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Truist Financial Corp equities shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Truist Financial Corp equities (TFC) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Truist Financial Corp equities

Tip: Access up to 7 years of quarterly data

All positions including Truist Financial Corp equities held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Truist Financial Corp equities by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $31k 816 37.70

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Floatng Rat Trea (USFR)
Ishares Treasury Floating Rate B Etf TRS FLT RT BD (TFLO)
Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Vanguard Mid Cap Etf Mid Cap Etf (VO)
Vanguard Russell 2000 Etf Iv Vng Rus2000idx (VTWO)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Value Etf 500 Val Idx Fd (VOOV)
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)
Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE)
Amazon (AMZN)
Berkshire Hathaway Class B Cl B New (BRK.B)
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Vanguard Russell 2000 Value Etf Vng Rus2000val (VTWV)
AutoZone (AZO)

View all positions for Kiely Wealth Advisory Group

Top funds holding Truist Financial Corp equities

Vanguard Group
Dodge & Cox
Bank of America Corporation
Amundi
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Citadel Advisors
Harris Associates L.P
Legal & General Group
Federated Investors
Franklin Resources
Dimensional Fund Advisors
Norges Bank Investment Management
Bank of New York Mellon

View all funds holding Truist Financial Corp equities