Kelly Financial Group LLC Reduced Holdings in Q1 2025

Kelly Financial Group LLC

  • $320 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
-1.89K
- 11.69%
$198.1 - $229.79 $373K - $433K
14.2K $2.84B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-4.26K
- 12.26%
$77.33 - $90.16 $330K - $384K
30.5K $2.39B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.27K
- 8.71%
$169.43 - $182.84 $554K - $598K
34.3K $5.93B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-7.72K
- 30.97%
$81.83 - $82.73 $632K - $639K
17.2K $1.42B
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
-14.6K
- 16.33%
N/A
74.7K $3.44B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-10.6K
- 30.55%
$49.6 - $50.28 $527K - $535K
24.2K $1.22B
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-4.01K
- 25.79%
$114.57 - $118.14 $459K - $473K
11.5K $1.36B
IXUS
Ishares Tr

ETFs
-10.2K
- 12.81%
$65.06 - $72.31 $663K - $737K
69.4K $4.84B
IWC
Russell Micro Cap ETF

ETFs
-1.69K
- 14.88%
$110.91 - $133.46 $187K - $225K
9.65K $1.07B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-5.38K
- 14.66%
$59.28 - $66.1 $319K - $356K
31.3K $1.99B
IEMG
Ishares Inc

ETFs
-4.6K
- 14.08%
N/A
28.1K $1.51B
PDP
Invesco Exchange Traded Fd Tr

ETFs
-485
- 2.8%
$96.95 - $116.13 $47K - $56.3K
16.8K $1.68B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-3.45K
- 27.41%
$49.42 - $50.43 $171K - $174K
9.14K $457M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-593
- 10.78%
$168.16 - $186.21 $99.7K - $110K
4.91K $839M
HON
Honeywell International Inc

Industrials
-394
- 21.04%
$202.75 - $226.52 $79.9K - $89.2K
1.48K $313M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-1K
- 10.87%
$77.7 - $78.94 $77.7K - $78.9K
8.2K $647M
GBF
Ishares Tr

ETFs
-1.03K
- 4.37%
$101.08 - $104.63 $105K - $108K
22.6K $2.36B
PEP
Pepsico Inc

Consumer Defensive
-345
- 13.93%
$142.64 - $156.42 $49.2K - $54K
2.13K $320M
IVV
Ishares Core S&P 500 ETF

ETFs
-20
- 1.12%
$554.06 - $615.85 $11.1K - $12.3K
1.76K $989M
EFG
Msci Eafe Growth ETF

ETFs
-525
- 18.18%
$96.1 - $106.37 $50.5K - $55.8K
2.36K $236M
HD
Home Depot, Inc.

Consumer Cyclical
-34
- 4.87%
$347.25 - $424.87 $11.8K - $14.4K
664 $243M
OEF
Ishares S&P 100 ETF

ETFs
-11
- 1.14%
N/A
958 $259M
BAC
Bank Of America Corp

Financial Services
-25
- 0.33%
$39.61 - $47.74 $990 - $1.19K
7.61K $317M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-117
- 1.48%
$29.82 - $30.1 $3.49K - $3.52K
7.77K $234M
MCD
Mcdonalds Corp

Consumer Cyclical
-25
- 3.62%
$279.74 - $321.29 $6.99K - $8.03K
665 $208M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-1.35K
- 1.55%
$24.05 - $24.86 $32.5K - $33.6K
85.8K $2.13B
KO
Coca Cola CO

Consumer Defensive
-253
- 4.74%
$60.81 - $72.32 $15.4K - $18.3K
5.09K $367M
XLV
Select Sector Spdr Fund Health

ETFs
-160
- 2.2%
$137.61 - $149.68 $22K - $23.9K
7.1K $1.04B
T
At&T Inc.

Communication Services
-417
- 3.64%
$21.56 - $28.28 $8.99K - $11.8K
11K $312M
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-1.14K
- 4.57%
$55.23 - $64.6 $62.9K - $73.6K
23.8K $1.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-94
- 5.0%
$442.66 - $534.52 $41.6K - $50.2K
1.79K $951M
DFIV
Dimensional ETF Tr

ETFs
-368
- 0.41%
$35.33 - $40.77 $13K - $15K
88.9K $3.5B
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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