 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
| USFR |
+1,630,973 | +$81,910 | | TFLO |
+436,392 | +$22,112 | | RSP |
+126,410 | +$19,964 | | VO |
+50,776 | +$11,761 | | VTWO |
+61,499 | +$4,892 | | VOO |
+9,644 | +$4,334 | | MSFT |
+5,833 | +$2,364 | | VOOV |
+10,820 | +$1,828 | | QQQ |
+4,012 | +$1,710 | | VOE |
+7,356 | +$1,060 |
|
| Entity | Shares/Amount
Change | Position Value
Change |
|---|
|
UNCH | $UNCH |
Size ($ in 1000's)
At 12/31/2023: $172,869
At 09/30/2023: $0
Kiely Wealth Advisory Group Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kiely Wealth Advisory Group Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, we find all stocks held by Kiely Wealth Advisory Group Inc. to be as follows, presented in the
table below with each row detailing each Kiely Wealth Advisory Group Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Kiely Wealth Advisory Group Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Kiely Wealth Advisory Group Inc. as of the latest filing.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 |
|
|
$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 | | ORACLE CORP |
1,500 |
+1,500 |
$173 | | ORCL | 1,500 | +1,500 | $173 | | ISHARES CORE S&P TOTAL US STOCK MARK (ITOT) |
1,495 |
+1,495 |
$161 | | ITOT | 1,495 | +1,495 | $161 | | WALMART INC |
933 |
+933 |
$152 | | WMT | 933 | +933 | $152 | | DOVER CORP |
1,000 |
+1,000 |
$151 | | DOV | 1,000 | +1,000 | $151 | | TARGET CORP |
1,052 |
+1,052 |
$150 | | TGT | 1,052 | +1,052 | $150 | | ISHARES RUSSELL 2000 ETF (IWM) |
751 |
+751 |
$148 | | IWM | 751 | +751 | $148 | | ISHARES RUSSELL 1000 GROWTH ETF (IWF) |
466 |
+466 |
$147 | | IWF | 466 | +466 | $147 | | VANGUARD FTSE EMERGING MARKETS ETF (VWO) |
3,426 |
+3,426 |
$138 | | VWO | 3,426 | +3,426 | $138 | | VANGUARD INFORMATION TECHNOLOGY ETF (VGT) |
251 |
+251 |
$128 | | VGT | 251 | +251 | $128 | | UNIVERSAL HLTH SVCS CLASS B |
800 |
+800 |
$127 | | UHS | 800 | +800 | $127 | | PACER TRENDPILOT US LARGE CAP ETF (PTLC) |
2,795 |
+2,795 |
$124 | | PTLC | 2,795 | +2,795 | $124 | | AMERICAN EXPRESS CO |
600 |
+600 |
$123 | | AXP | 600 | +600 | $123 | | IBM CORP |
753 |
+753 |
$123 | | IBM | 753 | +753 | $123 | | VANGUARD TOTAL STOCK MARKET ETF (VTI) |
494 |
+494 |
$120 | | VTI | 494 | +494 | $120 | | ISHARES RUSSELL MID CAP VALUE ETF (IWS) |
990 |
+990 |
$114 | | IWS | 990 | +990 | $114 | | MARRIOTT INTL INC CLASS A |
471 |
+471 |
$114 | | MAR | 471 | +471 | $114 | | ISHARES 7 10 YEAR TREASURY BOND ETF (IEF) |
1,179 |
+1,179 |
$112 | | IEF | 1,179 | +1,179 | $112 | | ISHARES S&P 500 VALUE ETF (IVE) |
634 |
+634 |
$111 | | IVE | 634 | +634 | $111 | | SPDR DOW JONES INDUSTRIAL AVRG ETF (DIA) |
289 |
+289 |
$110 | | DIA | 289 | +289 | $110 | | FIDELITY ENHNCD LRGE CP CRE ETF (FELC) |
3,992 |
+3,992 |
