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Home > Institutional Investor > Kelly Financial Services Llc > 13F Holdings

Instuitional Investor - Kelly Financial Services Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Blackrock Etf Trust
 531,212 $31,447,725 8.14%
2.
Ishares Trust
 IEF 35,582 $23,815,044 6.17%
3.
Ishares Tr - MSCI USA QLT FCT
 118,199 $22,989,778 5.95%
4.
Ishares Trust
 IEF 179,795 $21,704,904 5.62%
5.
Ishares Trust
 IEF 61,811 $20,573,168 5.33%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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