Kelly Financial Services LLC
Q4 2024 13F Holdings
- Locationbraintree, MA
- Num holdings
114
- Value ($000)
$277,344
- Date Filed01/15/2025
- Form typerestatement
- CIK0002023336
- 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 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $40.64M | 15 % | 69,027 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $19.84M | 7 % | 111,368 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $19.65M | 7 % | 193,505 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $17.66M | 6 % | 344,652 | ||
EFV ISHARES TR | EAFE VALUE ETF | 464288877 | $13.28M | 5 % | 253,054 | ||
BINC BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 | $12.41M | 5 % | 238,458 | ||
EMXC ISHARES INC | MSCI EMRG CHN | 46434G764 | $11.61M | 4 % | 209,624 | ||
MBB ISHARES TR | MBS ETF | 464288588 | $10.29M | 4 % | 112,249 | ||
IYW ISHARES TR | U.S. TECH ETF | 464287721 | $8.42M | 3 % | 52,802 | ||
IVE ISHARES TR | S&P 500 VAL ETF | 464287408 | $6.57M | 2 % | 34,414 |
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