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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
SPIBSpdr Ser Tr
Recent Activity
New Position
0.12%
$305,850
9,336 shares@ $32.77 avg price
SPSMSpdr Ser Tr
Recent Activity
Decreased -43.36%
0.11%
$304,507
6,779 shares@ $44.92 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 0.45%
0.11%
$302,016
1,595 shares@ $189.36 avg price
DGROIshares Tr
Recent Activity
Decreased -0.14%
0.11%
$301,261
4,911 shares@ $61.35 avg price
ROKRockwell Automation Inc
Recent Activity
Increased 6.39%
0.11%
$300,187
1,050 shares@ $285.9 avg price
JMUBJ P Morgan Exchange Traded F
Recent Activity
0.11%
$299,337
5,969 shares@ $50.15 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 0.16%
0.11%
$294,179
649 shares@ $453.29 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 8.13%
0.11%
$285,609
812 shares@ $351.74 avg price
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