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Kiely Wealth Advisory Group

Latest statistics and disclosures from Kiely Wealth Advisory Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are USFR, RSP, VO, TFLO, SHYG, and represent 62.80% of Kiely Wealth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: VGSH, DON, SHYG, BSV, QQQ, VOO, VB, MTUM, DFAC, DFUV.
Started 6 new stock positions in TEL, LIN, AIO, BSX, VXF, Pacer Trendpilot Us Mid Cap Etf.
Reduced shares in these 10 stocks: USFR, TFLO, VTWO, RSP, VO, VOOV, VEU, DVY, PYPL, PTNQ.
Sold out of its positions in CDMO, LI, PTMC, PTNQ, PYPL, Te Connectivity Ltd for.
Kiely Wealth Advisory Group was a net seller of stock by $-1.6M.
Kiely Wealth Advisory Group has $156M in assets under management (AUM), dropping by -1.81%.
Central Index Key (CIK): 0002005660

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Portfolio Holdings for Kiely Wealth Advisory Group

Kiely Wealth Advisory Group holds 313 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Floating Ratetreasry Etf Etf (USFR)	28.2	$44M	-9%	872k	50.41	View chart
Invsc S P 500 Equal Weight Etf Iv Etf (RSP)	14.4	$23M	-2%	124k	180.73	View chart
Vanguard Mid Cap Etf Etf (VO)	8.7	$14M	-2%	49k	277.95	View chart
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)	6.4	$10M	-10%	198k	50.56	View chart
Ishares High Yield Corporat Bond Etf Etf (SHYG)	5.0	$7.9M	+14%	183k	43.02	View chart
Vanguard S&p 500 Etf Etf (VOO)	5.0	$7.8M	+4%	14k	556.16	View chart
Vanguard Short-term Bondetf Etf (BSV)	4.4	$6.8M	+14%	88k	77.34	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	3.2	$4.9M	-10%	54k	91.81	View chart
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)	1.7	$2.6M	+16%	5.0k	529.22	View chart
Microsoft Corp Equity (MSFT)	1.6	$2.5M		6.0k	412.22	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	1.4	$2.2M	-7%	12k	188.68	View chart
Wisdomtree Us Midcap Dividend Etf Etf (DON)	1.0	$1.5M	+322%	29k	51.64	View chart
Vanguard Short Term Treasury Etf Etf (VGSH)	0.9	$1.5M	+1171%	25k	58.18	View chart
Amazon.com Equity (AMZN)	0.8	$1.3M		5.5k	233.14	View chart
Berkshire Hathaway Class B Equity (BRK.B)	0.6	$924k		2.0k	470.17	View chart
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)	0.4	$686k		3.3k	207.95	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.4	$657k		2.4k	276.95	View chart
Vanguard Mid Cap Value Etf Etf (VOE)	0.4	$597k	-6%	3.6k	165.16	View chart
Jpmorgan Chase & Co Equity (JPM)	0.4	$591k		2.2k	270.99	View chart
Autozone Equity (AZO)	0.4	$566k		165.00	3427.55	View chart
Vanguard Small Cap Valueetf Etf (VBR)	0.4	$558k		2.7k	203.29	View chart
Ishares Msci Usa Momntumfct Etf Etf (MTUM)	0.3	$540k	+53%	2.4k	227.04	View chart
Vanguard Small Cap Etf Etf (VB)	0.3	$537k	+69%	2.2k	248.21	View chart
Apple Equity (AAPL)	0.3	$536k		2.4k	227.65	View chart
Dimensional U S Core Equity 2 Etf Etf (DFAC)	0.3	$487k	+59%	14k	35.75	View chart
