Kelly Financial Services
Latest statistics and disclosures from Kelly Financial Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IVW, QUAL, DYNF, EMXC, and represent 40.11% of Kelly Financial Services's stock portfolio.
- Added to shares of these 10 stocks: IVW (+$7.7M), EMXC (+$6.5M), IGEB, USIG, QLTA, LQDW, DYNF, BINC, SPDW, MBB.
- Started 39 new stock positions in IGPT, HYG, AVLV, FDT, Sila Realty Trust, Rubrik, GYLD, VWOB, PROP, SBSW.
- Reduced shares in these 10 stocks: IVV (-$7.8M), JEPI, JEPQ, IXC, IWL, USMV, PULS, SPY, JPST, EFV.
- Sold out of its positions in AMLP, APD, ACLS, EBC, EW, EQIX, FDVV, FMDE, LMBS, BUFR.
- Kelly Financial Services was a net buyer of stock by $13M.
- Kelly Financial Services has $280M in assets under management (AUM), dropping by 7.02%.
- Central Index Key (CIK): 0002023336
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Portfolio Holdings for Kelly Financial Services
Kelly Financial Services holds 802 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Kelly Financial Services has 802 total positions. Only the first 250 positions are shown.
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- Download the Kelly Financial Services June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 16.3 | $46M | -14% | 83k | 547.23 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 7.5 | $21M | +57% | 228k | 92.54 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 6.5 | $18M | +3% | 106k | 170.76 |
|
| Blackrock Etf Trust Us Eqt Factor (DYNF) | 5.8 | $16M | +10% | 345k | 46.94 |
|
| Ishares Msci Emrg Chn (EMXC) | 4.0 | $11M | +136% | 190k | 59.20 |
|
| Ishares Tr Mbs Etf (MBB) | 3.6 | $10M | +6% | 111k | 91.81 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 3.0 | $8.5M | +2% | 92k | 91.78 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 2.9 | $8.1M | 54k | 150.50 |
|
|
| Blackrock Etf Trust Ii Flexible Income (BINC) | 2.9 | $8.0M | +15% | 154k | 52.20 |
|
| Ishares Tr Eafe Value Etf (EFV) | 2.4 | $6.7M | -10% | 126k | 53.04 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 2.0 | $5.7M | +5% | 31k | 182.01 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 1.9 | $5.3M | -6% | 21k | 246.63 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 1.5 | $4.3M | 122k | 35.55 |
|
|
| Sherwin-Williams Company (SHW) | 1.5 | $4.2M | 14k | 298.43 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 1.5 | $4.1M | +2% | 39k | 106.78 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 1.4 | $4.0M | +224% | 79k | 50.21 |
|
| Ishares Tr Investment Grade (IGEB) | 1.4 | $3.9M | NEW | 88k | 44.36 |
|
| Ishares Tr S&p 100 Etf (OEF) | 1.3 | $3.7M | 14k | 264.31 |
|
|
| Apple (AAPL) | 1.3 | $3.5M | 17k | 210.61 |
|
|
| Ishares Tr Jpmorgan Usd Emg (EMB) | 1.2 | $3.2M | -4% | 37k | 88.48 |
|
| Ishares Tr A Rate Cp Bd Etf (QLTA) | 1.1 | $3.0M | +323% | 65k | 46.86 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.1 | $3.0M | -35% | 52k | 56.68 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.0 | $2.8M | -23% | 5.1k | 544.18 |
|
| Ssga Active Tr Spdr Ssga Fxd (FISR) | 1.0 | $2.7M | -14% | 105k | 25.43 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.9 | $2.7M | +2% | 22k | 118.78 |
|
| Ishares Tr Invt Grd Corp Bd (LQDW) | 0.9 | $2.5M | +235% | 88k | 28.18 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.8 | $2.3M | -38% | 42k | 55.50 |
|
| Microsoft Corporation (MSFT) | 0.7 | $1.8M | +3% | 4.1k | 446.91 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.6 | $1.6M | +114% | 46k | 35.08 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.6 | $1.6M | 35k | 45.22 |
|
|
| Ssga Active Tr Spdr Ssga Us Sct (XLSR) | 0.5 | $1.5M | -5% | 29k | 50.89 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $1.4M | 3.8k | 373.99 |
|
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.5 | $1.3M | -46% | 9.7k | 133.95 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.5 | $1.3M | +8% | 34k | 37.67 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.2M | 25k | 49.42 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) | 0.4 | $1.2M | +60% | 14k | 87.46 |
