Managed by Kelly Financial Group Llc • Latest filing Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $70.8M | 525.9K | 0.00% | — |
| 2 | ? N/A — | $63.5M | 515.4K | 0.00% | — |
| 3 | ? N/A — | $59.8M | 495.2K | 0.00% | — |
| 4 | ? N/A — | $58.3M | 497.8K | 0.00% | — |
| 5 | ? N/A — | $54.5M | 486.7K | 0.00% | — |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 6 |
? N/A — |
| $44.1M |
| 437.4K |
| 0.00% |
| — |
| 7 | ? N/A — | $41.9M | 395.9K | 0.00% | — |
| 8 | ? N/A — | $39.2M | 541.5K | 0.00% | — |
| 9 | ? N/A — | $37.9M | 459.1K | 0.00% | — |
| 10 | V VYLD — | $37.6M | 496.5K | 0.00% | — |
| 11 | ? N/A — | $36.9M | 526.7K | 0.00% | — |
| 12 | ? N/A — | $34.1M | 504.5K | 0.00% | — |
| 13 | ? N/A — | $32.2M | 686.8K | 0.00% | — |
| 14 | ? N/A — | $31.3M | 490.2K | 0.00% | — |
| 15 | I IRM — | $30.8M | 653.3K | 0.00% | — |
| 16 | I IRM — | $30.1M | 633.6K | 0.00% | — |
| 17 | I IRM — | $28.9M | 607.1K | 0.00% | — |
| 18 | ? N/A — | $28.7M | 467.2K | 0.00% | — |
| 19 | ? N/A — | $28.6M | 299.4K | 0.00% | — |
| 20 | P PDI — | $27.1M | 282.8K | 0.00% | — |