Kelly Financial Services LLC Incresed Positions in Q1 2025

Kelly Financial Services LLC

  • $265 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
104K
+ 939.44%
$97.25 - $104.79 $10.1M - $10.9M
115K $11.8M
IVE
Ishares S&P 500 Value ETF

ETFs
35.1K
+ 101.98%
$185.78 - $198.58 $6.52M - $6.97M
69.5K $13.1M
OEF
Ishares S&P 100 ETF

ETFs
16.4K
+ 109.99%
N/A
31.2K $8.31M
IAU
Ishares Gold Trust

ETFs
60.3K
+ 133.44%
$49.74 - $58.96 $3M - $3.56M
106K $6.22M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
75K
+ 53.51%
$46.18 - $47.84 $3.46M - $3.59M
215K $10.2M
SCHR
Schwab Intermediate Term Us Tr

ETFs
42.2K
+ 25.75%
$24.05 - $24.86 $1.02M - $1.05M
206K $5.12M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
10.4K
+ 16.89%
$49.67 - $51.43 $514K - $533K
71.7K $3.65M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
4.93K
+ 39.26%
$91.76 - $103.26 $453K - $509K
17.5K $1.61M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.52K
+ 95.09%
$87.68 - $94.52 $221K - $238K
5.17K $479K
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.91K
+ 6.21%
$168.16 - $186.21 $1.16M - $1.29M
118K $20.1M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.32K
+ 36.05%
$33.84 - $37.77 $146K - $163K
16.3K $598K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.39K
+ 6.25%
$196.12 - $229.48 $272K - $318K
23.5K $4.73M
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.01%
$330.16 - $365.55 $330 - $366
13.9K $4.86M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.84K
+ 9.01%
$26.71 - $31.58 $49.1K - $58K
22.2K $679K
PM
Philip Morris International Inc.

Consumer Defensive
235
+ 12.87%
$117.15 - $158.79 $27.5K - $37.3K
2.06K $327K
HYDB
Ishares Tr Edge High Yield Def

ETFs
2.2K
+ 2.75%
$46.82 - $47.8 $103K - $105K
82.4K $3.87M
RTX
Raytheon Technologies Corp

Industrials
6
+ 0.1%
$114.1 - $135.66 $685 - $814
5.87K $777K
CVX
Chevron Corp

Energy
70
+ 2.37%
$146.71 - $167.97 $10.3K - $11.8K
3.03K $506K
ABBV
Abb Vie Inc.

Healthcare
144
+ 9.62%
$169.2 - $216.66 $24.4K - $31.2K
1.64K $343K
JNJ
Johnson & Johnson

Healthcare
3
+ 0.1%
$142.06 - $167.7 $426 - $503
3.11K $515K
VZ
Verizon Communications Inc

Communication Services
444
+ 6.75%
$37.81 - $46.49 $16.8K - $20.6K
7.02K $318K
JPM
Jpmorgan Chase & CO

Financial Services
169
+ 8.7%
$225.19 - $279.95 $38.1K - $47.3K
2.11K $518K
BBUS
J P Morgan Exchg Traded Fd

ETFs
654
+ 19.59%
$99.5 - $110.97 $65.1K - $72.6K
3.99K $400K
PG
Procter & Gamble CO

Consumer Defensive
138
+ 8.68%
$158.56 - $176.26 $21.9K - $24.3K
1.73K $294K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.17%
$279.74 - $321.29 $559 - $643
1.15K $360K
ACN
Accenture PLC

Technology
141
+ 17.36%
$300.91 - $398.25 $42.4K - $56.2K
953 $297K
AMP
Ameriprise Financial Inc

Financial Services
80
+ 13.03%
$472.29 - $575.13 $37.8K - $46K
694 $335K
PEP
Pepsico Inc

Consumer Defensive
58
+ 3.17%
$142.64 - $156.42 $8.27K - $9.07K
1.89K $282K
HD
Home Depot, Inc.

Consumer Cyclical
99
+ 6.39%
$347.25 - $424.87 $34.4K - $42.1K
1.65K $603K
HYGW
Ishares Tr High Yield Corporat
19.4K
+ 25.61%
N/A
95.1K $0
Blackrock ETF Trust
7.55K
+ 24.6%
N/A
38.2K $0
Blackrock ETF Trust
5.16K
+ 18.28%
N/A
33.4K $0
Spdr Ser Tr
291
+ 3.38%
N/A
8.89K $0
Blackrock ETF Trust Ii
17.3K
+ 7.26%
N/A
256K $0
ICVT
Ishares Tr Convertible Bond Et

ETFs
64
+ 0.51%
$83.18 - $89.27 $5.32K - $5.71K
12.7K $1.07M
ROK
Rockwell Automation, Inc

Industrials
46
+ 4.38%
$255.29 - $303.75 $11.7K - $14K
1.1K $283K
AXP
American Express CO

Financial Services
1
+ 0.13%
$255.39 - $325.87 $255 - $326
786 $211K
LMT
Lockheed Martin Corp

Industrials
53
+ 4.22%
$423.19 - $506.29 $22.4K - $26.8K
1.31K $585K
ORCL
Oracle Corp

Technology
114
+ 4.43%
$139.81 - $186.47 $15.9K - $21.3K
2.69K $375K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.06%
$237.01 - $304.45 $237 - $304
1.69K $401K
TSLA
Tesla, Inc.

Consumer Cyclical
243
+ 23.08%
$222.15 - $428.22 $54K - $104K
1.3K $335K
NVDA
Nvidia Corp

Technology
94
+ 2.02%
$106.98 - $149.43 $10.1K - $14K
4.74K $513K
SOXX
Ishares Semiconductor ETF

ETFs
1.78K
+ 7.65%
$188.17 - $235.81 $335K - $420K
25.1K $4.73M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
13.5K
+ 3.93%
$48.06 - $53.73 $651K - $728K
358K $17.4M
IYW
Ishares Dj Us Tech ETF

ETFs
1.61K
+ 3.04%
$140.44 - $166.79 $225K - $268K
54.4K $7.65M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.94K
+ 3.59%
$92.45 - $106.69 $642K - $741K
200K $18.6M
Activity Summary
Buys All Purchases 68 New Holdings 21 Increased Positions 47 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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