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Kiely Wealth Advisory Group

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

Central Index Key (CIK): 0002005660

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Positions held by Kiely Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kiely Wealth Advisory Group

Kiely Wealth Advisory Group holds 267 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Wisdomtree Floating Ratetreasry Etf Floatng Rat Trea (USFR)	47.4	$82M	1.6M	50.22	View chart
Ishares Treasury Floating Rate B Etf TRS FLT RT BD (TFLO)	12.8	$22M	436k	50.67	View chart
Invsc S P 500 Equal Weight Etf S&p500 Eql Wgt (RSP)	11.5	$20M	126k	157.93	View chart
Vanguard Mid Cap Etf Mid Cap Etf (VO)	6.8	$12M	51k	231.62	View chart
Vanguard Russell 2000 Etf Iv Vng Rus2000idx (VTWO)	2.8	$4.9M	62k	79.55	View chart
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)	2.5	$4.3M	9.6k	449.42	View chart
Microsoft Corporation (MSFT)	1.4	$2.4M	5.8k	405.24	View chart
Vanguard S&p 500 Value Etf 500 Val Idx Fd (VOOV)	1.1	$1.8M	11k	168.97	View chart
Invsc Qqq Trust Srs 1 Etf Iv Unit Ser 1 (QQQ)	1.0	$1.7M	4.0k	426.19	View chart
Vanguard Mid Cap Value Etf Mcap Vl Idxvip (VOE)	0.6	$1.1M	7.4k	144.07	View chart
Amazon (AMZN)	0.5	$798k	5.0k	159.03	View chart
Berkshire Hathaway Class B Cl B New (BRK.B)	0.4	$770k	2.0k	384.16	View chart
Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)	0.4	$765k	14k	56.21	View chart
Vanguard Russell 2000 Value Etf Vng Rus2000val (VTWV)	0.4	$617k	4.6k	133.28	View chart
AutoZone (AZO)	0.3	$526k	190.00	2765.85	View chart
Pepsi (PEP)	0.3	$501k	3.0k	166.94	View chart
Vanguard Mid Cap Growth Etf Mcap Gr Idxvip (VOT)	0.3	$497k	2.3k	219.18	View chart
Amgen (AMGN)	0.3	$483k	1.6k	310.53	View chart
Apple (AAPL)	0.3	$458k	2.4k	194.56	View chart
Vanguard Dividend Appreciation Etf Div App Etf (VIG)	0.3	$440k	2.5k	173.35	View chart
Taiwan Semiconductr Fsponsored Adr 1 Adr Reps 5 Ord Sponsored Ads (TSM)	0.2	$389k	3.3k	117.79	View chart
Alphabet Inc. Class C Cap Stk Cl C (GOOG)	0.2	$360k	2.3k	153.70	View chart
BlackRock (BLK)	0.2	$357k	450.00	792.22	View chart
JPMorgan Chase & Co. (JPM)	0.2	$356k	2.1k	172.42	View chart
Alphabet Inc. Class A Cap Stk Cl A (GOOGL)	0.2	$353k	2.3k	152.05	View chart
Duke Energy Corp Com New (DUK)	0.2	$344k	3.6k	96.24	View chart
Charles Schwab Corporation (SCHW)	0.2	$343k	5.3k	64.33	View chart
Lowe's Companies (LOW)	0.2	$324k	1.5k	211.89	View chart
Vanguard Russell 2000 Growth Etf Vng Rus2000grw (VTWG)	0.2	$317k	1.8k	180.66	View chart
Ishares Select Dividend Etf Select Divid Etf (DVY)	0.2	$315k	2.7k	116.86	View chart
Cisco Systems (CSCO)	0.2	$314k	6.0k	52.33	View chart
Cme (CME)	0.2	$309k	1.5k	205.76	View chart
