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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
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.21%
0.09%
$238,620
467 shares@ $510.97 avg price
USMVIshares Tr
Recent Activity
Decreased -5.45%
0.09%
$235,304
2,650 shares@ $88.8 avg price
IEIIshares Tr
Recent Activity
New Position
0.09%
$233,873
2,009 shares@ $116.42 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -45.59%
0.09%
$233,430
3,124 shares@ $74.73 avg price
AXPAmerican Express Co
Recent Activity
0.09%
$233,058
785 shares@ $296.89 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 0.41%
0.09%
$228,042
249 shares@ $915.84 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.77%
0.09%
$225,414
385 shares@ $585.5 avg price
CERYSpdr Ser Tr
Recent Activity
New Position
0.09%
$222,590
8,599 shares@ $25.89 avg price
PMPhilip Morris Intl Inc
Recent Activity
New Position
0.08%
$219,716
1,826 shares@ $120.33 avg price
BLVVanguard Bd Index Fds
Recent Activity
Decreased -46.28%
0.08%
$216,281
3,161 shares@ $68.43 avg price