|
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.4 | $1.2M | 15k | 80.13 |
|
|
| Ishares Tr Us Infrastruc (IFRA) | 0.4 | $1.2M | +4% | 29k | 42.12 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.4 | $1.2M | +28% | 5.6k | 214.50 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.4 | $1.2M | -45% | 24k | 49.70 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $1.1M | -25% | 11k | 102.70 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1.1M | 6.8k | 160.41 |
|
|
| Amazon (AMZN) | 0.4 | $1.1M | 5.5k | 193.25 |
|
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.4 | $1.0M | +2% | 21k | 48.67 |
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.3 | $937k | -11% | 9.9k | 94.27 |
|
| Independent Bank (INDB) | 0.3 | $918k | 18k | 50.72 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.3 | $897k | +2% | 12k | 76.70 |
|
| Direxion Shs Etf Tr Drx S&p500bull (SPXL) | 0.3 | $836k | 5.7k | 146.08 |
|
|
| Ishares Tr Faln Angls Usd (FALN) | 0.3 | $827k | +235% | 32k | 26.19 |
|
| Spdr Ser Tr Portfolio Agrgte (SPAB) | 0.3 | $799k | -17% | 32k | 25.09 |
|
| Ishares Tr Conv Bd Etf (ICVT) | 0.3 | $768k | +4% | 9.8k | 78.63 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $678k | +5% | 5.9k | 115.12 |
|
| NVIDIA Corporation (NVDA) | 0.2 | $661k | +1088% | 5.3k | 123.55 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.2 | $646k | -43% | 22k | 29.64 |
|
| Spdr Ser Tr Portfolio S&p600 (SPSM) | 0.2 | $608k | -24% | 15k | 41.53 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $565k | +3% | 1.2k | 467.23 |
|
| Ishares Tr Msci Intl Vlu Ft (IVLU) | 0.2 | $562k | -10% | 21k | 27.44 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $530k | +2% | 5.3k | 100.39 |
|
| Spdr Ser Tr Bloomberg 1 10 Y (TIPX) | 0.2 | $527k | -14% | 29k | 18.48 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $469k | +42% | 4.6k | 102.29 |
|
| Johnson & Johnson (JNJ) | 0.2 | $466k | 3.2k | 146.14 |
|
|
| Home Depot (HD) | 0.2 | $464k | +9% | 1.3k | 344.14 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.2 | $446k | +2% | 9.8k | 45.40 |
|
| ConocoPhillips (COP) | 0.2 | $445k | 3.9k | 114.38 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $430k | 9.8k | 43.76 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $430k | +2% | 5.7k | 74.89 |
|
| Spdr Ser Tr Bloomberg Emergi (EBND) | 0.2 | $427k | -9% | 22k | 19.89 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $410k | +4% | 5.8k | 70.29 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $408k | -44% | 4.4k | 91.78 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $407k | 1.7k | 241.75 |
|
|
| Chevron Corporation (CVX) | 0.1 | $375k | +8% | 2.4k | 156.44 |
|
| Eli Lilly & Co. (LLY) | 0.1 | $375k | 414.00 | 904.71 |
|
|
| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.1 | $371k | +4115% | 14k | 27.22 |
|
| Oracle Corporation (ORCL) | 0.1 | $364k | 2.6k | 141.20 |
|
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.1 | $363k | -52% | 12k | 31.26 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $349k | -39% | 1.6k | 214.95 |
|
| Pepsi (PEP) | 0.1 | $346k | +7% | 2.1k | 164.90 |
|
| Spdr Ser Tr Portfolio S&p400 (SPMD) | 0.1 | $340k | 6.6k | 51.30 |
|
|
| McDonald's Corporation (MCD) | 0.1 | $329k | -9% | 1.3k | 254.82 |
|
| JPMorgan Chase & Co. (JPM) | 0.1 | $317k | +8% | 1.6k | 202.27 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $305k | 1.7k | 183.40 |
|
|
| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.1 | $301k | 6.0k | 50.37 |
|
|
| Spdr Ser Tr Bloomberg Emg Mk (EMHC) | 0.1 | $293k | -12% | 12k | 23.82 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $291k | 1.3k | 218.11 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $289k | 1.6k | 182.16 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $286k | -8% | 5.0k | 57.61 |
