Kelly Financial Services LLC Reduced Holdings in Q4 2025

Kelly Financial Services LLC

  • $328 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
-52.5K
- 44.41%
$191.01 - $199.18 $10M - $10.5M
65.7K $12.8M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-68.5K
- 35.04%
$102.37 - $105.36 $7.01M - $7.21M
127K $13M
SOXX
Ishares Semiconductor ETF

ETFs
-24.5K
- 96.33%
$271.99 - $309.6 $6.66M - $7.58M
933 $269K
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
-161K
- 81.92%
$26.12 - $26.26 $4.21M - $4.23M
35.5K $929K
EFV
Msci Eafe Value ETF

ETFs
-18.6K
- 8.57%
$66.73 - $70.99 $1.24M - $1.32M
199K $14M
IWY
Ishares Tr Russell 200 Growth

ETFs
-2.63K
- 66.9%
$268.43 - $288.26 $705K - $757K
1.3K $358K
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
-12K
- 4.25%
$48.11 - $49.01 $577K - $587K
270K $13M
HYDB
Ishares Tr Edge High Yield Def

ETFs
-10.6K
- 65.79%
$46.97 - $47.77 $497K - $506K
5.51K $259K
IYW
Ishares Dj Us Tech ETF

ETFs
-2.42K
- 19.98%
$192.8 - $211.27 $467K - $512K
9.71K $1.93M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.26K
- 5.83%
$142.79 - $150.05 $179K - $189K
20.3K $2.97M
AAPL
Apple Inc.

Technology
-1.31K
- 8.08%
$245.27 - $275.25 $321K - $361K
14.9K $3.99M
SPYG
Spdr Portfolio

ETFs
-1.28K
- 13.59%
$102.4 - $109.39 $131K - $140K
8.14K $853K
VUG
Vanguard Growth ETF

ETFs
-222
- 16.3%
$470.44 - $504.26 $104K - $112K
1.14K $551K
VEA
Vanguard Ftse Developed Market

ETFs
-1.82K
- 16.99%
$59.18 - $62.09 $108K - $113K
8.9K $545K
NVDA
Nvidia Corp

Technology
-496
- 10.58%
$179.83 - $207.04 $89.2K - $103K
4.19K $781K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.74K
- 27.67%
$44.53 - $47.25 $77.7K - $82.4K
4.56K $207K
VTV
Vanguard Value ETF

ETFs
-408
- 16.42%
$182.87 - $189.72 $74.6K - $77.4K
2.08K $388K
JPM
Jpmorgan Chase & CO

Financial Services
-101
- 4.69%
$294.11 - $320.41 $29.7K - $32.4K
2.05K $616K
ABBV
Abb Vie Inc.

Healthcare
-276
- 14.57%
$211.96 - $244.38 $58.5K - $67.4K
1.62K $378K
LMT
Lockheed Martin Corp

Industrials
-28
- 1.96%
$452.1 - $514.24 $12.7K - $14.4K
1.4K $657K
META
Meta Platforms, Inc.

Communication Services
-5
- 1.3%
$609.01 - $751.67 $3.05K - $3.76K
380 $231K
AMP
Ameriprise Financial Inc

Financial Services
-49
- 8.48%
$440.8 - $497.79 $21.6K - $24.4K
529 $233K
PAYX
Paychex Inc

Industrials
-147
- 7.28%
$111.08 - $128.59 $16.3K - $18.9K
1.87K $209K
DGRO
Ishares Core Dividend Growth E

ETFs
-672
- 14.17%
$66.93 - $69.17 $45K - $46.5K
4.07K $278K
T
At&T Inc.

Communication Services
-280
- 2.3%
$24.44 - $27.55 $6.84K - $7.71K
11.9K $302K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-885
- 8.35%
$58.76 - $62.27 $52K - $55.1K
9.72K $591K
PM
Philip Morris International Inc.

Consumer Defensive
-134
- 6.37%
$144.33 - $160.86 $19.3K - $21.6K
1.97K $301K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-764
- 16.77%
$52.54 - $55.77 $40.1K - $42.6K
3.79K $207K
ILCV
Ishares Morningstar Value ETF

ETFs
-497
- 8.77%
$88.05 - $93.43 $43.8K - $46.4K
5.17K $475K
CVX
Chevron Corp

Energy
-202
- 5.75%
$148.9 - $157.72 $30.1K - $31.9K
3.31K $512K
SNA
Snap On Inc

Industrials
-54
- 7.39%
$327.33 - $349.13 $17.7K - $18.9K
677 $223K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-1.03K
- 6.89%
$25.94 - $26.36 $26.6K - $27K
13.9K $360K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-633
- 6.98%
$45.45 - $48.31 $28.8K - $30.6K
8.43K $400K
VZ
Verizon Communications Inc

Communication Services
-50
- 0.67%
$38.4 - $43.83 $1.92K - $2.19K
7.4K $303K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-288
- 7.62%
$78.65 - $79.19 $22.7K - $22.8K
3.49K $275K
PG
Procter & Gamble CO

Consumer Defensive
-51
- 2.88%
$145.5 - $153.18 $7.42K - $7.81K
1.72K $251K
ABT
Abbott Laboratories

Healthcare
-110
- 5.83%
$123.62 - $134.59 $13.6K - $14.8K
1.78K $231K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-408
- 3.46%
$56.33 - $59.22 $23K - $24.2K
11.4K $659K
V
Visa Inc.

Financial Services
-6
- 0.62%
$325.75 - $352.42 $1.95K - $2.11K
968 $315K
GLD
Spdr Gold Trust

ETFs
-81
- 8.44%
$354.79 - $403.15 $28.7K - $32.7K
879 $330K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-101
- 0.34%
$46.57 - $47.16 $4.7K - $4.76K
29.5K $1.37M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-248
- 3.03%
$26.59 - $27.3 $6.59K - $6.77K
7.94K $214K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-24
- 0.56%
$92.34 - $95.43 $2.22K - $2.29K
4.27K $402K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-54
- 1.03%
$198.6 - $229.9 $10.7K - $12.4K
5.21K $1.11M
MCD
Mcdonalds Corp

Consumer Cyclical
-16
- 1.6%
$293.81 - $310.11 $4.7K - $4.96K
983 $299K
Blackrock Inc
-19
- 8.02%
N/A
218 $0
FLQH
Franklin Templeton Libertyq In

ETFs
-13.5K
- 23.54%
N/A
43.9K $0
PLD
Prologis, Inc.

Real Estate
-149
- 7.24%
$111.23 - $127.18 $16.6K - $18.9K
1.91K $235K
VGT
Vanguard Information Technolog

ETFs
-2
- 0.45%
$736.33 - $801.52 $1.47K - $1.6K
442 $334K
Activity Summary
Buys All Purchases 56 New Holdings 14 Increased Positions 42 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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