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Size ($ in 1000's)
At 12/31/2023: $172,869
At 09/30/2023: $0
Kiely Wealth Advisory Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kiely Wealth Advisory Group Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Kiely Wealth Advisory Group Inc. top holdings by largest position size, as per the latest 13f filing made by Kiely Wealth Advisory Group Inc..
In the Kiely Wealth Advisory Group Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kiely Wealth Advisory Group Inc. in that top holding, then the share count change between reporting periods, and finally the Kiely Wealth Advisory Group Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| WISDOMTREE FLOATING RATETREASRY ETF (USFR) |
1,630,973 |
+1,630,973 |
$81,910 | | USFR | 1,630,973 | +1,630,973 | $81,910 | | ISHARES TREASURY FLOATING RATE B ETF (TFLO) |
436,392 |
+436,392 |
$22,112 | | TFLO | 436,392 | +436,392 | $22,112 | | INVSC S P 500 EQUAL WEIGHT ETF (RSP) |
126,410 |
+126,410 |
$19,964 | | RSP | 126,410 | +126,410 | $19,964 | | VANGUARD MID CAP ETF (VO) |
50,776 |
+50,776 |
$11,761 | | VO | 50,776 | +50,776 | $11,761 | | VANGUARD RUSSELL 2000 ETF IV (VTWO) |
61,499 |
+61,499 |
$4,892 | | VTWO | 61,499 | +61,499 | $4,892 | | VANGUARD S&P 500 ETF (VOO) |
9,644 |
+9,644 |
$4,334 | | VOO | 9,644 | +9,644 | $4,334 | | MICROSOFT CORP |
5,833 |
+5,833 |
$2,364 | | MSFT | 5,833 | +5,833 | $2,364 | | VANGUARD S&P 500 VALUE ETF (VOOV) |
10,820 |
+10,820 |
$1,828 | | VOOV | 10,820 | +10,820 | $1,828 | | INVSC QQQ TRUST SRS 1 ETF IV (QQQ) |
4,012 |
+4,012 |
$1,710 | | QQQ | 4,012 | +4,012 | $1,710 | | VANGUARD MID CAP VALUE ETF (VOE) |
7,356 |
+7,356 |
$1,060 | | VOE | 7,356 | +7,356 | $1,060 | | AMAZON.COM INC |
5,020 |
+5,020 |
$798 | | AMZN | 5,020 | +5,020 | $798 |  BERKSHIRE HATHAWAY CLASS B |
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$770 | | BRK.B | 2,004 | +2,004 | $770 | | INVESCO S&P 500 QUALITY ETF (SPHQ) |
13,601 |
+13,601 |
$765 | | SPHQ | 13,601 | +13,601 | $765 | | VANGUARD RUSSELL 2000 VALUE ETF (VTWV) |
4,626 |
+4,626 |
$617 | | VTWV | 4,626 | +4,626 | $617 | | AUTOZONE INC |
190 |
+190 |
$526 | | AZO | 190 | +190 | $526 | | PEPSICO INC |
3,002 |
+3,002 |
$501 | | PEP | 3,002 | +3,002 | $501 | | VANGUARD MID CAP GROWTH ETF (VOT) |
2,267 |
+2,267 |
$497 | | VOT | 2,267 | +2,267 | $497 | | AMGEN INC. |
1,556 |
+1,556 |
$483 | | AMGN | 1,556 | +1,556 | $483 | | APPLE INC |
2,353 |
+2,353 |
$458 | | AAPL | 2,353 | +2,353 | $458 | | VANGUARD DIVIDEND APPRECIATION ETF (VIG) |
2,535 |
+2,535 |
$439 | | VIG | 2,535 | +2,535 | $439 | | ALPHABET INC. CLASS C |
