Kiely Wealth Advisory Group, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $158 Billion distributed in 314 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $48.3B, Invesco S&P 500 Equal Weight E with a value of $23.5B, Vanguard Mid Cap ETF with a value of $13.8B, Ishares Treasury Floating Rate with a value of $11.1B, and Vanguard Index Fds S&P 500 ETF with a value of $7.37B.
Examining the 13F form we can see an decrease of $23.7B in the current position value, from $181B to 158B.
Kiely Wealth Advisory Group, Inc. is based out at Oak Ridge, NC
Below you can find more details about Kiely Wealth Advisory Group, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$158 Billion
ETFs: $138 Billion
Technology: $5.29 Billion
Financial Services: $4.19 Billion
Consumer Cyclical: $3.14 Billion
Healthcare: $2.06 Billion
Consumer Defensive: $1.7 Billion
Communication Services: $1.33 Billion
Industrials: $794 Million
Other: $1.24 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
