Kelly Financial Services LLC

13F Portfolio Filings

  • Most recent 13F
    Q1 2025
  • Location
    braintree, MA
  • CIK
    0002023336
  • All SEC filings
Q1 2025
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

113

$287.69 M
IVV, QUAL, IVW, DYNF
13F-HR
Apr 15, 2025
000175496025000199

114

$277.34 M
IVV, QUAL, IVW, DYNF
RESTATEMENT
Jan 15, 2025
000175496025000034

112

$272.67 M
IVV, QUAL, IVW, DYNF
13F-HR
Oct 9, 2024
000175496024000479

802

$279.70 M
IVV, IVW, QUAL, DYNF
13F-HR
Aug 12, 2024
000183988224025626

803

$261.36 M
IVV, QUAL, DYNF, IVW
13F-HR
Jul 17, 2024
000183988224022093

785

$247.21 M
IVV, QUAL, EFV, TFLO
13F-HR
Jul 17, 2024
000183988224022092

770

$217.93 M
IVV, EFV, QUAL, TFLO
13F-HR
Jul 17, 2024
000183988224022091

730

$211.15 M
IVV, QUAL, TLH, EFV
13F-HR
Jul 17, 2024
000183988224022090

704

$198.14 M
IVV, QUAL, EFV, TLH
13F-HR
Jul 17, 2024
000183988224022089

690

$190.00 M
IVV, ITOT, EFV, TLH
13F-HR
Jul 17, 2024
000183988224022088

702

$171.21 M
ITOT, IVV, EFV, TIP
13F-HR
Jul 17, 2024
000183988224022087

685

$190.84 M
ITOT, IVV, EFV, TIP
13F-HR
Jul 17, 2024
000183988224022086

676

$221.70 M
ITOT, IVV, DGRO, EFV
13F-HR
Jul 17, 2024
000183988224022085

680

$218.20 M
DGRO, USMV, IVV, FALN
13F-HR
Jul 17, 2024
000183988224022084

648

$177.68 M
DGRO, USMV, IVV, IDU
13F-HR
Jul 17, 2024
000183988224022083

639

$2.58 M
DGRO, USMV, ICLN, IAU
13F-HR
Jul 17, 2024
000183988224022082

640

$160.90 M
DGRO, USMV, IVV, IDU
13F-HR
Jul 17, 2024
000183988224022081

600

$146.72 M
DGRO, USMV, IGT, IVV
13F-HR
Jul 17, 2024
000183988224022080

586

$139.16 M
DGRO, USMV, IVV, IDU
13F-HR
Jul 17, 2024
000183988224022079

605

$128.86 M
DGRO, USMV, IVV, GQ9
13F-HR
Jul 17, 2024
000183988224022078

583

$81.09 M
IVV, DGRO, GQ9, IDU
13F-HR
Jul 17, 2024
000183988224022077

564

$130.49 M
IVV, DGRO, IJH, FHLC
13F-HR
Jul 17, 2024
000183988224022075

553

$110.22 M
IVV, IJH, ITA, IDU
13F-HR
Jul 17, 2024
000183988224022074

501

$109.98 M
IVV, IJH, ITA, FHLC
13F-HR
Jul 17, 2024
000183988224022073

499

$89.90 M
IVV, IJH, FHLC, ITA
13F-HR
Jul 17, 2024
000183988224022069