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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, TFLO, VO, VTWO, and represent 80.26% of Kiely Wealth Advisory Group's stock portfolio.
Added to shares of these 10 stocks: USFR, VOO, RSP, VTWO, VOOV, VOE, IAU, MSFT, QQQ, IJR.
Started 38 new stock positions in RXI, EEMV, RWR, BST, ICE, HPQ, PANW, BKNG, FLOT, ISD.
Reduced shares in these 10 stocks: TFLO, AZO, UBSI, AHTR, LIN, CME, Nikola Corp, CP, DOC, EXC.
Sold out of its positions in ACB, CP, CGC, DLR, ET, F, GEHC, GEV, GE, AHTR. DOC, TAP, MOS, priceline.com Incorporated, SIRI, SXC, 22nd Centy Group Inccom, UBSI, LIN, UBS, QGEN.
Kiely Wealth Advisory Group was a net buyer of stock by $4.5M.
Kiely Wealth Advisory Group has $182M in assets under management (AUM), dropping by 3.31%.
Central Index Key (CIK): 0002005660

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Portfolio Holdings for Kiely Wealth Advisory Group

Kiely Wealth Advisory Group holds 302 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wisdomtree Floating Ratetreasry Etf Etf (USFR)	46.1	$84M		1.7M	50.34	View chart
Invsc S P 500 Equal Weight Etf Etf (RSP)	12.0	$22M		132k	166.01	View chart
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)	11.9	$22M		429k	50.48	View chart
Vanguard Mid Cap Etf Etf (VO)	7.0	$13M		52k	243.52	View chart
Vanguard Russell 2000 Etf Iv Etf (VTWO)	3.2	$5.9M	+5%	71k	83.31	View chart
Vanguard S&p 500 Etf Etf (VOO)	3.1	$5.6M	+9%	11k	486.17	View chart
Microsoft Corp Equity (MSFT)	1.3	$2.4M	+4%	6.1k	401.35	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	1.3	$2.3M	+15%	13k	178.99	View chart
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)	1.1	$1.9M	+5%	4.4k	446.10	View chart
Vanguard Mid Cap Value Etf Etf (VOE)	0.8	$1.4M	+11%	9.0k	154.83	View chart
Amazon.com Equity (AMZN)	0.5	$910k		5.5k	165.50	View chart
Berkshire Hathaway Class B Equity (BRK.B)	0.5	$867k		2.0k	430.16	View chart
Taiwan Semiconductr Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)	0.3	$540k		3.3k	163.60	View chart
Vanguard Mid Cap Growth Etf Etf (VOT)	0.3	$532k	+4%	2.4k	224.58	View chart
Pepsico Equity (PEP)	0.3	$522k		3.0k	171.93	View chart
Autozone Equity (AZO)	0.3	$520k	-13%	165.00	3152.28	View chart
Amgen Equity (AMGN)	0.3	$502k		1.6k	322.68	View chart
Apple Equity (AAPL)	0.3	$500k		2.4k	212.36	View chart
Vanguard Small Cap Valueetf Etf (VBR)	0.3	$489k	+16%	2.6k	186.38	View chart
J P Morgan Chase & Co Equity (JPM)	0.2	$446k	+5%	2.2k	204.44	View chart
Duke Energy Corp Equity (DUK)	0.2	$405k		3.6k	112.82	View chart
Blackrock Equity (BLK)	0.2	$389k		456.00	852.41	View chart
Vanguard Russell 2000 Value Etf Iv Etf (VTWV)	0.2	$387k		2.8k	138.74	View chart
Alphabet Inc. Class C Equity (GOOG)	0.2	$384k		2.3k	164.06	View chart
