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Portfolio (Quarterly) Guide ↗

Kelly Financial Services LLC

· CIK 0002023336
13F Portfolio $386M AUM Filed Oct 15, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 114 New
Page 2 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PBTP INVESCO EXCH TRADED FD TR II 196,555.0 $5.1M 1.33% NEW $26.13 +0.9%
22 SHW SHERWIN WILLIAMS CO Basic Materials 13,909.0 $4.8M 1.25% NEW $346.25 -10.5%
23 JAAA JANUS DETROIT STR TR 92,288.0 $4.7M 1.21% NEW $50.78 -0.1%
24 AAPL APPLE INC Technology 16,210.0 $4.1M 1.07% NEW $254.63 +22.1%
25 EMB ISHARES TR 43,263.0 $4.1M 1.07% NEW $95.19 +0.8%
26 HYGW ISHARES TR 132,377.0 $4.0M 1.04% NEW $30.37 -4.1%
27 IGEB ISHARES TR 72,768.0 $3.4M 0.87% NEW $46.05 -2.1%
28 ITOT ISHARES TR 21,547.0 $3.1M 0.81% NEW $145.65 +12.6%
29 IYW ISHARES TR 12,128.0 $2.4M 0.61% NEW $195.87 +25.8%
30 MSFT MICROSOFT CORP Technology 4,437.0 $2.3M 0.59% NEW $517.94 -20.3%
31 DIVI FRANKLIN TEMPLETON ETF TR 57,461.0 $2.1M 0.56% NEW $37.31 +15.9%
32 BLACKROCK ETF TRUST II 42,103.0 $2.1M 0.54% NEW $49.19
33 SPY SPDR S&P 500 ETF TR Financial Services 2,920.0 $1.9M 0.50% NEW $666.26 +12.6%
34 BALI BLACKROCK ETF TRUST 46,109.0 $1.5M 0.38% NEW $31.74 +7.4%
35 JEPI J P MORGAN EXCHANGE TRADED F 25,517.0 $1.5M 0.38% NEW $57.10 -1.4%
36 IUSB ISHARES TR 29,565.0 $1.4M 0.36% NEW $46.71 -1.4%
37 RTX RTX CORPORATION Industrials 7,718.0 $1.3M 0.33% NEW $167.33 +5.5%
38 INDB INDEPENDENT BK CORP MASS Financial Services 18,100.0 $1.3M 0.32% NEW $69.17 +14.1%
39 AMZN AMAZON COM INC Consumer Cyclical 5,167.0 $1.1M 0.29% NEW $219.58 +23.8%
40 SPXL DIREXION SHS ETF TR 5,263.0 $1.1M 0.29% NEW $211.90 +31.3%
Page 2 of 6  ·  114 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.8%
Technology 20.6%
Basic Materials 11.3%
Consumer Cyclical 8.5%
Industrials 7.2%
Communication Services 4.3%
Healthcare 3.9%
Energy 3.7%
Consumer Defensive 2.6%
Real Estate 0.6%