Dimensional Us Marketwide Value Etf Etf (DFUV)	0.3	$476k	+60%	11k	42.66	View chart
Amgen Equity (AMGN)	0.3	$459k		1.6k	294.79	View chart
Blackrock Equity	0.3	$449k		456.00	985.55	View chart
Alphabet Inc Class C Equity (GOOG)	0.3	$440k		2.3k	188.20	View chart
Pepsico Equity (PEP)	0.3	$438k		3.0k	144.35	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.3	$433k	+44%	3.3k	133.05	View chart
Alphabet Inc Class A Equity (GOOGL)	0.3	$433k		2.3k	186.47	View chart
Charles Schwab Corp Equity (SCHW)	0.3	$432k		5.3k	81.17	View chart
Ishares Gold Etf Etf (IAU)	0.3	$427k		7.8k	54.88	View chart
Duke Energy Corp Equity (DUK)	0.3	$417k		3.6k	115.58	View chart
Vanguard Russell 2000 Value Etf Etf (VTWV)	0.3	$400k		2.7k	147.54	View chart
Lowes Cos Equity (LOW)	0.3	$392k		1.5k	256.44	View chart
Cisco Sys Equity (CSCO)	0.2	$378k	-2%	6.0k	62.81	View chart
Stryker Corp Equity (SYK)	0.2	$342k		870.00	392.60	View chart
Cme Group Inc Class A Equity (CME)	0.2	$339k		1.4k	241.81	View chart
Vanguard Russell 2000 Growth Etf Etf (VTWG)	0.2	$322k		1.5k	217.33	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.2	$307k		806.00	381.43	View chart
Home Depot Equity (HD)	0.2	$307k		742.00	413.99	View chart
Eli Lilly And Equity (LLY)	0.2	$304k		350.00	868.88	View chart
Procter & Gamble Equity (PG)	0.2	$303k		1.8k	167.54	View chart
Pnc Finl Services Equity (PNC)	0.2	$294k		1.5k	197.28	View chart
Walmart Equity (WMT)	0.2	$293k		2.9k	102.92	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	0.2	$293k		1.0k	291.35	View chart
Johnson & Johnson Equity (JNJ)	0.2	$284k		1.8k	154.24	View chart
Tompkins Finl Corp Equity (TMP)	0.2	$276k		3.9k	71.18	View chart
Oracle Corp Equity (ORCL)	0.2	$268k		1.5k	178.92	View chart
Energy Transfer Equity (ET)	0.2	$258k		13k	20.09	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$250k	-29%	1.9k	134.38	View chart
Blackbaud Equity (BLKB)	0.2	$250k		3.1k	79.76	View chart
Wisdomtree Us Smallcap Dividend Etf Etf (DES)	0.2	$241k	+56%	7.0k	34.31	View chart
Spdr S&p 500 Etf Iv Etf (SPY)	0.1	$233k		385.00	604.85	View chart
Disney Walt Equity (DIS)	0.1	$214k		2.0k	109.28	View chart
Vanguard S&p Mid Cap 400growth Etf Etf (IVOG)	0.1	$210k		1.8k	116.67	View chart
Ishares S&p Small Cap 600 Etf Etf (IJS)	0.1	$207k		1.9k	108.74	View chart
Dover Corp Equity (DOV)	0.1	$204k		1.0k	203.54	View chart
Ishares Total Us Stock Market Etf Etf (ITOT)	0.1	$199k		1.5k	133.05	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$192k		466.00	412.26	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$190k		1.6k	117.28	View chart
Ibm Corp Equity (IBM)	0.1	$188k		753.00	249.27	View chart
American Express Equity (AXP)	0.1	$186k		600.00	310.26	View chart
Nike Inc Class B Equity (NKE)	0.1	$173k		2.4k	70.94	View chart
Mondelez Intl Inc Class A Equity (MDLZ)	0.1	$169k		2.9k	58.53	View chart
Bank New York Mellon Cor Equity (BK)	0.1	$161k		1.9k	85.03	View chart
