Kelly Financial Services LLC Q4 2025 Filing
Filed January 13, 2026
Portfolio Value
$399.0M
Holdings
123
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (123 positions)
| Stock | Value |
|---|---|
DYNFBLACKROCK ETF TRUST | $33.1M |
IVVISHARES TR | $28.3M |
IVEISHARES TR | $27.3M |
IEMGISHARES INC | $23.8M |
IVWISHARES TR | $22.5M |
OEFISHARES TR | $22.2M |
BINCBLACKROCK ETF TRUST II | $17.2M |
EFVISHARES TR | $14.2M |
QUALISHARES TR | $13.1M |
QLTAISHARES TR | $13.0M |
TLHISHARES TR | $12.9M |
THROBLACKROCK ETF TRUST | $11.1M |
BAIBLACKROCK ETF TRUST | $10.8M |
IAU*ISHARES GOLD TR | $10.8M |
IAGGISHARES TR | $10.6M |
MBBISHARES TR | $10.5M |
MTUMISHARES TR | $10.1M |
SCHRSCHWAB STRATEGIC TR | $8.1M |
SHLDGLOBAL X FDS | $6.6M |
JAAAJANUS DETROIT STR TR | $5.7M |
SYSBISHARES TR | $5.1M |
HYGWISHARES TR | $4.8M |
SHWSHERWIN WILLIAMS CO | $4.5M |
EMBISHARES TR | $4.3M |
AAPLAPPLE INC | $4.0M |
IGEBISHARES TR | $4.0M |
EMLCVANECK ETF TRUST | $3.3M |
ITOTISHARES TR | $3.0M |
HIMUBLACKROCK ETF TRUST II | $2.3M |
MSFTMICROSOFT CORP | $2.3M |
IYWISHARES TR | $1.9M |
SPYSPDR S&P 500 ETF TR | $1.8M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.7M |
DIVIFRANKLIN TEMPLETON ETF TR | $1.7M |
BALIBLACKROCK ETF TRUST | $1.7M |
INDBINDEPENDENT BK CORP MASS | $1.5M |
—RTX CORPORATION | $1.5M |
IUSBISHARES TR | $1.4M |
AMZNAMAZON COM INC | $1.2M |
SPXLDIREXION SHS ETF TR | $1.1M |
ICVTISHARES TR | $1.0M |
PBTPINVESCO EXCH TRADED FD TR II | $920K |
MUBISHARES TR | $898K |
SPYGSPDR SERIES TRUST | $868K |
IVLUISHARES TR | $808K |
TLTISHARES TR | $807K |
IWXISHARES TR | $787K |
NVDANVIDIA CORPORATION | $781K |
XOMEXXON MOBIL CORP | $700K |
LMTLOCKHEED MARTIN CORP | $675K |
JEPQJ P MORGAN EXCHANGE TRADED F | $662K |
JPMJPMORGAN CHASE & CO. | $661K |
HDHOME DEPOT INC | $648K |
GOOGLALPHABET INC | $617K |
TSLATESLA INC | $606K |
XLSRSSGA ACTIVE TR | $605K |
JNJJOHNSON & JOHNSON | $603K |
AMATAPPLIED MATLS INC | $563K |
VUGVANGUARD INDEX FDS | $556K |
VEAVANGUARD TAX-MANAGED FDS | $555K |
ORCLORACLE CORP | $541K |
SPDWSPDR INDEX SHS FDS | $532K |
MARMARRIOTT INTL INC NEW | $524K |
BBUSJ P MORGAN EXCHANGE TRADED F | $509K |
CVXCHEVRON CORP NEW | $504K |
TJXTJX COS INC NEW | $491K |
ILCVISHARES TR | $487K |
LQDISHARES TR | $482K |
GOOGALPHABET INC | $480K |
IJRISHARES TR | $407K |
USMVISHARES TR | $402K |
VTVVANGUARD INDEX FDS | $396K |
SPEMSPDR INDEX SHS FDS | $394K |
ROKROCKWELL AUTOMATION INC | $393K |
ABBVABBVIE INC | $369K |
KLACKLA CORP | $367K |
COPCONOCOPHILLIPS | $367K |
FISRSSGA ACTIVE TR | $359K |
IWYISHARES TR | $359K |
IGIBISHARES TR | $355K |
BNDXVANGUARD CHARLOTTE FDS | $350K |
GQ9SPDR GOLD TR | $348K |
VVISA INC | $339K |
VGTVANGUARD WORLD FD | $333K |
4I1PHILIP MORRIS INTL INC | $316K |
IWBISHARES TR | $315K |
BACVERIZON COMMUNICATIONS INC | $301K |
MCDMCDONALDS CORP | $300K |
TAT&T INC | $295K |
SIVRABRDN SILVER ETF TRUST | $288K |
NDQINVESCO QQQ TR | $283K |
DGROISHARES TR | $282K |
TMOTHERMO FISHER SCIENTIFIC INC | $282K |
SOXXISHARES TR | $280K |
CSCOCISCO SYS INC | $277K |
BSVVANGUARD BD INDEX FDS | $275K |
TECLDIREXION SHS ETF TR | $263K |
BACBANK AMERICA CORP | $261K |
HYDBISHARES TR | $260K |
A4SAMERIPRISE FINL INC | $259K |
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