Kelly Financial Group LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $377 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchg Traded Fd with a value of $59.8B, J P Morgan Exch Traded Fd Tr B with a value of $36.9B, J P Morgan Exchange Traded Fd with a value of $28.9B, Pimco Enhanced Low Duration Ac with a value of $25.6B, and Ishares Russell 1000 Gr ETF with a value of $20.9B.

Examining the 13F form we can see an increase of $31.4B in the current position value, from $346B to 377B.

Kelly Financial Group LLC is based out at Wethersfield, CT

Below you can find more details about Kelly Financial Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $377 Billion
ETFs: $311 Billion
Technology: $14.6 Billion
Financial Services: $6.97 Billion
Consumer Cyclical: $2.47 Billion
Consumer Defensive: $1.93 Billion
Healthcare: $1.25 Billion
Communication Services: $685 Million
Utilities: $413 Million
Other: $769 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $377 Billion
  • Prior Value $346 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
Track This Portfolio

Track Kelly Financial Group LLC Portfolio

Follow Kelly Financial Group 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 Group LLC, based on Form 13F filings with the SEC.

News

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