Kelly Financial Group LLC has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $320 Billion distributed in 80 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 $44.1B, J P Morgan Exch Traded Fd Tr B with a value of $28.7B, J P Morgan Exchange Traded Fd with a value of $24.5B, Pimco Enhanced Low Duration Ac with a value of $23.8B, and Ishares Core U.S. Aggregate Bo with a value of $17.4B.

Examining the 13F form we can see an increase of $38.8B in the current position value, from $281B to 320B.

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 $320 Billion
ETFs: $265 Billion
Technology: $11.5 Billion
Financial Services: $6.55 Billion
Consumer Defensive: $1.71 Billion
Consumer Cyclical: $1.7 Billion
Healthcare: $1.14 Billion
Communication Services: $555 Million
Energy: $471 Million
Other: $669 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $320 Billion
  • Prior Value $281 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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