|
| Anthem (ELV) | 0.1 | $282k | -9% | 521.00 | 541.86 |
|
| Visa Com Cl A (V) | 0.1 | $279k | -2% | 1.1k | 262.43 |
|
| Direxion Shs Etf Tr Dly Tech Bull 3x (TECL) | 0.1 | $277k | +7% | 2.8k | 97.37 |
|
| Rockwell Automation (ROK) | 0.1 | $273k | 992.00 | 275.18 |
|
|
| Ishares Tr High Yld Corp Bd (HYGW) | 0.1 | $271k | -31% | 8.3k | 32.75 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $271k | -11% | 6.5k | 41.80 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $268k | 484.00 | 552.75 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $250k | 303.00 | 823.62 |
|
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $249k | 613.00 | 406.80 |
|
|
| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.1 | $242k | 4.8k | 50.75 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $236k | 493.00 | 479.23 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $236k | -81% | 2.8k | 83.96 |
|
| Public Service Enterprise (PEG) | 0.1 | $233k | 3.2k | 73.70 |
|
|
| Abbvie (ABBV) | 0.1 | $226k | +51% | 1.3k | 171.49 |
|
| Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $226k | +5% | 7.1k | 31.74 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $223k | +2372% | 1.4k | 164.28 |
|
| Verizon Communications (VZ) | 0.1 | $215k | +10% | 5.2k | 41.24 |
|
| Merck & Co (MRK) | 0.1 | $212k | +11% | 1.7k | 123.80 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $210k | 248.00 | 848.28 |
|
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| Procter & Gamble Company (PG) | 0.1 | $207k | +11% | 1.3k | 164.95 |
|
| Tesla Motors (TSLA) | 0.1 | $206k | -8% | 1.0k | 197.88 |
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| Applied Materials (AMAT) | 0.1 | $205k | 870.00 | 235.87 |
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| Meta Platforms Cl A (META) | 0.1 | $200k | 398.00 | 503.64 |
|
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $196k | +10% | 645.00 | 303.26 |
|
| Ameriprise Financial (AMP) | 0.1 | $195k | +19% | 457.00 | 426.82 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $194k | +107% | 3.6k | 53.53 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $187k | +7% | 886.00 | 210.72 |
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| Bank of America Corporation (BAC) | 0.1 | $185k | 4.6k | 39.77 |
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| American Express Company (AXP) | 0.1 | $182k | 784.00 | 231.49 |
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| S&p Global (SPGI) | 0.1 | $178k | +4% | 399.00 | 445.73 |
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| General Dynamics Corporation (GD) | 0.1 | $175k | -2% | 604.00 | 290.35 |
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| At&t (T) | 0.1 | $163k | -11% | 8.5k | 19.11 |
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| Analog Devices (ADI) | 0.1 | $158k | +7% | 692.00 | 228.39 |
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| Servicenow (NOW) | 0.1 | $157k | +8% | 200.00 | 786.67 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $155k | +3% | 1.5k | 106.47 |
|
| Direxion Shs Etf Tr Dly Scond 3xbu (SOXL) | 0.1 | $151k | -6% | 2.7k | 55.36 |
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| Enbridge (ENB) | 0.1 | $150k | +213% | 4.2k | 35.59 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $141k | -11% | 1.3k | 106.56 |
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| DTE Energy Company (DTE) | 0.0 | $133k | 1.2k | 111.01 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $132k | +3% | 2.8k | 47.99 |
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| Biogen Idec (BIIB) | 0.0 | $131k | 564.00 | 231.80 |
|
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| Philip Morris International (PM) | 0.0 | $128k | +27% | 1.3k | 101.32 |
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| IDEXX Laboratories (IDXX) | 0.0 | $122k | +23% | 250.00 | 487.20 |
|
| CoStar (CSGP) | 0.0 | $121k | +16% | 1.6k | 74.14 |
