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Aryn Sands

@Kelly Financial Services Llc

Latest period2024 - Q4ReportedManaged Assets$277.344MTotal holdings114
Assets growth rate1.72%Assets growth rate (2-Q avg)-0.39%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Kelly Financial Services Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Kelly Financial Services Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 277.344M in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of -0.39%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVVIshares Tr
Recent Activity
Decreased -3.35%
14.66%
$40.639M
69,027 shares@ $588.75 avg price
IVWIshares Tr
Recent Activity
Decreased -1.35%
7.09%
$19.649M
193,505 shares@ $101.55 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -0.29%
6.37%
$17.664M
344,652 shares@ $51.26 avg price
IYWIshares Tr
Recent Activity
Decreased -0.63%
3.04%
$8.423M
52,802 shares@ $159.52 avg price
OEFIshares Tr
Recent Activity
Decreased -1.41%
1.55%
$4.297M
14,879 shares@ $288.82 avg price
AAPLApple Inc
Recent Activity
Decreased -4.9%
1.48%
$4.083M
16,306 shares@ $250.42 avg price
USIGIshares Tr
Recent Activity
Decreased -6.81%
1.12%
$3.083M
61,315 shares@ $50.28 avg price
ITOTIshares Tr
Recent Activity
Decreased -6.25%
0.97%
$2.675M
20,786 shares@ $128.7 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -36.02%
0.77%
$2.117M
3,611 shares@ $586.14 avg price
LQDWIshares Tr
Recent Activity
Decreased -19.53%
0.76%
$2.092M
79,535 shares@ $26.3 avg price