The Analysis of KELLY FINANCIAL GROUP LLC's Holdings
Currently, KELLY FINANCIAL GROUP LLC holds 96 types of securities in its portfolio with a total value $393.4M. In the most recent quarter, they have increased their positions in BBUS (+20.1K shares, valued at $2.5M), JCPB (+26.5K shares, valued at $1.3M), BBIN (+14.8K shares, valued at $1.1M); decreased their positions in IVV (-203 shares, valued at $139.0K), N/A (-537 shares, valued at $102.9K), IXUS (-1.1K shares, valued at $96.0K); initiated new positions in AXP (+547 shares, valued at $202.3K), JAJL (+6.9K shares, valued at $200.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BBUS J P MORGAN EXCHANGE TRADED F515.4K shares4.06%2025-12-312026-01-23
BBIN J P MORGAN EXCHANGE TRADED F541.5K shares2.82%2025-12-312026-01-23 JCPB J P MORGAN EXCHANGE TRADED F633.6K shares4.36%2025-12-312026-01-23 LDUR PIMCO ETF TR274.8K shares3.06%2025-12-312026-01-23 IWF ISHARES TR45.8K shares2.62%2025-12-312026-01-23 AGG ISHARES TR209.2K shares3.88%2025-12-312026-01-23 JEMA J P MORGAN EXCHANGE TRADED F421.3K shares1.95%2025-12-312026-01-23 DFAT DIMENSIONAL ETF TRUST326.3K shares4.48%2025-12-312026-01-23 BBIB J P MORGAN EXCHANGE TRADED F182.0K shares4.66%2025-12-312026-01-23 JQUA J P MORGAN EXCHANGE TRADED F260.4K shares4.74%2025-12-312026-01-23 DFLV DIMENSIONAL ETF TRUST430.8K shares3.86%2025-12-312026-01-23 DFIS DIMENSIONAL ETF TRUST294.8K shares2.75%2025-12-312026-01-23 AAPL APPLE INC31.5K shares-0.20%2025-12-312026-01-23 USMV ISHARES TR89.3K shares4.46%2025-12-312026-01-23 JPIE J P MORGAN EXCHANGE TRADED F117.6K shares4.87%2025-12-312026-01-23 DFIV DIMENSIONAL ETF TRUST100.6K shares1.34%2025-12-312026-01-23 MSFT MICROSOFT CORP10.1K shares-0.08%2025-12-312026-01-23 VOYA VOYA FINANCIAL INC4.1M shares0.00%2025-12-312026-01-23 IWY ISHARES TR13.1K shares0.81%2025-12-312026-01-23 BBAG J P MORGAN EXCHANGE TRADED F68.1K shares-1.41%2025-12-312026-01-23 IXUS ISHARES TR33.3K shares-3.29%2025-12-312026-01-23 JMOM J P MORGAN EXCHANGE TRADED F39.8K shares-1.75%2025-12-312026-01-23 GBF ISHARES TR24.4K shares4.72%2025-12-312026-01-23 SCHR SCHWAB STRATEGIC TR87.2K shares0.73%2025-12-312026-01-23 BBEU J P MORGAN EXCHANGE TRADED F25.0K shares-0.08%2025-12-312026-01-23 IWM ISHARES TR6.3K shares-4.03%2025-12-312026-01-23 AMZN AMAZON COM INC6.5K shares0.05%2025-12-312026-01-23 SCHV SCHWAB STRATEGIC TR47.4K shares-2.30%2025-12-312026-01-23 PDP INVESCO EXCHANGE TRADED FD T11.1K shares0.00%2025-12-312026-01-23 SLYV SPDR SERIES TRUST13.3K shares-3.35%2025-12-312026-01-23 SCZ ISHARES TR14.3K shares-4.48%2025-12-312026-01-23 PG PROCTER AND GAMBLE CO6.7K shares-0.74%2025-12-312026-01-23 QUAL ISHARES TR4.7K shares-5.33%2025-12-312026-01-23 IEMG ISHARES INC12.8K shares-2.74%2025-12-312026-01-23 IUSB ISHARES TR18.4K shares-5.28%2025-12-312026-01-23 XLV SELECT SECTOR SPDR TR5.5K shares0.11%2025-12-312026-01-23 MA MASTERCARD INCORPORATED1.3K shares0.15%2025-12-312026-01-23 NVDA NVIDIA CORPORATION3.9K shares2.71%2025-12-312026-01-23 IVV ISHARES TR1.0K shares-16.48%2025-12-312026-01-23 JPEM J P MORGAN EXCHANGE TRADED F11.2K shares-0.84%2025-12-312026-01-23 SLQD ISHARES