• 13F History

KELLY FINANCIAL GROUP LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 16, 2025
Value $
$316M
Signature - Title
Scott Solod - CCO
Location
Wethersfield, CT
Summary
This page shows a list of all the recent 13F filings made by KELLY FINANCIAL GROUP LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KELLY FINANCIAL GROUP LLC reported 80 stock holdings with total value $316M as of Q1 2025. Top holdings included BBUS, BBIN, JCPB, LDUR, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 80 $316M +$44.4M -$8.8M +$35.6M BBUS, BBIN, JCPB, LDUR, AGG 13F-HR 4/16/2025, 01:30 PM
Q4 2024 78 $281M $0 $0 BBUS, BBIN, JCPB, LDUR, IWF 13F-HR 2/6/2025, 09:47 AM