Kelly Financial Services LLC Purchases in Q3 2024

Kelly Financial Services LLC

  • $258 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
125K
+ 99.07%
$51.72 - $57.96 $6.46M - $7.24M
251K $14.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
50.4K
New
$50.52 - $50.95 $2.55M - $2.57M
50.4K $2.56M
SCHR
Schwab Intermediate Term Us Tr

ETFs
50.5K
New
$48.4 - $50.91 $2.44M - $2.57M
50.5K $2.55M
IWX
Ishares Tr Russell 200 Value E

ETFs
22.4K
New
$74.49 - $81.27 $1.67M - $1.82M
22.4K $1.82M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
27.3K
+ 42.0%
$46.5 - $49.42 $1.27M - $1.35M
92.2K $4.53M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
27.7K
New
$48.51 - $52.86 $1.34M - $1.46M
27.7K $1.46M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.35K
+ 1.27%
$162.64 - $179.3 $220K - $242K
107K $19.3M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
416
+ 0.12%
$44.24 - $49.47 $18.4K - $20.6K
346K $17.1M
HDV
Ishares Core High Dividend ETF

ETFs
7.57K
New
$107.62 - $118.76 $815K - $899K
7.57K $890K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.76K
+ 2.51%
$56.04 - $62.99 $267K - $300K
194K $11.9M
IVE
Ishares S&P 500 Value ETF

ETFs
583
+ 1.86%
$181.06 - $197.17 $106K - $115K
32K $6.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
546
+ 10.71%
$517.38 - $573.86 $282K - $313K
5.64K $3.24M
AAPL
Apple Inc.

Technology
382
+ 2.28%
$207.23 - $234.82 $79.2K - $89.7K
17.1K $3.99M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.79K
+ 20.12%
$79.58 - $91.64 $222K - $256K
16.7K $1.51M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.01K
+ 11.66%
$36.02 - $41.68 $144K - $167K
38.4K $1.58M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.54K
+ 12.88%
$44.83 - $47.42 $204K - $215K
39.8K $1.88M
OEF
Ishares S&P 100 ETF

ETFs
963
+ 6.82%
$266.03 - $266.03 $256K - $256K
15.1K $4.01M
LMT
Lockheed Martin Corp

Industrials
77
+ 6.36%
$460.3 - $584.56 $35.4K - $45K
1.29K $752K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.04K
+ 45.95%
$91.42 - $91.82 $186K - $187K
6.48K $594K
IFRA
Ishares Tr

ETFs
795
+ 2.79%
$41.55 - $46.97 $33K - $37.3K
29.3K $1.37M
GLD
Spdr Gold Trust

ETFs
522
+ 32.14%
$215.56 - $246.98 $113K - $129K
2.15K $521K
FISR
Ssga Active Tr Spdr Ssga Fixed

ETFs
1.45K
+ 1.38%
$25.19 - $26.77 $36.6K - $38.9K
106K $2.83M
HD
Home Depot, Inc.

Consumer Cyclical
143
+ 10.61%
$333.64 - $405.2 $47.7K - $57.9K
1.49K $604K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
79
+ 1.38%
$122.74 - $163.95 $9.7K - $13K
5.8K $951K
VTV
Vanguard Value ETF

ETFs
20
+ 0.29%
$159.75 - $174.57 $3.2K - $3.49K
6.82K $1.19M
VEA
Vanguard Ftse Developed Market

ETFs
52
+ 0.21%
$47.6 - $53.31 $2.48K - $2.77K
25.3K $1.33M
TSLA
Tesla, Inc.

Consumer Cyclical
76
+ 7.29%
$191.76 - $263.26 $14.6K - $20K
1.12K $292K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
976
+ 3.33%
$46.89 - $52.24 $45.8K - $51K
30.3K $1.57M
AMP
Ameriprise Financial Inc

Financial Services
117
+ 25.6%
$391.53 - $469.81 $45.8K - $55K
574 $269K
ACN
Accenture PLC

Technology
106
+ 16.43%
$295.44 - $355.81 $31.3K - $37.7K
751 $265K
JPM
Jpmorgan Chase & CO

Financial Services
242
+ 15.45%
$194.9 - $224.8 $47.2K - $54.4K
1.81K $381K
VZ
Verizon Communications Inc

Communication Services
832
+ 16.0%
$38.89 - $45.0 $32.4K - $37.4K
6.03K $270K
JNJ
Johnson & Johnson

Healthcare
14
+ 0.44%
$145.48 - $167.38 $2.04K - $2.34K
3.2K $518K
PG
Procter & Gamble CO

Consumer Defensive
243
+ 19.33%
$160.76 - $177.82 $39.1K - $43.2K
1.5K $259K
ABBV
Abb Vie Inc.

Healthcare
76
+ 5.77%
$163.84 - $199.33 $12.5K - $15.1K
1.39K $275K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 5.71%
$405.19 - $478.57 $14.2K - $16.7K
648 $298K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
77
+ 0.78%
$41.9 - $48.26 $3.23K - $3.72K
9.91K $474K
MSFT
Microsoft Corp

Technology
252
+ 6.09%
$395.15 - $467.56 $99.6K - $118K
4.39K $1.89M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
50
+ 0.86%
$69.16 - $76.64 $3.46K - $3.83K
5.89K $442K
AXP
American Express CO

Financial Services
1
+ 0.13%
$225.92 - $271.17 $226 - $271
785 $212K
PEP
Pepsico Inc

Consumer Defensive
106
+ 5.05%
$161.9 - $179.3 $17.2K - $19K
2.21K $375K
VB
Vanguard Small Cap ETF

ETFs
8
+ 0.6%
$214.77 - $237.72 $1.72K - $1.9K
1.34K $318K
SPMD
Spdr Portfolio

ETFs
30
+ 0.45%
$50.29 - $54.92 $1.51K - $1.65K
6.65K $363K
MRK
Merck & Co., Inc.

Healthcare
338
+ 19.79%
$111.15 - $128.97 $37.6K - $43.6K
2.05K $232K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
32
+ 0.33%
$44.9 - $47.55 $1.44K - $1.52K
9.85K $465K
CVX
Chevron Corp

Energy
253
+ 10.56%
$137.88 - $161.97 $34.9K - $41K
2.65K $389K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
11
+ 1.24%
$210.25 - $231.86 $2.31K - $2.55K
897 $200K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.06%
$211.35 - $255.11 $211 - $255
1.68K $418K
LQDW
Ishares Tr Invt Grade Corporat
11K
+ 12.52%
N/A
98.8K $0
Activity Summary
Buys All Purchases 56 New Holdings 5 Increased Positions 51 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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