KELLY FINANCIAL GROUP LLC
Q3 2025 13F Holdings
- Locationwethersfield, CT
- Num holdings
96
- Value ($000)
$377,023
- Date Filed10/22/2025
- Form type13F-HR
- CIK0001128066
- 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 |
|---|---|---|---|---|---|---|---|
BBUS J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $59.75 M | 16 % | 495,230 | ||
BBIN J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | $36.94 M | 10 % | 526,695 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $28.87 M | 8 % | 607,094 | ||
LDUR PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $25.64 M | 7 % | 266,660 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $20.91 M | 6 % | 44,642 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $20.19 M | 5 % | 201,376 | ||
JEMA J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 | $19.65 M | 5 % | 413,259 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $18.18 M | 5 % | 312,331 | ||
BBIB J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46654Q849 | $17.32 M | 5 % | 173,892 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $15.64 M | 4 % | 248,600 |
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