Vanguard Information Technolo Etf Iv Etf (VGT)	0.1	$158k		251.00	628.86	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$158k		695.00	227.02	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	0.1	$154k		2.8k	55.10	View chart
Universal Health Svcs Inclass B Equity (UHS)	0.1	$148k		800.00	185.35	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$148k		494.00	299.91	View chart
Marriott Intl Inc New Class A Equity (MAR)	0.1	$143k		471.00	304.45	View chart
Ishares 7-10 Year Trsurybond Etf Etf (IEF)	0.1	$140k		1.5k	93.12	View chart
Target Corp Class Equity Equity (TGT)	0.1	$138k		1.1k	131.28	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$138k		678.00	203.15	View chart
Fidelity Enhncd Lrge Cp Cre Etf Etf (FELC)	0.1	$136k		4.0k	33.79	View chart
Ishares Russell Mid Cap Value Etf Etf (IWS)	0.1	$132k		990.00	132.89	View chart
Ishares S&p 500 Value Etf Iv Etf (IVE)	0.1	$124k		634.00	195.30	View chart
Vanguard Ftse All World Ex Us Etf Etf (VEU)	0.1	$123k	-50%	2.0k	60.22	View chart
Intel Corp Equity (INTC)	0.1	$110k		5.5k	19.77	View chart
Progressive Corp Oh Equity (PGR)	0.1	$109k		436.00	249.69	View chart
Public Svc Enterprise Gr Equity (PEG)	0.1	$105k		1.3k	83.86	View chart
Meta Platforms Inc Class A Equity (META)	0.1	$105k		146.00	717.40	View chart
Exxon Mobil Corp Equity (XOM)	0.1	$103k		926.00	110.93	View chart
Goldman Sachs Acces Treas 0 1 Yr Etf Etf (GBIL)	0.1	$102k		1.0k	99.92	View chart
Ishares Core S&p 500 Etf Iv Etf (IVV)	0.1	$97k		159.00	607.75	View chart
Visa Inc Class A Equity (V)	0.1	$97k		275.00	351.23	View chart
Mcdonalds Corp Equity (MCD)	0.1	$95k		308.00	308.42	View chart
Vanguard Mega Cap Growthetf Etf (MGK)	0.1	$94k		267.00	352.33	View chart
Costco Whsl Corp Equity (COST)	0.1	$92k		87.00	1061.92	View chart
Caterpillar Equity (CAT)	0.1	$91k		250.00	363.22	View chart
Starbucks Corp Equity (SBUX)	0.1	$91k		813.00	111.45	View chart
Vanguard Ftse Emerging Mark Etf Iv Etf (VWO)	0.1	$90k	-42%	2.0k	45.33	View chart
Schwab Fundmntl Us Largecom Etf Etf (FNDX)	0.1	$90k		3.6k	24.57	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Equity (NVS)	0.1	$89k		832.00	106.85	View chart
Unitedhealth Group Equity (UNH)	0.1	$85k		160.00	533.37	View chart
Philip Morris Intl Equity (PM)	0.1	$85k		577.00	146.57	View chart
L3harris Technologies In Equity (LHX)	0.1	$84k		405.00	208.43	View chart
Tesla Equity (TSLA)	0.1	$84k		239.00	350.73	View chart
Verizon Communications I Equity (VZ)	0.1	$81k		2.0k	39.95	View chart
Ishares Core S&p Mid Capetf Etf (IJH)	0.1	$80k		1.3k	64.12	View chart
Bio-techne Corp Equity (TECH)	0.0	$73k	+1355%	1.0k	69.92	View chart
Spdr S&p Midcap 400 Etf Iv Etf (MDY)	0.0	$70k		119.00	585.97	View chart
Chevron Corp Equity (CVX)	0.0	$69k		444.00	155.77	View chart
Ishares Core Us Aggregate Bond Etf Etf (AGG)	0.0	$65k		663.00	97.49	View chart
Nextera Energy Equity (NEE)	0.0	$64k		916.00	69.70	View chart
