Kelly Financial Services LLC Purchases and Sells in Q1 2025

Kelly Financial Services LLC

$265 Million
Q1 2025

Top Buys

Incresed Positions

47 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLH	104K + 939.44%	$97.25 - $104.79 $10.1M - $10.9M	115K $11.8M
IVE	35.1K + 101.98%	$185.78 - $198.58 $6.52M - $6.97M	69.5K $13.1M
OEF	16.4K + 109.99%	N/A	31.2K $8.31M
IAU	60.3K + 133.44%	$49.74 - $58.96 $3M - $3.56M	106K $6.22M
QLTA	75K + 53.51%	$46.18 - $47.84 $3.46M - $3.59M	215K $10.2M
SCHR	42.2K + 25.75%	$24.05 - $24.86 $1.02M - $1.05M	206K $5.12M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HEFA	43.4K New	$34.83 - $37.52 $1.51M - $1.63M	43.4K $1.59M
ILCV	15.5K New	$79.37 - $85.24 $1.23M - $1.32M	15.5K $1.25M
IWX	14.3K New	$78.54 - $84.86 $1.12M - $1.21M	14.3K $1.16M
EEM	24.4K New	$40.81 - $45.34 $994K - $1.1M	24.4K $1.07M
PBTP	30K New	$25.39 - $26.03 $762K - $781K	30K $778K
IEMG	8.71K New	N/A	8.71K $467K

Top Sells

Reduced Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
TLT	-70.7K - 95.01%	$85.29 - $92.57 $6.03M - $6.55M	3.71K $334K
IVV	-1.65K - 2.39%	$554.06 - $615.85 $913K - $1.01M	67.4K $37.6M
IWY	-6.43K - 82.19%	$210.19 - $243.33 $1.35M - $1.57M	1.39K $293K
JAAA	-25.9K - 38.86%	$50.48 - $51.04 $1.31M - $1.32M	40.7K $2.06M
MBB	-15.4K - 13.71%	$90.37 - $94.08 $1.39M - $1.45M	96.9K $9.07M
FISR	-43K - 63.42%	$25.06 - $25.98 $1.08M - $1.12M	24.8K $640K

Activity Summary All Purchases 68 New Holdings 21 Increased Positions 47 All Sells 36 Reductions 36 Sold out 0 Calls 0 Puts 0

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