Kelly Financial Services LLC Portfolio Holdings

Kelly Financial Services LLC

  • $301 Million
  • Q2 2025

Kelly Financial Services LLC has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $301 Million distributed in 116 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 $23.7M, Ishares Msci Usa Quality Facto with a value of $22.9M, Msci Eafe Value ETF with a value of $21.2M, Ishares S&P 500 Growth ETF with a value of $20.5M, and Blackrock ETF Tr U S Equity Fa with a value of $20.4M.

Examining the 13F form we can see an increase of $36.4M in the current position value, from $265M to 301M.

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 $301 Million
ETFs: $273 Million
Technology: $7.77 Million
Basic Materials: $4.78 Million
Financial Services: $3.78 Million
Consumer Cyclical: $3.39 Million
Industrials: $2.32 Million
Healthcare: $1.59 Million
Communication Services: $1.48 Million
Other: $3.07 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 116
  • Current Value $301 Million
  • Prior Value $265 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 17, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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