Vanguard Small Cap Valueetf Sm Cp Val Etf (VBR)	0.2	$295k	1.7k	178.76	View chart
Johnson & Johnson (JNJ)	0.2	$277k	1.7k	159.77	View chart
Blackbaud (BLKB)	0.2	$267k	3.2k	84.06	View chart
Eli Lilly & Co. (LLY)	0.2	$265k	418.00	632.74	View chart
Stryker Corporation (SYK)	0.2	$263k	840.00	313.10	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	0.2	$260k	531.00	489.02	View chart
Procter & Gamble Company (PG)	0.1	$251k	1.6k	155.94	View chart
Nike Inc Class B CL B (NKE)	0.1	$250k	2.4k	102.65	View chart
Home Depot (HD)	0.1	$248k	700.00	354.27	View chart
Intel Corporation (INTC)	0.1	$243k	5.5k	44.57	View chart
Vanguard Ftse All World Ex Us Etf Allwrld Ex Us (VEU)	0.1	$227k	4.1k	55.52	View chart
PNC Financial Services (PNC)	0.1	$226k	1.5k	151.40	View chart
Mondelez Intl Class A Cl A (MDLZ)	0.1	$213k	2.8k	74.71	View chart
Tompkins Financial Corporation (TMP)	0.1	$210k	3.9k	53.40	View chart
Ishares Gold Etf Ishares New (IAU)	0.1	$194k	5.1k	38.16	View chart
Ishares S&p Small Cap 600 Etf Sp Smcp600vl Etf (IJS)	0.1	$191k	1.9k	100.38	View chart
Walt Disney Company (DIS)	0.1	$187k	2.0k	95.40	View chart
Vanguard S&p 500 Growth Etf 500 Grth Idx F (VOOG)	0.1	$185k	650.00	284.25	View chart
Oracle Corporation (ORCL)	0.1	$173k	1.5k	115.45	View chart
Ishares Core S&p Total Us Stock Mark Core S&p Ttl Stk (ITOT)	0.1	$161k	1.5k	107.70	View chart
Wal-Mart Stores (WMT)	0.1	$152k	933.00	163.36	View chart
Dover Corporation (DOV)	0.1	$151k	1.0k	151.18	View chart
Target Corporation (TGT)	0.1	$150k	1.1k	142.34	View chart
Ishares Russell 2000 Etf Russell 2000 Etf (IWM)	0.1	$148k	751.00	196.89	View chart
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)	0.1	$148k	466.00	316.44	View chart
International Business Machines (IBM)	0.1	$142k	753.00	188.25	View chart
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)	0.1	$138k	3.4k	40.23	View chart
Vanguard Information Technology Etf Inf Tech Etf (VGT)	0.1	$128k	251.00	508.19	View chart
Universal Hlth Svcs Class B CL B (UHS)	0.1	$127k	800.00	158.89	View chart
Pacer Trendpilot Us Large Cap Etf Trendp Us Lar Cp (PTLC)	0.1	$124k	2.8k	44.51	View chart
American Express Company (AXP)	0.1	$123k	600.00	204.43	View chart
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)	0.1	$120k	494.00	242.99	View chart
Ishares Russell Mid Cap Value Etf Rus Mdcp Val Etf (IWS)	0.1	$114k	990.00	115.56	View chart
Marriott Intl Inc Class A Cl A (MAR)	0.1	$114k	471.00	242.67	View chart
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)	0.1	$112k	1.2k	94.96	View chart
Ishares S&p 500 Value Etf S&p 500 Val Etf (IVE)	0.1	$111k	634.00	174.82	View chart
Spdr Dow Jones Industrial Avrg Etf Ut Ser 1 (DIA)	0.1	$110k	289.00	381.91	View chart
