Kelly Financial Group LLC Incresed Positions in Q3 2025

Kelly Financial Group LLC

  • $377 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
8.55K
+ 1.76%
$111.77 - $121.28 $956K - $1.04M
495K $59.8B
JCPB
J P Morgan Exchange Traded Fd

ETFs
55.9K
+ 10.14%
$46.37 - $47.77 $2.59M - $2.67M
607K $28.9B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
22.2K
+ 4.41%
$65.91 - $70.63 $1.46M - $1.57M
527K $36.9B
DFAT
Dimensional ETF Tr U S Target

ETFs
11.5K
+ 3.84%
$53.36 - $59.69 $616K - $689K
312K $18.2B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
15.6K
+ 8.39%
$97.75 - $100.75 $1.52M - $1.57M
201K $20.2B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
16.8K
+ 6.71%
$95.22 - $96.21 $1.6M - $1.61M
267K $25.6B
Dimensional ETF Trust
27.8K
+ 7.17%
N/A
415K $13.6B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
11.9K
+ 5.02%
$59.61 - $63.09 $708K - $749K
249K $15.6B
J P Morgan Exchange Traded F
13.1K
+ 8.13%
N/A
174K $17.3B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
6.38K
+ 8.07%
$92.18 - $95.14 $588K - $607K
85.5K $8.13B
JPIE
J P Morgan Exchange Traded Fd
9.05K
+ 8.78%
$46.01 - $46.55 $416K - $421K
112K $5.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
650
+ 52.97%
$459.11 - $506.91 $298K - $329K
1.88K $944M
NVDA
Nvidia Corp

Technology
588
+ 18.5%
$153.3 - $186.58 $90.1K - $110K
3.77K $703M
GBF
Ishares Tr

ETFs
1.43K
+ 6.55%
$102.86 - $105.88 $147K - $152K
23.3K $2.46B
SPSB
Spdr Portfolio Short Term Corp

ETFs
5.06K
+ 56.75%
$30.02 - $30.29 $152K - $153K
14K $423M
PG
Procter & Gamble CO

Consumer Defensive
1.05K
+ 18.57%
$150.47 - $161.22 $158K - $170K
6.72K $1.03B
SCHR
Schwab Intermediate Term Us Tr

ETFs
3.15K
+ 3.77%
$24.69 - $25.26 $77.7K - $79.5K
86.6K $2.18B
VOYA
Voya Financial, Inc.

Financial Services
77.4K
+ 1.94%
$67.31 - $77.62 $5.21M - $6.01M
4.07M $4.07B
QUAL
Ishares Msci Usa Quality Facto

ETFs
19
+ 0.39%
$182.33 - $194.5 $3.46K - $3.7K
4.93K $959M
META
Meta Platforms, Inc.

Communication Services
70
+ 16.24%
$695.21 - $791.73 $48.7K - $55.4K
501 $368M
IBM
International Business Machines Corp

Technology
200
+ 28.33%
$234.77 - $292.47 $47K - $58.5K
906 $256M
OEF
Ishares S&P 100 ETF

ETFs
60
+ 6.32%
N/A
1.01K $336M
ES
Eversource Energy

Utilities
40
+ 0.69%
$62.86 - $71.14 $2.51K - $2.85K
5.81K $413M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
23
+ 0.4%
$54.35 - $59.32 $1.25K - $1.36K
5.81K $344M
PFE
Pfizer Inc

Healthcare
69
+ 0.38%
$23.29 - $25.88 $1.61K - $1.79K
18.5K $471M
WMT
Walmart Inc.

Consumer Defensive
110
+ 3.56%
$94.4 - $104.27 $10.4K - $11.5K
3.2K $330M
MRK
Merck & Co., Inc.

Healthcare
17
+ 0.61%
$77.6 - $87.37 $1.32K - $1.49K
2.81K $238M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
24
+ 0.12%
$45.6 - $46.92 $1.09K - $1.13K
19.5K $909M
F&G Annuities & Life Inc
5.85K
+ 5.85%
N/A
106K $106M
Activity Summary
Buys All Purchases 42 New Holdings 12 Increased Positions 30 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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