KELLY FINANCIAL GROUP LLC - Portfolio overview

KELLY FINANCIAL GROUP LLC has 103 reported holdings in this dataset, with the latest filing dated 2026-04-09.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BBUS - J P MORGAN EXCHANGE TRADED F, 14.65%
2. JIRE - J P MORGAN EXCHANGE TRADED F, 9.44%
3. JCPB - J P MORGAN EXCHANGE TRADED F, 7.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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