The Analysis of Kelly Financial Services LLC's Holdings
Currently, Kelly Financial Services LLC holds 123 types of securities in its portfolio with a total value $399.0M. In the most recent quarter, they have increased their positions in IVE (+37.0K shares, valued at $7.9M), SYSB (+56.4K shares, valued at $5.1M), IEMG (+69.5K shares, valued at $4.7M); decreased their positions in QUAL (-52.5K shares, valued at $10.4M), SOXX (-24.5K shares, valued at $7.4M), TLH (-68.5K shares, valued at $7.0M); initiated new positions in SYSB (+56.4K shares, valued at $5.1M), EMLC (+129.4K shares, valued at $3.3M), N/A (+8.1K shares, valued at $1.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DYNF BLACKROCK ETF TRUST543.7K shares2.34%2025-12-312026-01-13
IVV ISHARES TR41.3K shares16.06%2025-12-312026-01-13 IVE ISHARES TR128.9K shares40.29%2025-12-312026-01-13 IEMG ISHARES INC353.5K shares24.48%2025-12-312026-01-13 IVW ISHARES TR182.9K shares1.71%2025-12-312026-01-13 OEF ISHARES TR64.7K shares4.66%2025-12-312026-01-13 BINC BLACKROCK ETF TRUST II325.2K shares8.11%2025-12-312026-01-13 EFV ISHARES TR198.7K shares-8.57%2025-12-312026-01-13 QUAL ISHARES TR65.7K shares-44.41%2025-12-312026-01-13 QLTA ISHARES TR270.4K shares-4.25%2025-12-312026-01-13 TLH ISHARES TR126.9K shares-35.04%2025-12-312026-01-13 THRO BLACKROCK ETF TRUST286.8K shares1.95%2025-12-312026-01-13 BAI BLACKROCK ETF TRUST323.4K shares8.24%2025-12-312026-01-13 IAGG ISHARES TR211.1K shares3.43%2025-12-312026-01-13 MBB ISHARES TR110.5K shares4.52%2025-12-312026-01-13 MTUM ISHARES TR40.3K shares59.26%2025-12-312026-01-13 SCHR SCHWAB STRATEGIC TR324.0K shares19.82%2025-12-312026-01-13 SHLD GLOBAL X FDS101.2K shares5.88%2025-12-312026-01-13 JAAA JANUS DETROIT STR TR112.6K shares21.98%2025-12-312026-01-13 SYSB ISHARES TR56.4K sharesnew addition2025-12-312026-01-13 HYGW ISHARES TR160.2K shares21.04%2025-12-312026-01-13 SHW SHERWIN WILLIAMS CO13.9K shares0.00%2025-12-312026-01-13 EMB ISHARES TR45.1K shares4.27%2025-12-312026-01-13 AAPL APPLE INC14.9K shares-8.08%2025-12-312026-01-13 IGEB ISHARES TR86.9K shares19.35%2025-12-312026-01-13 EMLC VANECK ETF TRUST129.4K sharesnew addition2025-12-312026-01-13 ITOT ISHARES TR20.3K shares-5.83%2025-12-312026-01-13 HIMU BLACKROCK ETF TRUST II46.6K shares10.68%2025-12-312026-01-13 MSFT MICROSOFT CORP4.7K shares4.89%2025-12-312026-01-13 IYW ISHARES TR9.7K shares-19.98%2025-12-312026-01-13 SPY SPDR S&P 500 ETF TR2.7K shares-7.33%2025-12-312026-01-13 JEPI J P MORGAN EXCHANGE TRADED F30.2K shares18.45%2025-12-312026-01-13 DIVI FRANKLIN TEMPLETON