Kelly Financial Services LLC
Q1 2025 13F Holdings
- Locationbraintree, MA
- Num holdings
113
- Value ($000)
$287,685
- Date Filed04/15/2025
- Form type13F-HR
- CIK0002023336
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $37.86M | 13 % | 67,380 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $20.21M | 7 % | 118,281 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $18.61M | 7 % | 200,448 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $17.47M | 6 % | 358,201 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $13.86M | 5 % | 235,192 | ||
BINC BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $13.40M | 5 % | 255,767 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $13.25M | 5 % | 69,510 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $11.91M | 4 % | 114,775 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $10.91M | 4 % | 197,964 | ||
QLTA ISHARES TR | A RATE CP BD ETF | 46429B291 | $10.22M | 4 % | 215,045 |
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