Bank Of America Corp Equity (BAC)	0.0	$63k		1.4k	46.67	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$63k		1.4k	43.72	View chart
Comcast Corp New Class A Equity (CMCSA)	0.0	$60k		1.8k	34.47	View chart
American Healthcare Reitreit Equity (AHR)	0.0	$58k		2.0k	28.50	View chart
Pacer Trendpilot Us Mid Cap Etf Etf	0.0	$56k	NEW	1.5k	37.94	View chart
Pacer Trendpilottm European Etf Etf (PTEU)	0.0	$55k		2.1k	25.75	View chart
Ebay Equity (EBAY)	0.0	$55k		800.00	68.26	View chart
Tractor Supply Equity (TSCO)	0.0	$54k	+400%	1.0k	54.43	View chart
Constellation Energy Cor Equity (CEG)	0.0	$53k		166.00	321.83	View chart
Ishares Asia 50 Etf Etf (AIA)	0.0	$53k		730.00	72.68	View chart
Merck & Co Equity (MRK)	0.0	$52k		600.00	86.40	View chart
Texas Instrs Equity (TXN)	0.0	$49k		270.00	180.31	View chart
Vanguard Value Etf Etf (VTV)	0.0	$45k		253.00	176.85	View chart
Republic Svcs Equity (RSG)	0.0	$44k		200.00	222.10	View chart
Ishares Russell Mid Cap Growth Etf Etf (IWP)	0.0	$43k		308.00	138.92	View chart
Pfizer Equity (PFE)	0.0	$40k		1.5k	25.87	View chart
Monolithic Pwr Sys Equity (MPWR)	0.0	$39k		55.00	705.36	View chart
Truist Finl Corp Equity (TFC)	0.0	$38k		804.00	47.15	View chart
Kimberly Clark Corp Equity (KMB)	0.0	$37k		280.00	131.43	View chart
Boeing Equity (BA)	0.0	$36k		198.00	180.55	View chart
Berkley W R Corp Equity (WRB)	0.0	$35k		580.00	60.82	View chart
Rtx Corp Equity (RTX)	0.0	$35k		275.00	128.25	View chart
Biogen Equity (BIIB)	0.0	$35k		247.00	142.54	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$35k		83.00	422.73	View chart
Netflix Equity (NFLX)	0.0	$35k		34.00	1027.59	View chart
The Coca-cola Equity (KO)	0.0	$35k		539.00	64.55	View chart
Csx Corp Equity (CSX)	0.0	$35k		1.1k	33.08	View chart
Agree Rlty Corp Reit Equity (ADC)	0.0	$35k		475.00	72.81	View chart
Colgate Palmolive Equity (CL)	0.0	$34k		400.00	85.96	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$34k		128.00	267.28	View chart
Fair Isaac Corp Equity (FICO)	0.0	$33k		18.00	1857.33	View chart
Ishares Core Msci Emerging Etf Etf (IEMG)	0.0	$33k		615.00	54.22	View chart
Dupont De Nemours Equity (DD)	0.0	$33k		433.00	76.26	View chart
Invsc S P 500 Pure Growth Etf Etf (RPG)	0.0	$32k		725.00	44.65	View chart
Automatic Data Processin Equity (ADP)	0.0	$32k		104.00	306.93	View chart
Corteva Equity (CTVA)	0.0	$31k		504.00	62.21	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$31k		410.00	74.47	View chart
Palo Alto Networks Equity (PANW)	0.0	$30k	+100%	150.00	196.40	View chart
Select Sector Uti Selectspdr Etf Etf (XLU)	0.0	$29k		369.00	78.99	View chart
Astrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Equity (AZN)	0.0	$29k		400.00	72.66	View chart
Fedex Corp Equity (FDX)	0.0	$26k		100.00	258.23	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.0	$25k		278.00	90.51	View chart
Linde Plc F Equity (LIN)	0.0	$24k	NEW	53.00	460.87	View chart