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| Etf Ser Solutions Us Glb Jets (JETS) | 0.0 | $121k | 6.1k | 19.66 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $121k | +23% | 1.2k | 103.88 |
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| Metropcs Communications (TMUS) | 0.0 | $120k | 682.00 | 176.14 |
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| Automatic Data Processing (ADP) | 0.0 | $119k | +4% | 499.00 | 238.90 |
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| Copart (CPRT) | 0.0 | $119k | 2.2k | 54.16 |
|
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| First Tr Morningstar Divid L SHS (FDL) | 0.0 | $119k | NEW | 3.1k | 37.93 |
|
| Palo Alto Networks (PANW) | 0.0 | $116k | 343.00 | 339.01 |
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|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $115k | -6% | 2.6k | 43.93 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $115k | -38% | 1.1k | 107.16 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $113k | 2.0k | 56.81 |
|
|
| Amgen (AMGN) | 0.0 | $111k | +47% | 354.00 | 312.59 |
|
| Shopify Cl A (SHOP) | 0.0 | $110k | +28% | 1.7k | 66.05 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $109k | NEW | 1.7k | 64.95 |
|
| Altria (MO) | 0.0 | $109k | +5% | 2.4k | 45.55 |
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| Evergy (EVRG) | 0.0 | $109k | 2.1k | 52.97 |
|
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| Marathon Petroleum Corp (MPC) | 0.0 | $109k | 627.00 | 173.48 |
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| Ford Motor Company (F) | 0.0 | $105k | +47% | 8.4k | 12.54 |
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| Walt Disney Company (DIS) | 0.0 | $105k | 1.1k | 99.24 |
|
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| Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Dvlp (PIZ) | 0.0 | $104k | NEW | 2.9k | 35.71 |
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| First Tr Exchng Traded Fd Vi Vest Buffered (BUFG) | 0.0 | $103k | +3% | 4.4k | 23.20 |
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| Pfizer (PFE) | 0.0 | $102k | +10% | 3.6k | 27.98 |
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| Ishares Tr Global Energ Etf (IXC) | 0.0 | $101k | -91% | 2.4k | 41.51 |
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $99k | 225.00 | 440.54 |
|
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.0 | $98k | -8% | 1.5k | 64.00 |
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| Wp Carey (WPC) | 0.0 | $98k | 1.8k | 55.04 |
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| Cisco Systems (CSCO) | 0.0 | $98k | +23% | 2.1k | 47.51 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $97k | 4.3k | 22.57 |
|
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| Hp (HPQ) | 0.0 | $95k | 2.7k | 35.01 |
|
|
| Workday Cl A (WDAY) | 0.0 | $95k | +10% | 423.00 | 223.56 |
|
| Hubspot (HUBS) | 0.0 | $94k | +3% | 159.00 | 589.79 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $94k | 4.4k | 21.17 |
|
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| Veeva Sys Cl A Com (VEEV) | 0.0 | $93k | +9% | 510.00 | 183.01 |
|
| Manulife Finl Corp (MFC) | 0.0 | $93k | 3.5k | 26.62 |
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|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.0 | $91k | 342.00 | 267.22 |
|
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| Paychex (PAYX) | 0.0 | $91k | +57% | 764.00 | 118.51 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $90k | 698.00 | 129.54 |
|
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| Phillips 66 (PSX) | 0.0 | $90k | +22% | 637.00 | 141.21 |
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| Cheniere Energy Com New (LNG) | 0.0 | $87k | 498.00 | 174.93 |
|
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| Synopsys (SNPS) | 0.0 | $87k | +11% | 146.00 | 595.06 |
|
| Trane Technologies SHS (TT) | 0.0 | $86k | 262.00 | 329.42 |
