KELLY FINANCIAL GROUP LLC
Q2 2025 13F Holdings
- Locationwethersfield, CT
- Num holdings
84
- Value ($000)
$345,587
- Date Filed07/15/2025
- Form type13F-HR
- CIK0001128066
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BBUS J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $54.47M | 16 % | 486,677 | ||
BBIN J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | $34.05M | 10 % | 504,471 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $25.94M | 8 % | 551,196 | ||
LDUR PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $23.95M | 7 % | 249,893 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $19.27M | 6 % | 45,388 | ||
JEMA J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 | $18.44M | 5 % | 428,441 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $18.43M | 5 % | 185,781 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $16.23M | 5 % | 300,782 | ||
BBIB J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46654Q849 | $15.96M | 5 % | 160,813 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $14.22M | 4 % | 236,721 |
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