KELLY FINANCIAL GROUP LLC
Q4 2024 13F Holdings
- Locationwethersfield, CT
- Num holdings
78
- Value ($000)
$281,170
- Date Filed02/06/2025
- 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 Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BBUS J P MORGAN EXCHANGE TRADED F | BETABUILDRS US | 46641Q399 | $41.94M | 15 % | 395,917 | ||
BBIN J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 46641Q373 | $25.80M | 9 % | 451,752 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $22.30M | 8 % | 481,968 | ||
LDUR PIMCO ETF TR | ENHNCD LW DUR AC | 72201R718 | $20.03M | 7 % | 210,048 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $14.79M | 5 % | 36,826 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $13.61M | 5 % | 140,470 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $13.25M | 5 % | 237,975 | ||
JEMA J P MORGAN EXCHANGE TRADED F | ACTIVEBLDRS EMER | 46641Q266 | $13.12M | 5 % | 350,628 | ||
BBIB J P MORGAN EXCHANGE TRADED F | BETABUILDERS US | 46654Q849 | $11.69M | 4 % | 121,102 | ||
JQUA J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 46641Q761 | $11.19M | 4 % | 195,332 |
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