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Portfolio (Quarterly) Guide ↗

Kelly Financial Services LLC

· CIK 0002023336
13F Portfolio $399M AUM 123 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 14 New 37 Added 56 Reduced 5 Exited
Page 5 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BNDX VANGUARD CHARLOTTE FDS 7,263.0 $351K 0.09% +129.0 +1.8% $48.32 -0.2%
82 GLD SPDR GOLD TR Financial Services 879.0 $348K 0.09% -81.0 -8.4% $396.46 +2.9%
83 V VISA INC Financial Services 968.0 $340K 0.09% -6.0 -0.6% $350.89 -6.1%
84 VGT VANGUARD WORLD FD 442.0 $333K 0.08% $754.51 -84.5%
85 PM PHILIP MORRIS INTL INC Consumer Defensive 1,971.0 $316K 0.08% -134.0 -6.4% $160.40 +13.3%
86 IWB ISHARES TR 844.0 $315K 0.08% +36.0 +4.5% $373.27 +9.4%
87 VZ VERIZON COMMUNICATIONS INC Communication Services 7,398.0 $301K 0.08% -50.0 -0.7% $40.73 +19.7%
88 MCD MCDONALDS CORP Consumer Cyclical 983.0 $300K 0.07% -16.0 -1.6% $305.66 -7.6%
89 T AT&T INC Communication Services 11,895.0 $295K 0.07% -280.0 -2.3% $24.84 +1.2%
90 SIVR ABRDN SILVER ETF TRUST Financial Services 4,258.0 $288K 0.07% NEW $67.64 +4.8%
91 QQQ INVESCO QQQ TR Financial Services 462.0 $284K 0.07% $614.33 +18.3%
92 TMO THERMO FISHER SCIENTIFIC INC Healthcare 488.0 $283K 0.07% $579.88 -22.3%
93 DGRO ISHARES TR 4,070.0 $283K 0.07% -672.0 -14.2% $69.42 +7.5%
94 SOXX ISHARES TR 933.0 $281K 0.07% -24K -96.3% $301.03 +84.9%
95 CSCO CISCO SYS INC Technology 3,597.0 $277K 0.07% -217.0 -5.7% $77.02 +54.9%
96 BSV VANGUARD BD INDEX FDS 3,494.0 $275K 0.07% -288.0 -7.6% $78.81 -1.0%
97 TECL DIREXION SHS ETF TR 2,244.0 $264K 0.07% +106.0 +5.0% $117.51 +84.4%
98 BAC BANK AMERICA CORP Financial Services 4,753.0 $261K 0.07% $55.00 -6.9%
99 HYDB ISHARES TR 5,508.0 $261K 0.07% -11K -65.8% $47.35 -1.0%
100 AMP AMERIPRISE FINL INC Financial Services 529.0 $260K 0.07% -49.0 -8.5% $490.64 -10.3%
Page 5 of 7  ·  123 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 39.8%
Technology 20.9%
Basic Materials 10.4%
Consumer Cyclical 8.7%
Communication Services 4.5%
Healthcare 4.5%
Industrials 4.0%
Energy 3.6%
Consumer Defensive 2.4%
Real Estate 0.6%