Alphabet Inc. Class A Equity (GOOGL)	0.2	$376k		2.3k	162.25	View chart
Lowes Companies Equity (LOW)	0.2	$361k		1.5k	235.72	View chart
Ishares Gold Etf Etf (IAU)	0.2	$356k	+52%	7.8k	45.76	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$338k		2.7k	126.05	View chart
Charles Schwab Corp Equity (SCHW)	0.2	$334k		5.3k	62.66	View chart
Procter & Gamble Equity (PG)	0.2	$309k	+12%	1.8k	170.87	View chart
Eli Lilly And Equity (LLY)	0.2	$296k		350.00	846.01	View chart
Johnson & Johnson Equity (JNJ)	0.2	$296k	+5%	1.8k	160.20	View chart
Cme Group Inc Class A Equity (CME)	0.2	$287k	-6%	1.4k	204.80	View chart
Vanguard Russell 2000 Growth Etf Iv Etf (VTWG)	0.2	$286k		1.5k	191.13	View chart
Cisco Systems Equity (CSCO)	0.2	$284k	+3%	6.2k	45.79	View chart
Stryker Corp Equity (SYK)	0.2	$283k	+3%	870.00	325.26	View chart
Home Depot Equity (HD)	0.1	$258k	+6%	742.00	347.85	View chart
Pnc Finl Services Equity (PNC)	0.1	$253k		1.5k	169.92	View chart
Blackbaud Equity (BLKB)	0.1	$241k		3.2k	75.87	View chart
Vanguard Ftse All World Ex Us Etf Etf (VEU)	0.1	$237k		4.1k	57.98	View chart
Tompkins Finl Equity (TMP)	0.1	$220k		3.9k	55.99	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.1	$207k	+37%	660.00	313.72	View chart
Spdr S&p 500 Etf Etf (SPY)	0.1	$204k	+40%	385.00	528.88	View chart
Mondelez Intl Class A Equity (MDLZ)	0.1	$202k		2.9k	70.19	View chart
Oracle Corp Equity (ORCL)	0.1	$193k		1.5k	128.93	View chart
Ishares S&p Small Cap 600 Etf Etf (IJS)	0.1	$193k		1.9k	101.21	View chart
Walmart Equity (WMT)	0.1	$192k		2.9k	67.53	View chart
Nike Inc Class B Equity (NKE)	0.1	$180k		2.4k	73.95	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$178k	+78%	1.6k	109.95	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	0.1	$177k	+63%	718.00	246.48	View chart
Dover Corp Equity (DOV)	0.1	$176k		1.0k	176.11	View chart
Universal Hlth Svcs Class B Equity (UHS)	0.1	$174k		800.00	217.08	View chart
Ishares Total Us Stock Market Etf Etf (ITOT)	0.1	$173k		1.5k	115.87	View chart
Vanguard S&p Mid Cap 400growth Etf Etf (IVOG)	0.1	$171k	+61%	1.6k	107.63	View chart
Walt Disney Equity (DIS)	0.1	$168k	-2%	2.0k	85.78	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$159k		466.00	341.45	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.1	$149k		3.4k	43.41	View chart
Ishares 7-10 Year Trsurybond Etf Etf (IEF)	0.1	$145k	+27%	1.5k	96.23	View chart
Ibm Corp Equity (IBM)	0.1	$145k		753.00	191.88	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$143k		695.00	206.16	View chart
Target Corp Equity (TGT)	0.1	$141k		1.1k	133.81	View chart
American Express Equity (AXP)	0.1	$140k		600.00	233.64	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	0.1	$135k		2.8k	48.33	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$133k		251.00	529.46	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$129k		494.00	261.02	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$125k		678.00	184.81	View chart
