Kelly Financial Services LLC - Portfolio overview

Kelly Financial Services LLC has 142 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Basic Materials.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 9.20%
2. CORO - BLACKROCK ETF TRUST, 6.73%
3. IVE - ISHARES TR, 5.90%

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

Explore securities or join Upside Invest to compare portfolios.