KELLY FINANCIAL GROUP LLC
Q3 2025 13F Holdings
- Locationwethersfield, CT
- Num holdings
96
- Value ($000)
$377,023
- Date Filed 10/22/2025
- Form type13F-HR
- CIK 0001128066
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
B J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $59.75M | 16 % | 495,230 | ||
B J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | $36.94M | 10 % | 526,695 | ||
J J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $28.87M | 8 % | 607,094 | ||
L PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $25.64M | 7 % | 266,660 | ||
I ISHARES TR | RUS 1000 GRW ETF | 464287614 | $20.91M | 6 % | 44,642 | ||
A ISHARES TR | CORE US AGGBD ET | 464287226 | $20.19M | 5 % | 201,376 | ||
J J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 | $19.65M | 5 % | 413,259 | ||
D DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $18.18M | 5 % | 312,331 | ||
B J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46654Q849 | $17.32M | 5 % | 173,892 | ||
J J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $15.64M | 4 % | 248,600 |
Rows Per Page
10
- 10
- 50
- 100