Kiely Wealth Advisory Group »

Cdw shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Cdw (CDW) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Cdw

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cdw by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $13k 67 192.42
2024-06-30 $14k 67 211.75
2024-03-31 $16k 67 245.36
2023-12-31 $15k 67 229.12

More positions owned by Kiely Wealth Advisory Group

Wisdomtree Floating Ratetreasry Etf Etf (USFR)
Invsc S P 500 Equal Weight Etf Etf (RSP)
Vanguard Mid Cap Etf Etf (VO)
Ishares Treasury Floatngrate Bd Etf Etf (TFLO)
Vanguard S&p 500 Etf Etf (VOO)
Ishares High Yield Corporat Bond Etf Etf (SHYG)
Boston Scientific Corp Equity (BSV)
Vanguard Russell 2000 Etf Etf (VTWO)
Microsoft Corp Equity (MSFT)
Vanguard S&p 500 Value Etf Etf (VOOV)
Invsc Qqq Trust Srs 1 Etf Etf (QQQ)
Amazon.com Equity (AMZN)
Berkshire Hathaway Class B Equity (BRK.B)
Vanguard Mid Cap Value Etf Etf (VOE)
Taiwan Semiconductor M Fsponsored Adr 1 Adr Reps 5 Ord Equity (TSM)

View all positions for Kiely Wealth Advisory Group

Top funds holding Cdw

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Select Equity
Geode Capital Management
Mawer Investment Management
Alliancebernstein
Amundi
Longview Partners
Neuberger Berman Group
Invesco
Massachusetts Financial Services
Mitsubishi UFJ Asset Management

View all funds holding Cdw