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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
PEGPublic Svc Enterprise Grp In
Recent Activity
0.1%
$267,242
3,163 shares@ $84.5 avg price
TECLDirexion Shs Etf Tr
Recent Activity
Increased 0.65%
0.1%
$267,067
2,949 shares@ $90.57 avg price
PGProcter And Gamble Co
Recent Activity
Increased 5.94%
0.1%
$266,434
1,589 shares@ $167.68 avg price
ABBVAbbvie Inc
Recent Activity
Increased 7.47%
0.1%
$266,081
1,497 shares@ $177.75 avg price
VZVerizon Communications Inc
Recent Activity
Increased 9.06%
0.1%
$263,089
6,579 shares@ $39.99 avg price
LVHILegg Mason Etf Invt
Recent Activity
Decreased -37.4%
0.1%
$259,466
8,502 shares@ $30.52 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 0.83%
0.1%
$253,746
488 shares@ $519.98 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -42.6%
0.1%
$250,430
5,686 shares@ $44.05 avg price
JMSTJ P Morgan Exchange Traded F
Recent Activity
0.09%
$241,303
4,758 shares@ $50.72 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Decreased -46.16%
0.09%
$240,458
5,303 shares@ $45.35 avg price