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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.
Ishares Trust
 IEF 59,936 $39,042,554 9.43%
2.
Blackrock Etf Trust
 891,885 $28,579,603 6.91%
3.
Ishares Trust
 IEF 119,082 $25,063,117 6.06%
4.
Ishares Trust
 IEF 190,570 $21,492,068 5.19%
5.
Blackrock Etf Trust
 361,413 $20,956,037 5.06%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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