Kiely Wealth Advisory Group

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

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Portfolio Holdings for Kiely Wealth Advisory Group

Kiely Wealth Advisory Group holds 285 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Floating Ratetreasry Etf Floatng Rat Trea (USFR) 46.7 $82M 1.6M 50.33
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Ishares Treasury Floatngrate Bd Etf TRS FLT RT BD (TFLO) 12.5 $22M 433k 50.66
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Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP) 12.1 $21M +2% 130k 163.49
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Vanguard Mid Cap Etf Mid Cap Etf (VO) 7.1 $13M +2% 52k 241.96
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Vanguard Russell 2000 Etf Vng Rus2000idx (VTWO) 3.1 $5.4M +8% 67k 80.76
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Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO) 2.8 $4.9M +8% 10k 468.93
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Microsoft Corporation (MSFT) 1.3 $2.3M 5.8k 401.19
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Vanguard S&p 500 Value Etf 500 Val Idx Fd (VOOV) 1.1 $2.0M +4% 11k 175.11
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Invsc Qqq Trust Srs 1 Etf Unit Ser 1 (QQQ) 1.0 $1.8M +2% 4.1k 432.34
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Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE) 0.7 $1.2M +10% 8.1k 151.13
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Amazon (AMZN) 0.6 $979k +7% 5.4k 180.58
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Berkshire Hathaway Class B Cl B New (BRK.B) 0.5 $809k 2.0k 403.69
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AutoZone (AZO) 0.3 $566k 190.00 2976.77
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Pepsi (PEP) 0.3 $527k 3.0k 175.49
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Vanguard Mid Cap Growth Etf Mcap Gr Idxvip (VOT) 0.3 $517k 2.3k 228.07
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Taiwan Semiconductr Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM) 0.3 $451k 3.3k 136.79
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Amgen (AMGN) 0.2 $427k 1.6k 274.20
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Vanguard Small Cap Valueetf Sm Cp Val Etf (VBR) 0.2 $412k +35% 2.2k 183.52
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Apple (AAPL) 0.2 $411k 2.4k 174.76
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Charles Schwab Corporation (SCHW) 0.2 $402k 5.3k 75.41
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JPMorgan Chase & Co. (JPM) 0.2 $400k 2.1k 193.85
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Alphabet Inc. Class C Cap Stk Cl C (GOOG) 0.2 $398k 2.3k 170.22
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Alphabet Inc. Class A Cap Stk Cl A (GOOGL) 0.2 $391k 2.3k 168.47
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Vanguard Russell 2000 Value Etf Vng Rus2000val (VTWV) 0.2 $375k -39% 2.8k 133.74
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Duke Energy Corp Com New (DUK) 0.2 $354k 3.6k 98.78
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Lowe's Companies (LOW) 0.2 $354k 1.5k 231.30
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BlackRock (BLK) 0.2 $344k 450.00 764.00
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Ishares Select Dividend Etf Select Divid Etf (DVY) 0.2 $325k 2.7k 120.68
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Cme (CME) 0.2 $318k 1.5k 212.02
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Cisco Systems (CSCO) 0.2 $288k 6.0k 48.06
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Stryker Corporation (SYK) 0.2 $285k 840.00 339.30
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Vanguard Russell 2000 Growth Etf Vng Rus2000grw (VTWG) 0.2 $278k -14% 1.5k 185.94
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Procter & Gamble Company (PG) 0.1 $259k 1.6k 161.10
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Eli Lilly & Co. (LLY) 0.1 $259k -16% 350.00 739.63
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Johnson & Johnson (JNJ) 0.1 $257k 1.7k 146.81
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Blackbaud (BLKB) 0.1 $250k 3.2k 78.95
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Vanguard Ftse All World Ex Us Etf Allwrld Ex Us (VEU) 0.1 $237k 4.1k 57.84
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Home Depot (HD) 0.1 $235k 700.00 335.28
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PNC Financial Services (PNC) 0.1 $234k 1.5k 156.98
