Kelly Financial Group LLC Portfolio Holdings

Kelly Financial Group LLC

  • $281 Billion
  • Q4 2024

Kelly Financial Group LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $281 Billion distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchg Traded Fd with a value of $41.9B, J P Morgan Exch Traded Fd Tr B with a value of $25.8B, J P Morgan Exchange Traded Fd with a value of $22.3B, Pimco Enhanced Low Duration Ac with a value of $20B, and Ishares Russell 1000 Gr ETF with a value of $14.8B.

Examining the 13F form we can see an increase of $281B in the current position value.

Kelly Financial Group LLC is based out at Wethersfield, CT

Below you can find more details about Kelly Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $281 Billion
ETFs: $247 Billion
Technology: $6.2 Billion
Consumer Cyclical: $1.8 Billion
Financial Services: $1.65 Billion
Consumer Defensive: $1.46 Billion
Healthcare: $653 Million
Industrials: $624 Million
Utilities: $326 Million
Other: $486 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.08T
$3.78 Billion 1.35% of portfolio
8,976
Q4 2024 New
$3.74T
$2.14 Billion 0.76% of portfolio
8,536
Q4 2024 New
$2.41T
$1.11 Billion 0.39% of portfolio
5,040
Q4 2024 New
$616B
$852 Million 0.3% of portfolio
1,879
Q4 2024 New
$401B
$746 Million 0.27% of portfolio
4,449
Q4 2024 New
$201B
$380 Million 0.14% of portfolio
2,477
Q4 2024 New
$273B
$332 Million 0.12% of portfolio
5,340
Q4 2024 New
$378B
$335 Million 0.12% of portfolio
7,632
Q4 2024 New
$295B
$277 Million 0.1% of portfolio
399
Q4 2024 New
$227B
$271 Million 0.1% of portfolio
2,703
Q4 2024 New
$424B
$272 Million 0.1% of portfolio
698
Q4 2024 New
$793B
$284 Million 0.1% of portfolio
1,185
Q4 2024 New
$458B
$225 Million 0.08% of portfolio
2,094
Q4 2024 New
$212B
$200 Million 0.07% of portfolio
690
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $281 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 78 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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