Kiely Wealth Advisory Group, Inc. Portfolio Holdings

Kiely Wealth Advisory Group, Inc.

  • $158 Billion
  • Q3 2024

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21 Million 0.01% of portfolio
1,659
Q3 2024 Added 2.6%
$0
$7.94 Million 0.01% of portfolio
531
Q3 2024 Added 2.31%
$0
$7.27 Million 0.0% of portfolio
197
Q3 2024 Added 2.07%
$0
$6.25 Million 0.0% of portfolio
1,129
Q4 2023 New
$0
$5.2 Million 0.0% of portfolio
371
Q2 2024 New
$0
$4.35 Million 0.0% of portfolio
460
Q4 2023 New
$0
$3.93 Million 0.0% of portfolio
246
Q3 2024 Added 2.93%
$0
$807,000 0.0% of portfolio
160
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 314
  • Current Value $158 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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