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Nike Inc Class B CL B (NKE) 0.1 $230k 2.4k 94.27
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Walt Disney Company (DIS) 0.1 $226k +2% 2.0k 112.71
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Ishares Gold Etf Ishares New (IAU) 0.1 $226k 5.1k 44.16
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Mondelez Intl Class A Cl A (MDLZ) 0.1 $202k 2.8k 71.02
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Ishares S&p Small Cap 600 Etf Sp Smcp600vl Etf (IJS) 0.1 $187k 1.9k 97.86
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Tompkins Financial Corporation (TMP) 0.1 $183k 3.9k 46.57
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Dover Corporation (DOV) 0.1 $180k 1.0k 180.40
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Oracle Corporation (ORCL) 0.1 $175k 1.5k 116.67
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Target Corporation (TGT) 0.1 $172k 1.1k 163.42
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Intel Corporation (INTC) 0.1 $170k 5.5k 31.23
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Wal-Mart Stores (WMT) 0.1 $168k +200% 2.8k 60.08
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Ishares Total Us Stock Market Etf Core S&p Ttl Stk (ITOT) 0.1 $168k 1.5k 112.20
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Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF) 0.1 $153k 466.00 328.70
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Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO) 0.1 $146k 3.4k 42.57
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Vanguard S&p 500 Growth Etf 500 Grth Idx F (VOOG) 0.1 $143k -26% 480.00 298.77
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American Express Company (AXP) 0.1 $142k 600.00 236.35
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Spdr S&p 500 Etf Tr Unit (SPY) 0.1 $140k -48% 275.00 510.20
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Ishares Russell 2000 Etf Russell 2000 Etf (IWM) 0.1 $139k -7% 695.00 199.87
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Universal Hlth Svcs Class B CL B (UHS) 0.1 $135k 800.00 168.16
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Pacer Trendpilot Us Large Cap Etf Trendp Us Lar Cp (PTLC) 0.1 $130k 2.8k 46.56
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Vanguard Information Technology Etf Inf Tech Etf (VGT) 0.1 $127k 251.00 505.67
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International Business Machines (IBM) 0.1 $126k 753.00 167.37
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Vanguard Total Stock Market Etf Total Stk Mkt (VTI) 0.1 $125k 494.00 252.78
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Vanguard Dividend Appreciation Etf Div App Etf (VIG) 0.1 $120k -73% 678.00 177.28
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Ishares Russell Mid Cap Value Etf Rus Mdcp Val Etf (IWS) 0.1 $120k 990.00 120.81
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Fidelity Enhncd Lrge Cp Cre Etf Enhanced Large (FELC) 0.1 $115k 4.0k 28.70
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Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE) 0.1 $115k 634.00 181.08
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Marriott Intl Inc Class A Cl A (MAR) 0.1 $114k 471.00 242.62
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Bank of New York Mellon Corporation (BK) 0.1 $109k 1.9k 57.68
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Vanguard Small Cap Growth Etf Sml Cp Grw Etf (VBK) 0.1 $109k +7233% 440.00 247.18
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Ishares 7-10 Year Trsurybond Etf 7-10 Yr Trsy Bd (IEF) 0.1 $108k 1.2k 91.73
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Vanguard S&p Mid Cap 400growth Etf Midcp 400 Grth (IVOG) 0.1 $107k NEW 985.00 108.75
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Goldman Sachs Acces Treas 0 1 Yr Etf Acces Treasury (GBIL) 0.1 $102k 1.0k 100.09
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Exxon Mobil Corporation (XOM) 0.1 $98k 820.00 119.88
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Ishares Core S&p Small Cap Etf Core S&p Scp Etf (IJR) 0.1 $96k 905.00 106.27
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Progressive Corporation (PGR) 0.1 $90k 436.00 206.69
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Caterpillar (CAT) 0.0 $87k +25% 250.00 348.21
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L3harris Technologies (LHX) 0.0 $87k 405.00 214.81
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Public Service Enterprise (PEG) 0.0 $86k 1.3k 68.43
