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
JAAAJanus Detroit Str Tr
Recent Activity
Increased 32.02%
1.22%
$3.374M
66,542 shares@ $50.71 avg price
USIGIshares Tr
Recent Activity
Decreased -6.81%
1.12%
$3.083M
61,315 shares@ $50.28 avg price
SPYGSpdr Ser Tr
Recent Activity
New Position
1.07%
$2.964M
33,720 shares@ $87.91 avg price
ITOTIshares Tr
Recent Activity
Decreased -6.25%
0.97%
$2.675M
20,786 shares@ $128.7 avg price
HYGWIshares Tr
Recent Activity
Increased 925.63%
0.87%
$2.408M
75,722 shares@ $31.81 avg price
IAUIshares Gold Tr
Recent Activity
New Position
0.81%
$2.239M
45,221 shares@ $49.51 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
MSFTMicrosoft Corp
Recent Activity
Increased 1.51%
0.68%
$1.878M
4,455 shares@ $421.5 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -32.25%
0.68%
$1.875M
32,585 shares@ $57.54 avg price