2,340 |
+2,340 |
$360 | | GOOG | 2,340 | +2,340 | $360 | | BLACKROCK INC |
450 |
+450 |
$356 | | BLK | 450 | +450 | $356 | | JPMORGAN CHASE & CO |
2,063 |
+2,063 |
$356 | | JPM | 2,063 | +2,063 | $356 | | ALPHABET INC. CLASS A |
2,320 |
+2,320 |
$353 | | GOOGL | 2,320 | +2,320 | $353 | | DUKE ENERGY CORP |
3,577 |
+3,577 |
$344 | | DUK | 3,577 | +3,577 | $344 | | CHARLES SCHWAB CORP |
5,326 |
+5,326 |
$343 | | SCHW | 5,326 | +5,326 | $343 | | TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS |
3,300 |
+3,300 |
$343 | | TSM | 3,300 | +3,300 | $343 | | LOWES COMPANIES INC |
1,530 |
+1,530 |
$324 | | LOW | 1,530 | +1,530 | $324 | | VANGUARD RUSSELL 2000 GROWTH ETF (VTWG) |
1,755 |
+1,755 |
$317 | | VTWG | 1,755 | +1,755 | $317 | | ISHARES SELECT DIVIDEND ETF (DVY) |
2,693 |
+2,693 |
$315 | | DVY | 2,693 | +2,693 | $315 | | CISCO SYSTEMS INC |
5,992 |
+5,992 |
$314 | | CSCO | 5,992 | +5,992 | $314 | | CME GROUP INC CLASS A |
1,500 |
+1,500 |
$309 | | CME | 1,500 | +1,500 | $309 | | VANGUARD SMALL CAP VALUEETF (VBR) |
1,651 |
+1,651 |
$295 | | VBR | 1,651 | +1,651 | $295 | | JOHNSON & JOHNSON |
1,733 |
+1,733 |
$277 | | JNJ | 1,733 | +1,733 | $277 | | INTEL CORP |
5,450 |
+5,450 |
$274 | | INTC | 5,450 | +5,450 | $274 | | BLACKBAUD INC |
3,171 |
+3,171 |
$267 | | BLKB | 3,171 | +3,171 | $267 | | LILLY ELI & CO |
418 |
+418 |
$264 | | LLY | 418 | +418 | $264 | | STRYKER CORP |
840 |
+840 |
$263 | | SYK | 840 | +840 | $263 | | SPDR S&P 500 ETF (SPY) |
531 |
+531 |
$260 | | SPY | 531 | +531 | $260 | | PROCTER & GAMBLE |
1,610 |
+1,610 |
$251 | | PG | 1,610 | +1,610 | $251 | | NIKE INC CLASS B |
2,438 |
+2,438 |
$250 | | NKE | 2,438 | +2,438 | $250 | | HOME DEPOT INC |
700 |
+700 |
$248 | | HD | 700 | +700 | $248 | | TOMPKINS FINL |
3,923 |
+3,923 |
$236 | | TMP | 3,923 | +3,923 | $236 | | VANGUARD FTSE ALL WORLD EX US ETF (VEU) |
4,088 |
+4,088 |
$227 | | VEU | 4,088 | +4,088 | $227 | | PNC FINL SERVICES |
1,490 |
+1,490 |
$226 | | PNC | 1,490 | +1,490 | $226 | | MONDELEZ INTL CLASS A |
2,847 |
+2,847 |
$213 | | MDLZ | 2,847 | +2,847 | $213 | | ISHARES GOLD ETF (IAU) |
5,081 |
+5,081 |
$194 | | IAU | 5,081 | +5,081 | $194 | | ISHARES S&P SMALL CAP 600 ETF (IJS) |
1,906 |
+1,906 |
$191 | | IJS | 1,906 | +1,906 | $191 | | WALT DISNEY CO |
1,955 |
+1,955 |
$187 | | DIS | 1,955 | +1,955 | $187 | | VANGUARD S&P 500 GROWTH ETF (VOOG) |
650 |
+650 |
$185 | | VOOG | 650 | +650 | $185 |
See Full List: All Stocks Held By Kiely Wealth Advisory Group Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Kiely Wealth Advisory Group Inc.
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