Fidelity Enhncd Lrge Cp Cre Etf Enhanced Large Added (FELC)	0.1	$109k	4.0k	27.40	View chart
Bank of New York Mellon Corporation (BK)	0.1	$105k	1.9k	55.48	View chart
Goldman Sachs Acces Treas 0 1 Yr Etf Acces Treasury (GBIL)	0.1	$102k	1.0k	100.11	View chart
Ishares Core S&p Small-cap Etf Core S&p Scp Etf (IJR)	0.1	$96k	905.00	106.36	View chart
Novartis Ag Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NVS)	0.1	$89k	832.00	106.88	View chart
L3harris Technologies (LHX)	0.0	$85k	405.00	210.61	View chart
Exxon Mobil Corporation (XOM)	0.0	$84k	818.00	102.02	View chart
Verizon Communications (VZ)	0.0	$83k	2.0k	42.38	View chart
UnitedHealth (UNH)	0.0	$80k	160.00	497.29	View chart
Comcast Corp Class A Cl A (CMCSA)	0.0	$79k	1.7k	46.06	View chart
Progressive Corporation (PGR)	0.0	$78k	436.00	178.72	View chart
Schwab Fundamental Us Large Co Etf Schwab Fdt Us Lg (FNDX)	0.0	$76k	1.2k	62.86	View chart
Starbucks Corporation (SBUX)	0.0	$75k	813.00	92.61	View chart
Visa Inc Class A Com Cl A (V)	0.0	$74k	275.00	269.14	View chart
McDonald's Corporation (MCD)	0.0	$73k	247.00	294.24	View chart
Vanguard Mega Cap Growthetf Mega Grwth Ind (MGK)	0.0	$73k	267.00	271.68	View chart
Public Service Enterprise (PEG)	0.0	$72k	1.3k	57.63	View chart
Merck & Co (MRK)	0.0	$72k	600.00	120.61	View chart
Chevron Corporation (CVX)	0.0	$66k	444.00	148.58	View chart
Pacer Trendpilot 100 Etf Trendpilot 100 (PTNQ)	0.0	$62k	921.00	66.86	View chart
Biogen Idec (BIIB)	0.0	$61k	247.00	245.36	View chart
Caterpillar (CAT)	0.0	$61k	200.00	302.62	View chart
Paypal Holdings (PYPL)	0.0	$60k	976.00	61.64	View chart
Costco Wholesale Corporation (COST)	0.0	$60k	87.00	683.57	View chart
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)	0.0	$56k	1.4k	38.95	View chart
Nextera Energy (NEE)	0.0	$54k	916.00	58.45	View chart
Pacer Trendpilottm European Etf Trendpilot Eur (PTEU)	0.0	$53k	2.1k	24.89	View chart
Meta Platforms Inc Class A Cl A (META)	0.0	$53k	134.00	395.37	View chart
At&t (T)	0.0	$53k	3.0k	17.36	View chart
Philip Morris International (PM)	0.0	$53k	577.00	91.41	View chart
Pacer Trendpilot Us Mid Cap Etf Trendp Us Mid Cp (PTMC)	0.0	$48k	1.5k	32.79	View chart
Ishares Core S&p Mid-capetf Core S&p Mcp Etf (IJH)	0.0	$47k	171.00	276.71	View chart
Pfizer (PFE)	0.0	$46k	1.7k	27.46	View chart
Tractor Supply Company (TSCO)	0.0	$45k	200.00	226.63	View chart
Bank of America Corporation (BAC)	0.0	$45k	1.4k	33.52	View chart
Texas Instruments Incorporated (TXN)	0.0	$45k	270.00	165.56	View chart
Tesla Motors (TSLA)	0.0	$44k	239.00	185.25	View chart
Ishares Asia 50 Etf Asia 50 Etf (AIA)	0.0	$41k	730.00	55.95	View chart
Advanced Micro Devices (AMD)	0.0	$38k	210.00	180.60	View chart
CSX Corporation (CSX)	0.0	$37k	1.1k	35.08	View chart
