Kelsey Financial, LLC New Holdings in Q4 2025

Kelsey Financial, LLC

  • $116 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
31.7K
New
$589.5 - $635.77 $18.7M - $20.1M
31.7K $19.5B
IWD
Ishares Russell 1000 Val ETF

ETFs
61.4K
New
$199.44 - $208.01 $12.2M - $12.8M
61.4K $12.9B
LQD
Ishares Iboxx $ Investment Gra

ETFs
94.1K
New
$110.25 - $112.92 $10.4M - $10.6M
94.1K $10.4B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
174K
New
$52.76 - $53.18 $9.2M - $9.27M
174K $9.22B
AVGO
Broadcom Inc.

Technology
25.3K
New
$324.63 - $385.98 $8.21M - $9.76M
25.3K $8.76B
AMGN
Amgen Inc

Healthcare
21.8K
New
$290.13 - $341.71 $6.32M - $7.45M
21.8K $7.13B
IWS
Ishares Russell Midcap Value E

ETFs
38.6K
New
$135.66 - $140.93 $5.23M - $5.44M
38.6K $5.44B
VEU
Vanguard Ftse All World Ex Us

ETFs
71K
New
$70.2 - $73.89 $4.99M - $5.25M
71K $5.23B
IWP
Ishares Russell Mid Cap Growth

ETFs
28.8K
New
$136.84 - $145.3 $3.94M - $4.18M
28.8K $3.94B
SPY
Spdr S&P 500 ETF Trust

ETFs
4.47K
New
$653.02 - $687.39 $2.92M - $3.07M
4.47K $3.05B
AAPL
Apple Inc.

Technology
7.45K
New
$245.27 - $275.25 $1.83M - $2.05M
7.45K $2.03B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
5.7K
New
$310.75 - $335.0 $1.77M - $1.91M
5.7K $1.84B
JNK
Spdr Bloomberg High Yield Bond

ETFs
15K
New
$96.34 - $98.02 $1.45M - $1.47M
15K $1.46B
TSLA
Tesla, Inc.

Consumer Cyclical
3.15K
New
$401.99 - $468.37 $1.27M - $1.47M
3.15K $1.42B
NVDA
Nvidia Corp

Technology
7.56K
New
$179.83 - $207.04 $1.36M - $1.56M
7.56K $1.41B
EEM
Ishares Msci Emerging Markets

ETFs
19K
New
$51.94 - $56.01 $985K - $1.06M
19K $1.04B
MSFT
Microsoft Corp

Technology
2.13K
New
$496.82 - $542.07 $1.06M - $1.15M
2.13K $1.03B
A
Agilent Technologies, Inc.

Healthcare
7.32K
New
$136.62 - $151.52 $1M - $1.11M
7.32K $995M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
10.6K
New
$76.84 - $80.86 $815K - $857K
10.6K $850M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.57K
New
$110.58 - $112.2 $837K - $850K
7.57K $832M
VTC
Vanguard Scottsdale Fds Total

ETFs
10.2K
New
$77.69 - $79.16 $796K - $811K
10.2K $795M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
5.21K
New
$142.82 - $150.36 $744K - $783K
5.21K $776M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.11K
New
$600.51 - $631.95 $665K - $700K
1.11K $695M
EPD
Enterprise Products Partners L.P.

Energy
21.2K
New
$30.19 - $32.26 $640K - $684K
21.2K $680M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
25.6K
New
$23.38 - $23.82 $598K - $609K
25.6K $598M
HD
Home Depot, Inc.

Consumer Cyclical
1.72K
New
$358.03 - $397.02 $617K - $684K
1.72K $593M
VTWV
Vanguard Russell 2000 Value Et

ETFs
3.63K
New
$151.74 - $159.89 $551K - $581K
3.63K $581M
WFC
Wells Fargo & Company

Financial Services
6.18K
New
$77.62 - $87.3 $480K - $540K
6.18K $576M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
21.5K
New
$25.18 - $25.37 $542K - $546K
21.5K $543M
VOE
Vanguard Mid Cap Value Index F

ETFs
3.02K
New
$169.53 - $176.53 $512K - $534K
3.02K $536M
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.25K
New
$227.0 - $244.79 $511K - $551K
2.25K $531M
VONV
Vanguard Russell 1000 Value Et

ETFs
5.7K
New
$87.55 - $91.32 $499K - $520K
5.7K $526M
DVY
Ishares Tr

ETFs
3.35K
New
$138.1 - $143.11 $463K - $480K
3.35K $473M
IYH
Ishares Tr

ETFs
6.5K
New
$59.84 - $64.29 $389K - $418K
6.5K $423M
XOM
Exxon Mobil Corp

Energy
3.35K
New
$110.64 - $119.78 $370K - $401K
3.35K $403M
COF
Capital One Financial Corp

Financial Services
1.53K
New
$201.01 - $225.01 $308K - $344K
1.53K $371M
UNP
Union Pacific Corp

Industrials
1.6K
New
$216.37 - $237.41 $346K - $380K
1.6K $370M
XLK
Technology Sector Spdr

ETFs
2.53K
New
$278.39 - $304.13 $704K - $769K
2.53K $364M
GE
General Electric CO

Industrials
1.16K
New
$291.49 - $314.28 $338K - $365K
1.16K $358M
KEYS
Keysight Technologies, Inc.

Technology
1.72K
New
$159.49 - $186.18 $274K - $320K
1.72K $350M
VZ
Verizon Communications Inc

Communication Services
8.5K
New
$38.4 - $43.83 $327K - $373K
8.5K $346M
AMZN
Amazon Com Inc

Consumer Cyclical
1.44K
New
$213.04 - $254.0 $308K - $367K
1.44K $333M
SLV
I Shares Silver Trust

ETFs
5.17K
New
$42.4 - $49.17 $219K - $254K
5.17K $333M
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
4.18K
New
$63.98 - $67.45 $268K - $282K
4.18K $281M
IWM
Ishares Russell 2000 ETF

ETFs
1.13K
New
$236.79 - $250.33 $268K - $284K
1.13K $279M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.07K
New
$42.88 - $45.39 $260K - $276K
6.07K $273M
GOOG
Alphabet Inc.

Communication Services
857
New
$237.49 - $291.74 $204K - $250K
857 $269M
ACAD
Acadia Pharmaceuticals Inc

Healthcare
10K
New
$20.06 - $24.13 $201K - $241K
10K $267M
Ishares Tr
8.11K
New
N/A
8.11K $260M
Activity Summary
Buys All Purchases 62 New Holdings 62 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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