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Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NVS) 0.0 $81k 832.00 97.70
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Schwab Fundamental Us Large Co Etf Schwab Fdt Us Lg (FNDX) 0.0 $79k 1.2k 65.39
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Verizon Communications (VZ) 0.0 $79k 2.0k 40.59
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UnitedHealth (UNH) 0.0 $79k 160.00 492.89
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Merck & Co (MRK) 0.0 $79k 600.00 131.28
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Visa Inc Class A Com Cl A (V) 0.0 $75k 275.00 273.49
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Vanguard Mega Cap Growthetf Mega Grwth Ind (MGK) 0.0 $74k 267.00 278.72
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Chevron Corporation (CVX) 0.0 $74k 444.00 166.33
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Starbucks Corporation (SBUX) 0.0 $72k 813.00 88.24
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McDonald's Corporation (MCD) 0.0 $68k 247.00 273.91
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Comcast Corp Class A Cl A (CMCSA) 0.0 $66k 1.7k 38.82
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Paypal Holdings (PYPL) 0.0 $65k 976.00 67.00
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United Bankshares (UBSI) 0.0 $64k +130% 1.9k 33.17
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Costco Wholesale Corporation (COST) 0.0 $63k 87.00 724.00
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Pacer Trendpilot 100 Etf Trendpilot 100 (PTNQ) 0.0 $63k 921.00 67.84
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Nextera Energy (NEE) 0.0 $62k 916.00 67.53
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Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM) 0.0 $59k 1.4k 41.39
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Meta Platforms Inc Class A Cl A (META) 0.0 $58k 134.00 434.98
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Pacer Trendpilottm European Etf Trendpilot Eur (PTEU) 0.0 $56k 2.1k 26.16
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Tractor Supply Company (TSCO) 0.0 $55k 200.00 274.51
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Philip Morris International (PM) 0.0 $55k 577.00 95.09
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Biogen Idec (BIIB) 0.0 $54k 247.00 216.78
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Bank of America Corporation (BAC) 0.0 $53k +3% 1.4k 37.99
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Pacer Trendpilot Us Mid Cap Etf Trendp Us Mid Cp (PTMC) 0.0 $51k 1.5k 34.49
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Ishares Core S&p Mid Capetf Core S&p Mcp Etf (IJH) 0.0 $50k +400% 855.00 58.18
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Texas Instruments Incorporated (TXN) 0.0 $48k 270.00 177.75
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Ishares Asia 50 Etf Asia 50 Etf (AIA) 0.0 $45k 730.00 61.98
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Tesla Motors (TSLA) 0.0 $45k 239.00 186.21
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eBay (EBAY) 0.0 $42k 800.00 52.71
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Pfizer (PFE) 0.0 $41k -6% 1.6k 25.78
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Republic Services (RSG) 0.0 $39k 200.00 192.92
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Monolithic Power Systems (MPWR) 0.0 $38k 55.00 686.51
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Kimberly-Clark Corporation (KMB) 0.0 $38k 280.00 134.62
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Colgate-Palmolive Company (CL) 0.0 $36k 400.00 90.61
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CSX Corporation (CSX) 0.0 $36k 1.1k 34.11
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Coca-Cola Company (KO) 0.0 $35k +6% 574.00 61.69
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Ishares Russell Mid Cap Growth Etf Rus Md Cp Gr Etf (IWP) 0.0 $34k 308.00 109.58
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Constellation Energy (CEG) 0.0 $31k 166.00 188.52
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Truist Financial Corp equities (TFC) 0.0 $31k 816.00 38.32
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Vanguard Industrials Etf Industrial Etf (VIS) 0.0 $31k 128.00 238.08
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Astrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Sponsored Adr (AZN) 0.0 $30k 400.00 76.01
