Kelly Financial Services LLC
Kelly Financial Services LLC is a fee-based registered investment adviser headquartered in Braintree, Massachusetts. The firm was established by William A. Kelly. As of early 2025, it is mid-sized, with 11 employees, and specializes in providing wealth management and investment advisory services to individual and institutional clients.
Investment Strategy
Kelly Financial Services LLC employs a diversified asset allocation strategy investing primarily in exchange-traded funds (ETFs) and equities. The firm focuses on portfolio construction using a blend of domestic and international equities, quality and value factors, and provides tailored investment solutions based on client risk tolerance, objectives, and financial situations. The firm emphasizes fiduciary responsibility and long-term growth for its clients through active monitoring and periodic rebalancing of portfolios.
Top Holdings
Equity Positions (113)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DYNF | BLACKROCK ETF TRUST | 8.14% | $31.4M | 531,212 | $49.35 | $59.20 | +$11.0M |
I IVV | ISHARES TR | 6.17% | $23.8M | 35,582 | $422.03 | $669.30 | +$98.2K |
Q QUAL | ISHARES TR | 5.95% | $23.0M | 118,199 | $136.45 | $194.50 | +$52.2K |
I IVW | ISHARES TR | 5.62% | $21.7M | 179,795 | $83.32 | $120.72 | +$1.2M |
O OEF | ISHARES TR | 5.33% | $20.6M | 61,811 | $284.68 | $332.84 | +$8.1M |