Ishares Russell Mid Cap Value Etf Etf (IWS)	0.1	$122k		990.00	123.13	View chart
Bank Of Ny Mellon Equity (BK)	0.1	$120k		1.9k	63.52	View chart
Fidelity Enhncd Lrge Cp Cre Etf Etf (FELC)	0.1	$119k		4.0k	29.61	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$118k		634.00	185.30	View chart
Intel Corp Equity (INTC)	0.1	$112k		5.5k	20.23	View chart
Exxon Mobil Corp Equity (XOM)	0.1	$108k	+12%	922.00	117.48	View chart
Goldman Sachs Acces Treas 0 1 Yr Etf Etf (GBIL)	0.1	$102k		1.0k	99.88	View chart
Marriott Intl Inc Class A Equity (MAR)	0.1	$102k		471.00	215.83	View chart
Pub Svc Enterpise Gp Equity (PEG)	0.1	$100k		1.3k	79.56	View chart
Progressive Co Ohio Equity (PGR)	0.1	$95k		436.00	218.33	View chart
L3harris Technologies In Equity (LHX)	0.1	$93k		405.00	229.34	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Equity (NVS)	0.1	$93k		832.00	111.20	View chart
Unitedhealth Grp Equity (UNH)	0.0	$90k		160.00	565.30	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.0	$85k	+183%	159.00	531.84	View chart
Caterpillar Equity (CAT)	0.0	$84k		250.00	334.90	View chart
Mcdonalds Corp Equity (MCD)	0.0	$84k	+24%	308.00	271.12	View chart
Verizon Communicatn Equity (VZ)	0.0	$82k	+3%	2.0k	40.38	View chart
Schwab Fundmntl Us Largecom Etf Etf (FNDX)	0.0	$81k		1.2k	66.83	View chart
Vanguard Mega Cap Growthetf Etf (MGK)	0.0	$78k		267.00	293.55	View chart
Meta Platforms Inc Class A Equity (META)	0.0	$74k	+8%	146.00	507.04	View chart
Ishares Core S&p Mid Capetf Etf (IJH)	0.0	$73k	+46%	1.3k	58.54	View chart
Costco Wholesale Equity (COST)	0.0	$73k		87.00	835.94	View chart
Nextera Energy Equity (NEE)	0.0	$71k		916.00	77.86	View chart
Visa Inc Class A Equity (V)	0.0	$71k		275.00	259.01	View chart
Vanguard High Dividend Yield Etf Etf (VYM)	0.0	$70k	+4064%	583.00	120.09	View chart
Comcast Corp Class A Equity (CMCSA)	0.0	$69k	+2%	1.8k	39.19	View chart
Merck & Co Equity (MRK)	0.0	$68k		600.00	114.01	View chart
Philip Morris Intl Equity (PM)	0.0	$67k		577.00	116.18	View chart
Ishares Core Us Aggregate Bond Etf Etf (AGG)	0.0	$66k	NEW	663.00	99.21	View chart
Chevron Corp Equity (CVX)	0.0	$64k		444.00	144.54	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	0.0	$64k		921.00	69.41	View chart
Spdr S&p Midcap 400 Etf Etf (MDY)	0.0	$64k	NEW	119.00	535.10	View chart
Paypal Holdings Incorpor Equity (PYPL)	0.0	$63k		976.00	64.14	View chart
Starbucks Corp Equity (SBUX)	0.0	$61k		813.00	75.00	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$60k		1.4k	41.78	View chart
Pacer Trendpilottm European Etf Etf (PTEU)	0.0	$55k		2.1k	25.59	View chart
Tractor Supply Comp Equity (TSCO)	0.0	$52k		200.00	260.29	View chart
