Kelly Financial Group LLC Incresed Positions in Q1 2025

Kelly Financial Group LLC

  • $320 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
23.7K
+ 278.17%
$209.68 - $247.1 $4.98M - $5.87M
32.3K $7.17B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
38.4K
+ 18.26%
$94.87 - $96.11 $3.64M - $3.69M
248K $23.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
35K
+ 24.94%
$95.85 - $99.25 $3.36M - $3.48M
175K $17.4B
J P Morgan Exchange Traded F
30.6K
+ 25.26%
N/A
152K $15B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
15.4K
+ 3.41%
$56.44 - $64.13 $870K - $988K
467K $28.7B
JEMA
Jpmorgan Activebuilders Emergi

ETFs
54.1K
+ 15.43%
$36.46 - $39.9 $1.97M - $2.16M
405K $15.5B
JCPB
J P Morgan Exchange Traded Fd

ETFs
39.5K
+ 8.2%
$45.56 - $47.23 $1.8M - $1.87M
522K $24.5B
BBUS
J P Morgan Exchg Traded Fd

ETFs
41.4K
+ 10.47%
$99.5 - $110.97 $4.12M - $4.6M
437K $44.1B
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
36.4K
+ 546.96%
$55.12 - $62.6 $2.01M - $2.28M
43K $2.43B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
9.06K
+ 13.97%
$87.68 - $94.52 $794K - $856K
73.9K $6.92B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
16.4K
+ 8.4%
$55.41 - $60.74 $910K - $997K
212K $12B
DFAT
Dimensional ETF Tr U S Target

ETFs
31.4K
+ 13.18%
$50.44 - $58.1 $1.58M - $1.82M
269K $13.9B
DFIS
Dimensional ETF Tr Dimensional

ETFs
8.03K
+ 3.07%
$23.92 - $26.89 $192K - $216K
270K $6.98B
XOM
Exxon Mobil Corp

Energy
1.87K
+ 89.3%
$105.44 - $118.93 $197K - $222K
3.96K $471M
JPUS
Jpmorgan Diversified Return Us

ETFs
2.1K
+ 103.8%
$111.89 - $119.08 $235K - $250K
4.13K $475M
AMZN
Amazon Com Inc

Consumer Cyclical
1.53K
+ 30.4%
$190.26 - $242.06 $291K - $371K
6.57K $1.25B
DNP
Dnp Select Income Fund Inc

Financial Services
8.61K
+ 60.15%
$8.93 - $9.92 $76.9K - $85.4K
22.9K $227M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.54K
+ 7.6%
$44.72 - $46.25 $69K - $71.3K
21.8K $1.01B
ELV
Elevance Health, Inc.

Healthcare
5
+ 0.48%
$365.9 - $436.25 $1.83K - $2.18K
1.04K $452M
EFV
Msci Eafe Value ETF

ETFs
424
+ 8.25%
$51.88 - $60.73 $22K - $25.7K
5.56K $328M
IVW
Ishares S&P 500 Growth ETF

ETFs
878
+ 27.9%
$92.45 - $106.69 $81.2K - $93.7K
4.03K $374M
JPEM
Jp Morgan Diversified Return

ETFs
480
+ 6.02%
$50.81 - $54.04 $24.4K - $25.9K
8.45K $446M
ES
Eversource Energy

Utilities
45
+ 0.79%
$55.63 - $63.8 $2.5K - $2.87K
5.72K $356M
PG
Procter & Gamble CO

Consumer Defensive
27
+ 0.61%
$158.56 - $176.26 $4.28K - $4.76K
4.48K $763M
SPY
Spdr S&P 500 ETF Trust

ETFs
68
+ 8.56%
$551.42 - $612.93 $37.5K - $41.7K
862 $482M
MBB
Ishares Tr

ETFs
106
+ 4.78%
$90.37 - $94.08 $9.58K - $9.97K
2.33K $218M
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 1.43%
$225.19 - $279.95 $3.83K - $4.76K
1.2K $295M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.14K
+ 11.25%
$360.07 - $417.26 $1.49M - $1.73M
41K $14.8B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
162
+ 2.59%
$48.06 - $53.73 $7.79K - $8.7K
6.42K $313M
ASML
Asml Holding Nv

Technology
3
+ 0.75%
$662.63 - $776.99 $1.99K - $2.33K
402 $266M
MRK
Merck & Co., Inc.

Healthcare
67
+ 2.48%
$83.01 - $101.02 $5.56K - $6.77K
2.77K $249M
MSFT
Microsoft Corp

Technology
926
+ 10.32%
$375.39 - $447.2 $348K - $414K
9.9K $3.72B
Activity Summary
Buys All Purchases 44 New Holdings 11 Increased Positions 33 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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