Kelly Financial Group LLC Top Holdings and 13F Report (2025) About Kelly Financial Group LLCInvestment ActivityKelly Financial Group LLC has $281.17 million in total holdings as of December 31, 2024.Kelly Financial Group LLC owns shares of 78 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Largest Holdings JP Morgan BetaBuilders U.S. Equity ETF $41,935,529JPMorgan BetaBuilders International Equity ETF $25,795,039JPMorgan Core Plus Bond ETF $22,298,906PIMCO Low Duration Exchange-Traded Fund $20,030,105iShares Russell 1000 Growth ETF $14,788,585 Sector AllocationMap of 500 Largest Holdings ofKelly Financial Group LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorBBUSJP Morgan BetaBuilders U.S. Equity ETF$41,935,529395,91714.9%ETFBBINJPMorgan BetaBuilders International Equity ETF$25,795,039451,7529.2%ETFJCPBJPMorgan Core Plus Bond ETF$22,298,906481,9687.9%ETFLDURPIMCO Low Duration Exchange-Traded Fund$20,030,105210,0487.1%ETFIWFiShares Russell 1000 Growth ETF$14,788,58536,8265.3%ETFAGGiShares Core U.S. Aggregate Bond ETF$13,611,543140,4704.8%FinanceDFATDimensional U.S. Targeted Value ETF$13,245,689237,9754.7%ETFJEMAJPMorgan ActiveBuilders Emerging Markets Equity ETF$13,116,993350,6284.7%ETFBBIBJpmorgan Betabuilders U.S. Treasury Bond 3-10 Year ETF$11,688,871121,1024.2%ETFJQUAJPMorgan US Quality Factor ETF$11,186,664195,3324.0%ETFDFLVDimensional US Large Cap Value ETF$9,659,420321,6593.4%ETFRSPInvesco S&P 500 Equal Weight ETF$6,576,12937,5292.3%ETFDFISDimensional International Small Cap ETF$6,434,739262,0542.3%ETFUSMViShares MSCI USA Min Vol Factor ETF$5,756,43364,8322.0%ETFIXUSiShares Core MSCI Total International Stock ETF$5,262,15279,5611.9%ManufacturingBBAGJPMorgan BetaBuilders U.S. Aggregate Bond ETF$4,046,70489,2241.4%ETFMSFTMicrosoft$3,783,3848,9761.3%Computer and TechnologyIWMiShares Russell 2000 ETF$3,563,86216,1291.3%FinanceDFIVDimensional International Value ETF$3,167,72589,2821.1%ETFSLYVSPDR S&P 600 Small CapValue ETF$3,033,08634,7631.1%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,641,473101,3220.9%ETFGBFiShares Government/Credit Bond ETF$2,418,53023,6590.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$2,230,12136,7100.8%ETFAAPLApple$2,137,7018,5360.8%Computer and TechnologySCHRSchwab Intermediate-Term U.S. Treasury ETF$2,117,31187,1680.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,043,21424,9230.7%ManufacturingPDPInvesco Dorsey Wright Momentum ETF$1,862,62117,3090.7%ETFIEIiShares 3-7 Year Treasury Bond ETF$1,795,67915,5400.6%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,730,79834,7970.6%ManufacturingIEMGiShares Core MSCI Emerging Markets ETF$1,705,81932,6660.6%ETFIWCiShares Micro-Cap ETF$1,478,04911,3360.5%ETFBBEUJPMorgan BetaBuilders Europe ETF$1,380,40124,9080.5%ETFAMZNAmazon.com$1,105,7265,0400.4%Retail/WholesaleIVViShares Core S&P 500 ETF$1,047,5851,7800.4%ETFXLVHealth Care Select Sector SPDR Fund$998,8097,2600.4%ETFQUALiShares MSCI USA Quality Factor ETF$979,6185,5010.3%ETFIUSBiShares Core Total USD Bond Market ETF$916,79420,2830.3%ManufacturingBRK.BBerkshire Hathaway$851,7131,8790.3%FinancePGProcter & Gamble$745,8754,4490.3%Consumer StaplesVONGVanguard Russell 1000 Growth ETF$733,6377,1020.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$717,4589,1970.3%ETFIAGGiShares Core International Aggregate Bond ETF$628,56712,5910.2%ETFSPYSPDR S&P 500 ETF Trust$465,3487940.2%FinanceHONHoneywell International$423,0921,8730.2%Multi-Sector ConglomeratesJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$413,6607,9730.1%ETFJMOMJPMorgan US Momentum Factor ETF$387,7296,6540.1%ETFELVElevance Health$381,8121,0350.1%MedicalPEPPepsiCo$380,0092,4770.1%Consumer StaplesOUSAALPS O'Shares U.S. Quality Dividend ETF$358,6666,7520.1%ETFBACBank of America$335,4267,6320.1%FinanceKOCoca-Cola$332,4575,3400.1%Consumer StaplesESEversource Energy$326,1295,6790.1%UtilitiesHDViShares Core High Dividend ETF$326,0032,9040.1%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$320,8256,2600.1%ETFIVWiShares S&P 500 Growth ETF$319,5153,1470.1%ETFAOAiShares Core 80/20 Aggressive Allocation ETF$312,8084,0830.1%ETFJPMJPMorgan Chase & Co.$284,0841,1850.1%FinanceOEFiShares S&P 100 ETF$279,8969690.1%ETFEFGiShares MSCI EAFE Growth ETF$279,5482,8870.1%ETFASMLASML$276,5393990.1%Computer and TechnologyHDHome Depot$271,5156980.1%Retail/WholesaleMRKMerck & Co., Inc.$271,0432,7030.1%MedicalEFViShares MSCI EAFE Value ETF$269,5915,1380.1%ETFTAT&T$260,71711,4500.1%Computer and TechnologySPSBSPDR Portfolio Short Term Corporate Bond ETF$235,3577,8820.1%ETFJPUSJPMorgan Diversified Return US Equity ETF$231,0732,0250.1%ETFXOMExxon Mobil$225,2522,0940.1%EnergyMARMarriott International$223,1528000.1%Consumer DiscretionaryIYWiShares U.S. Technology ETF$221,8921,3910.1%ManufacturingVBVanguard Small-Cap ETF$215,7718980.1%ETFNOBLProShares S&P 500 Aristocrats ETF$207,0642,0800.1%ETFMBBiShares MBS ETF$203,4382,2190.1%ETFSCHZSchwab U.S. Aggregate Bond ETF$201,7128,8860.1%ETFSWKStanley Black & Decker$200,7032,5000.1%IndustrialsMCDMcDonald's$200,0246900.1%Retail/WholesaleDNPDNP Select Income Fund$127,20714,3170.0%FinanceFGF&G Annuities & Life$100,000100,0000.0%FinanceMAINMain Street Capital$51,48834,2140.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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