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| Atlassian Corporation Cl A (TEAM) | 0.0 | $86k | +20% | 487.00 | 176.88 |
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| Independence Realty Trust In (IRT) | 0.0 | $85k | 4.6k | 18.74 |
|
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| Blackrock Etf Trust Advantage Lrg Cp (BALI) | 0.0 | $84k | -26% | 2.8k | 29.58 |
|
| BlackRock (BLK) | 0.0 | $84k | +49% | 106.00 | 788.42 |
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| Global X Fds Artificial Etf (AIQ) | 0.0 | $83k | +6% | 2.3k | 35.63 |
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| Nextera Energy (NEE) | 0.0 | $83k | +64% | 1.2k | 70.84 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) | 0.0 | $81k | 3.3k | 24.32 |
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| Microchip Technology (MCHP) | 0.0 | $79k | +50% | 868.00 | 91.46 |
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| Realty Income (O) | 0.0 | $79k | 1.5k | 52.84 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $79k | -5% | 1.3k | 58.54 |
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| Snap-on Incorporated (SNA) | 0.0 | $78k | +48% | 299.00 | 261.37 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.0 | $78k | +56% | 300.00 | 259.54 |
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| Cadence Design Systems (CDNS) | 0.0 | $78k | +13% | 253.00 | 307.75 |
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| Discover Financial Services (DFS) | 0.0 | $77k | +42% | 591.00 | 130.89 |
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| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $76k | 802.00 | 94.29 |
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| Teradyne (TER) | 0.0 | $75k | +2% | 503.00 | 148.43 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $73k | -5% | 1.9k | 39.17 |
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| Union Pacific Corporation (UNP) | 0.0 | $72k | +56% | 317.00 | 226.48 |
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| Goldman Sachs (GS) | 0.0 | $71k | +9% | 158.00 | 451.32 |
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| Adobe Systems Incorporated (ADBE) | 0.0 | $70k | 126.00 | 555.54 |
|
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| TJX Companies (TJX) | 0.0 | $69k | 628.00 | 110.16 |
|
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| First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) | 0.0 | $69k | NEW | 1.3k | 55.06 |
|
| UnitedHealth (UNH) | 0.0 | $68k | +52% | 133.00 | 509.64 |
|
| Okta Cl A (OKTA) | 0.0 | $68k | +15% | 722.00 | 93.61 |
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| Cabot Corporation (CBT) | 0.0 | $68k | 735.00 | 91.94 |
|
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| Starbucks Corporation (SBUX) | 0.0 | $68k | +58% | 868.00 | 77.84 |
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| Valero Energy Corporation (VLO) | 0.0 | $67k | +3% | 424.00 | 156.76 |
|
| Wal-Mart Stores (WMT) | 0.0 | $66k | 980.00 | 67.71 |
|
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| Boeing Company (BA) | 0.0 | $66k | -3% | 364.00 | 182.20 |
|
| Coca-Cola Company (KO) | 0.0 | $65k | 1.0k | 63.62 |
|
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| Msci (MSCI) | 0.0 | $64k | +22% | 133.00 | 480.99 |
|
| Allstate Corporation (ALL) | 0.0 | $64k | 399.00 | 159.51 |
|
|
| MetLife (MET) | 0.0 | $64k | +10% | 905.00 | 70.22 |
|
| Prologis (PLD) | 0.0 | $62k | +96% | 552.00 | 112.34 |
|
| Spdr Ser Tr Portfolio Intrmd (SPIB) | 0.0 | $62k | +52% | 1.9k | 32.57 |
|
| FedEx Corporation (FDX) | 0.0 | $62k | 205.00 | 300.13 |
|
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $61k | 935.00 | 65.42 |
|
|
| Honeywell International (HON) | 0.0 | $59k | 274.00 | 213.81 |
|
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $58k | 617.00 | 93.70 |
|
|