Republic Services (RSG)	0.0	$34k	200.00	170.73	View chart
eBay (EBAY)	0.0	$34k	800.00	42.34	View chart
Kimberly-Clark Corporation (KMB)	0.0	$34k	280.00	120.05	View chart
Monolithic Power Systems (MPWR)	0.0	$34k	55.00	609.75	View chart
Colgate-Palmolive Company (CL)	0.0	$33k	400.00	83.24	View chart
Ishares Russell Mid Cap Growth Etf Rus Md Cp Gr Etf (IWP)	0.0	$32k	308.00	105.20	View chart
W.R. Berkley Corporation (WRB)	0.0	$32k	387.00	82.48	View chart
Coca-Cola Company (KO)	0.0	$32k	539.00	59.21	View chart
United Bankshares (UBSI)	0.0	$31k	839.00	36.87	View chart
Truist Financial Corp equities (TFC)	0.0	$31k	816.00	37.70	View chart
Agree Realty Corporation (ADC)	0.0	$28k	475.00	59.58	View chart
Vanguard Industrials Etf Industrial Etf (VIS)	0.0	$28k	128.00	219.45	View chart
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)	0.0	$28k	56.00	491.20	View chart
Adobe Systems Incorporated (ADBE)	0.0	$27k	44.00	621.89	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.0	$27k	83.00	324.25	View chart
Astrazeneca Plc Fsponsored Adr 1 Adr Reps 0.5 Ord Sponsored Adr (AZN)	0.0	$27k	400.00	67.27	View chart
Dupont De Nemours (DD)	0.0	$25k	391.00	65.05	View chart
FedEx Corporation (FDX)	0.0	$25k	100.00	252.43	View chart
Invsc S P 500 Pure Growth Etf S&p500 Pur Gwt (RPG)	0.0	$24k	725.00	33.40	View chart
Energy Select Sector Spdr Etf Energy (XLE)	0.0	$23k	278.00	83.83	View chart
Thermo Fisher Scientific (TMO)	0.0	$23k	42.00	553.55	View chart
Danaher Corporation (DHR)	0.0	$23k	96.00	239.00	View chart
Select Sector Uti Selectspdr Etf Sbi Int-utils (XLU)	0.0	$23k	369.00	61.28	View chart
Fair Isaac Corporation (FICO)	0.0	$22k	18.00	1245.72	View chart
Corteva (CTVA)	0.0	$22k	479.00	45.74	View chart
Linde Plc F Sponsored Ads (LI)	0.0	$21k	53.00	404.15	View chart
Dow (DOW)	0.0	$21k	390.00	54.61	View chart
Constellation Energy (CEG)	0.0	$20k	166.00	122.04	View chart
Novo-nordisk As Vormal Fsponsored Adr 1 Adr Reps 1 Ord Adr (NVO)	0.0	$19k	174.00	106.74	View chart
Raytheon Technologies Corp (RTX)	0.0	$18k	200.00	90.64	View chart
Intuit (INTU)	0.0	$18k	28.00	645.68	View chart
Loews Corporation (L)	0.0	$18k	240.00	73.23	View chart
Mastercard Inc Class A Cl A (MA)	0.0	$18k	40.00	438.48	View chart
Exelon Corporation (EXC)	0.0	$17k	500.00	34.81	View chart
Medtronic Plc F SHS (MDT)	0.0	$17k	200.00	85.77	View chart
Bristol Myers Squibb (BMY)	0.0	$17k	344.00	49.72	View chart
Invsc Sp 500 Equal Weight Tech Etf S&p500 Eql Tec (RSPT)	0.0	$17k	500.00	33.50	View chart
Altria (MO)	0.0	$17k	415.00	40.17	View chart
Zoetis Inc Class A Cl A (ZTS)	0.0	$16k	85.00	191.56	View chart
Crown Castle Intl (CCI)	0.0	$15k	141.00	109.56	View chart
Cdw (CDW)	0.0	$15k	67.00	229.12	View chart