Texas Instruments Equity (TXN)	0.0	$52k		270.00	192.28	View chart
Bank Of America Corp Equity (BAC)	0.0	$52k	-3%	1.4k	38.24	View chart
Pacer Trendpilot Us Mid Cap Etf Etf (PTMC)	0.0	$51k		1.5k	34.81	View chart
Biogen Equity (BIIB)	0.0	$50k		247.00	202.26	View chart
Tesla Equity (TSLA)	0.0	$47k		239.00	198.25	View chart
Ishares Asia 50 Etf Etf (AIA)	0.0	$47k		730.00	64.34	View chart
Monolithic Power Sys Equity (MPWR)	0.0	$46k		55.00	827.40	View chart
Ebay Equity (EBAY)	0.0	$45k		800.00	55.69	View chart
Pfizer Equity (PFE)	0.0	$44k	-2%	1.5k	28.67	View chart
Vanguard Value Etf Etf (VTV)	0.0	$41k	NEW	253.00	162.76	View chart
Colgate-palmolive Equity (CL)	0.0	$41k		400.00	102.39	View chart
Republic Services Equity (RSG)	0.0	$40k		200.00	200.64	View chart
Kimberly Clark Corp Equity (KMB)	0.0	$39k		280.00	140.85	View chart
The Coca-cola Equity (KO)	0.0	$37k	-6%	539.00	68.65	View chart
Csx Corp Equity (CSX)	0.0	$36k		1.1k	34.12	View chart
Truist Finl Corp Equity (TFC)	0.0	$34k		816.00	42.06	View chart
Agree Realty Corp Reit Equity (ADC)	0.0	$34k		475.00	71.60	View chart
Dupont De Nemours Inc Ia Equity (DD)	0.0	$34k	+7%	433.00	78.35	View chart
American Healthcare Reitreit Equity (AHR)	0.0	$34k	NEW	2.0k	16.60	View chart
Boeing Equity (BA)	0.0	$33k	NEW	198.00	168.61	View chart
Ishares Russell Mid Cap Growth Etf Etf (IWP)	0.0	$33k		308.00	107.26	View chart
W R Berkley Corp Equity (WRB)	0.0	$33k	+49%	580.00	56.63	View chart
Astrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Equity (AZN)	0.0	$33k		400.00	81.78	View chart
Ishares Core Msci Emerging Etf Etf (IEMG)	0.0	$32k	+540%	615.00	52.40	View chart
Rtx Corp Equity (RTX)	0.0	$32k	+37%	275.00	115.06	View chart
Constellation Energy Cor Equity (CEG)	0.0	$31k		166.00	186.31	View chart
Fair Isaac Intl Corp Equity (FICO)	0.0	$31k		18.00	1710.28	View chart
Vanguard Industrials Etf Etf (VIS)	0.0	$31k		128.00	238.13	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$29k	NEW	410.00	71.64	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$29k		83.00	350.90	View chart
Fedex Corp Equity (FDX)	0.0	$28k		100.00	277.12	View chart
Auto Data Processing Equity (ADP)	0.0	$27k	NEW	104.00	261.76	View chart
Select Sector Uti Selectspdr Etf Etf (XLU)	0.0	$27k		369.00	73.53	View chart
Corteva Equity (CTVA)	0.0	$26k	+3%	504.00	51.55	View chart
Danaher Corp Equity (DHR)	0.0	$26k		96.00	268.09	View chart
Invsc S P 500 Pure Growth Etf Etf (RPG)	0.0	$25k		725.00	35.05	View chart
Thermo Fisher Scntfc Equity (TMO)	0.0	$25k		42.00	598.21	View chart
Energy Select Sector Spdr Etf Etf (XLE)	0.0	$25k		278.00	89.14	View chart
Palo Alto Networks Equity (PANW)	0.0	$24k	NEW	75.00	315.51	View chart
Linde Plc F Equity (LI)	0.0	$24k	NEW	53.00	445.17	View chart
Adobe Equity (ADBE)	0.0	$23k		44.00	527.25	View chart
