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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 1 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFV ISHARES TR 198,697.0 $14.2M 3.56% -19K -8.6% $71.41 +10.7%
2 QUAL ISHARES TR 65,709.0 $13.1M 3.27% -52K -44.4% $198.62 +8.4%
3 QLTA ISHARES TR 270,386.0 $13.0M 3.26% -12K -4.2% $48.09 -1.2%
4 TLH ISHARES TR 126,944.0 $12.9M 3.23% -68K -35.0% $101.67 -2.2%
5 IAU ISHARES GOLD TR Financial Services 132,637.0 $10.8M 2.70% -3K -2.2% $81.17 +3.2%
6 AAPL APPLE INC Technology 14,900.0 $4.1M 1.01% -1K -8.1% $271.86 +14.3%
7 ITOT ISHARES TR 20,290.0 $3.0M 0.76% -1K -5.8% $148.69 +10.3%
8 IYW ISHARES TR 9,705.0 $1.9M 0.49% -2K -20.0% $199.68 +23.4%
9 SPY SPDR S&P 500 ETF TR Financial Services 2,706.0 $1.8M 0.46% -214.0 -7.3% $682.01 +10.0%
10 DIVI FRANKLIN TEMPLETON ETF TR 43,936.0 $1.7M 0.43% -14K -23.5% $38.89 +11.2%
11 SPXL DIREXION SHS ETF TR 5,209.0 $1.1M 0.29% -54.0 -1.0% $220.62 +26.2%
12 PBTP INVESCO EXCH TRADED FD TR II 35,538.0 $921K 0.23% -161K -81.9% $25.91 +1.8%
13 SPYG SPDR SERIES TRUST 8,140.0 $869K 0.22% -1K -13.6% $106.70 +12.2%
14 IVLU ISHARES TR 21,238.0 $808K 0.20% -748.0 -3.4% $38.05 +13.1%
15 NVDA NVIDIA CORPORATION Technology 4,190.0 $781K 0.20% -496.0 -10.6% $186.50 +14.0%
16 LMT LOCKHEED MARTIN CORP Industrials 1,397.0 $676K 0.17% -28.0 -2.0% $483.77 +9.8%
17 JEPQ J P MORGAN EXCHANGE TRADED F 11,399.0 $662K 0.17% -408.0 -3.5% $58.12 +4.5%
18 JPM JPMORGAN CHASE & CO. Financial Services 2,053.0 $662K 0.17% -101.0 -4.7% $322.28 -7.1%
19 GOOGL ALPHABET INC Communication Services 1,974.0 $618K 0.15% -67.0 -3.3% $313.02 +24.2%
20 XLSR SSGA ACTIVE TR 9,720.0 $606K 0.15% -885.0 -8.3% $62.31 +5.9%
Page 1 of 3  ·  56 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%