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Discover Financial Services shares owned by Kiely Wealth Advisory Group

Quarter-by-quarter ownership of Discover Financial Services (DFS) shares owned by Kiely Wealth Advisory Group from 13F filings

Historical chart of Kiely Wealth Advisory Group investment in Discover Financial Services

Tip: Access up to 7 years of quarterly data

All positions including Discover Financial Services 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 Discover Financial Services by Kiely Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.8k 33 176.70
2024-06-30 $4.2k 33 125.82
2024-03-31 $4.2k 33 127.79
2023-12-31 $3.5k 33 106.15

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 Discover Financial Services

Vanguard Group
Capital World Investors
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Robeco Investment Management
Morgan Stanley
Dimensional Fund Advisors
Brave Warrior Advisors
Balyasny Asset Management
Sessa Capital IM
Northern Trust
Invesco
Arrowstreet Capital, Limited Partnership

View all funds holding Discover Financial Services