Kelly Financial Services LLC Incresed Positions in Q2 2025

Kelly Financial Services LLC

  • $301 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EFV
Msci Eafe Value ETF

ETFs
98.8K
+ 42.0%
$52.4 - $64.65 $5.18M - $6.39M
334K $21.2M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
58.7K
+ 51.14%
$97.29 - $105.63 $5.71M - $6.2M
173K $17.6M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
149K
+ 497.72%
$25.85 - $26.19 $3.86M - $3.91M
179K $4.66M
IVE
Ishares S&P 500 Value ETF

ETFs
15.2K
+ 21.81%
$168.34 - $195.42 $2.55M - $2.96M
84.7K $16.5M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
17.1K
+ 4.78%
$43.53 - $54.46 $745K - $932K
375K $20.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.19K
+ 6.07%
$152.42 - $182.82 $1.1M - $1.31M
125K $22.9M
OEF
Ishares S&P 100 ETF

ETFs
9.8K
+ 31.36%
N/A
41K $10.9M
IYW
Ishares Dj Us Tech ETF

ETFs
696
+ 1.28%
$122.57 - $173.27 $85.3K - $121K
55.1K $9.55M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3.5K
+ 14.86%
$180.84 - $240.32 $633K - $841K
27K $6.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
34.1K
+ 83.76%
$49.79 - $50.75 $1.7M - $1.73M
74.8K $3.79M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
9.14K
+ 52.23%
$82.32 - $112.47 $752K - $1.03M
26.6K $3M
ITOT
Ishares Core S&P Total U.S. St

ETFs
8.05K
+ 52.16%
$108.12 - $135.04 $871K - $1.09M
23.5K $3.17M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
16K
+ 7.45%
$46.39 - $47.84 $743K - $766K
231K $11.1M
MSFT
Microsoft Corp

Technology
39
+ 0.88%
$354.56 - $497.45 $13.8K - $19.4K
4.46K $2.22M
MUB
Ishares National Muni Bond ETF

ETFs
4.27K
+ 166.67%
$102.31 - $105.8 $436K - $451K
6.82K $712K
SCHR
Schwab Intermediate Term Us Tr

ETFs
14.8K
+ 7.17%
$24.54 - $25.07 $363K - $371K
221K $5.53M
MBB
Ishares Tr

ETFs
2.94K
+ 3.03%
$91.41 - $94.22 $269K - $277K
99.8K $9.37M
SPY
Spdr S&P 500 ETF Trust

ETFs
215
+ 10.03%
$496.48 - $617.85 $107K - $133K
2.36K $1.46M
IEMG
Ishares Inc

ETFs
4.5K
+ 51.64%
N/A
13.2K $708K
NVDA
Nvidia Corp

Technology
39
+ 0.82%
$94.31 - $157.99 $3.68K - $6.16K
4.78K $754K
ORCL
Oracle Corp

Technology
28
+ 1.04%
$122.82 - $218.63 $3.44K - $6.12K
2.72K $593K
EMB
Ishares Tr

ETFs
1.21K
+ 3.01%
$86.54 - $92.62 $104K - $112K
41.3K $3.83M
JPM
Jpmorgan Chase & CO

Financial Services
136
+ 6.44%
$210.28 - $289.91 $28.6K - $39.4K
2.25K $651K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
1.58K
+ 7.11%
$26.69 - $33.44 $42.2K - $52.9K
23.8K $783K
T
At&T Inc.

Communication Services
3.37K
+ 41.66%
$26.33 - $28.94 $88.7K - $97.5K
11.5K $331K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.63K
+ 8.44%
$51.14 - $57.0 $83.5K - $93K
21K $1.19M
VUG
Vanguard Growth ETF

ETFs
2
+ 0.15%
$329.49 - $438.4 $659 - $877
1.36K $597K
TSLA
Tesla, Inc.

Consumer Cyclical
35
+ 2.7%
$221.86 - $362.89 $7.77K - $12.7K
1.33K $422K
PM
Philip Morris International Inc.

Consumer Defensive
208
+ 10.09%
$149.23 - $184.95 $31K - $38.5K
2.27K $413K
VGT
Vanguard Information Technolog

ETFs
57
+ 14.69%
$470.37 - $663.28 $26.8K - $37.8K
445 $295K
RTX
Raytheon Technologies Corp

Industrials
34
+ 0.58%
$113.75 - $148.48 $3.87K - $5.05K
5.9K $861K
BBUS
J P Morgan Exchg Traded Fd

ETFs
262
+ 6.56%
$89.63 - $111.92 $23.5K - $29.3K
4.26K $476K
IGM
Ishares Expanded Tech Sector E

ETFs
219
+ 9.53%
$79.8 - $112.34 $17.5K - $24.6K
2.52K $282K
VEA
Vanguard Ftse Developed Market

ETFs
116
+ 1.08%
$45.65 - $57.01 $5.3K - $6.61K
10.9K $620K
AMP
Ameriprise Financial Inc

Financial Services
58
+ 8.36%
$422.19 - $533.73 $24.5K - $31K
752 $401K
EFG
Msci Eafe Growth ETF

ETFs
193
+ 5.56%
$89.8 - $112.0 $17.3K - $21.6K
3.67K $410K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.06%
$211.12 - $274.14 $211 - $274
1.69K $460K
TLT
Ishares Barclays 20+ Year Trea

ETFs
612
+ 16.48%
$83.97 - $92.85 $51.4K - $56.8K
4.33K $381K
CSCO
Cisco Systems, Inc.

Technology
293
+ 8.95%
$53.19 - $69.38 $15.6K - $20.3K
3.57K $247K
AXP
American Express CO

Financial Services
2
+ 0.25%
$231.39 - $318.98 $463 - $638
788 $251K
LMT
Lockheed Martin Corp

Industrials
26
+ 1.98%
$430.82 - $486.45 $11.2K - $12.6K
1.34K $618K
VTV
Vanguard Value ETF

ETFs
95
+ 3.9%
$153.67 - $176.74 $14.6K - $16.8K
2.53K $447K
LQD
Ishares Iboxx $ Investment Gra

ETFs
235
+ 5.67%
$105.23 - $109.61 $24.7K - $25.8K
4.38K $480K
ABT
Abbott Laboratories

Healthcare
158
+ 9.7%
$123.95 - $138.08 $19.6K - $21.8K
1.79K $243K
HD
Home Depot, Inc.

Consumer Cyclical
71
+ 4.31%
$335.24 - $380.78 $23.8K - $27K
1.72K $630K
GLD
Spdr Gold Trust

ETFs
20
+ 1.95%
$273.71 - $316.29 $5.47K - $6.33K
1.05K $319K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
83
+ 1.81%
$39.89 - $49.46 $3.31K - $4.11K
4.68K $231K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
206
+ 5.72%
$77.74 - $78.78 $16K - $16.2K
3.81K $299K
PAYX
Paychex Inc

Industrials
218
+ 13.12%
$137.01 - $159.78 $29.9K - $34.8K
1.88K $273K
Activity Summary
Buys All Purchases 79 New Holdings 11 Increased Positions 68 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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