Thermo Fisher Scientific Equity (TMO)	0.0	$23k		42.00	552.86	View chart
Mastercard Inc Class A Equity (MA)	0.0	$23k		40.00	565.50	View chart
Altria Group Equity (MO)	0.0	$22k		415.00	53.84	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$22k		440.00	50.53	View chart
Doubleline Income Soluti Equity (DSL)	0.0	$22k	+2%	1.7k	12.76	View chart
Accenture Plc Ireland Fclass A Equity (ACN)	0.0	$21k		55.00	386.89	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$21k		258.00	80.15	View chart
Loews Corp Equity (L)	0.0	$21k		240.00	85.94	View chart
Carrier Global Corp Equity (CARR)	0.0	$20k		308.00	66.23	View chart
Adobe Equity (ADBE)	0.0	$20k		44.00	451.09	View chart
Invsc Sp 500 Equal Weight Tech Etf Etf (RSPT)	0.0	$20k		502.00	39.35	View chart
Danaher Corp Equity (DHR)	0.0	$20k		96.00	203.50	View chart
Bristol Myers Squibb Equity (BMY)	0.0	$19k		344.00	55.53	View chart
Broadcom Equity (AVGO)	0.0	$19k		80.00	235.04	View chart
Medtronic Plc F Equity (MDT)	0.0	$18k		200.00	90.84	View chart
Waste Mgmt Inc Del Equity (WM)	0.0	$17k		75.00	226.09	View chart
Intuit Equity (INTU)	0.0	$16k		28.00	586.86	View chart
Goldman Sachs Group Equity (GS)	0.0	$16k		25.00	650.52	View chart
Vanguard Extended Marketetf Etf (VXF)	0.0	$16k	NEW	81.00	199.80	View chart
Wells Fargo & Co Equity (WFC)	0.0	$16k		200.00	79.10	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$16k		149.00	105.64	View chart
Select Str Financial Select Spdr Etf Etf (XLF)	0.0	$15k		300.00	51.41	View chart
Otis Worldwide Corp Equity (OTIS)	0.0	$15k		154.00	96.06	View chart
Zoetis Inc Class A Equity (ZTS)	0.0	$15k		85.00	171.91	View chart
Novo-nordisk A S Fsponsored Adr 1 Adr Reps 1 Ord Equity (NVO)	0.0	$15k		174.00	83.91	View chart
3M Equity (MMM)	0.0	$14k		95.00	149.69	View chart
Ishares 1-3 Year Treasrybond Etf Etf (SHY)	0.0	$14k		173.00	82.01	View chart
Ishares Us Financials Etf Etf (IYF)	0.0	$14k		120.00	117.52	View chart
Schwab Us Small Cap Etf Etf (SCHA)	0.0	$14k		524.00	26.69	View chart
Exelon Corp Equity (EXC)	0.0	$14k		330.00	41.80	View chart
Schwab Fundtl Emrg Mkt Eqt Etf Etf (FNDE)	0.0	$14k		452.00	30.19	View chart
Verisk Analytics Inc Class A Equity (VRSK)	0.0	$13k		45.00	294.00	View chart
Carlisle Cos Equity (CSL)	0.0	$13k		37.00	354.57	View chart
Cdw Corp Equity (CDW)	0.0	$13k		67.00	191.57	View chart
Ishares Iboxx Invt Gradebond Etf Iv Etf (LQD)	0.0	$13k		119.00	107.56	View chart
Copart Equity (CPRT)	0.0	$13k		216.00	58.63	View chart
Crown Castle Inc Reit Equity (CCI)	0.0	$13k		141.00	89.67	View chart
Wisdomtree Us High Dividend Etf Etf (DHS)	0.0	$13k		130.00	96.29	View chart
Schwab Fundamntl Us Sml Com Etf Etf (FNDA)	0.0	$12k		388.00	30.29	View chart
Gartner Equity (IT)	0.0	$12k		22.00	528.86	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$12k		88.00	131.05	View chart
Illinois Tool Wks Equity (ITW)	0.0	$11k		43.00	257.60	View chart
Check Point Software T F Equity (CHKP)	0.0	$11k		51.00	215.00	View chart