Waste Management (WM)	0.0	$14k	75.00	185.69	View chart
Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)	0.0	$12k	262.00	47.47	View chart
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA)	0.0	$12k	262.00	46.39	View chart
Chemours (CC)	0.0	$12k	379.00	31.87	View chart
Schwab Funda Emg Mkts Large Com Etf Schwb Fdt Emk Lg (FNDE)	0.0	$12k	452.00	26.70	View chart
Diageo Plc Fsponsored Adr 1 Adr Reps 4 Ord Spon Adr New (DEO)	0.0	$12k	82.00	144.95	View chart
Ishares S&p 500 Growth Etf S&p 500 Grwt Etf (IVW)	0.0	$12k	149.00	78.81	View chart
Select Str Financial Select Spdr Etf Financial (XLF)	0.0	$12k	300.00	38.69	View chart
Carlisle Companies (CSL)	0.0	$12k	37.00	310.38	View chart
Lgi Homes (LGIH)	0.0	$11k	95.00	118.83	View chart
Accenture Plc Fclass A Shs Class A (ACN)	0.0	$11k	30.00	373.97	View chart
Carrier Global Corporation (CARR)	0.0	$11k	200.00	55.87	View chart
IDEX Corporation (IEX)	0.0	$11k	53.00	209.11	View chart
Verisk Analytics (VRSK)	0.0	$11k	45.00	244.40	View chart
Wisdomtree Us High Dividend Etf Us High Dividend (DHS)	0.0	$11k	130.00	82.02	View chart
Schwab Fundamental Us Small Com Etf Schwab Fdt Us Sc (FNDA)	0.0	$11k	194.00	54.38	View chart
Ishares Us Financials Etf U.s. Finls Etf (IYF)	0.0	$11k	120.00	87.24	View chart
Copart (CPRT)	0.0	$11k	216.00	48.44	View chart
Gartner (IT)	0.0	$10k	22.00	463.68	View chart
Spdr Portfolio Tips Etf Portfli Tips Etf (SPIP)	0.0	$10k	393.00	25.57	View chart
Wells Fargo & Company (WFC)	0.0	$10k	200.00	50.23	View chart
Vanguard Mega Cap Value Etf Mega Cap Val Etf (MGV)	0.0	$9.8k	88.00	111.23	View chart
Goldman Sachs (GS)	0.0	$9.5k	25.00	379.04	View chart
Align Technology (ALGN)	0.0	$9.4k	35.00	269.71	View chart
Schwab Fundamental Inl Large Com Etf Schwb Fdt Int Lg (FNDF)	0.0	$9.4k	283.00	33.28	View chart
3M Company (MMM)	0.0	$9.2k	95.00	96.54	View chart
Ansys (ANSS)	0.0	$9.1k	27.00	336.30	View chart
Otis Worldwide Corp (OTIS)	0.0	$8.9k	100.00	89.13	View chart
Vanguard Ftse Europe Etf Ftse Europe Etf (VGK)	0.0	$8.3k	130.00	63.98	View chart
J.B. Hunt Transport Services (JBHT)	0.0	$8.3k	40.00	206.38	View chart
Check Pt Software F Ord (CHKP)	0.0	$8.1k	51.00	159.27	View chart
Realty Income (O)	0.0	$7.9k	143.00	55.22	View chart
Canadian Pacific Kansas City (CP)	0.0	$7.9k	100.00	78.77	View chart
Vanguard Real Estate Etf Real Estate Etf (VNQ)	0.0	$7.8k	92.00	85.18	View chart
Peak (DOC)	0.0	$7.8k	400.00	19.45	View chart
Warner Brothers Discover Com Ser A (WBD)	0.0	$7.8k	735.00	10.58	View chart
Essent (ESNT)	0.0	$7.3k	132.00	55.63	View chart
Transunion (TRU)	0.0	$6.9k	99.00	69.35	View chart
Schwab Fundamental Intl Smal Com Etf Schwb Fdt Int Sc (FNDC)	0.0	$6.7k	197.00	34.03	View chart
