $78.37 $233K - $245K
3.12K $233K
AXP
American Express CO

Financial Services
785
New
$267.35 - $305.57 $210K - $240K
785 $232K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.01K
New
$115.08 - $119.55 $231K - $240K
2.01K $232K
COST
Costco Wholesale Corp

Consumer Defensive
249
New
$873.59 - $994.69 $218K - $248K
249 $228K
META
Meta Platforms, Inc.

Communication Services
385
New
$554.08 - $632.68 $213K - $244K
385 $227K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
3.16K
New
$68.25 - $75.42 $216K - $238K
3.16K $216K
BAC
Bank Of America Corp

Financial Services
4.75K
New
$39.22 - $47.77 $186K - $227K
4.75K $208K
ELV
Elevance Health, Inc.

Healthcare
557
New
$365.96 - $514.62 $204K - $287K
557 $205K
MRK
Merck & Co., Inc.

Healthcare
2.04K
New
$96.31 - $114.76 $197K - $234K
2.04K $203K
HYGW
Ishares Tr High Yield Corporat
75.7K
New
N/A
75.7K $0
LQDW
Ishares Tr Invt Grade Corporat
79.5K
New
N/A
79.5K $0
Spdr Ser Tr
8.6K
New
N/A
8.6K $0
Blackrock ETF Trust
28.2K
New
N/A
28.2K $0
Blackrock ETF Trust
30.7K
New
N/A
30.7K $0
SCLXW
Scilex Hldg CO Wt Exp
36K
New
N/A
36K $0
Activity Summary
Buys All Purchases 101 New Holdings 101 Increased Positions 0 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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