Novo-nordisk As Vormal Fsponsored Adr 1 Adr Reps 1 Ord Equity (NVO)	0.0	$22k		174.00	127.68	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$21k	+67%	440.00	48.68	View chart
Netflix Equity (NFLX)	0.0	$21k		34.00	628.85	View chart
Altria Group Equity (MO)	0.0	$21k		415.00	50.34	View chart
Doubleline Income Soluti Equity (DSL)	0.0	$20k	NEW	1.6k	12.62	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$20k	NEW	258.00	77.02	View chart
Carrier Global Corp Equity (CARR)	0.0	$20k	+54%	308.00	64.49	View chart
Loews Corp Equity (L)	0.0	$19k		240.00	77.24	View chart
Mastercard Inc Class A Equity (MA)	0.0	$18k		40.00	454.70	View chart
Intuit Equity (INTU)	0.0	$18k		28.00	624.25	View chart
Accenture Plc Fclass A Equity (ACN)	0.0	$17k	+83%	55.00	315.71	View chart
Invsc Sp 500 Equal Weight Tech Etf Etf (RSPT)	0.0	$17k		501.00	34.54	View chart
Medtronic Plc F Equity (MDT)	0.0	$16k		200.00	82.11	View chart
Bristol-myers Squibb Equity (BMY)	0.0	$16k	-8%	344.00	46.69	View chart
Zoetis Inc Class A Equity (ZTS)	0.0	$16k		85.00	188.01	View chart
Crown Castle Inc Reit Equity (CCI)	0.0	$16k		141.00	110.57	View chart
Waste Management Equity (WM)	0.0	$15k		75.00	205.93	View chart
Ishares 1-3 Year Treasrybond Etf Etf (SHY)	0.0	$14k	NEW	173.00	82.45	View chart
Carlisle Equity (CSL)	0.0	$14k		37.00	385.03	View chart
Otis Worldwide Corp Equity (OTIS)	0.0	$14k	+54%	154.00	92.25	View chart
Cdw Corp Equity (CDW)	0.0	$14k		67.00	211.75	View chart
Schwab Fundtl Emrg Mkt Eqt Etf Etf (FNDE)	0.0	$13k		452.00	28.91	View chart
Ishares Iboxx Invt Gradebond Etf Etf (LQD)	0.0	$13k	NEW	119.00	109.16	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$13k		149.00	87.08	View chart
Select Str Financial Select Spdr Etf Etf (XLF)	0.0	$13k		300.00	42.17	View chart
Schwab Us Small Cap Etf Etf (SCHA)	0.0	$13k		262.00	47.92	View chart
Exelon Corp Equity (EXC)	0.0	$12k	-34%	330.00	37.61	View chart
The Goldman Sachs Group Equity (GS)	0.0	$12k		25.00	486.44	View chart
Verisk Analytics Inc Class A Equity (VRSK)	0.0	$12k		45.00	264.38	View chart
3M Equity (MMM)	0.0	$12k		95.00	124.73	View chart
Ishares Us Financials Etf Etf (IYF)	0.0	$12k		120.00	96.80	View chart
Broadcom Equity (AVGO)	0.0	$12k	NEW	80.00	144.32	View chart
Wisdomtree Us High Dividend Etf Etf (DHS)	0.0	$12k		130.00	88.53	View chart
Dow Equity (DOW)	0.0	$11k	+7%	215.00	52.74	View chart
Conocophillips Equity (COP)	0.0	$11k	NEW	100.00	108.35	View chart
Schwab Fundamntl Us Sml Com Etf Etf (FNDA)	0.0	$11k		194.00	55.59	View chart
Copart Equity (CPRT)	0.0	$11k		216.00	49.87	View chart
Wells Fargo & Co Equity (WFC)	0.0	$11k		200.00	52.88	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.0	$11k		88.00	119.98	View chart
Gartner Equity (IT)	0.0	$11k		22.00	477.00	View chart
