Kiely Wealth Advisory Group, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $155 Billion distributed in 315 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $44B, Invesco S&P 500 Equal Weight E with a value of $22.5B, Vanguard Mid Cap ETF with a value of $13.6B, Ishares Treasury Floating Rate with a value of $10B, and Ishares 0 5 Year High Yield CO with a value of $7.85B.
Examining the 13F form we can see an decrease of $2.39B in the current position value, from $158B to 155B.
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.
