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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
TLHIshares Tr
Recent Activity
Increased 1.61%
0.4%
$1.098M
11,042 shares@ $99.45 avg price
ICVTIshares Tr
Recent Activity
Increased 38.14%
0.39%
$1.075M
12,646 shares@ $84.97 avg price
SPXLDirexion Shs Etf Tr
Recent Activity
Increased 0.71%
0.36%
$986,100
5,845 shares@ $168.71 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
BALIBlackrock Etf Trust
Recent Activity
New Position
0.31%
$854,264
28,240 shares@ $30.26 avg price
BIDDBlackrock Etf Trust
Recent Activity
New Position
0.28%
$757,204
30,693 shares@ $24.68 avg price
SPEMSpdr Index Shs Fds
Recent Activity
Decreased -49.94%
0.27%
$737,033
19,209 shares@ $38.37 avg price
JNKSpdr Ser Tr
Recent Activity
Increased 42.11%
0.27%
$727,283
7,618 shares@ $95.47 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -42.02%
0.26%
$700,308
14,645 shares@ $47.82 avg price