Zions Bancorporation (ZION)	0.0	$6.6k	150.00	44.22	View chart
Shopify Inc Fclass A Cl A (SHOP)	0.0	$6.6k	80.00	82.34	View chart
American Electric Power Company (AEP)	0.0	$6.0k	77.00	78.05	View chart
Invsc S P 500 Pure Valueetf S&p500 Pur Val (RPV)	0.0	$5.9k	73.00	81.51	View chart
Teleflex Incorporated (TFX)	0.0	$5.9k	24.00	244.96	View chart
Mfs Municipal Income Cf Sh Ben Int (MFM)	0.0	$5.9k	1.1k	5.19	View chart
Ishares Msci Usa Min Volfctr Etf Msci Usa Min Vol (USMV)	0.0	$5.7k	71.00	80.06	View chart
SYSCO Corporation (SYY)	0.0	$5.6k	75.00	75.29	View chart
Morningstar (MORN)	0.0	$5.5k	20.00	277.40	View chart
Bio-techne Corporation (TECH)	0.0	$5.3k	72.00	73.53	View chart
Pinnacle West Capital Corporation (PNW)	0.0	$5.3k	75.00	70.55	View chart
Aptar (ATR)	0.0	$5.3k	40.00	132.25	View chart
Aercap Holdings Nv F SHS (AER)	0.0	$5.2k	67.00	78.01	View chart
FactSet Research Systems (FDS)	0.0	$5.2k	11.00	471.45	View chart
Ishares Msci Eaf Min Volfct Etf Msci Eafe Min Vl (EFAV)	0.0	$5.2k	75.00	69.08	View chart
Nice Ltd Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (NICE)	0.0	$5.0k	23.00	217.78	View chart
Wright Express (WEX)	0.0	$5.0k	24.00	208.00	View chart
Fidelity National Information Services (FIS)	0.0	$4.8k	77.00	62.97	View chart
SEI Investments Company (SEIC)	0.0	$4.8k	75.00	64.08	View chart
Te Connectivity Ltd F SHS (TEL)	0.0	$4.8k	33.00	144.33	View chart
Ishares Core Msci Emerging Etf Core Msci Emkt (IEMG)	0.0	$4.7k	96.00	49.05	View chart
Gra (GGG)	0.0	$4.6k	54.00	84.57	View chart
Markel Corporation (MKL)	0.0	$4.4k	3.00	1466.33	View chart
Estee Lauderco Inc Class A Cl A (EL)	0.0	$4.4k	33.00	132.58	View chart
Acuity Brands (AYI)	0.0	$4.1k	17.00	241.35	View chart
DNP Select Income Fund (DNP)	0.0	$4.0k	460.00	8.80	View chart
Qiagen N V F Shs New	0.0	$4.0k	90.00	44.46	View chart
Wisdomtree Emrg Mrkt Hg Div Etf Emer Mkt High Fd (DEM)	0.0	$4.0k	100.00	39.92	View chart
Marriott Vacations Wrldwde Cp (VAC)	0.0	$4.0k	45.00	88.42	View chart
Spdr Gold Shares Etf Gold Shs (GLD)	0.0	$3.9k	21.00	186.86	View chart
Sempra Energy (SRE)	0.0	$3.8k	54.00	71.04	View chart
Nxp Semiconductors N V (NXPI)	0.0	$3.7k	17.00	218.18	View chart
Chemed Corp Com Stk (CHE)	0.0	$3.6k	6.00	595.33	View chart
Booking Holdings (BKNG)	0.0	$3.5k	1.00	3526.00	View chart
Discover Financial Services (DFS)	0.0	$3.5k	33.00	106.15	View chart
Vgrd Ftse All Wrld Ex Ussml Cap Etf Ftse Smcap Etf (VSS)	0.0	$3.5k	31.00	112.26	View chart
Prudential Financial (PRU)	0.0	$3.4k	32.00	106.22	View chart
Bio-rad Labs Inc Class A Cl A (BIO)	0.0	$3.4k	10.00	337.10	View chart
Teledyne Technologies Incorporated (TDY)	0.0	$3.4k	8.00	421.00	View chart
Invesco S P Midcap 400 Revenue Etf S&p Mdcp 400 Rev (RWK)	0.0	$3.3k	32.00	104.44	View chart
