Kelly Financial Services LLC Q1 2025 Filing

Filed April 15, 2025

Portfolio Value

$287.7M

Holdings

113

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (113 positions)

StockValue
IVVISHARES TR
$37.9M
QUALISHARES TR
$20.2M
IVWISHARES TR
$18.6M
DYNFBLACKROCK ETF TRUST
$17.5M
EFVISHARES TR
$13.9M
BINCBLACKROCK ETF TRUST II
$13.4M
IVEISHARES TR
$13.2M
TLHISHARES TR
$11.9M
EMXCISHARES INC
$10.9M
QLTAISHARES TR
$10.2M
MBBISHARES TR
$9.1M
OEFISHARES TR
$8.5M
IYWISHARES TR
$7.6M
IAU*ISHARES GOLD TR
$6.2M
SCHRSCHWAB STRATEGIC TR
$5.1M
SHWSHERWIN WILLIAMS CO
$4.9M
MTUMISHARES TR
$4.8M
SOXXISHARES TR
$4.7M
HYDBISHARES TR
$3.9M
USIGISHARES TR
$3.7M
EMBISHARES TR
$3.6M
AAPLAPPLE INC
$3.6M
HYGWISHARES TR
$3.0M
JAAAJANUS DETROIT STR TR
$2.1M
THROBLACKROCK ETF TRUST
$1.9M
ITOTISHARES TR
$1.9M
MSFTMICROSOFT CORP
$1.7M
IUSBISHARES TR
$1.6M
KLMNINVESCO EXCH TRADED FD TR II
$1.6M
HEFAISHARES TR
$1.6M
HIMUBLACKROCK ETF TRUST II
$1.4M
ILCVISHARES TR
$1.3M
SPYSPDR S&P 500 ETF TR
$1.2M
IWXISHARES TR
$1.2M
INDBINDEPENDENT BK CORP MASS
$1.1M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.1M
EEMISHARES TR
$1.1M
ICVTISHARES TR
$1.1M
AMZNAMAZON COM INC
$1.0M
BIDDBLACKROCK ETF TRUST
$990K
BALIBLACKROCK ETF TRUST
$962K
SPXLDIREXION SHS ETF TR
$807K
PBTPINVESCO EXCH TRADED FD TR II
$779K
RTXRTX CORPORATION
$777K
IVLUISHARES TR
$674K
XOMEXXON MOBIL CORP
$656K
FISRSSGA ACTIVE TR
$642K
JEPQJ P MORGAN EXCHANGE TRADED F
$624K
HDHOME DEPOT INC
$604K
SPDWSPDR INDEX SHS FDS
$593K
LMTLOCKHEED MARTIN CORP
$585K
XLSRSSGA ACTIVE TR
$583K
VEAVANGUARD TAX-MANAGED FDS
$548K
JPMJPMORGAN CHASE & CO.
$518K
JNJJOHNSON & JOHNSON
$516K
NVDANVIDIA CORPORATION
$513K
CVXCHEVRON CORP NEW
$507K
VUGVANGUARD INDEX FDS
$504K
SPEMSPDR INDEX SHS FDS
$489K
USMVISHARES TR
$484K
IEMGISHARES INC
$470K
LQDISHARES TR
$451K
VTVVANGUARD INDEX FDS
$421K
COPCONOCOPHILLIPS
$409K
BBUSJ P MORGAN EXCHANGE TRADED F
$403K
MARMARRIOTT INTL INC NEW
$402K
TJXTJX COS INC NEW
$396K
ORCLORACLE CORP
$376K
VVISA INC
$361K
MCDMCDONALDS CORP
$360K
EFGISHARES TR
$347K
BNDXVANGUARD CHARLOTTE FDS
$347K
BRK/BBERKSHIRE HATHAWAY INC DEL
$345K
ABBVABBVIE INC
$344K
LLYELI LILLY & CO
$342K
TLTISHARES TR
$338K
A4SAMERIPRISE FINL INC
$336K
TSLATESLA INC
$336K
4I1PHILIP MORRIS INTL INC
$327K
BACVERIZON COMMUNICATIONS INC
$319K
DGROISHARES TR
$298K
ACNACCENTURE PLC IRELAND
$298K
GQ9SPDR GOLD TR
$296K
PGPROCTER AND GAMBLE CO
$294K
IWYISHARES TR
$294K
ROKROCKWELL AUTOMATION INC
$283K
PEPPEPSICO INC
$283K
BSVVANGUARD BD INDEX FDS
$282K
MUBISHARES TR
$270K
PEGPUBLIC SVC ENTERPRISE GRP IN
$260K
PAYXPAYCHEX INC
$256K
GOOGALPHABET INC
$250K
GOOGLALPHABET INC
$247K
CERYSPDR SER TR
$246K
TMOTHERMO FISHER SCIENTIFIC INC
$243K
ELVELEVANCE HEALTH INC
$242K
COSTCOSTCO WHSL CORP NEW
$235K
TAT&T INC
$229K
MRSHMARSH & MCLENNAN COS INC
$224K
METAMETA PLATFORMS INC
$221K
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