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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
SPDWSpdr Index Shs Fds
Recent Activity
Decreased -38.34%
0.15%
$408,730
11,976 shares@ $34.13 avg price
COPConocophillips
Recent Activity
0.14%
$385,766
3,890 shares@ $99.17 avg price
BBUSJ P Morgan Exchange Traded F
Recent Activity
New Position
0.13%
$353,708
3,339 shares@ $105.94 avg price
TIPXSpdr Ser Tr
Recent Activity
Decreased -33.15%
0.13%
$341,850
18,488 shares@ $18.5 avg price
GLDSpdr Gold Tr
Recent Activity
Decreased -34.24%
0.13%
$341,530
1,411 shares@ $242.05 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -7.55%
0.13%
$333,675
1,151 shares@ $289.91 avg price
VVisa Inc
Recent Activity
Decreased -1.32%
0.12%
$328,829
1,040 shares@ $316.19 avg price
AMPAmeriprise Finl Inc
Recent Activity
Increased 6.97%
0.12%
$327,164
614 shares@ $532.85 avg price
LLYEli Lilly & Co
Recent Activity
0.12%
$319,421
414 shares@ $771.55 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.46%
0.12%
$307,842
1,616 shares@ $190.5 avg price