Kelsey Financial, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Ocean Power Technologies, Inc.OPTT | $3.6K | 0.0% |
| SANGAMO THERAPEUTICS, INC | $14.7K | 0.0% |
| Immuneering CorpIMRX | $92.8K | 0.1% |
| Kenvue Inc. | $177.9K | 0.2% |
| ISHARES GOLD TR | $202.9K | 0.2% |
| JOHNSON & JOHNSON | $203.2K | 0.2% |
| APPLIED MATERIALS INC /DE | $206.1K | 0.2% |
| ORACLE CORP | $218.5K | 0.2% |
| WASTE MANAGEMENT INC | $219.9K | 0.2% |
| United Parcel Service Inc | $220.3K | 0.2% |
| VANGUARD SCOTTSDALE FDS | $225.2K | 0.2% |
| Prologis Inc | $241.7K | 0.2% |
| ISHARES TR | $260.0K | 0.2% |
| ACADIA Pharmaceuticals Inc | $267.1K | 0.2% |
| Alphabet Inc. | $268.8K | 0.2% |
| NUSHARES ETF TR | $273.5K | 0.2% |
| ISHARES TR | $278.9K | 0.2% |
| ISHARES TR | $280.8K | 0.2% |
| ISHARES SILVER TR | $333.2K | 0.3% |
| Amazon.com, Inc. | $333.3K | 0.3% |
| VERIZON COMMUNICATIONS INC | $346.4K | 0.3% |
| Keysight Technologies, Inc. | $349.7K | 0.3% |
| GENERAL ELECTRIC CO | $357.6K | 0.3% |
| SELECT SECTOR SPDR TR | $364.0K | 0.3% |
| UNION PACIFIC CORP | $370.1K | 0.3% |
| CAPITAL ONE FINANCIAL CORP | $371.1K | 0.3% |
| EXXON MOBIL CORP | $402.8K | 0.3% |
| iShares MSCI UAE ETF | $423.1K | 0.4% |
| ISHARES TR | $473.4K | 0.4% |
| VANGUARD SCOTTSDALE FDS | $525.8K | 0.5% |
| VANGUARD SCOTTSDALE FDS | $530.7K | 0.5% |
| VANGUARD INDEX FDS | $536.2K | 0.5% |
| ISHARES TR | $543.5K | 0.5% |
| WELLS FARGO & COMPANY/MN | $576.2K | 0.5% |
| VANGUARD SCOTTSDALE FDS | $581.2K | 0.5% |
| HOME DEPOT, INC. | $592.9K | 0.5% |
| ISHARES TR | $597.8K | 0.5% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $679.8K | 0.6% |
| VANGUARD INDEX FDS | $694.9K | 0.6% |
| ISHARES TR | $775.7K | 0.7% |
| VANGUARD SCOTTSDALE FDS | $795.2K | 0.7% |
| ISHARES TR | $832.2K | 0.7% |
| SPDR SERIES TRUST | $850.4K | 0.7% |
| AGILENT TECHNOLOGIES, INC. | $995.5K | 0.9% |
| MICROSOFT CORP | $1.03M | 0.9% |
| ISHARES TR | $1.04M | 0.9% |
| NVIDIA Corp | $1.41M | 1.2% |
| Tesla Inc | $1.42M | 1.2% |
| SPDR SERIES TRUST | $1.46M | 1.3% |
| ISHARES TR | $1.84M | 1.6% |