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W.R. Berkley Corporation (WRB) 0.0 $30k 387.00 77.17
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Dupont De Nemours (DD) 0.0 $30k +2% 401.00 73.77
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American Health Care Reit Inc Class I Com Shs (AHTR) 0.0 $30k NEW 2.0k 14.49
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Ishares Core S&p 500 Etf Core S&p500 Etf (IVV) 0.0 $29k 56.00 512.71
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Vanguard Growth Etf Growth Etf (VUG) 0.0 $28k 83.00 336.14
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Agree Realty Corporation (ADC) 0.0 $28k 475.00 58.00
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Corteva (CTVA) 0.0 $27k +2% 489.00 55.11
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Energy Select Sector Spdr Etf Energy (XLE) 0.0 $27k 278.00 96.41
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FedEx Corporation (FDX) 0.0 $27k 100.00 266.51
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Invsc S P 500 Pure Growth Etf S&p500 Pur Gwt (RPG) 0.0 $26k 725.00 35.14
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Select Sector Uti Selectspdr Etf Sbi Int-utils (XLU) 0.0 $25k 369.00 66.92
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Thermo Fisher Scientific (TMO) 0.0 $24k 42.00 573.86
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Danaher Corporation (DHR) 0.0 $24k 96.00 247.49
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Linde Plc F SHS (LIN) 0.0 $24k NEW 53.00 444.32
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Novo-nordisk As Vormal Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO) 0.0 $22k 174.00 127.65
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Adobe Systems Incorporated (ADBE) 0.0 $21k 44.00 477.41
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Raytheon Technologies Corp (RTX) 0.0 $20k 200.00 102.19
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Fair Isaac Corporation (FICO) 0.0 $20k 18.00 1122.67
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Netflix (NFLX) 0.0 $19k +750% 34.00 557.15
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Exelon Corporation (EXC) 0.0 $19k 500.00 37.59
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Mastercard Inc Class A Cl A (MA) 0.0 $18k 40.00 458.55
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Loews Corporation (L) 0.0 $18k 240.00 75.77
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Altria (MO) 0.0 $18k 415.00 43.65
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Intuit (INTU) 0.0 $18k 28.00 642.54
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Bristol Myers Squibb (BMY) 0.0 $17k +9% 378.00 45.10
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Invsc Sp 500 Equal Weight Tech Etf S&p500 Eql Tec (RSPT) 0.0 $17k 501.00 33.63
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Cdw (CDW) 0.0 $16k 67.00 245.36
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Medtronic Plc F SHS (MDT) 0.0 $16k 200.00 80.72
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Waste Management (WM) 0.0 $16k 75.00 211.25
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Carlisle Companies (CSL) 0.0 $15k 37.00 403.03
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Zoetis Inc Class A Cl A (ZTS) 0.0 $14k 85.00 164.80
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Crown Castle Intl (CCI) 0.0 $13k 141.00 94.57
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Schwab Funda Emg Mkts Large Com Etf Schwb Fdt Emk Lg (FNDE) 0.0 $13k 452.00 28.60
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Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA) 0.0 $13k 262.00 49.05
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Carrier Global Corporation (CARR) 0.0 $12k 200.00 61.97
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Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW) 0.0 $12k 149.00 82.77
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Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA) 0.0 $12k 262.00 46.96
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Select Str Financial Select Spdr Etf Financial (XLF) 0.0 $12k 300.00 40.94
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Copart (CPRT) 0.0 $12k 216.00 55.99
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Wells Fargo & Company (WFC) 0.0 $12k 200.00 60.23
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IDEX Corporation (IEX) 0.0 $12k 53.00 219.79
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Dow (DOW) 0.0 $11k -48% 200.00 57.22
