Kelly Financial Group LLC New Holdings in Q4 2024

Kelly Financial Group LLC

  • $281 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
396K
New
$102.46 - $110.17 $40.6M - $43.6M
396K $41.9B
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
452K
New
$57.07 - $62.58 $25.8M - $28.3M
452K $25.8B
JCPB
J P Morgan Exchange Traded Fd

ETFs
482K
New
$46.07 - $48.17 $22.2M - $23.2M
482K $22.3B
LDUR
Pimco Enhanced Low Duration Ac

ETFs
210K
New
$94.79 - $95.69 $19.9M - $20.1M
210K $20B
IWF
Ishares Russell 1000 Gr ETF

ETFs
36.8K
New
$370.24 - $418.94 $13.6M - $15.4M
36.8K $14.8B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
140K
New
$96.64 - $101.23 $13.6M - $14.2M
140K $13.6B
DFAT
Dimensional ETF Tr U S Target

ETFs
238K
New
$54.54 - $61.04 $13M - $14.5M
238K $13.2B
JEMA
Jpmorgan Activebuilders Emergi

ETFs
351K
New
$37.41 - $42.14 $13.1M - $14.8M
351K $13.1B
J P Morgan Exchange Traded F
121K
New
N/A
121K $11.7B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
195K
New
$55.86 - $60.21 $10.9M - $11.8M
195K $11.2B
RSP
Invesco S&P 500 Equal Weight E

ETFs
37.5K
New
$174.22 - $187.62 $6.54M - $7.04M
37.5K $6.58B
DFIS
Dimensional ETF Tr Dimensional

ETFs
262K
New
$24.25 - $26.7 $6.35M - $7M
262K $6.43B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
64.8K
New
$88.59 - $94.57 $5.74M - $6.13M
64.8K $5.76B
IXUS
Ishares Tr

ETFs
79.6K
New
$65.95 - $72.56 $5.25M - $5.77M
79.6K $5.26B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
89.2K
New
N/A
89.2K $4.05B
MSFT
Microsoft Corp

Technology
8.98K
New
$406.35 - $454.46 $3.65M - $4.08M
8.98K $3.78B
IWM
Ishares Russell 2000 ETF

ETFs
16.1K
New
$216.13 - $242.4 $3.49M - $3.91M
16.1K $3.56B
DFIV
Dimensional ETF Tr

ETFs
89.3K
New
$34.86 - $37.97 $3.11M - $3.39M
89.3K $3.17B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
34.8K
New
$84.34 - $95.14 $2.93M - $3.31M
34.8K $3.03B
SCHV
Schwab Strategic Tr Us Large C

ETFs
101K
New
$25.79 - $80.4 $2.61M - $8.15M
101K $2.64B
GBF
Ishares Tr

ETFs
23.7K
New
$101.93 - $106.84 $2.41M - $2.53M
23.7K $2.42B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
36.7K
New
$60.13 - $67.31 $2.21M - $2.47M
36.7K $2.23B
AAPL
Apple Inc.

Technology
8.54K
New
$221.69 - $259.02 $1.89M - $2.21M
8.54K $2.14B
SCHR
Schwab Intermediate Term Us Tr

ETFs
87.2K
New
$24.19 - $50.58 $2.11M - $4.41M
87.2K $2.12B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
24.9K
New
$81.68 - $82.93 $2.04M - $2.07M
24.9K $2.04B
PDP
Invesco Exchange Traded Fd Tr

ETFs
17.3K
New
$102.88 - $117.55 $1.78M - $2.03M
17.3K $1.86B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
15.5K
New
$115.08 - $119.55 $1.79M - $1.86M
15.5K $1.8B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
34.8K
New
$49.58 - $50.28 $1.73M - $1.75M
34.8K $1.73B
IEMG
Ishares Inc

ETFs
32.7K
New
N/A
32.7K $1.71B
IWC
Russell Micro Cap ETF

ETFs
11.3K
New
$120.3 - $138.84 $1.36M - $1.57M
11.3K $1.48B
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
24.9K
New
$55.42 - $61.69 $1.38M - $1.54M
24.9K $1.38B
AMZN
Amazon Com Inc

Consumer Cyclical
5.04K
New
$180.88 - $232.93 $912K - $1.17M
5.04K $1.11B
IVV
Ishares Core S&P 500 ETF

ETFs
1.78K
New
$570.51 - $610.59 $1.02M - $1.09M
1.78K $1.05B
XLV
Select Sector Spdr Fund Health

ETFs
7.26K
New
$136.28 - $154.74 $989K - $1.12M
7.26K $999M
QUAL
Ishares Msci Usa Quality Facto

ETFs
5.5K
New
$176.42 - $186.91 $970K - $1.03M
5.5K $980M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
20.3K
New
$45.07 - $47.1 $914K - $955K
20.3K $917M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.88K
New
$442.29 - $483.08 $831K - $908K
1.88K $852M
PG
Procter & Gamble CO

Consumer Defensive
4.45K
New
$161.05 - $179.7 $717K - $799K
4.45K $746M
VONG
Vanguard Russell 1000 Growth E

ETFs
7.1K
New
$95.27 - $107.82 $677K - $766K
7.1K $734M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
9.2K
New
$77.86 - $79.27 $716K - $729K
9.2K $717M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
12.6K
New
$49.87 - $52.46 $628K - $661K
12.6K $629M
SPY
Spdr S&P 500 ETF Trust

ETFs
794
New
$567.81 - $607.81 $451K - $483K
794 $465M
HON
Honeywell International Inc

Industrials
1.87K
New
$202.84 - $236.0 $380K - $442K
1.87K $423M
JPEM
Jp Morgan Diversified Return

ETFs
7.97K
New
$51.88 - $57.84 $414K - $461K
7.97K $414M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
6.65K
New
$56.7 - $62.15 $377K - $414K
6.65K $388M
ELV
Elevance Health, Inc.

Healthcare
1.04K
New
$365.96 - $514.62 $379K - $533K
1.04K $382M
PEP
Pepsico Inc

Consumer Defensive
2.48K
New
$151.29 - $176.1 $375K - $436K
2.48K $380M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
6.75K
New
$53.0 - $55.5 $358K - $375K
6.75K $359M
BAC
Bank Of America Corp

Financial Services
7.63K
New
$39.22 - $47.77 $299K - $365K
7.63K $335M
Activity Summary
Buys All Purchases 78 New Holdings 78 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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