$109 | | FELC | 3,992 | +3,992 | $109 | | BANK OF NY MELLON CO |
1,888 |
+1,888 |
$105 | | BK | 1,888 | +1,888 | $105 | | GOLDMAN SACHS ACCES TREAS 0 1 YR ETF (GBIL) |
1,020 |
+1,020 |
$102 | | GBIL | 1,020 | +1,020 | $102 | | ISHARES CORE S&P SMALL CAP ETF (IJR) |
905 |
+905 |
$96 | | IJR | 905 | +905 | $96 | | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS |
832 |
+832 |
$89 | | NVS | 832 | +832 | $89 | | L3HARRIS TECHNOLOGIES IN |
405 |
+405 |
$85 | | LHX | 405 | +405 | $85 | | EXXON MOBIL CORP |
818 |
+818 |
$83 | | XOM | 818 | +818 | $83 | | UNITEDHEALTH GRP INC |
160 |
+160 |
$80 | | UNH | 160 | +160 | $80 | | COMCAST CORP CLASS A |
1,709 |
+1,709 |
$79 | | CMCSA | 1,709 | +1,709 | $79 | | SCHWAB FUNDAMENTAL US LARGE CO ETF (FNDX) |
1,214 |
+1,214 |
$76 | | FNDX | 1,214 | +1,214 | $76 | | STARBUCKS CORP |
813 |
+813 |
$75 | | SBUX | 813 | +813 | $75 | | VISA INC CLASS A |
275 |
+275 |
$74 | | V | 275 | +275 | $74 | | VERIZON COMMUNICATN |
1,955 |
+1,955 |
$74 | | VZ | 1,955 | +1,955 | $74 | | MCDONALDS CORP |
247 |
+247 |
$73 | | MCD | 247 | +247 | $73 | | VANGUARD MEGA CAP GROWTHETF (MGK) |
267 |
+267 |
$73 | | MGK | 267 | +267 | $73 | | MERCK & CO. INC. |
600 |
+600 |
$72 | | MRK | 600 | +600 | $72 | | PUB SVC ENTERPISE GP |
1,257 |
+1,257 |
$72 | | PEG | 1,257 | +1,257 | $72 | | PROGRESSIVE CO OHIO |
436 |
+436 |
$69 | | PGR | 436 | +436 | $69 | | CHEVRON CORP |
444 |
+444 |
$66 | | CVX | 444 | +444 | $66 | | PACER TRENDPILOT 100 ETF (PTNQ) |
921 |
+921 |
$62 | | PTNQ | 921 | +921 | $62 | | BIOGEN INC |
247 |
+247 |
$61 | | BIIB | 247 | +247 | $61 | | CATERPILLAR INC |
200 |
+200 |
$61 | | CAT | 200 | +200 | $61 | | PAYPAL HOLDINGS INCORPOR |
976 |
+976 |
$60 | | PYPL | 976 | +976 | $60 | | COSTCO WHOLESALE CO |
87 |
+87 |
$59 | | COST | 87 | +87 | $59 | | TESLA INC |
239 |
+239 |
$59 | | TSLA | 239 | +239 | $59 | | ISHARES MSCI EMERGING MARKETS ETF (EEM) |
1,430 |
+1,430 |
$56 | | EEM | 1,430 | +1,430 | $56 | | NEXTERA ENERGY INC |
916 |
+916 |
$54 | | NEE | 916 | +916 | $54 | | PHILIP MORRIS INTL |
577 |
+577 |
$53 | | PM | 577 | +577 | $53 | | PACER TRENDPILOTTM EUROPEAN ETF (PTEU) |
2,140 |
+2,140 |
$53 | | PTEU | 2,140 | +2,140 | $53 | | A T & T INC |
3,042 |
+3,042 |
$53 | | T | 3,042 | +3,042 | $53 | | PACER TRENDPILOT US MID CAP ETF (PTMC) |
1,476 |
+1,476 |
$48 | | PTMC | 1,476 | +1,476 | $48 | | ISHARES CORE S&P MID CAPETF (IJH) |
171 |
+171 |
$47 | | IJH | 171 | +171 | $47 | | META PLATFORMS INC CLASS A |
134 |
+134 |
$47 | | META | 134 | +134 | $47 | | PFIZER INC |
1,690 |
+1,690 |
$46 | | PFE | 1,690 | +1,690 | $46 | | BANK OF AMERICA CORP |
1,351 |
+1,351 |
$45 | | BAC | 1,351 | +1,351 | $45 | | TRACTOR SUPPLY COMP |
200 |
+200 |
$45 | | TSCO | 200 | +200 | $45 | | TEXAS INSTRUMENTS |
270 |
+270 |
$45 | | TXN | 270 | +270 | $45 | | ISHARES ASIA 50 ETF (AIA) |
