Kelly Financial Services LLC Portfolio Holdings

Kelly Financial Services LLC

  • $325 Million
  • Q3 2025

Kelly Financial Services LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $325 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Blackrock ETF Tr U S Equity Fa with a value of $31.4M, Ishares Core S&P 500 ETF with a value of $23.8M, Ishares Msci Usa Quality Facto with a value of $23M, Ishares S&P 500 Growth ETF with a value of $21.7M, and Ishares Barclays 10 20 Yr Trea with a value of $20.1M.

Examining the 13F form we can see an increase of $23.7M in the current position value, from $301M to 325M.

Kelly Financial Services LLC is based out at Braintree, MA

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

Portfolio value $325 Million
ETFs: $294 Million
Technology: $8.79 Million
Basic Materials: $4.82 Million
Consumer Cyclical: $3.64 Million
Financial Services: $3.33 Million
Industrials: $3.09 Million
Communication Services: $1.82 Million
Healthcare: $1.68 Million
Other: $3.15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$31.4 Million 9.69% of portfolio
531,212
Q3 2025 Added 41.54%
$0
$23.8 Million 7.33% of portfolio
35,582
Q3 2025 Reduced 6.85%
$0
$23 Million 7.08% of portfolio
118,199
Q3 2025 Reduced 5.79%
$0
$21.7 Million 6.68% of portfolio
179,795
Q3 2025 Reduced 3.44%
$0
$20.1 Million 6.2% of portfolio
195,420
Q3 2025 Added 12.65%
$0
$19 Million 5.84% of portfolio
91,875
Q3 2025 Added 8.51%
$0
$16.4 Million 5.06% of portfolio
61,811
Q3 2025 Added 50.6%
$0
$15.2 Million 4.69% of portfolio
283,941
Q3 2025 Added 2,049.28%
$0
$14.7 Million 4.54% of portfolio
217,326
Q3 2025 Reduced 34.93%
$0
$13.7 Million 4.22% of portfolio
282,373
Q3 2025 Added 22.21%
$0
$10.5 Million 3.22% of portfolio
204,064
Q3 2025 Added 11.06%
$0
$10.1 Million 3.1% of portfolio
105,682
Q3 2025 Added 5.9%
$63.9B
$9.87 Million 3.04% of portfolio
135,685
Q3 2025 Added 32.3%
$0
$6.9 Million 2.12% of portfolio
25,432
Q3 2025 Reduced 4.17%
$0
$6.8 Million 2.09% of portfolio
270,419
Q3 2025 Added 22.3%
$0
$6.48 Million 2.0% of portfolio
25,282
Q3 2025 Reduced 6.51%
$89.4B
$4.82 Million 1.48% of portfolio
13,909
Q3 2025 Added 0.01%
$0
$4.69 Million 1.44% of portfolio
92,288
Q3 2025 Added 23.44%
$4.35T
$4.13 Million 1.27% of portfolio
16,210
Q3 2025 Reduced 1.91%
$0
$4.12 Million 1.27% of portfolio
43,263
Q3 2025 Added 4.75%
$0
$3.35 Million 1.03% of portfolio
72,768
Q3 2025 Added 22.1%
$0
$3.14 Million 0.97% of portfolio
21,547
Q3 2025 Reduced 8.28%
$0
$2.38 Million 0.73% of portfolio
12,128
Q3 2025 Reduced 77.99%
$3.86T
$2.3 Million 0.71% of portfolio
4,437
Q3 2025 Reduced 0.45%
$0
$1.95 Million 0.6% of portfolio
2,920
Q3 2025 Added 23.83%
$0
$1.46 Million 0.45% of portfolio
25,517
Q3 2025 Added 21.75%
$0
$1.38 Million 0.43% of portfolio
29,565
Q3 2025 Reduced 6.85%
$262B
$1.29 Million 0.4% of portfolio
7,718
Q3 2025 Added 30.75%
$3.07B
$1.25 Million 0.39% of portfolio
18,100
Q4 2024 New
$2.49T
$1.13 Million 0.35% of portfolio
5,167
Q3 2025 Reduced 0.92%
$0
$1.12 Million 0.34% of portfolio
5,263
Q3 2025 Reduced 6.6%
$0
$1.07 Million 0.33% of portfolio
3,927
Q3 2025 Added 182.31%
$0
$984,000 0.3% of portfolio
9,420
Q3 2025 Reduced 1.44%
$505B
$874,000 0.27% of portfolio
4,686
Q3 2025 Reduced 1.86%
$0
$839,000 0.26% of portfolio
7,887
Q3 2025 Added 15.58%
$0
$859,000 0.26% of portfolio
7,097
Q3 2025 Reduced 73.35%
$0
$780,000 0.24% of portfolio
21,986
Q3 2025 Reduced 7.72%
$0
$770,000 0.24% of portfolio
16,099
Q3 2025 Reduced 0.22%
$389B
$705,000 0.22% of portfolio
1,740
Q3 2025 Added 1.22%
$129B
$711,000 0.22% of portfolio
1,425
Q3 2025 Added 6.66%
$708B
$697,000 0.21% of portfolio
2,479
Q3 2025 Reduced 8.73%
$0
$681,000 0.21% of portfolio
6,807
Q3 2025 Reduced 2.8%
$913B
$679,000 0.21% of portfolio
2,154
Q3 2025 Reduced 4.18%
$0
$679,000 0.21% of portfolio
11,807
Q3 2025 Added 4.07%
$477B
$650,000 0.2% of portfolio
5,773
Q3 2025 Added 0.26%
$0
$653,000 0.2% of portfolio
1,362
Q2 2025 Added 0.15%
$0
$642,000 0.2% of portfolio
10,716
Q3 2025 Reduced 1.59%
$0
$632,000 0.19% of portfolio
10,605
Q3 2025 Reduced 3.03%
$1.44T
$598,000 0.18% of portfolio
1,346
Q3 2025 Added 1.13%

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $325 Million
  • Prior Value $301 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 8 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
Track This Portfolio

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email