ETF TR43.9K shares-23.54%2025-12-312026-01-13 BALI BLACKROCK ETF TRUST53.8K shares16.63%2025-12-312026-01-13 INDB INDEPENDENT BK CORP MASS20.9K shares15.52%2025-12-312026-01-13 IUSB ISHARES TR29.5K shares-0.34%2025-12-312026-01-13 AMZN AMAZON COM INC5.2K shares-0.25%2025-12-312026-01-13 SPXL DIREXION SHS ETF TR5.2K shares-1.03%2025-12-312026-01-13 ICVT ISHARES TR10.2K shares49.74%2025-12-312026-01-13 PBTP INVESCO EXCH TRADED FD TR II35.5K shares-81.92%2025-12-312026-01-13 MUB ISHARES TR8.4K shares6.39%2025-12-312026-01-13 SPYG SPDR SERIES TRUST8.1K shares-13.59%2025-12-312026-01-13 IVLU ISHARES TR21.2K shares-3.40%2025-12-312026-01-13 TLT ISHARES TR9.3K shares153.70%2025-12-312026-01-13 IWX ISHARES TR8.6K sharesnew addition2025-12-312026-01-13 NVDA NVIDIA CORPORATION4.2K shares-10.58%2025-12-312026-01-13 XOM EXXON MOBIL CORP5.8K shares0.83%2025-12-312026-01-13 LMT LOCKHEED MARTIN CORP1.4K shares-1.96%2025-12-312026-01-13 JEPQ J P MORGAN EXCHANGE TRADED F11.4K shares-3.46%2025-12-312026-01-13 JPM JPMORGAN CHASE & CO.2.1K shares-4.69%2025-12-312026-01-13 HD HOME DEPOT INC1.9K shares8.28%2025-12-312026-01-13 ALPHABET INC ALPHABET INC2.0K shares-3.28%2025-12-312026-01-13 TSLA TESLA INC1.3K shares0.22%2025-12-312026-01-13 XLSR SSGA ACTIVE TR9.7K shares-8.35%2025-12-312026-01-13 JNJ JOHNSON & JOHNSON2.9K shares-0.34%2025-12-312026-01-13 AMAT APPLIED MATLS INC2.2K sharesnew addition2025-12-312026-01-13 VUG VANGUARD INDEX FDS1.1K shares-16.30%2025-12-312026-01-13 VEA VANGUARD TAX-MANAGED FDS8.9K shares-16.99%2025-12-312026-01-13 ORCL ORACLE CORP2.8K shares12.06%2025-12-312026-01-13 SPDW SPDR INDEX SHS FDS12.0K shares27.49%2025-12-312026-01-13 MAR MARRIOTT INTL INC NEW1.7K shares0.06%2025-12-312026-01-13 BBUS J P MORGAN EXCHANGE TRADED F4.1K shares0.05%2025-12-312026-01-13 CVX CHEVRON CORP NEW3.3K shares-5.75%2025-12-312026-01-13 TJX TJX COS INC NEW3.2K shares0.03%2025-12-312026-01-13 ILCV ISHARES TR5.2K shares-8.77%2025-12-312026-01-13 LQD ISHARES TR4.4K shares0.53%2025-12-312026-01-13 ALPHABET INC ALPHABET INC1.5K shares-1.03%2025-12-312026-01-13 IJR ISHARES TR3.4K sharesnew addition2025-12-312026-01-13 USMV ISHARES TR4.3K shares-0.56%2025-12-312026-01-13 VTV VANGUARD INDEX FDS2.1K shares-16.42%2025-12-312026-01-13 SPEM SPDR INDEX SHS FDS8.4K shares-6.98%2025-12-312026-01-13 ROK ROCKWELL AUTOMATION INC1.0K shares-3.89%2025-12-312026-01-13 ABBV ABBVIE INC1.6K shares-14.57%2025-12-312026-01-13 KLAC KLA CORP303 shares0.00%2025-12-312026-01-13 COP CONOCOPHILLIPS3.9K shares0.95%2025-12-312026-01-13 IWY ISHARES TR1.3K