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Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Spon Adr New (DEO) 0.0 $11k 82.00 139.29
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Ishares Us Financials Etf U.s. Finls Etf (IYF) 0.0 $11k 120.00 92.62
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Wisdomtree Us High Dividend Etf Us High Dividend (DHS) 0.0 $11k 130.00 84.47
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Align Technology (ALGN) 0.0 $11k 35.00 312.77
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Goldman Sachs (GS) 0.0 $11k 25.00 431.84
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Schwab Fundamental Us Small Com Etf Schwab Fdt Us Sc (FNDA) 0.0 $11k 194.00 54.74
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Chemours (CC) 0.0 $11k 383.00 27.64
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Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV) 0.0 $10k 88.00 116.57
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Verisk Analytics (VRSK) 0.0 $10k 45.00 221.71
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Schwab Fundamental Inl Large Com Etf Schwb Fdt Int Lg (FNDF) 0.0 $9.9k 283.00 35.12
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Spdr Portfolio Tips Etf Portfli Tips Etf (SPIP) 0.0 $9.9k 393.00 25.25
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Gartner (IT) 0.0 $9.9k 22.00 450.18
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Otis Worldwide Corp (OTIS) 0.0 $9.3k 100.00 93.06
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Accenture Plc Fclass A Shs Class A (ACN) 0.0 $9.2k 30.00 305.73
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Lgi Homes (LGIH) 0.0 $9.1k 95.00 96.26
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Ansys (ANSS) 0.0 $8.9k 27.00 330.33
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3M Company (MMM) 0.0 $8.8k 95.00 92.20
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Vanguard Ftse Europe Etf Ftse Europe Etf (VGK) 0.0 $8.6k 130.00 66.49
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Canadian Pacific Kansas City (CP) 0.0 $8.2k 100.00 81.70
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Prudential Financial (PRU) 0.0 $8.1k +125% 72.00 111.94
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Realty Income (O) 0.0 $7.8k 143.00 54.43
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Check Pt Software F Ord (CHKP) 0.0 $7.7k 51.00 151.71
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Peak (DOC) 0.0 $7.6k 400.00 19.10
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Transunion (TRU) 0.0 $7.5k 99.00 75.85
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Vanguard Real Estate Etf Real Estate Etf (VNQ) 0.0 $7.4k 92.00 80.90
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Essent (ESNT) 0.0 $7.1k 132.00 54.14
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Schwab Fundamental Intl Smal Com Etf Schwb Fdt Int Sc (FNDC) 0.0 $6.9k 197.00 34.77
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American Electric Power Company (AEP) 0.0 $6.6k 77.00 86.04
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J.B. Hunt Transport Services (JBHT) 0.0 $6.5k 40.00 161.45
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Zions Bancorporation (ZION) 0.0 $6.3k 150.00 41.79
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Invsc S P 500 Pure Valueetf S&p500 Pur Val (RPV) 0.0 $6.2k 73.00 85.16
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Aptar (ATR) 0.0 $5.9k 40.00 146.97
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Shopify Inc Fclass A Cl A (SHOP) 0.0 $5.8k 80.00 72.86
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SYSCO Corporation (SYY) 0.0 $5.8k 75.00 77.24
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Ishares Msci Usa Min Volfctr Etf Msci Usa Min Vol (USMV) 0.0 $5.8k 71.00 81.25
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Mfs Municipal Income Cf Sh Ben Int (MFM) 0.0 $5.7k 1.1k 5.09
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Aercap Holdings Nv F SHS (AER) 0.0 $5.7k 67.00 85.67
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Morningstar (MORN) 0.0 $5.7k 20.00 285.80
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Pinnacle West Capital Corporation (PNW) 0.0 $5.6k 75.00 74.47
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Delta Air Lines Inc Del Com New (DAL) 0.0 $5.5k NEW 110.00 50.10
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Fidelity National Information Services (FIS) 0.0 $5.4k 77.00 70.35
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Nucor Corporation (NUE) 0.0 $5.3k NEW 30.00 175.53
