KELLY FINANCIAL GROUP LLC
RIA/Wealth
KELLY FINANCIAL GROUP LLC is a RIA/Wealth based in Wethersfield, CT led by Robert Gregory Hammond, reporting $387.4M in AUM as of Q3 2025 with 93% ETF concentration, 71% concentrated in top 10 holdings, and 16% allocation to BBUS.
CEORobert Gregory Hammond
- Portfolio Value
- $372.8M
- Positions
- 93
- Top Holding
- BBUS at 16.03%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in KELLY FINANCIAL GROUP LLC's portfolio (70.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $59.8M | 16.03% | +$1.0M Bought | — 495.2K shares | |
ETF ETF | $36.9M | 9.91% | +$1.6M Bought | — 526.7K shares | |
ETF ETF | $28.9M | 7.74% | +$2.7M Bought | — 607.1K shares | |
ETF ETF | $25.6M | 6.88% | +$1.6M Bought | — 266.7K shares | |
ETF ETF | $20.9M | 5.61% | -$349.4K Sold | — 44.6K shares | |
ETF ETF | $20.2M | 5.42% | +$1.6M Bought | — 201.4K shares | |
ETF ETF | $19.7M | 5.27% | -$721.9K Sold | — 413.3K shares | |
ETF ETF | $18.2M | 4.88% | +$672.3K Bought | — 312.3K shares | |
ETF ETF | $17.3M | 4.65% | +$1.3M Bought | — 173.9K shares | |
ETF ETF | $15.6M | 4.20% | +$747.3K Bought | — 248.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in KELLY FINANCIAL GROUP LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-22.86% | |
-18.7% | |
-17.76% | |
-17.65% | |
-16.06% |
Analytics
Portfolio insights and performance metrics for KELLY FINANCIAL GROUP LLC
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