| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 22 | Q2 2024 | 42.4% |
| ISHARES TR | 22 | Q2 2024 | 22.6% |
| ISHARES TR | 22 | Q2 2024 | 20.2% |
| SHERWIN WILLIAMS CO | 22 | Q2 2024 | 2.8% |
| ISHARES TR | 22 | Q2 2024 | 9.6% |
| FIDELITY COVINGTON TRUST | 22 | Q2 2024 | 9.9% |
| SPDR GOLD TRUST | 22 | Q2 2024 | 13.1% |
| APPLE INC | 22 | Q2 2024 | 1.6% |
| ISHARES TR | 22 | Q2 2024 | 3.7% |
| ISHARES TR | 22 | Q2 2024 | 3.7% |
View Kelly Financial Services LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-07-17 |
| 13F-HR | 2024-07-17 |
View Kelly Financial Services LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.