| Us Bancorp Del Com New (USB) | 0.0 | $58k | +54% | 1.5k | 39.71 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $57k | -18% | 592.00 | 97.04 |
|
| Duke Energy Corp Com New (DUK) | 0.0 | $57k | +13% | 570.00 | 100.15 |
|
| Martin Marietta Materials (MLM) | 0.0 | $57k | NEW | 105.00 | 541.80 |
|
| Saia (SAIA) | 0.0 | $56k | +112% | 119.00 | 474.29 |
|
| American Water Works (AWK) | 0.0 | $56k | 434.00 | 129.16 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $56k | +86% | 222.00 | 249.96 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $55k | -10% | 126.00 | 434.82 |
|
| Intel Corporation (INTC) | 0.0 | $53k | -12% | 1.7k | 30.97 |
|
| Keysight Technologies (KEYS) | 0.0 | $52k | 381.00 | 136.75 |
|
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $52k | -48% | 175.00 | 297.60 |
|
| Medtronic SHS (MDT) | 0.0 | $52k | 659.00 | 78.72 |
|
|
| Intellia Therapeutics (NTLA) | 0.0 | $52k | 2.3k | 22.38 |
|
|
| Danaher Corporation (DHR) | 0.0 | $51k | 203.00 | 249.86 |
|
|
| Hershey Company (HSY) | 0.0 | $51k | +17% | 275.00 | 183.61 |
|
| Ishares Tr Us Aer Def Etf (ITA) | 0.0 | $50k | 382.00 | 132.01 |
|
|
| Deere & Company (DE) | 0.0 | $50k | -5% | 133.00 | 374.47 |
|
| Advanced Micro Devices (AMD) | 0.0 | $49k | -9% | 302.00 | 162.40 |
|
| Ishares Gold Tr Shares Represent (IAUM) | 0.0 | $49k | +9% | 2.1k | 23.20 |
|
| Boston Scientific Corporation (BSX) | 0.0 | $49k | 631.00 | 77.01 |
|
|
| PerkinElmer (RVTY) | 0.0 | $47k | 450.00 | 104.86 |
|
|
| NBT Ban (NBTB) | 0.0 | $47k | 1.2k | 38.59 |
|
|
| Old Dominion Freight Line (ODFL) | 0.0 | $46k | +15% | 263.00 | 176.58 |
|
| Ishares Tr High Yld Systm B (HYDB) | 0.0 | $46k | 995.00 | 46.43 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $46k | +48% | 1.7k | 26.57 |
|
| Direxion Shs Etf Tr Healthcare Bul (CURE) | 0.0 | $46k | 395.00 | 116.81 |
|
|
| International Business Machines (IBM) | 0.0 | $46k | 266.00 | 172.90 |
|
|
| Clean Harbors (CLH) | 0.0 | $45k | 200.00 | 226.15 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.0 | $45k | -2% | 989.00 | 45.73 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $45k | 434.00 | 103.51 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $44k | 457.00 | 97.12 |
|
|
| Smith & Wesson Brands (SWBI) | 0.0 | $44k | 3.1k | 14.34 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $44k | 276.00 | 158.99 |
|
|
| Consolidated Edison (ED) | 0.0 | $44k | 490.00 | 89.37 |
|
|
| Ares Management Corporation Cl A Com Stk (ARES) | 0.0 | $43k | 326.00 | 133.28 |
|
|
| Dt Midstream Common Stock (DTM) | 0.0 | $43k | 599.00 | 70.99 |
|
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $43k | 500.00 | 84.95 |
|
|
| Hercules Technology Growth Capital (HTGC) | 0.0 | $42k | +7% | 2.1k | 20.45 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $42k | -23% | 391.00 | 106.62 |
|
| Direxion Shs Etf Tr Daily 20+ Year T (TMF) | 0.0 | $41k | 853.00 | 48.51 |
|
|
| Global X Fds Autonmous Ev Etf (DRIV) | 0.0 | $41k | 1.8k | 23.49 |
|
Past Filings by Kelly Financial Services
SEC 13F filings are viewable for Kelly Financial Services going back to 2024
- Kelly Financial Services 2024 Q2 filed Aug. 12, 2024
- Kelly Financial Services 2019 Q1 filed July 17, 2024
- Kelly Financial Services 2019 Q2 filed July 17, 2024
- Kelly Financial Services 2019 Q3 filed July 17, 2024
- Kelly Financial Services 2019 Q4 filed July 17, 2024
- Kelly Financial Services 2020 Q1 filed July 17, 2024
- Kelly Financial Services 2020 Q2 filed July 17, 2024
- Kelly Financial Services 2020 Q3 filed July 17, 2024
- Kelly Financial Services 2020 Q4 filed July 17, 2024
- Kelly Financial Services 2021 Q1 filed July 17, 2024
- Kelly Financial Services 2021 Q2 filed July 17, 2024
- Kelly Financial Services 2021 Q3 filed July 17, 2024
- Kelly Financial Services 2021 Q4 filed July 17, 2024
- Kelly Financial Services 2022 Q1 filed July 17, 2024
- Kelly Financial Services 2022 Q2 filed July 17, 2024
- Kelly Financial Services 2022 Q3 filed July 17, 2024