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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
IGEBIshares Tr
Recent Activity
Exited
0%
$4.02M
86,510 shares@ $46.48 avg price
IWXIshares Tr
Recent Activity
Exited
0%
$1.823M
22,436 shares@ $81.27 avg price
SPYVSpdr Ser Tr
Recent Activity
Exited
0%
$1.463M
27,679 shares@ $52.87 avg price
HDVIshares Tr
Recent Activity
Exited
0%
$890,675
7,572 shares@ $117.63 avg price
FALNIshares Tr
Recent Activity
Exited
0%
$749,439
27,412 shares@ $27.34 avg price
SPMDSpdr Ser Tr
Recent Activity
Exited
0%
$363,727
6,652 shares@ $54.68 avg price
VBVanguard Index Fds
Recent Activity
Exited
0%
$318,121
1,341 shares@ $237.23 avg price
EMHCSpdr Ser Tr
Recent Activity
Exited
0%
$299,758
11,937 shares@ $25.12 avg price
SRLNSsga Active Etf Tr
Recent Activity
Exited
0%
$270,696
6,482 shares@ $41.77 avg price
KLACKla Corp
Recent Activity
Exited
0%
$234,392
303 shares@ $773.58 avg price