Kelly Financial Services LLC Sells in Q3 2025

Kelly Financial Services LLC

  • $325 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IYW
Ishares Dj Us Tech ETF

ETFs
-43K
- 77.99%
$171.38 - $197.01 $7.37M - $8.47M
12.1K $2.38M
EFV
Msci Eafe Value ETF

ETFs
-117K
- 34.93%
$62.79 - $68.42 $7.32M - $7.98M
217K $14.7M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-19.5K
- 73.35%
$110.74 - $122.12 $2.16M - $2.39M
7.1K $859K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
-9.69K
- 39.42%
$25.39 - $26.21 $246K - $254K
14.9K $388K
AMP
Ameriprise Financial Inc

Financial Services
-174
- 23.14%
$486.13 - $544.55 $84.6K - $94.8K
578 $283K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-2.18K
- 6.85%
$45.6 - $46.92 $99.2K - $102K
29.6K $1.38M
PM
Philip Morris International Inc.

Consumer Defensive
-164
- 7.23%
$157.77 - $183.27 $25.9K - $30.1K
2.11K $341K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-676
- 15.63%
$85.01 - $90.35 $57.5K - $61.1K
3.65K $326K
V
Visa Inc.

Financial Services
-64
- 6.17%
$332.09 - $358.86 $21.3K - $23K
974 $332K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.94K
- 8.28%
$135.0 - $146.02 $262K - $284K
21.5K $3.14M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-282
- 6.16%
$92.18 - $95.14 $26K - $26.8K
4.3K $408K
PG
Procter & Gamble CO

Consumer Defensive
-44
- 2.42%
$150.47 - $161.22 $6.62K - $7.09K
1.77K $272K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-54
- 8.33%
$459.11 - $506.91 $24.8K - $27.4K
594 $298K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.76K
- 6.51%
$236.25 - $257.69 $416K - $454K
25.3K $6.48M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-96
- 10.62%
$339.37 - $366.46 $32.6K - $35.2K
808 $295K
AMZN
Amazon Com Inc

Consumer Cyclical
-48
- 0.92%
$211.65 - $238.24 $10.2K - $11.4K
5.17K $1.13M
PEP
Pepsico Inc

Consumer Defensive
-176
- 9.38%
$133.81 - $152.16 $23.6K - $26.8K
1.7K $238K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-1.84K
- 7.72%
$32.53 - $35.69 $59.8K - $65.6K
22K $780K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-28
- 0.73%
$78.11 - $79.07 $2.19K - $2.21K
3.78K $298K
Blackrock Inc
-5
- 2.07%
N/A
237 $0
HYDB
Ishares Tr Edge High Yield Def

ETFs
-35
- 0.22%
$47.03 - $47.97 $1.65K - $1.68K
16.1K $770K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-29
- 0.66%
$107.66 - $112.36 $3.12K - $3.26K
4.35K $485K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-150
- 1.8%
$25.53 - $26.94 $3.83K - $4.04K
8.19K $220K
ROK
Rockwell Automation, Inc

Industrials
-29
- 2.68%
$328.67 - $358.52 $9.53K - $10.4K
1.05K $368K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-121
- 2.59%
$49.43 - $54.52 $5.98K - $6.6K
4.56K $246K
VTV
Vanguard Value ETF

ETFs
-49
- 1.93%
$175.51 - $186.57 $8.6K - $9.14K
2.49K $463K
DGRO
Ishares Core Dividend Growth E

ETFs
-16
- 0.34%
$64.12 - $68.08 $1.03K - $1.09K
4.74K $322K
BBUS
J P Morgan Exchg Traded Fd

ETFs
-125
- 2.94%
$111.77 - $121.28 $14K - $15.2K
4.13K $498K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1
- 0.22%
$546.99 - $602.2 $547 - $602
462 $277K
VEA
Vanguard Ftse Developed Market

ETFs
-173
- 1.59%
$56.02 - $60.3 $9.69K - $10.4K
10.7K $642K
GLD
Spdr Gold Trust

ETFs
-87
- 8.31%
$300.96 - $355.47 $26.2K - $30.9K
960 $341K
ILCV
Ishares Morningstar Value ETF

ETFs
-167
- 2.86%
$82.86 - $90.02 $13.8K - $15K
5.66K $509K
JPM
Jpmorgan Chase & CO

Financial Services
-94
- 4.18%
$282.78 - $316.06 $26.6K - $29.7K
2.15K $679K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
-331
- 3.03%
$54.9 - $59.81 $18.2K - $19.8K
10.6K $632K
VGT
Vanguard Information Technolog

ETFs
-1
- 0.22%
$656.44 - $753.15 $656 - $753
444 $331K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-196
- 2.8%
$89.29 - $100.17 $17.5K - $19.6K
6.81K $681K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.27K
- 5.79%
$182.33 - $194.5 $1.32M - $1.41M
118K $23M
TECL
Direxion Daily Technology Bull

ETFs
-44
- 2.02%
$91.12 - $125.66 $4.01K - $5.53K
2.14K $265K
JNJ
Johnson & Johnson

Healthcare
-189
- 6.07%
$155.17 - $185.42 $29.3K - $35K
2.93K $542K
SPYG
Spdr Portfolio

ETFs
-138
- 1.44%
$94.33 - $105.31 $13K - $14.5K
9.42K $984K
MSFT
Microsoft Corp

Technology
-20
- 0.45%
$491.09 - $535.64 $9.82K - $10.7K
4.44K $2.3M
IVV
Ishares Core S&P 500 ETF

ETFs
-2.62K
- 6.85%
$620.67 - $670.08 $1.62M - $1.75M
35.6K $23.8M
GOOG
Alphabet Inc.

Communication Services
-14
- 0.9%
$175.16 - $255.24 $2.45K - $3.57K
1.55K $376K
ORCL
Oracle Corp

Technology
-237
- 8.73%
$218.96 - $328.33 $51.9K - $77.8K
2.48K $697K
NVDA
Nvidia Corp

Technology
-89
- 1.86%
$153.3 - $186.58 $13.6K - $16.6K
4.69K $874K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-372
- 6.6%
$173.23 - $213.34 $64.4K - $79.4K
5.26K $1.12M
SOXX
Ishares Semiconductor ETF

ETFs
-1.11K
- 4.17%
$236.93 - $271.12 $263K - $300K
25.4K $6.9M
AAPL
Apple Inc.

Technology
-315
- 1.91%
$202.38 - $256.87 $63.7K - $80.9K
16.2K $4.13M
IVW
Ishares S&P 500 Growth ETF

ETFs
-6.41K
- 3.44%
$108.97 - $121.65 $699K - $780K
180K $21.7M
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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