KELLY FINANCIAL GROUP LLC

Q3 2025 13F-HR Holdings

Location
Wethersfield, CT
Holdings as of
9/30/2025
Date filed
10/22/2025
Form type
13F-HR
Num holdings
96
Total value ($000)
$377,023
Net value change ($000)
+31,436 (9.1%)
New positions
12
Sold out positions
0
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/23/2026 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)
BBUS 5,286 9.7%
JCPB 2,928 11.3%
BBIN 2,885 8.5%
DFAT 1,951 12.0%
AGG 1,759 9.5%
LDUR 1,691 7.1%
DFLV 1,641 13.7%
IWF 1,640 8.5%
AAPL 1,457 22.1%
JQUA 1,424 10.0%
Top Reduces (Value $000, Stocks/ETFs)
SHY -146 -22.7%
SLQD -143 -17.4%
XLV -111 -12.6%
RSP -108 -3.1%
SCZ -94 -7.5%
SLYV -87 -6.6%
IXUS -79 -2.7%
IEI -76 -13.0%
SCHV -71 -4.8%
ELV -69 -17.0%
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