Consolidated Edison (ED)	0.0	$3.2k	36.00	89.92	View chart
Jack Henry & Associates (JKHY)	0.0	$3.2k	19.00	169.47	View chart
Fortive (FTV)	0.0	$3.2k	43.00	74.56	View chart
Rio Tinto Plc Fsponsored Adr 1 Adr Reps 1 Ord Sponsored Adr (RIO)	0.0	$3.0k	43.00	70.91	View chart
Magna Intl Inc cl a (MGA)	0.0	$3.0k	53.00	56.38	View chart
Enbridge (ENB)	0.0	$2.9k	80.00	35.83	View chart
Potlatch Corporation (PCH)	0.0	$2.7k	58.00	46.03	View chart
Uber Technologies (UBER)	0.0	$2.5k	38.00	65.97	View chart
Veralto Corp Com Shs (VLTO)	0.0	$2.5k	32.00	77.62	View chart
Columbia Sportswear Company (COLM)	0.0	$2.5k	31.00	79.84	View chart
Netflix (NFLX)	0.0	$2.3k	4.00	573.00	View chart
Wabtec Corporation (WAB)	0.0	$2.2k	17.00	130.18	View chart
Ishares Us Financial Services Etf U.s. Fin Svc Etf (IYG)	0.0	$2.2k	12.00	182.17	View chart
Gilead Sciences (GILD)	0.0	$2.2k	27.00	79.85	View chart
Invesco Ftse Rafi Us 1000 Etf Ftse Rafi 1000 (PRF)	0.0	$2.1k	60.00	35.75	View chart
Aon Plc Fclass A Shs Cl A (AON)	0.0	$2.1k	7.00	298.86	View chart
Kyndryl Hldgs Common Stock (KD)	0.0	$2.0k	95.00	21.45	View chart
Masimo Corporation (MASI)	0.0	$1.9k	15.00	126.60	View chart
Viatris (VTRS)	0.0	$1.8k	151.00	11.90	View chart
Charles Schwab Us Reit Etf Us Reit Etf (SCHH)	0.0	$1.8k	90.00	19.97	View chart
Vanguard High Dividend Yield Etf High Div Yld (VYM)	0.0	$1.6k	14.00	113.07	View chart
J M Smucker Com New (SJM)	0.0	$1.5k	11.00	135.45	View chart
Ishares Broad Usd Hg Yldcrp Bnd Etf Broad Usd High (USHY)	0.0	$1.5k	40.00	36.52	View chart
Vanguard Small Cap Growth Etf Sml Cp Grw Etf (VBK)	0.0	$1.4k	6.00	238.50	View chart
Paramount Global Class B Class B Com (PARA)	0.0	$1.4k	103.00	13.84	View chart
Hawaiian Electric Industries (HE)	0.0	$1.4k	100.00	13.89	View chart
Sally Beauty Holdings (SBH)	0.0	$1.4k	110.00	12.37	View chart
Ishares Msci Global Min Vol Fct Etf Msci Gbl Min Vol (ACWV)	0.0	$1.3k	13.00	101.69	View chart
Nikola Corp (NKLA)	0.0	$1.3k	1.7k	0.74	View chart
Pimco High Income Cf Com Shs (PHK)	0.0	$778.000000	160.00	4.86	View chart
EXACT Sciences Corporation (EXAS)	0.0	$719.999500	11.00	65.45	View chart
Ringcentral Inc Class A Cl A (RNG)	0.0	$637.000200	18.00	35.39	View chart
Vontier Corporation (VNT)	0.0	$591.999500	17.00	34.82	View chart
Peregrine Pharmaceuticals (CDMO)	0.0	$205.998600	29.00	7.10	View chart
Hartford Financial Services (HIG)	0.0	$87.000000	1.00	87.00	View chart
Inogen (INGN)	0.0	$74.999600	13.00	5.77	View chart
Biosante Pharmaceuticals (ANIP)	0.0	$55.000000	1.00	55.00	View chart
Yandex N V Fclass A Shs Class A (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 2023 Q4 filed Feb. 9, 2024

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