Idex Corp Equity (IEX)	0.0	$10k		53.00	194.66	View chart
Illinois Tool Works Equity (ITW)	0.0	$10k	NEW	43.00	238.93	View chart
Spdr Portfolio Tips Etf Etf (SPIP)	0.0	$10k		393.00	25.66	View chart
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Equity (DEO)	0.0	$10k		82.00	122.79	View chart
Spdr Dow Jones Reit Etf Etf (RWR)	0.0	$9.9k	NEW	100.00	99.37	View chart
Schwab Fundamntl Intrnl Eqt Etf Etf (FNDF)	0.0	$9.7k		283.00	34.41	View chart
Lgi Homes Equity (LGIH)	0.0	$9.4k		95.00	99.07	View chart
Check Pt Software F Equity (CHKP)	0.0	$9.2k		51.00	179.67	View chart
Vanguard Ftse Europe Etf Etf (VGK)	0.0	$8.6k		130.00	66.21	View chart
Realty Income Corp Reit Equity (O)	0.0	$8.6k		143.00	60.17	View chart
Transunion Equity (TRU)	0.0	$8.5k		99.00	86.15	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.0	$8.5k	NEW	167.00	50.79	View chart
Vanguard Real Estate Etf Etf (VNQ)	0.0	$8.3k		92.00	90.55	View chart
Ansys Equity (ANSS)	0.0	$8.3k		27.00	308.48	View chart
Nestle S A Fsponsored Adr 1 Adr Reps 1 Ord Equity (NSRGY)	0.0	$8.1k	NEW	79.00	102.94	View chart
A T & T Equity (T)	0.0	$8.1k	+38%	416.00	19.37	View chart
Essent Group Ltd F Equity (ESNT)	0.0	$7.9k		132.00	59.49	View chart
Prudential Finl Equity (PRU)	0.0	$7.8k		72.00	108.85	View chart
Ishs Msci Emerg Mrkt Minvol Fct Etf Etf (EEMV)	0.0	$7.7k	NEW	133.00	57.80	View chart
Ares Dynamic Credit Allo Equity (ARDC)	0.0	$7.6k	NEW	519.00	14.62	View chart
Amer Electric Pwr Equity (AEP)	0.0	$7.6k		77.00	98.52	View chart
Align Technology Equity (ALGN)	0.0	$7.5k		35.00	213.00	View chart
Tjx Companies Equity (TJX)	0.0	$7.3k	NEW	67.00	109.58	View chart
Zions Bancorp N A Equity (ZION)	0.0	$6.9k		150.00	46.08	View chart
Ishares Global Consumer Discre Etf Etf (RXI)	0.0	$6.9k	NEW	45.00	153.49	View chart
Chemours Equity (CC)	0.0	$6.9k		379.00	18.08	View chart
Schwab Fundtl Intrnl Smleqt Etf Etf (FNDC)	0.0	$6.8k		197.00	34.56	View chart
Blackrock Science Techno Equity (BST)	0.0	$6.6k	NEW	193.00	34.29	View chart
J B Hunt Transport Equity (JBHT)	0.0	$6.6k		40.00	163.85	View chart
Ishares Tr Is 1-5 Yr In Gr Cr Bd Etf Etf (IGSB)	0.0	$6.5k	NEW	126.00	51.87	View chart
Abbvie Equity (ABBV)	0.0	$6.4k	NEW	34.00	189.47	View chart
Pinnacle West Cap Equity (PNW)	0.0	$6.4k		75.00	85.11	View chart
Mfs Municipal Income Cf Equity (MFM)	0.0	$6.2k		1.1k	5.48	View chart
Ishares Msci Usa Min Volfctr Etf Etf (USMV)	0.0	$6.1k		71.00	86.44	View chart
Aercap Holdings Nv F Equity (AER)	0.0	$6.1k		67.00	91.33	View chart
Morningstar Equity (MORN)	0.0	$6.1k		20.00	304.95	View chart
Invsc S P 500 Pure Valueetf Etf (RPV)	0.0	$6.1k		73.00	83.40	View chart
Sempra Equity (SRE)	0.0	$6.1k	+44%	78.00	77.78	View chart
Fidelity Natl Info Equity (FIS)	0.0	$5.9k		77.00	76.17	View chart
Aptargroup Equity (ATR)	0.0	$5.8k		40.00	144.95	View chart