TR12.2K shares-8.79%2025-12-312026-01-23 JPUS J P MORGAN EXCHANGE TRADED F4.8K shares-0.14%2025-12-312026-01-23 DFUS DIMENSIONAL ETF TRUST7.7K shares1.81%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR833 shares-4.25%2025-12-312026-01-23 ISCV ISHARES TR7.6K shares0.00%2025-12-312026-01-23 SPSB SPDR SERIES TRUST16.6K shares19.11%2025-12-312026-01-23 IEI ISHARES TR4.0K shares-5.99%2025-12-312026-01-23 PFE PFIZER INC18.5K shares0.37%2025-12-312026-01-23 SHY ISHARES TR5.6K shares-7.35%2025-12-312026-01-23 IVW ISHARES TR3.7K shares-3.94%2025-12-312026-01-23 ASML ASML HOLDING N V402 shares0.00%2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.1.3K shares0.86%2025-12-312026-01-23 ES EVERSOURCE ENERGY5.9K shares0.76%2025-12-312026-01-23 XOM EXXON MOBIL CORP3.2K shares0.00%2025-12-312026-01-23 HON HONEYWELL INTL INC1.9K shares-0.15%2025-12-312026-01-23 BALT INNOVATOR ETFS TRUST11.0K shares26.87%2025-12-312026-01-23 BAC BANK AMERICA CORP6.7K shares0.83%2025-12-312026-01-23 EFV ISHARES TR5.1K shares-8.56%2025-12-312026-01-23 ELV ELEVANCE HEALTH INC FORMERLY1.0K shares0.00%2025-12-312026-01-23 WMT WALMART INC3.2K shares0.00%2025-12-312026-01-23 DYNF BLACKROCK ETF TRUST5.7K shares-1.62%2025-12-312026-01-23 OEF ISHARES TR986 shares-2.38%2025-12-312026-01-23 META META PLATFORMS INC509 shares1.60%2025-12-312026-01-23 DFAX DIMENSIONAL ETF TRUST9.7K shares0.58%2025-12-312026-01-23 MCD MCDONALDS CORP965 shares0.00%2025-12-312026-01-23 PM PHILIP MORRIS INTL INC1.8K shares0.00%2025-12-312026-01-23 KO COCA COLA CO4.1K shares1.06%2025-12-312026-01-23 TRV TRAVELERS COMPANIES INC959 shares-0.21%2025-12-312026-01-23 T AT&T INC11.1K shares-0.91%2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS906 shares0.00%2025-12-312026-01-23 TSLA TESLA INC582 shares0.00%2025-12-312026-01-23 IYW ISHARES TR1.3K shares-3.77%2025-12-312026-01-23 DFSD DIMENSIONAL ETF TRUST5.1K shares-2.25%2025-12-312026-01-23 BIL SPDR SERIES TRUST2.6K shares-19.86%2025-12-312026-01-23 HD HOME DEPOT INC694 shares0.00%2025-12-312026-01-23 MAR MARRIOTT INTL INC NEW760 shares-2.56%2025-12-312026-01-23 DVY ISHARES TR1.7K shares0.00%2025-12-312026-01-23 JNJ JOHNSON & JOHNSON1.1K shares-0.09%2025-12-312026-01-23 DFUV DIMENSIONAL ETF TRUST5.0K shares1.30%2025-12-312026-01-23 EFG ISHARES TR2.0K shares-6.87%2025-12-312026-01-23 HDV ISHARES TR1.9K shares0.00%2025-12-312026-01-23 JEPI J P MORGAN EXCHANGE TRADED F3.9K shares9.51%2025-12-312026-01-23 TLH ISHARES TR2.2K shares-2.27%2025-12-312026-01-23 NOBL PROSHARES TR2.1K shares0.00%2025-12-312026-01-23 LCTU BLACKROCK ETF TRUST2.8K shares0.78%2025-12-312026-01-23 ZJUL INNOVATOR ETFS TRUST7.2K shares0.00%2025-12-312026-01-23 IAGG ISHARES TR4.2K shares-27.02%2025-12-312026-01-23 EMGF ISHARES INC3.6K shares-4.11%2025-12-312026-01-23 MBB ISHARES TR2.1K shares-3.30%2025-12-312026-01-23 AXP AMERICAN EXPRESS CO547 sharesnew addition2025-12-312026-01-23 JAJL INNOVATOR ETFS TRUST6.9K sharesnew addition2025-12-312026-01-23 DNP DNP SELECT INCOME FD INC18.3K shares-2.90%2025-12-312026-01-23 FG F&G ANNUITIES & LIFE INC105.8K shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available