Kelly Financial Services LLC Portfolio Holdings
Kelly Financial Services LLC
- $258 Million
- Q4 2024
Kelly Financial Services LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $258 Million distributed in 114 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 $40.6M, Ishares Msci Usa Quality Facto with a value of $19.8M, Ishares S&P 500 Growth ETF with a value of $19.6M, Blackrock ETF Tr U S Equity Fa with a value of $17.7M, and Msci Eafe Value ETF with a value of $13.3M.
Examining the 13F form we can see an increase of $152M in the current position value, from $106M to 258M.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 114
- Current Value $258 Million
- Prior Value $106 Million
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR/A
- Activity in Q4 2024
- New Purchases 101 stocks
- Additional Purchases 0 stocks
- Sold out of 0 stocks
- Reduced holdings in 13 stocks