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
PEPPepsico Inc
Recent Activity
Decreased -17.17%
0.11%
$277,952
1,828 shares@ $152.06 avg price
EBNDSpdr Ser Tr
Recent Activity
Decreased -31.43%
0.1%
$276,062
14,135 shares@ $19.54 avg price
LVHILegg Mason Etf Invt
Recent Activity
Decreased -37.4%
0.1%
$259,466
8,502 shares@ $30.52 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -42.6%
0.1%
$250,430
5,686 shares@ $44.05 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -46.16%
0.09%
$240,458
5,303 shares@ $45.35 avg price
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
BIVVanguard Bd Index Fds
Recent Activity
Decreased -45.59%
0.09%
$233,430
3,124 shares@ $74.73 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.77%
0.09%
$225,414
385 shares@ $585.5 avg price
BLVVanguard Bd Index Fds
Recent Activity
Decreased -46.28%
0.08%
$216,281
3,161 shares@ $68.43 avg price