Idex Corp Equity (IEX)	0.0	$10k		53.00	196.45	View chart
At&t Equity (T)	0.0	$10k		416.00	24.86	View chart
Spdr Portfolio Tips Etf Etf (SPIP)	0.0	$10k		393.00	25.76	View chart
Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$10k		100.00	100.68	View chart
Conocophillips Equity (COP)	0.0	$9.9k		100.00	99.48	View chart
Schwab Fundamntl Intrnl Eqt Etf Etf (FNDF)	0.0	$9.9k		283.00	35.02	View chart
Shopify Inc Fclass A Equity (SHOP)	0.0	$9.6k		80.00	119.90	View chart
Transunion Equity (TRU)	0.0	$9.4k		99.00	94.63	View chart
Ansys Equity (ANSS)	0.0	$9.2k		27.00	342.00	View chart
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Equity (DEO)	0.0	$8.9k		82.00	108.46	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$8.9k		130.00	68.25	View chart
Ishares Global Consumer Discre Etf Etf (RXI)	0.0	$8.6k		45.00	191.40	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$8.5k		167.00	50.94	View chart
Ares Dynamic Credit Allo Equity (ARDC)	0.0	$8.4k	+2%	543.00	15.52	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$8.4k		92.00	91.59	View chart
Zions Bancorp N A Equity (ZION)	0.0	$8.4k		150.00	56.03	View chart
Tjx Cos Equity (TJX)	0.0	$8.4k		67.00	124.97	View chart
Dow Equity (DOW)	0.0	$8.3k		215.00	38.57	View chart
Prudential Finl Equity (PRU)	0.0	$8.1k		72.00	112.08	View chart
Lgi Homes Equity (LGIH)	0.0	$8.0k		95.00	84.68	View chart
Healthpeak Pptys Inc Reit Equity (DOC)	0.0	$7.8k		400.00	19.59	View chart
Ishs Msci Emerg Mrkt Minvol Fct Etf Etf (EEMV)	0.0	$7.8k		133.00	58.91	View chart
Canadian Pacific Kansa F Equity (CP)	0.0	$7.8k		100.00	78.12	View chart
American Elec Pwr Equity (AEP)	0.0	$7.8k		77.00	100.83	View chart
Realty Income Corp Reit Equity (O)	0.0	$7.7k		143.00	53.96	View chart
Blackrock Science Techno Equity (BST)	0.0	$7.7k	+2%	201.00	38.29	View chart
Essent Group Ltd F Equity (ESNT)	0.0	$7.7k		132.00	58.11	View chart
Align Technology Equity (ALGN)	0.0	$7.4k		35.00	212.03	View chart
Delta Air Lines Inc Del Equity (DAL)	0.0	$7.3k		110.00	66.19	View chart
Schwab Fundtl Intrnl Smleqt Etf Etf (FNDC)	0.0	$7.0k		197.00	35.57	View chart
Chemours Equity (CC)	0.0	$6.8k		379.00	17.97	View chart
Hunt J B Trans Svcs Equity (JBHT)	0.0	$6.7k		40.00	167.10	View chart
Invsc S P 500 Pure Valueetf Etf (RPV)	0.0	$6.7k		73.00	91.10	View chart
Ishares Msci Usa Min Volfctr Etf Etf (USMV)	0.0	$6.6k		71.00	93.10	View chart
Pinnacle West Cap Corp Equity (PNW)	0.0	$6.6k		75.00	87.83	View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Etf (IGSB)	0.0	$6.5k		126.00	51.84	View chart
Morningstar Equity (MORN)	0.0	$6.5k		20.00	324.65	View chart
Aercap Holdings N V F Equity (AER)	0.0	$6.5k		67.00	96.84	View chart
Abbvie Equity (ABBV)	0.0	$6.5k		34.00	190.35	View chart
Discover Finl Svcs Equity (DFS)	0.0	$6.4k		33.00	195.42	View chart
Sempra Equity (SRE)	0.0	$6.4k		78.00	82.21	View chart