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Wright Express (WEX) 0.0 $5.3k 24.00 219.17
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Ishares Msci Eaf Min Volfct Etf Msci Eafe Min Vl (EFAV) 0.0 $5.2k 75.00 69.75
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Nice Ltd Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NICE) 0.0 $5.2k 23.00 227.39
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At&t (T) 0.0 $5.2k -90% 300.00 17.24
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Citigroup Com New (C) 0.0 $5.1k NEW 80.00 63.27
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SEI Investments Company (SEIC) 0.0 $5.0k 75.00 67.11
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Teleflex Incorporated (TFX) 0.0 $5.0k 24.00 208.50
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Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG) 0.0 $5.0k 96.00 52.11
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Digital Realty Trust (DLR) 0.0 $4.9k NEW 34.00 144.06
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Estee Lauderco Inc Class A Cl A (EL) 0.0 $4.9k 33.00 147.21
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Bio-techne Corporation (TECH) 0.0 $4.8k 72.00 66.15
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FactSet Research Systems (FDS) 0.0 $4.7k 11.00 425.00
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Te Connectivity Ltd F SHS (TEL) 0.0 $4.7k 33.00 141.64
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Spdr Gold Shares Etf Gold Shs (GLD) 0.0 $4.5k 21.00 216.14
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Marriott Vacations Wrldwde Cp (VAC) 0.0 $4.5k 45.00 99.16
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Gra (GGG) 0.0 $4.5k 54.00 82.59
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Markel Corporation (MKL) 0.0 $4.4k 3.00 1459.67
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Acuity Brands (AYI) 0.0 $4.3k 17.00 254.06
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Ford Motor Company (F) 0.0 $4.2k NEW 333.00 12.73
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Wisdomtree Emrg Mrkt Hg Div Etf Emer Mkt High Fd (DEM) 0.0 $4.2k 100.00 42.23
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Discover Financial Services (DFS) 0.0 $4.2k 33.00 127.79
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Nxp Semiconductors N V (NXPI) 0.0 $4.2k 17.00 244.18
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DNP Select Income Fund (DNP) 0.0 $4.1k 460.00 8.81
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Sempra Energy (SRE) 0.0 $3.9k 54.00 71.98
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Qiagen N V F Shs New (QGEN) 0.0 $3.7k NEW 87.00 42.07
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Vgrd Ftse All Wrld Ex Ussml Cap Etf Ftse Smcap Etf (VSS) 0.0 $3.6k 31.00 115.87
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priceline.com Incorporated 0.0 $3.5k NEW 1.00 3515.00
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Invesco S P Midcap 400 Revenue Etf S&p Mdcp 400 Rev (RWK) 0.0 $3.5k 32.00 109.84
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Chemed Corp Com Stk (CHE) 0.0 $3.4k 6.00 564.33
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Consolidated Edison (ED) 0.0 $3.4k 36.00 93.89
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Fortive (FTV) 0.0 $3.3k 43.00 76.88
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Jack Henry & Associates (JKHY) 0.0 $3.1k 19.00 165.00
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Teledyne Technologies Incorporated (TDY) 0.0 $3.1k 8.00 383.50
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Veralto Corp Com Shs (VLTO) 0.0 $3.0k 32.00 95.06
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Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (RIO) 0.0 $3.0k 43.00 68.70
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Enbridge (ENB) 0.0 $2.9k 80.00 35.79
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Bio-rad Labs Inc Class A Cl A (BIO) 0.0 $2.8k 10.00 279.60
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Wabtec Corporation (WAB) 0.0 $2.8k 17.00 163.29
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Magna Intl Inc cl a (MGA) 0.0 $2.6k 53.00 49.64
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Uber Technologies (UBER) 0.0 $2.6k 38.00 68.32
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Ge Aerospace Com New (GE) 0.0 $2.5k NEW 15.00 165.27
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Columbia Sportswear Company (COLM) 0.0 $2.4k 31.00 77.58
