Kelly Financial Services LLC Purchases in Q3 2025

Kelly Financial Services LLC

  • $325 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
271K
+ 2049.28%
N/A
284K $15.2M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
156K
+ 41.54%
$54.35 - $59.32 $8.47M - $9.25M
531K $31.4M
OEF
Ishares S&P 100 ETF

ETFs
20.8K
+ 50.6%
N/A
61.8K $16.4M
IAU
Ishares Gold Trust

ETFs
33.1K
+ 32.3%
$61.62 - $72.77 $2.04M - $2.41M
136K $9.87M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
51.3K
+ 22.21%
$47.11 - $48.77 $2.42M - $2.5M
282K $13.7M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
22K
+ 12.65%
$98.52 - $103.93 $2.16M - $2.28M
195K $20.1M
IVE
Ishares S&P 500 Value ETF

ETFs
7.2K
+ 8.51%
$194.44 - $206.51 $1.4M - $1.49M
91.9K $19M
SCHR
Schwab Intermediate Term Us Tr

ETFs
49.3K
+ 22.3%
$24.69 - $25.26 $1.22M - $1.25M
270K $6.8M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
20.3K
+ 11.06%
$50.85 - $51.35 $1.03M - $1.04M
204K $10.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
17.5K
+ 23.44%
$50.53 - $50.82 $886K - $891K
92.3K $4.69M
MBB
Ishares Tr

ETFs
5.89K
+ 5.9%
$92.46 - $95.73 $544K - $563K
106K $10.1M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
13.2K
+ 22.1%
$44.82 - $46.28 $590K - $610K
72.8K $3.35M
SPY
Spdr S&P 500 ETF Trust

ETFs
562
+ 23.83%
$617.65 - $666.84 $347K - $375K
2.92K $1.95M
PBTP
Invesco ETF Tr Ii Purebeta 0 5

ETFs
17.2K
+ 9.59%
$25.93 - $26.42 $446K - $455K
197K $5.14M
RTX
Raytheon Technologies Corp

Industrials
1.82K
+ 30.75%
$144.19 - $167.33 $262K - $304K
7.72K $1.29M
EMB
Ishares Tr

ETFs
1.96K
+ 4.75%
$91.52 - $95.59 $180K - $188K
43.3K $4.12M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
6.3K
New
$42.26 - $47.16 $266K - $297K
6.3K $291K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.56K
+ 21.75%
$55.61 - $57.37 $253K - $261K
25.5K $1.46M
TMO
Thermo Fisher Scientific Inc.

Healthcare
488
New
$404.94 - $499.99 $198K - $244K
488 $236K
ITA
Ishares Tr

ETFs
1.05K
New
$184.73 - $209.26 $194K - $219K
1.05K $219K
GOOGL
Alphabet Inc.

Communication Services
446
+ 27.96%
$174.36 - $254.72 $77.8K - $114K
2.04K $496K
AMGN
Amgen Inc

Healthcare
748
New
$271.18 - $309.22 $203K - $231K
748 $211K
GD
General Dynamics Corp

Industrials
613
New
$293.92 - $341.0 $180K - $209K
613 $209K
SHOP
Shopify Inc.

Technology
1.41K
New
$112.11 - $157.12 $158K - $221K
1.41K $208K
TSLA
Tesla, Inc.

Consumer Cyclical
15
+ 1.13%
$293.94 - $444.72 $4.41K - $6.67K
1.35K $598K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.63K
+ 38.77%
$39.8 - $42.86 $105K - $113K
9.41K $402K
MUB
Ishares National Muni Bond ETF

ETFs
1.06K
+ 15.58%
$103.24 - $106.68 $110K - $113K
7.89K $839K
CVX
Chevron Corp

Energy
429
+ 13.92%
$145.57 - $161.83 $62.4K - $69.4K
3.51K $545K
ABBV
Abb Vie Inc.

Healthcare
87
+ 4.81%
$184.85 - $231.54 $16.1K - $20.1K
1.89K $438K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.49K
+ 19.68%
$42.67 - $46.91 $63.6K - $69.9K
9.07K $424K
LMT
Lockheed Martin Corp

Industrials
89
+ 6.66%
$410.74 - $499.21 $36.6K - $44.4K
1.43K $711K
HD
Home Depot, Inc.

Consumer Cyclical
21
+ 1.22%
$357.4 - $423.42 $7.51K - $8.89K
1.74K $705K
TJX
Tjx Companies Inc

Consumer Cyclical
2
+ 0.06%
$121.35 - $144.54 $243 - $289
3.2K $462K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
462
+ 4.07%
$53.81 - $57.52 $24.9K - $26.6K
11.8K $679K
SNA
Snap On Inc

Industrials
50
+ 7.34%
$313.01 - $346.53 $15.7K - $17.3K
731 $253K
SHW
Sherwin Williams CO

Basic Materials
1
+ 0.01%
$330.88 - $375.23 $331 - $375
13.9K $4.82M
PLD
Prologis, Inc.

Real Estate
135
+ 7.02%
$104.08 - $115.35 $14.1K - $15.6K
2.06K $235K
XOM
Exxon Mobil Corp

Energy
15
+ 0.26%
$105.83 - $117.22 $1.59K - $1.76K
5.77K $650K
CSCO
Cisco Systems, Inc.

Technology
246
+ 6.89%
$66.2 - $71.79 $16.3K - $17.7K
3.81K $260K
T
At&T Inc.

Communication Services
723
+ 6.31%
$26.94 - $29.62 $19.5K - $21.4K
12.2K $343K
VZ
Verizon Communications Inc

Communication Services
160
+ 2.2%
$40.84 - $45.06 $6.53K - $7.21K
7.45K $327K
ABT
Abbott Laboratories

Healthcare
101
+ 5.65%
$120.51 - $136.62 $12.2K - $13.8K
1.89K $252K
AJG
Arthur J. Gallagher & Co.

Financial Services
53
+ 7.32%
$284.17 - $319.49 $15.1K - $16.9K
777 $240K
META
Meta Platforms, Inc.

Communication Services
6
+ 1.58%
$695.21 - $791.73 $4.17K - $4.75K
385 $282K
BNDX
Vanguard Total International B

ETFs
55
+ 0.78%
$49.0 - $49.51 $2.7K - $2.72K
7.13K $352K
Blackrock ETF Trust Ii
31.5K
+ 11.7%
N/A
301K $0
Blackrock ETF Trust
116K
+ 63.91%
N/A
299K $0
Blackrock ETF Trust
9.39K
+ 3.45%
N/A
281K $0
Blackrock ETF Trust Ii
18.6K
+ 79.49%
N/A
42.1K $0
Activity Summary
Buys All Purchases 58 New Holdings 8 Increased Positions 50 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kelly Financial Services LLC Portfolio

Follow Kelly Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kelly Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kelly Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email