StockDriftsStockDriftsTop 50 Kelly Financial Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BBUS | J P MORGAN EXCHANGE TRADED F | 14.67% | 497.8K | $58.3M | -3.41%(-17.56K) | $105.64(+23.44%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 9.46% | 496.5K | $37.6M | new | $75.31(+5.28%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 7.74% | 653.3K | $30.8M | +3.12%(+19.76K) | $47.14(-0.74%) | 2026-03-31 | |
| LDUR | PIMCO ETF TR | 6.81% | 282.8K | $27.1M | +2.90%(+7.96K) | $95.54(-0.05%) | 2026-03-31 | |
| JEMA | J P MORGAN EXCHANGE TRADED F | 6.33% | 483.8K | $25.2M | +14.84%(+62.51K) | $40.60(+48.32%) | 2026-03-31 | |
| IWF | ISHARES TR | 5.2% | 48.5K | $20.7M | +5.95%(+2.73K) | $393.68(-69.41%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 5.14% | 327.4K | $20.4M | +0.33%(+1.08K) | $55.34(+21.33%) | 2026-03-31 | |
| AGG | ISHARES TR | 4.77% | 191.1K | $19.0M | -8.64%(-18.06K) | $98.97(-0.20%) | 2026-03-31 | |
| BBIB | J P MORGAN EXCHANGE TRADED F | 4.6% | 185.1K | $18.3M | +1.72%(+3.14K) | $98.25(-0.43%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 4.17% | 270.4K | $16.6M | +3.83%(+9.98K) | $57.69(+16.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.80% | +11.82% |
| Top 20 Holdings Unweighted | +3.70% | +11.53% |
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