Kelly Financial Services LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 16, 2025
Value $
$277M
Signature - Title
Aryn Sands - Agent
Location
Braintree, MA
Summary
This page shows a list of all the recent 13F filings made by Kelly Financial Services LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kelly Financial Services LLC reported 114 stock holdings with total value $277M as of Q4 2024. Top holdings included IVV, QUAL, IVW, DYNF, and EFV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 114 $277M +$34.7M -$25.7M +$8.94M IVV, QUAL, IVW, DYNF, EFV Restatement 1/15/2025, 08:20 PM
Q3 2024 112 $273M +$25.1M -$45M -$19.8M IVV, QUAL, IVW, DYNF, EFV 13F-HR 10/8/2024, 05:42 PM
Q2 2024 788 $280M +$37.1M -$24.4M +$12.7M IVV, IVW, QUAL, DYNF, EMXC 13F-HR 8/12/2024, 04:00 PM
Q1 2024 796 $261M +$60.1M -$58.1M +$2.05M IVV, QUAL, DYNF, IVW, MBB 13F-HR 7/17/2024, 03:10 PM
Q4 2023 778 $247M +$29.7M -$21.5M +$8.22M IVV, QUAL, EFV, TFLO, TLT 13F-HR 7/17/2024, 03:10 PM
Q3 2023 764 $218M +$49.3M -$33.9M +$15.3M IVV, EFV, QUAL, TFLO, TLT 13F-HR 7/17/2024, 03:09 PM
Q2 2023 725 $211M +$14M -$10.9M +$3.03M IVV, QUAL, TLH, EFV, IYW 13F-HR 7/17/2024, 03:09 PM
Q1 2023 701 $198M +$51.1M -$53.1M -$1.99M IVV, QUAL, EFV, TLH, SHY 13F-HR 7/17/2024, 03:09 PM
Q4 2022 687 $190M +$37.1M -$29.1M +$7.96M IVV, ITOT, EFV, TLH, EEMV 13F-HR 7/17/2024, 03:08 PM
Q3 2022 698 $171M +$16.3M -$23.8M -$7.54M ITOT, IVV, EFV, TIP, TLH 13F-HR 7/17/2024, 03:08 PM
Q2 2022 684 $191M +$36.9M -$39.4M -$2.53M ITOT, IVV, EFV, TIP, FALN 13F-HR 7/17/2024, 03:08 PM
Q1 2022 675 $222M +$72.6M -$59.8M +$12.7M ITOT, IVV, DGRO, EFV, FALN 13F-HR 7/17/2024, 03:07 PM
Q4 2021 680 $218M +$74.7M -$49M +$25.7M DGRO, USMV, IVV, FALN, EFV 13F-HR 7/17/2024, 03:07 PM
Q3 2021 648 $178M +$427K -$436M -$436M DGRO, USMV, IVV, IDU, IAU 13F-HR 7/17/2024, 03:06 PM
Q2 2021 639 $408M $0 $0 IAU, FALN, FISR, COMT, IYE 13F-HR 7/17/2024, 03:06 PM
Q1 2021 640 $161M +$15.3M -$6.64M +$8.64M DGRO, USMV, IVV, IDU, IAU 13F-HR 7/17/2024, 03:06 PM
Q4 2020 600 $147M +$14.8M -$10.8M +$4.05M DGRO, USMV, IAU, IVV, IDU 13F-HR 7/17/2024, 03:05 PM
Q3 2020 586 $139M +$34.4M -$30.8M +$3.55M DGRO, USMV, IVV, IDU, IAU 13F-HR 7/17/2024, 03:04 PM
Q2 2020 605 $129M +$41.9M -$4.61M +$37.3M DGRO, USMV, IVV, GLD, IDU 13F-HR 7/17/2024, 03:04 PM
Q1 2020 582 $81.1M +$22.6M -$42.8M -$20.2M IVV, DGRO, GLD, IDU, GOVT 13F-HR 7/17/2024, 03:03 PM
Q4 2019 564 $130M +$22.4M -$9.56M +$12.8M IVV, DGRO, IJH, FHLC, IDU 13F-HR 7/17/2024, 03:01 PM
Q3 2019 553 $110M +$7.42M -$8.94M -$1.52M IVV, IJH, ITA, IDU, FHLC 13F-HR 7/17/2024, 03:00 PM
Q2 2019 501 $110M +$22.6M -$5.6M +$17M IVV, IJH, ITA, FHLC, IDU 13F-HR 7/17/2024, 03:00 PM
Q1 2019 497 $89.9M $0 $0 IVV, IJH, FHLC, ITA, ACWX 13F-HR 7/17/2024, 02:57 PM