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Carlisle Companies shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Carlisle Companies (CSL) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Carlisle Companies

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Carlisle Companies by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 37 457.78
2024-06-30 $14k 37 385.03
2024-03-31 $15k 37 403.03
2023-12-31 $12k 37 310.38

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 Carlisle Companies

Vanguard Group
BlackRock
BlackRock
Morgan Stanley
State Street Corporation
Invesco
Franklin Resources
Allspring Global Investments Holdings
Jpmorgan Chase & Co
Geode Capital Management
Generation Investment Management
Dimensional Fund Advisors
Bessemer
CI Private Wealth
Bank of New York Mellon

View all funds holding Carlisle Companies