Fidelity Natl Informatio Equity (FIS)	0.0	$6.4k		77.00	82.66	View chart
Sei Invts Equity (SEIC)	0.0	$6.3k		75.00	84.33	View chart
Mfs Municipal Income Cf Equity (MFM)	0.0	$6.2k		1.1k	5.50	View chart
Markel Group Equity (MKL)	0.0	$6.0k		3.00	1990.67	View chart
Aptargroup Equity (ATR)	0.0	$5.7k		40.00	143.28	View chart
Spdr Gold Shares Etf Etf (GLD)	0.0	$5.6k		21.00	268.38	View chart
Ishares Msci Eaf Min Volfct Etf Etf (EFAV)	0.0	$5.5k		75.00	73.59	View chart
Acuity Brands Equity (AYI)	0.0	$5.4k		17.00	320.12	View chart
Eaton Corp Plc F Equity (ETN)	0.0	$5.4k		17.00	319.88	View chart
Boston Scientific Corp Equity (BSX)	0.0	$5.3k	NEW	50.00	106.18	View chart
Sysco Corp Equity (SYY)	0.0	$5.3k		75.00	70.20	View chart
Pgim High Yield Bond Fun Equity (ISD)	0.0	$5.2k		371.00	14.09	View chart
Factset Resh Sys Equity (FDS)	0.0	$5.1k		11.00	460.64	View chart
Te Connectivity Plc F Equity (TEL)	0.0	$4.9k	NEW	33.00	149.70	View chart
Booking Hldgs Equity (BKNG)	0.0	$4.9k		1.00	4913.00	View chart
Graco Equity (GGG)	0.0	$4.6k		54.00	85.91	View chart
Abbott Labs Equity (ABT)	0.0	$4.3k		33.00	131.30	View chart
Dnp Select Income Cf Equity (DNP)	0.0	$4.3k		460.00	9.42	View chart
Emerson Elec Equity (EMR)	0.0	$4.2k		33.00	126.76	View chart
Intercontinental Exchang Equity (ICE)	0.0	$4.2k		25.00	167.12	View chart
Wisdomtree Emrg Mrkt Hg Div Etf Etf (DEM)	0.0	$4.2k		100.00	41.51	View chart
Pimco Access Income Cf Equity (PAXS)	0.0	$4.1k	+2%	253.00	16.36	View chart
Nucor Corp Equity (NUE)	0.0	$4.1k		30.00	137.53	View chart
Teleflex Equity (TFX)	0.0	$4.1k		24.00	171.46	View chart
Teledyne Technologies In Equity (TDY)	0.0	$4.1k		8.00	511.25	View chart
American Wtr Wks Equity (AWK)	0.0	$4.1k		33.00	123.12	View chart
Citigroup Equity (C)	0.0	$4.0k		50.00	80.74	View chart
Nice Ltd Fsponsored Adr 1 Adr Reps 1 Ord Equity (NICE)	0.0	$4.0k		23.00	173.83	View chart
Kyndryl Hldgs Equity (KD)	0.0	$3.9k		95.00	41.02	View chart
Invesco S P Midcap 400 Revenue Etf Etf (RWK)	0.0	$3.8k		32.00	120.22	View chart
Marriott Vacations World Equity (VAC)	0.0	$3.8k		45.00	84.02	View chart
Wex Equity (WEX)	0.0	$3.7k		24.00	154.29	View chart
Nebius Group N V Fclass A Equity (NBIS)	0.0	$3.6k		89.00	40.97	View chart
Vgrd Ftse All Wrld Ex Ussml Cap Etf Etf (VSS)	0.0	$3.6k		31.00	117.13	View chart
Enbridge Inc F Equity (ENB)	0.0	$3.6k		80.00	44.81	View chart
Nxp Semiconductors N V F Equity (NXPI)	0.0	$3.6k		17.00	210.06	View chart
Honeywell Intl Equity (HON)	0.0	$3.5k		17.00	208.53	View chart
Wabtec Equity (WAB)	0.0	$3.5k		17.00	208.35	View chart
Consolidated Edison Equity (ED)	0.0	$3.5k		36.00	96.69	View chart
Fortive Corp Disc Equity (FTV)	0.0	$3.5k		43.00	80.51	View chart
Qiagen Nv F Equity (QGEN)	0.0	$3.4k	-3%	84.00	40.08	View chart
Chemed Corp Equity (CHE)	0.0	$3.3k		6.00	553.67	View chart
Henry Jack & Assoc Equity (JKHY)	0.0	$3.3k		19.00	173.68	View chart
Bio Rad Laboratories Incclass A Equity (BIO)	0.0	$3.3k		10.00	327.10	View chart
