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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
QUALIshares Tr
Recent Activity
Increased 3.66%
7.16%
$19.836M
111,368 shares@ $178.12 avg price
EFVIshares Tr
Recent Activity
Increased 0.75%
4.79%
$13.281M
253,054 shares@ $52.49 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 12.33%
4.48%
$12.406M
238,458 shares@ $52.03 avg price
EMXCIshares Inc
Recent Activity
Increased 7.87%
4.19%
$11.612M
209,624 shares@ $55.4 avg price
MBBIshares Tr
Recent Activity
Increased 7.8%
3.72%
$10.292M
112,249 shares@ $91.69 avg price
IVEIshares Tr
Recent Activity
Increased 7.68%
2.37%
$6.57M
34,414 shares@ $190.92 avg price
QLTAIshares Tr
Recent Activity
Increased 51.96%
2.37%
$6.555M
140,085 shares@ $46.8 avg price
TLTIshares Tr
Recent Activity
Increased 10.36%
2.35%
$6.505M
74,462 shares@ $87.37 avg price
SOXXIshares Tr
Recent Activity
Increased 4.61%
1.81%
$5.018M
23,282 shares@ $215.55 avg price
SCHRSchwab Strategic Tr
Recent Activity
Increased 225.04%
1.44%
$3.985M
164,068 shares@ $24.3 avg price