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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
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -42.02%
0.26%
$700,308
14,645 shares@ $47.82 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -42.52%
0.24%
$663,647
3,920 shares@ $169.3 avg price
NVDANvidia Corporation
Recent Activity
Decreased -13.15%
0.23%
$623,421
4,642 shares@ $134.31 avg price
PULSPgim Etf Tr
Recent Activity
Decreased -40.76%
0.23%
$614,859
12,409 shares@ $49.55 avg price
LMTLockheed Martin Corp
Recent Activity
Decreased -2.33%
0.23%
$611,046
1,257 shares@ $486.12 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Decreased -43.31%
0.21%
$571,567
11,653 shares@ $49.05 avg price
SPABSpdr Ser Tr
Recent Activity
Decreased -60.76%
0.2%
$530,638
21,234 shares@ $25.0 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -46.83%
0.18%
$478,289
6,190 shares@ $77.27 avg price
BILSpdr Ser Tr
Recent Activity
Decreased -23.19%
0.17%
$455,080
4,977 shares@ $91.44 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -2.93%
0.17%
$449,414
3,108 shares@ $144.6 avg price