Kelly Financial Services LLC Q3 2025 Filing

Filed October 15, 2025

Portfolio Value

$386.2M

Holdings

114

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (114 positions)

StockValue
DYNFBLACKROCK ETF TRUST
$31.4M
IVVISHARES TR
$23.8M
QUALISHARES TR
$23.0M
IVWISHARES TR
$21.7M
OEFISHARES TR
$20.6M
TLHISHARES TR
$20.1M
IVEISHARES TR
$19.0M
IEMGISHARES INC
$18.7M
BINCBLACKROCK ETF TRUST II
$16.0M
EFVISHARES TR
$14.7M
QLTAISHARES TR
$13.7M
THROBLACKROCK ETF TRUST
$10.7M
IAGGISHARES TR
$10.5M
BAIBLACKROCK ETF TRUST
$10.2M
MBBISHARES TR
$10.1M
IAU*ISHARES GOLD TR
$9.9M
SOXXISHARES TR
$6.9M
SCHRSCHWAB STRATEGIC TR
$6.8M
SHLDGLOBAL X FDS
$6.7M
MTUMISHARES TR
$6.5M
PBTPINVESCO EXCH TRADED FD TR II
$5.1M
SHWSHERWIN WILLIAMS CO
$4.8M
JAAAJANUS DETROIT STR TR
$4.7M
AAPLAPPLE INC
$4.1M
EMBISHARES TR
$4.1M
HYGWISHARES TR
$4.0M
IGEBISHARES TR
$3.4M
ITOTISHARES TR
$3.1M
IYWISHARES TR
$2.4M
MSFTMICROSOFT CORP
$2.3M
DIVIFRANKLIN TEMPLETON ETF TR
$2.1M
HIMUBLACKROCK ETF TRUST II
$2.1M
SPYSPDR S&P 500 ETF TR
$1.9M
BALIBLACKROCK ETF TRUST
$1.5M
JEPIJ P MORGAN EXCHANGE TRADED F
$1.5M
IUSBISHARES TR
$1.4M
RTXRTX CORPORATION
$1.3M
INDBINDEPENDENT BK CORP MASS
$1.3M
AMZNAMAZON COM INC
$1.1M
SPXLDIREXION SHS ETF TR
$1.1M
IWYISHARES TR
$1.1M
SPYGSPDR SERIES TRUST
$984K
NVDANVIDIA CORPORATION
$874K
KLMNINVESCO EXCH TRADED FD TR II
$859K
MUBISHARES TR
$840K
IVLUISHARES TR
$780K
HYDBISHARES TR
$770K
LMTLOCKHEED MARTIN CORP
$712K
HDHOME DEPOT INC
$705K
ORCLORACLE CORP
$697K
ICVTISHARES TR
$681K
JPMJPMORGAN CHASE & CO.
$680K
JEPQJ P MORGAN EXCHANGE TRADED F
$679K
VUGVANGUARD INDEX FDS
$653K
XOMEXXON MOBIL CORP
$651K
VEAVANGUARD TAX-MANAGED FDS
$642K
XLSRSSGA ACTIVE TR
$632K
TSLATESLA INC
$599K
CVXCHEVRON CORP NEW
$545K
JNJJOHNSON & JOHNSON
$542K
ILCVISHARES TR
$510K
BBUSJ P MORGAN EXCHANGE TRADED F
$498K
GOOGLALPHABET INC
$496K
LQDISHARES TR
$485K
VTVVANGUARD INDEX FDS
$463K
TJXTJX COS INC NEW
$463K
MARMARRIOTT INTL INC NEW
$440K
ABBVABBVIE INC
$439K
SPEMSPDR INDEX SHS FDS
$424K
USMVISHARES TR
$409K
SPDWSPDR INDEX SHS FDS
$403K
FISRSSGA ACTIVE TR
$388K
GOOGALPHABET INC
$377K
COPCONOCOPHILLIPS
$368K
ROKROCKWELL AUTOMATION INC
$368K
BNDXVANGUARD CHARLOTTE FDS
$353K
TAT&T INC
$344K
4I1PHILIP MORRIS INTL INC
$341K
GQ9SPDR GOLD TR
$341K
VVISA INC
$332K
VGTVANGUARD WORLD FD
$332K
BACVERIZON COMMUNICATIONS INC
$327K
KLACKLA CORP
$326K
TLTISHARES TR
$326K
DGROISHARES TR
$323K
MCDMCDONALDS CORP
$304K
BRK/BBERKSHIRE HATHAWAY INC DEL
$299K
BSVVANGUARD BD INDEX FDS
$298K
IWBISHARES TR
$295K
SPSMSPDR SERIES TRUST
$292K
A4SAMERIPRISE FINL INC
$284K
METAMETA PLATFORMS INC
$282K
NDQINVESCO QQQ TR
$277K
BLKBLACKROCK INC
$276K
PGPROCTER AND GAMBLE CO
$272K
TECLDIREXION SHS ETF TR
$266K
PEGPUBLIC SVC ENTERPRISE GRP IN
$264K
CSCOCISCO SYS INC
$261K
PAYXPAYCHEX INC
$256K
SNASNAP ON INC
$253K
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