Veralto Corp Equity (VLTO)	0.0	$3.2k		32.00	99.78	View chart
Uber Technologies Equity (UBER)	0.0	$3.0k		38.00	78.63	View chart
Aon Plc Fclass A Equity (AON)	0.0	$2.7k		7.00	385.57	View chart
Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord Equity (RIO)	0.0	$2.7k		43.00	62.26	View chart
Masimo Corp Equity (MASI)	0.0	$2.7k		15.00	178.40	View chart
Potlatchdeltic Corp Reit Equity (PCH)	0.0	$2.6k		58.00	44.79	View chart
Gilead Sciences Equity (GILD)	0.0	$2.6k		27.00	95.48	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.0	$2.5k		60.00	41.95	View chart
Columbia Sportswear Equity (COLM)	0.0	$2.4k		31.00	78.00	View chart
Lauder Estee Cos Inc Class A Equity (EL)	0.0	$2.3k		33.00	68.70	View chart
Ishares Us Financial Seretf Etf (IYG)	0.0	$2.2k		27.00	83.33	View chart
Magna Intl Inc F Equity (MGA)	0.0	$2.1k		53.00	38.94	View chart
Viatris Equity (VTRS)	0.0	$2.0k		191.00	10.62	View chart
Charles Schwab Us Reit Etf Etf (SCHH)	0.0	$1.9k		90.00	21.49	View chart
Solventum Corp Equity (SOLV)	0.0	$1.7k		23.00	74.30	View chart
Ishares Broad Usd Hg Yldcrp Bnd Etf Etf (USHY)	0.0	$1.5k		40.00	37.15	View chart
Ishares Msci Global Min Vol Fct Etf Etf (ACWV)	0.0	$1.5k		13.00	113.38	View chart
Centene Corp Del Equity (CNC)	0.0	$1.3k		22.00	58.91	View chart
Virtus Artificial Intell Equity (AIO)	0.0	$1.3k	NEW	50.00	25.54	View chart
Smucker J M Equity (SJM)	0.0	$1.2k		11.00	105.64	View chart
Paramount Global Class B Equity (PARA)	0.0	$1.1k		103.00	10.55	View chart
HP Equity (HPQ)	0.0	$1.1k		33.00	32.82	View chart
Sally Beauty Hldgs Equity (SBH)	0.0	$1.1k		110.00	9.57	View chart
Hawaiian Elec Inds Equity (HE)	0.0	$1.0k		100.00	10.08	View chart
Warner Bros Discovery In Equity (WBD)	0.0	$998.000000		100.00	9.98	View chart
Pimco High Income Cf Equity (PHK)	0.0	$796.992000		160.00	4.98	View chart
Vontier Corp Equity (VNT)	0.0	$654.999800		17.00	38.53	View chart
Ringcentral Inc Class A Equity (RNG)	0.0	$626.999400		18.00	34.83	View chart
Exact Sciences Corp Equity (EXAS)	0.0	$575.999600		11.00	52.36	View chart
Medical Pptys Tr Inc Reit Equity (MPW)	0.0	$479.000000		100.00	4.79	View chart
Inogen Equity (INGN)	0.0	$138.000200		13.00	10.62	View chart
Hartford Ins Group Equity (HIG)	0.0	$112.000000		1.00	112.00	View chart
Ani Pharmaceuticals Equity (ANIP)	0.0	$60.000000		1.00	60.00	View chart
Nikola Corp Class Equity Equity (NKLA)	0.0	$28.000000		56.00	0.50	View chart

Past Filings by Kiely Wealth Advisory Group

SEC 13F filings are viewable for Kiely Wealth Advisory Group going back to 2023

Kiely Wealth Advisory Group 2024 Q4 filed Feb. 12, 2025
Kiely Wealth Advisory Group 2024 Q3 filed Nov. 14, 2024
Kiely Wealth Advisory Group 2024 Q2 filed Aug. 13, 2024
Kiely Wealth Advisory Group 2024 Q1 filed May 14, 2024
Kiely Wealth Advisory Group 2023 Q4 filed Feb. 9, 2024

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