Kelly Financial Services LLC Q2 2025 Filing

Filed July 17, 2025

Portfolio Value

$339.4M

Holdings

116

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (116 positions)

StockValue
IVVISHARES TR
$23.7M
QUALISHARES TR
$22.9M
EFVISHARES TR
$21.2M
IVWISHARES TR
$20.5M
DYNFBLACKROCK ETF TRUST
$20.4M
TLHISHARES TR
$17.6M
IVEISHARES TR
$16.5M
BINCBLACKROCK ETF TRUST II
$14.2M
OEFISHARES TR
$12.5M
EMXCISHARES INC
$12.4M
QLTAISHARES TR
$11.1M
THROBLACKROCK ETF TRUST
$9.7M
IYWISHARES TR
$9.5M
IAGGISHARES TR
$9.4M
MBBISHARES TR
$9.4M
MTUMISHARES TR
$6.5M
IAU*ISHARES GOLD TR
$6.4M
SOXXISHARES TR
$6.3M
SCHRSCHWAB STRATEGIC TR
$5.5M
BAIBLACKROCK ETF TRUST
$5.3M
SHWSHERWIN WILLIAMS CO
$4.8M
PBTPINVESCO EXCH TRADED FD TR II
$4.7M
EMBISHARES TR
$3.8M
JAAAJANUS DETROIT STR TR
$3.8M
AAPLAPPLE INC
$3.4M
HYGWISHARES TR
$3.3M
ITOTISHARES TR
$3.2M
KLMNINVESCO EXCH TRADED FD TR II
$3.0M
IGEBISHARES TR
$2.7M
MSFTMICROSOFT CORP
$2.2M
DIVIFRANKLIN TEMPLETON ETF TR
$1.7M
IUSBISHARES TR
$1.5M
SPYSPDR S&P 500 ETF TR
$1.5M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.2M
BALIBLACKROCK ETF TRUST
$1.2M
AMZNAMAZON COM INC
$1.1M
EEMISHARES TR
$1.1M
HIMUBLACKROCK ETF TRUST II
$1.1M
INDBINDEPENDENT BK CORP MASS
$1.1M
SPXLDIREXION SHS ETF TR
$978K
SPYGSPDR SERIES TRUST
$911K
RTXRTX CORPORATION
$862K
IEMGISHARES INC
$793K
IVLUISHARES TR
$784K
HYDBISHARES TR
$766K
NVDANVIDIA CORPORATION
$754K
MUBISHARES TR
$713K
JPMJPMORGAN CHASE & CO.
$652K
FISRSSGA ACTIVE TR
$635K
ICVTISHARES TR
$631K
HDHOME DEPOT INC
$630K
VEAVANGUARD TAX-MANAGED FDS
$621K
XOMEXXON MOBIL CORP
$621K
LMTLOCKHEED MARTIN CORP
$619K
JEPQJ P MORGAN EXCHANGE TRADED F
$617K
XLSRSSGA ACTIVE TR
$601K
VUGVANGUARD INDEX FDS
$597K
ORCLORACLE CORP
$594K
ILCVISHARES TR
$486K
LQDISHARES TR
$480K
BBUSJ P MORGAN EXCHANGE TRADED F
$476K
JNJJOHNSON & JOHNSON
$476K
MARMARRIOTT INTL INC NEW
$461K
VTVVANGUARD INDEX FDS
$448K
CVXCHEVRON CORP NEW
$441K
USMVISHARES TR
$430K
TSLATESLA INC
$423K
4I1PHILIP MORRIS INTL INC
$413K
EFGISHARES TR
$411K
A4SAMERIPRISE FINL INC
$402K
TJXTJX COS INC NEW
$395K
TLTISHARES TR
$382K
VVISA INC
$368K
ROKROCKWELL AUTOMATION INC
$359K
BNDXVANGUARD CHARLOTTE FDS
$350K
COPCONOCOPHILLIPS
$349K
IWYISHARES TR
$343K
MCDMCDONALDS CORP
$335K
ABBVABBVIE INC
$335K
LLYELI LILLY & CO
$332K
TAT&T INC
$331K
SPEMSPDR INDEX SHS FDS
$324K
GQ9SPDR GOLD TR
$319K
BACVERIZON COMMUNICATIONS INC
$315K
BRK/BBERKSHIRE HATHAWAY INC DEL
$315K
SPABSPDR SERIES TRUST
$308K
IWBISHARES TR
$307K
DGROISHARES TR
$304K
BSVVANGUARD BD INDEX FDS
$300K
ACNACCENTURE PLC IRELAND
$300K
VGTVANGUARD WORLD FD
$295K
PGPROCTER AND GAMBLE CO
$289K
IGMISHARES TR
$283K
GOOGLALPHABET INC
$281K
METAMETA PLATFORMS INC
$280K
GOOGALPHABET INC
$277K
SPDWSPDR INDEX SHS FDS
$274K
PAYXPAYCHEX INC
$273K
KLACKLA CORP
$271K
PEGPUBLIC SVC ENTERPRISE GRP IN
$266K
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