Kelly Financial Services LLC

Q3 2025 13F-HR Holdings

Location
Braintree, MA
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
114
Total value ($000)
$386,152
Net value change ($000)
+46,733 (13.8%)
New positions
8
Sold out positions
10
Turnover %
6.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/17/2025 Next filing: 1/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEMG 17,924 2260.3%
DYNF 11,008 53.9%
OEF 8,082 64.7%
SHLD 6,715 NEW
BAI 4,947 94.1%
IAU 3,478 54.4%
QLTA 2,633 23.8%
TLH 2,502 14.2%
IVE 2,427 14.7%
BINC 1,785 12.5%
Top Reduces (Value $000, Stocks/ETFs)
EMXC -12,437 -100.0%
IYW -7,173 -75.1%
EFV -6,460 -30.5%
SPMO -2,136 -71.3%
EEM -1,142 -100.0%
EFG -411 -100.0%
LLY -332 -100.0%
SPAB -308 -100.0%
ACN -300 -100.0%
IGM -283 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type