Kelly Financial Services LLC
Q2 2025 13F Holdings
- Locationbraintree, MA
- Num holdings
116
- Value ($000)
$339,419
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $23.72M | 7 % | 38,198 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $22.94M | 7 % | 125,466 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $21.20M | 6 % | 333,974 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $20.50M | 6 % | 186,207 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $20.44M | 6 % | 375,317 | ||
TLH ISHARES TR | 10-20 YR TRS ETF | 464288653 | $17.62M | 5 % | 173,469 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $16.55M | 5 % | 84,671 | ||
BINC BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $14.23M | 4 % | 269,272 | ||
OEF ISHARES TR | S&P 100 ETF | 464287101 | $12.49M | 4 % | 41,042 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $12.44M | 4 % | 196,978 |
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