Kelly Financial Services LLC Incresed Positions in Q4 2025

Kelly Financial Services LLC

  • $328 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVE
Ishares S&P 500 Value ETF

ETFs
37K
+ 40.29%
$202.52 - $212.07 $7.5M - $7.85M
129K $27M
IVV
Ishares Core S&P 500 ETF

ETFs
5.72K
+ 16.06%
$656.2 - $690.71 $3.75M - $3.95M
41.3K $27.9M
IEMG
Ishares Inc

ETFs
69.5K
+ 24.48%
N/A
353K $19M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
15K
+ 59.26%
$245.79 - $258.02 $3.68M - $3.87M
40.3K $9.91M
SCHR
Schwab Intermediate Term Us Tr

ETFs
53.6K
+ 19.82%
$25.03 - $25.34 $1.34M - $1.36M
324K $8.14M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.5K
+ 2.34%
$57.9 - $61.26 $721K - $763K
544K $32.6M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
20.3K
+ 21.98%
$50.55 - $50.74 $1.03M - $1.03M
113K $5.7M
OEF
Ishares S&P 100 ETF

ETFs
2.88K
+ 4.66%
N/A
64.7K $17.2M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
14.1K
+ 19.35%
$45.63 - $46.44 $643K - $654K
86.9K $3.96M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.61K
+ 153.7%
$88.67 - $92.06 $497K - $516K
9.26K $822K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7K
+ 3.43%
$51.27 - $51.8 $359K - $363K
211K $10.9M
IVW
Ishares S&P 500 Growth ETF

ETFs
3.08K
+ 1.71%
$118.29 - $126.28 $364K - $388K
183K $22.1M
ICVT
Ishares Tr Convertible Bond Et

ETFs
3.39K
+ 49.74%
$98.1 - $103.73 $332K - $351K
10.2K $999K
JEPI
J P Morgan Exchange Traded Fd

ETFs
4.71K
+ 18.45%
$56.0 - $57.6 $264K - $271K
30.2K $1.71M
EMB
Ishares Tr

ETFs
1.85K
+ 4.27%
$94.63 - $97.03 $175K - $179K
45.1K $4.33M
INDB
Independent Bank Corp

Financial Services
2.81K
+ 15.52%
$64.39 - $70.48 $181K - $198K
20.9K $1.45M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2.59K
+ 27.49%
$42.26 - $44.28 $109K - $115K
12K $524K
MSFT
Microsoft Corp

Technology
217
+ 4.89%
$496.82 - $542.07 $108K - $118K
4.65K $2.36M
MUB
Ishares National Muni Bond ETF

ETFs
504
+ 6.39%
$106.36 - $107.61 $53.6K - $54.2K
8.39K $897K
MAR
Marriott International Inc

Consumer Cyclical
1
+ 0.06%
$259.04 - $291.9 $259 - $292
1.69K $482K
XOM
Exxon Mobil Corp

Energy
48
+ 0.83%
$110.64 - $119.78 $5.31K - $5.75K
5.82K $685K
TECL
Direxion Daily Technology Bull

ETFs
106
+ 4.96%
$118.89 - $152.7 $12.6K - $16.2K
2.24K $288K
IWB
Ishares Tr Russell 1000 ETF

ETFs
36
+ 4.46%
$358.39 - $376.54 $12.9K - $13.6K
844 $310K
BNDX
Vanguard Total International B

ETFs
129
+ 1.81%
$49.3 - $49.91 $6.36K - $6.44K
7.26K $359K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.03%
$138.56 - $147.63 $139 - $148
3.2K $467K
BBUS
J P Morgan Exchg Traded Fd

ETFs
2
+ 0.05%
$118.35 - $124.49 $237 - $249
4.13K $502K
GD
General Dynamics Corp

Industrials
3
+ 0.49%
$330.59 - $353.77 $992 - $1.06K
616 $212K
ITA
Ishares Tr

ETFs
27
+ 2.58%
$205.04 - $218.9 $5.54K - $5.91K
1.08K $221K
HYGW
Ishares Tr High Yield Corporat
27.9K
+ 21.04%
N/A
160K $0
Blackrock ETF Trust Ii
24.4K
+ 8.11%
N/A
325K $0
Blackrock ETF Trust
7.67K
+ 16.63%
N/A
53.8K $0
Blackrock ETF Trust
24.6K
+ 8.24%
N/A
323K $0
Blackrock ETF Trust Ii
4.5K
+ 10.68%
N/A
46.6K $0
Blackrock ETF Trust
5.49K
+ 1.95%
N/A
287K $0
Global X Fds
5.63K
+ 5.88%
N/A
101K $0
SHOP
Shopify Inc.

Technology
15
+ 1.07%
$146.04 - $179.01 $2.19K - $2.69K
1.42K $207K
LQD
Ishares Iboxx $ Investment Gra

ETFs
23
+ 0.53%
$110.25 - $112.92 $2.54K - $2.6K
4.38K $482K
COP
Conocophillips

Energy
37
+ 0.95%
$85.66 - $95.46 $3.17K - $3.53K
3.93K $348K
HD
Home Depot, Inc.

Consumer Cyclical
144
+ 8.28%
$358.03 - $397.02 $51.6K - $57.2K
1.88K $674K
TSLA
Tesla, Inc.

Consumer Cyclical
3
+ 0.22%
$401.99 - $468.37 $1.21K - $1.41K
1.35K $551K
ORCL
Oracle Corp

Technology
299
+ 12.06%
$217.57 - $313.0 $65.1K - $93.6K
2.78K $610K
Activity Summary
Buys All Purchases 56 New Holdings 14 Increased Positions 42 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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