Notify me when Kelly Financial Services LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 123 | $398,985,550 | +$45,570,086 | -$38,317,396 | +$7,252,690 | DYNF, IVV, IVE, IEMG, IVW | 13F-HR | 13 Jan 2026, 12:26 |
| Q3 2025 | 114 | $386,152,108 | +$66,581,804 | -$40,829,138 | +$25,752,666 | DYNF, IVV, QUAL, IVW, OEF | 13F-HR | 14 Oct 2025, 20:39 |
| Q2 2025 | 116 | $339,419,296 | +$63,045,185 | -$33,777,276 | +$29,267,909 | IVV, QUAL, EFV, IVW, DYNF | 13F-HR | 17 Jul 2025, 14:13 |
| Q1 2025 | 113 | $287,684,632 | +$50,153,810 | -$34,144,974 | +$16,008,836 | IVV, QUAL, IVW, DYNF, EFV | 13F-HR | 15 Apr 2025, 17:26 |
| Q4 2024 | 114 | $277,343,817 | +$34,676,330 | -$25,731,842 | +$8,944,488 | IVV, QUAL, IVW, DYNF, EFV | Restatement | 15 Jan 2025, 20:20 |
| Q3 2024 | 112 | $272,668,190 | +$25,119,124 | -$44,955,915 | -$19,836,791 | IVV, QUAL, IVW, DYNF, EFV | 13F-HR | 08 Oct 2024, 17:42 |
| Q2 2024 | 788 | $279,699,087 | +$37,087,367 | -$24,358,981 | +$12,728,386 | IVV, IVW, QUAL, DYNF, EMXC | 13F-HR | 12 Aug 2024, 16:00 |
| Q1 2024 | 796 | $261,356,455 | +$60,117,977 | -$58,068,346 | +$2,049,631 | IVV, QUAL, DYNF, IVW, MBB | 13F-HR | 17 Jul 2024, 15:10 |
| Q4 2023 | 778 | $247,209,504 | +$29,708,115 | -$21,490,358 | +$8,217,757 | IVV, QUAL, EFV, TFLO, TLT | 13F-HR | 17 Jul 2024, 15:10 |
| Q3 2023 | 764 | $217,924,079 | +$49,253,976 | -$33,931,649 | +$15,322,327 | IVV, EFV, QUAL, TFLO, TLT | 13F-HR | 17 Jul 2024, 15:09 |
| Q2 2023 | 725 | $211,148,492 | +$13,962,175 | -$10,930,631 | +$3,031,544 | IVV, QUAL, TLH, EFV, IYW | 13F-HR | 17 Jul 2024, 15:09 |
| Q1 2023 | 701 | $198,139,241 | +$51,099,035 | -$53,087,153 | -$1,988,118 | IVV, QUAL, EFV, TLH, SHY | 13F-HR | 17 Jul 2024, 15:09 |
| Q4 2022 | 687 | $190,004,041 | +$37,094,330 | -$29,133,563 | +$7,960,767 | IVV, ITOT, EFV, TLH, EEMV | 13F-HR | 17 Jul 2024, 15:08 |
| Q3 2022 | 698 | $171,204,362 | +$16,257,518 | -$23,798,521 | -$7,541,003 | ITOT, IVV, EFV, TIP, TLH | 13F-HR | 17 Jul 2024, 15:08 |
| Q2 2022 | 684 | $190,835,107 | +$36,912,049 | -$39,446,580 | -$2,534,531 | ITOT, IVV, EFV, TIP, FALN | 13F-HR | 17 Jul 2024, 15:08 |
| Q1 2022 | 675 | $221,700,391 | +$72,560,631 | -$59,828,258 | +$12,732,373 | ITOT, IVV, DGRO, EFV, FALN | 13F-HR | 17 Jul 2024, 15:07 |
| Q4 2021 | 680 | $218,195,910 | +$74,660,904 | -$48,975,184 | +$25,685,720 | DGRO, USMV, IVV, FALN, EFV | 13F-HR | 17 Jul 2024, 15:07 |
| Q3 2021 | 648 | $177,683,544 | +$427,064 | -$436,033,910 | -$435,606,846 | DGRO, USMV, IVV, IDU, IAU | 13F-HR | 17 Jul 2024, 15:06 |
| Q2 2021 | 639 | $408,046,000 | $0 | $0 | $0 | IAU, FALN, FISR, COMT, IYE | 13F-HR | 17 Jul 2024, 15:06 |
| Q1 2021 | 640 | $160,902,237 | +$15,281,243 | -$6,643,471 | +$8,637,772 | DGRO, USMV, IVV, IDU, IAU | 13F-HR | 17 Jul 2024, 15:06 |
| Q4 2020 | 600 | $146,715,358 | +$14,821,163 | -$10,769,854 | +$4,051,309 | DGRO, USMV, IAU, IVV, IDU | 13F-HR | 17 Jul 2024, 15:05 |
| Q3 2020 | 586 | $139,162,311 | +$34,393,560 | -$30,839,752 | +$3,553,808 | DGRO, USMV, IVV, IDU, IAU | 13F-HR | 17 Jul 2024, 15:04 |
| Q2 2020 | 605 | $128,861,505 | +$41,887,221 | -$4,605,898 | +$37,281,323 | DGRO, USMV, IVV, GLD, IDU | 13F-HR | 17 Jul 2024, 15:04 |
| Q1 2020 | 582 | $81,090,503 | +$22,592,187 | -$42,838,858 | -$20,246,671 | IVV, DGRO, GLD, IDU, GOVT | 13F-HR | 17 Jul 2024, 15:03 |
| Q4 2019 | 564 | $130,490,066 | +$22,388,817 | -$9,564,752 | +$12,824,065 | IVV, DGRO, IJH, FHLC, IDU | 13F-HR | 17 Jul 2024, 15:01 |
| Q3 2019 | 553 | $110,217,292 | +$7,420,681 | -$8,944,329 | -$1,523,648 | IVV, IJH, ITA, IDU, FHLC | 13F-HR | 17 Jul 2024, 15:00 |
| Q2 2019 | 501 | $109,976,880 | +$22,622,649 | -$5,600,287 | +$17,022,362 | IVV, IJH, ITA, FHLC, IDU | 13F-HR | 17 Jul 2024, 15:00 |
| Q1 2019 | 497 | $89,896,138 | $0 | $0 | $0 | IVV, IJH, FHLC, ITA, ACWX | 13F-HR | 17 Jul 2024, 14:57 |