test

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
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -32.25%
0.68%
$1.875M
32,585 shares@ $57.54 avg price
FISRSsga Active Tr
Recent Activity
Decreased -36.21%
0.63%
$1.721M
67,873 shares@ $25.37 avg price
IUSBIshares Tr
Recent Activity
Decreased -6.42%
0.61%
$1.686M
37,262 shares@ $45.26 avg price
IWLIshares Tr
Recent Activity
Decreased -5.55%
0.48%
$1.31M
9,051 shares@ $144.71 avg price
JEPQJ P Morgan Exchange Traded F
Recent Activity
Decreased -27.61%
0.45%
$1.222M
21,682 shares@ $56.39 avg price
SPMOInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -24.61%
0.44%
$1.194M
12,563 shares@ $95.01 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -4.11%
0.42%
$1.164M
5,306 shares@ $219.39 avg price
XLSRSsga Active Tr
Recent Activity
Decreased -44.54%
0.33%
$898,371
16,811 shares@ $53.44 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -43.77%
0.32%
$869,663
2,119 shares@ $410.42 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -49.94%
0.27%
$737,033
19,209 shares@ $38.37 avg price