shares-66.90%2025-12-312026-01-13 FISR SSGA ACTIVE TR13.9K shares-6.89%2025-12-312026-01-13 IGIB ISHARES TR6.6K sharesnew addition2025-12-312026-01-13 BNDX VANGUARD CHARLOTTE FDS7.3K shares1.81%2025-12-312026-01-13 GLD SPDR GOLD TR879 shares-8.44%2025-12-312026-01-13 V VISA INC968 shares-0.62%2025-12-312026-01-13 VGT VANGUARD WORLD FD442 shares-0.45%2025-12-312026-01-13 PM PHILIP MORRIS INTL INC2.0K shares-6.37%2025-12-312026-01-13 IWB ISHARES TR844 shares4.46%2025-12-312026-01-13 VZ VERIZON COMMUNICATIONS INC7.4K shares-0.67%2025-12-312026-01-13 MCD MCDONALDS CORP983 shares-1.60%2025-12-312026-01-13 T AT&T INC11.9K shares-2.30%2025-12-312026-01-13 SIVR ABRDN SILVER ETF TRUST4.3K sharesnew addition2025-12-312026-01-13 TMO THERMO FISHER SCIENTIFIC INC488 shares0.00%2025-12-312026-01-13 DGRO ISHARES TR4.1K shares-14.17%2025-12-312026-01-13 SOXX ISHARES TR933 shares-96.33%2025-12-312026-01-13 CSCO CISCO SYS INC3.6K shares-5.69%2025-12-312026-01-13 BSV VANGUARD BD INDEX FDS3.5K shares-7.62%2025-12-312026-01-13 TECL DIREXION SHS ETF TR2.2K shares4.96%2025-12-312026-01-13 BAC BANK AMERICA CORP4.8K shares0.00%2025-12-312026-01-13 HYDB ISHARES TR5.5K shares-65.79%2025-12-312026-01-13 AMP AMERIPRISE FINL INC529 shares-8.48%2025-12-312026-01-13 PEG PUBLIC SVC ENTERPRISE GRP IN3.2K shares0.00%2025-12-312026-01-13 META META PLATFORMS INC380 shares-1.30%2025-12-312026-01-13 PG PROCTER AND GAMBLE CO1.7K shares-2.88%2025-12-312026-01-13 PLD PROLOGIS INC.1.9K shares-7.24%2025-12-312026-01-13 AMGN AMGEN INC744 shares-0.53%2025-12-312026-01-13 PEP PEPSICO INC1.7K shares-2.23%2025-12-312026-01-13 SNA SNAP ON INC677 shares-7.39%2025-12-312026-01-13 ITA ISHARES TR1.1K shares2.58%2025-12-312026-01-13 SHOP SHOPIFY INC1.4K shares1.07%2025-12-312026-01-13 COST COSTCO WHSL CORP NEW259 shares0.00%2025-12-312026-01-13 ABT ABBOTT LABS1.8K shares-5.83%2025-12-312026-01-13 IEI ISHARES TR1.8K sharesnew addition2025-12-312026-01-13 BUFG FIRST TR EXCHNG TRADED FD VI7.9K shares-3.03%2025-12-312026-01-13 SPSM SPDR SERIES TRUST4.6K shares-27.67%2025-12-312026-01-13 PAYX PAYCHEX INC1.9K shares-7.28%2025-12-312026-01-13 COF CAPITAL ONE FINL CORP865 sharesnew addition2025-12-312026-01-13 IWL ISHARES TR1.2K sharesnew addition2025-12-312026-01-13 AXP AMERICAN EXPRESS CO564 sharesnew addition2025-12-312026-01-13 NVS NOVARTIS AG1.5K sharesnew addition2025-12-312026-01-13 VWO VANGUARD INTL EQUITY INDEX F3.8K shares-16.77%2025-12-312026-01-13 JAVA J P MORGAN EXCHANGE TRADED F2.8K sharesnew addition2025-12-312026-01-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available