Kelly Financial Services LLC Portfolio Holdings
Kelly Financial Services LLC
- $268 Million
- Q2 2024
Kelly Financial Services LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $268 Million distributed in 802 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $45.6M, Ishares S&P 500 Growth ETF with a value of $21.1M, Ishares Msci Usa Quality Facto with a value of $18.1M, Blackrock ETF Tr U S Equity Fa with a value of $16.2M, and Ishares Inc Msci Emerging Mkts with a value of $11.2M.
Examining the 13F form we can see an increase of $16.1M in the current position value, from $252M to 268M. Also it can be appreciated an additional of 46 stocks purchases and 8 closed positions.
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 802
- Current Value $268 Million
- Prior Value $252 Million
- Filing
- Period Q2 2024
- Filing Date August 12, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 46 stocks
- Additional Purchases 264 stocks
- Sold out of 8 stocks
- Reduced holdings in 125 stocks