Sysco Corp Equity (SYY)	0.0	$5.7k		75.00	75.97	View chart
Teleflex Incorporate Equity (TFX)	0.0	$5.5k		24.00	229.75	View chart
Shopify Inc Fclass A Equity (SHOP)	0.0	$5.5k		80.00	68.33	View chart
Ishares Msci Eaf Min Volfct Etf Etf (EFAV)	0.0	$5.4k		75.00	71.64	View chart
Bio-techne Corp Equity (TECH)	0.0	$5.3k		72.00	73.26	View chart
Pgim High Yield Bond Fun Equity (ISD)	0.0	$5.0k	NEW	371.00	13.42	View chart
Eaton Corp Plc F Equity (ETN)	0.0	$4.9k	NEW	17.00	286.65	View chart
S E I Investments Equity (SEIC)	0.0	$4.9k		75.00	64.92	View chart
American Water Works Equity (AWK)	0.0	$4.8k	NEW	33.00	144.64	View chart
Te Connectivity Ltd F Equity (TEL)	0.0	$4.7k		33.00	142.79	View chart
Spdr Gold Shares Etf Etf (GLD)	0.0	$4.7k		21.00	223.86	View chart
Markel Group Equity (MKL)	0.0	$4.5k		3.00	1509.33	View chart
Factset Research Sys Equity (FDS)	0.0	$4.4k		11.00	403.00	View chart
Nucor Corp Equity (NUE)	0.0	$4.4k		30.00	146.03	View chart
Delta Air Lines Inc Del Equity (DAL)	0.0	$4.3k		110.00	39.29	View chart
Graco Equity (GGG)	0.0	$4.3k		54.00	79.91	View chart
Wisdomtree Emrg Mrkt Hg Div Etf Etf (DEM)	0.0	$4.2k		100.00	41.90	View chart
Wex Equity (WEX)	0.0	$4.2k		24.00	173.62	View chart
Discover Finl S Equity (DFS)	0.0	$4.2k		33.00	125.82	View chart
Dnp Select Income Cf Equity (DNP)	0.0	$4.1k		460.00	8.95	View chart
Nxp Semiconductors F Equity (NXPI)	0.0	$4.1k		17.00	242.00	View chart
Nice Ltd Fsponsored Adr 1 Adr Reps 1 Ord Equity (NICE)	0.0	$3.9k		23.00	170.26	View chart
Acuity Brands Equity (AYI)	0.0	$3.9k		17.00	228.24	View chart
Intercontinental Exc Equity (ICE)	0.0	$3.8k	NEW	25.00	153.60	View chart
Boston Scientific Equity (BSX)	0.0	$3.8k	NEW	50.00	75.44	View chart
Pimco Access Income Cf Equity (PAXS)	0.0	$3.7k	NEW	239.00	15.29	View chart
Consolidated Edison Equity (ED)	0.0	$3.6k		36.00	100.72	View chart
Abbott Laboratories Equity (ABT)	0.0	$3.6k	NEW	33.00	109.36	View chart
Vgrd Ftse All Wrld Ex Ussml Cap Etf Etf (VSS)	0.0	$3.6k		31.00	115.87	View chart
Invesco S P Midcap 400 Revenue Etf Etf (RWK)	0.0	$3.5k		32.00	109.47	View chart
Chemed Corp Equity (CHE)	0.0	$3.5k		6.00	579.17	View chart
Emerson Electric Equity (EMR)	0.0	$3.4k	+65%	33.00	104.48	View chart
Veralto Corp Equity (VLTO)	0.0	$3.4k		32.00	106.72	View chart
Booking Holdings Equity (BKNG)	0.0	$3.4k	NEW	1.00	3387.00	View chart
Honeywell Intl Equity (HON)	0.0	$3.4k	NEW	17.00	198.94	View chart
Bio-rad Labs Inc Class A Equity (BIO)	0.0	$3.3k		10.00	328.70	View chart
Teledyne Technologie Equity (TDY)	0.0	$3.3k		8.00	408.62	View chart
Marriott Vacations Equity (VAC)	0.0	$3.2k		45.00	70.80	View chart
Henry Jack & Assoc Equity (JKHY)	0.0	$3.2k		19.00	166.42	View chart
Enbridge Inc F Equity (ENB)	0.0	$3.1k		80.00	38.69	View chart