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Potlatch Corporation (PCH) 0.0 $2.4k 58.00 41.10
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Ishares Us Financial Seretf U.s. Fin Svc Etf (IYG) 0.0 $2.3k +200% 36.00 64.69
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Invesco Ftse Rafi Us 1000 Etf Ftse Rafi 1000 (PRF) 0.0 $2.2k 60.00 37.42
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Emerson Electric (EMR) 0.0 $2.2k NEW 20.00 110.25
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Viatris (VTRS) 0.0 $2.2k +23% 187.00 11.70
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Masimo Corporation (MASI) 0.0 $2.1k 15.00 137.27
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Ubs Group Ag F SHS (UBS) 0.0 $2.1k NEW 75.00 27.44
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Aon Plc Fclass A Shs Cl A (AON) 0.0 $2.0k 7.00 283.00
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Kyndryl Hldgs Common Stock (KD) 0.0 $1.9k 95.00 20.02
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Gilead Sciences (GILD) 0.0 $1.8k 27.00 66.81
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Charles Schwab Us Reit Etf Us Reit Etf (SCHH) 0.0 $1.7k 90.00 19.04
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Vanguard High Dividend Yield Etf High Div Yld (VYM) 0.0 $1.7k 14.00 118.00
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Molson Coors Beverage Clclass B CL B (TAP) 0.0 $1.6k NEW 25.00 63.92
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Solventum Corp Com Shs (SOLV) 0.0 $1.5k NEW 23.00 63.35
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Ishares Broad Usd Hg Yldcrp Bnd Etf Broad Usd High (USHY) 0.0 $1.4k 40.00 36.08
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Ishares Msci Global Min Vol Fct Etf Msci Gbl Min Vol (ACWV) 0.0 $1.3k 13.00 103.00
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J M Smucker Com New (SJM) 0.0 $1.3k 11.00 116.55
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Paramount Global Class B Class B Com (PARA) 0.0 $1.3k 103.00 12.44
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Sally Beauty Holdings (SBH) 0.0 $1.2k 110.00 10.85
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Nikola Corp (NKLA) 0.0 $1.1k 1.7k 0.66
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Hawaiian Electric Industries (HE) 0.0 $1.0k 100.00 10.05
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Sirius Xm Holdings (SIRI) 0.0 $942.000000 NEW 300.00 3.14
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Pimco High Income Cf Com Shs (PHK) 0.0 $768.992000 160.00 4.81
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Mosaic (MOS) 0.0 $769.000000 NEW 25.00 30.76
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Vontier Corporation (VNT) 0.0 $702.999300 17.00 41.35
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EXACT Sciences Corporation (EXAS) 0.0 $652.999600 11.00 59.36
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Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $609.998800 NEW 38.00 16.05
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Warner Brothers Discover Com Ser A (WBD) 0.0 $590.997600 -90% 72.00 8.21
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Ringcentral Inc Class A Cl A (RNG) 0.0 $561.000600 18.00 31.17
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Ge Vernova (GEV) 0.0 $471.000000 NEW 3.00 157.00
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Ge Healthcare Technologi Common Stock (GEHC) 0.0 $437.000000 NEW 5.00 87.40
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Peregrine Pharmaceuticals (CDMO) 0.0 $219.999800 29.00 7.59
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Suncoke Energy (SXC) 0.0 $210.000000 NEW 20.00 10.50
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Canopy Growth Corp F Com New (CGC) 0.0 $138.000000 NEW 15.00 9.20
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Hartford Financial Services (HIG) 0.0 $96.000000 1.00 96.00
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Inogen (INGN) 0.0 $89.000600 13.00 6.85
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Biosante Pharmaceuticals (ANIP) 0.0 $66.000000 1.00 66.00
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Aurora Cannabis (ACB) 0.0 $7.000000 NEW 1.00 7.00
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22nd Centy Group Com New 0.0 $5.000100 NEW 3.00 1.67
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Yandex N V Fclass A Shs Class A (YNDX) 0.0 $0 89.00 0.00
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Past Filings by Kiely Wealth Advisory Group

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