Estee Lauder Co Inc Class A Equity (EL)	0.0	$3.0k		33.00	91.88	View chart
Fortive Corp Disc Equity (FTV)	0.0	$2.9k		43.00	68.56	View chart
Citigroup Equity (C)	0.0	$2.9k	-37%	50.00	58.00	View chart
Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord Equity (RIO)	0.0	$2.7k		43.00	62.98	View chart
Wabtec Equity (WAB)	0.0	$2.6k		17.00	154.82	View chart
Uber Technologies Equity (UBER)	0.0	$2.6k		38.00	68.71	View chart
Columbia Sportswear Equity (COLM)	0.0	$2.5k		31.00	81.81	View chart
Potlatch Corp Reit Equity (PCH)	0.0	$2.4k		58.00	41.71	View chart
Ishares Us Financial Seretf Etf (IYG)	0.0	$2.4k		36.00	66.25	View chart
Viatris Equity (VTRS)	0.0	$2.3k	+2%	191.00	12.04	View chart
Aon Plc Fclass A Equity (AON)	0.0	$2.3k		7.00	326.00	View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF)	0.0	$2.3k		60.00	38.03	View chart
Kyndryl Hldgs Equity (KD)	0.0	$2.1k		95.00	22.07	View chart
Magna Intl Inc F Equity (MGA)	0.0	$2.1k		53.00	39.13	View chart
Gilead Sciences Equity (GILD)	0.0	$2.0k		27.00	75.26	View chart
Charles Schwab Us Reit Etf Etf (SCHH)	0.0	$1.9k		90.00	21.53	View chart
Masimo Corp Equity (MASI)	0.0	$1.9k		15.00	127.67	View chart
Centene Corp Equity (CNC)	0.0	$1.7k	NEW	22.00	75.73	View chart
Hawaiian Elec Indust Equity (HE)	0.0	$1.6k		100.00	16.02	View chart
Ishares Broad Usd Hg Yldcrp Bnd Etf Etf (USHY)	0.0	$1.5k		40.00	36.60	View chart
Ishares Msci Global Min Vol Fct Etf Etf (ACWV)	0.0	$1.4k		13.00	107.69	View chart
Solventum Corp Equity (SOLV)	0.0	$1.3k		23.00	58.39	View chart
J M Smucker Equity (SJM)	0.0	$1.3k		11.00	121.09	View chart
Sally Beauty Holding Equity (SBH)	0.0	$1.1k		110.00	10.25	View chart
HP Equity (HPQ)	0.0	$1.1k	NEW	33.00	32.91	View chart
Paramount Global Class B Equity (PARA)	0.0	$1.0k		103.00	10.14	View chart
Pimco High Income Cf Equity (PHK)	0.0	$770.000000		160.00	4.81	View chart
Warner Brothers Discover Equity (WBD)	0.0	$700.000000	+38%	100.00	7.00	View chart
Exact Sciences Corporati Equity (EXAS)	0.0	$627.999900		11.00	57.09	View chart
Ringcentral Inc Class A Equity (RNG)	0.0	$604.999800		18.00	33.61	View chart
Vontier Corp Equity (VNT)	0.0	$569.000200		17.00	33.47	View chart
Medical Properties Reit Equity (MPW)	0.0	$474.000000	NEW	100.00	4.74	View chart
Nikola Corp Class Equity Equity	0.0	$435.002400	-96%	56.00	7.77	View chart
Avid Bioservices Equity (CDMO)	0.0	$304.998800		29.00	10.52	View chart
Inogen Equity (INGN)	0.0	$152.999600		13.00	11.77	View chart
Hartford Finl Svc Gp Equity (HIG)	0.0	$108.000000		1.00	108.00	View chart
Ani Pharmaceuticals Equity (ANIP)	0.0	$56.000000		1.00	56.00	View chart
Yandex N V Fclass A Equity (YNDX)	0.0	$0		89.00	0.00	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 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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