730 |
+730 |
$41 | | AIA | 730 | +730 | $41 | | CSX CORP |
1,050 |
+1,050 |
$37 | | CSX | 1,050 | +1,050 | $37 | | EBAY INC |
800 |
+800 |
$34 | | EBAY | 800 | +800 | $34 | | KIMBERLY CLARK CORP |
280 |
+280 |
$34 | | KMB | 280 | +280 | $34 | | MONOLITHIC POWER SYS |
55 |
+55 |
$34 | | MPWR | 55 | +55 | $34 | | REPUBLIC SERVICES |
200 |
+200 |
$34 | | RSG | 200 | +200 | $34 | | COLGATE PALMOLIVE CO |
400 |
+400 |
$33 | | CL | 400 | +400 | $33 | | ISHARES RUSSELL MID CAP GROWTH ETF (IWP) |
308 |
+308 |
$32 | | IWP | 308 | +308 | $32 | | THE COCA COLA CO |
539 |
+539 |
$32 | | KO | 539 | +539 | $32 | | ADVANCED MICRO DEVICE IN |
210 |
+210 |
$31 | | AMD | 210 | +210 | $31 | | TRUIST FINL CORP |
816 |
+816 |
$31 | | TFC | 816 | +816 | $31 | | UNITED BANKSHRS INC |
839 |
+839 |
$31 | | UBSI | 839 | +839 | $31 | | DUPONT DE NEMOURS INC IA |
391 |
+391 |
$30 | | DD | 391 | +391 | $30 | | AGREE REALTY CORP REIT |
475 |
+475 |
$28 | | ADC | 475 | +475 | $28 | | ISHARES CORE S&P 500 ETF (IVV) |
56 |
+56 |
$28 | | IVV | 56 | +56 | $28 | | VANGUARD INDUSTRIALS ETF (VIS) |
128 |
+128 |
$28 | | VIS | 128 | +128 | $28 | | ADOBE INC |
44 |
+44 |
$27 | | ADBE | 44 | +44 | $27 | | ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS |
400 |
+400 |
$27 | | AZN | 400 | +400 | $27 | | VANGUARD GROWTH ETF (VUG) |
83 |
+83 |
$27 | | VUG | 83 | +83 | $27 | | W R BERKLEY CORP |
387 |
+387 |
$27 | | WRB | 387 | +387 | $27 | | FEDEX CORP |
100 |
+100 |
$25 | | FDX | 100 | +100 | $25 | | INVSC S P 500 PURE GROWTH ETF (RPG) |
725 |
+725 |
$24 | | RPG | 725 | +725 | $24 | | DANAHER CORP |
96 |
+96 |
$23 | | DHR | 96 | +96 | $23 | | THERMO FISHER SCNTFC |
42 |
+42 |
$23 | | TMO | 42 | +42 | $23 | | ENERGY SELECT SECTOR SPDR ETF (XLE) |
278 |
+278 |
$23 | | XLE | 278 | +278 | $23 | | SELECT SECTOR UTI SELECTSPDR ETF (XLU) |
369 |
+369 |
$23 | | XLU | 369 | +369 | $23 | | CORTEVA INC |
479 |
+479 |
$22 | | CTVA | 479 | +479 | $22 | | FAIR ISAAC INTL CORP |
18 |
+18 |
$22 | | FICO | 18 | +18 | $22 | | DOW INC |
390 |
+390 |
$21 | | DOW | 390 | +390 | $21 | | CONSTELLATION ENERGY COR |
166 |
+166 |
$20 | | CEG | 166 | +166 | $20 | | NOVO NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHS |
174 |
+174 |
$19 | | NVO | 174 | +174 | $19 | | INTUIT INC |
28 |
+28 |
$18 | | INTU | 28 | +28 | $18 | | LOEWS CORP |
240 |
+240 |
$18 | | L | 240 | +240 | $18 | | MASTERCARD INC CLASS A |
40 |
+40 |
$18 | | MA | 40 | +40 | $18 | | RTX CORP |
200 |
+200 |
$18 | | RTX | 200 | +200 | $18 | | BRISTOL MYERS SQUIBB |
344 |
+344 |
$17 | | BMY | 344 | +344 | $17 | | EXELON CORP |
500 |
+500 |
$17 | | EXC | 500 | +500 | $17 | | MEDTRONIC PLC F |
200 |
+200 |
$17 | | MDT | 200 | +200 | $17 | | ALTRIA GROUP INC |
415 |
+415 |
$17 | | MO | 415 | +415 | $17 | | INVSC SP 500 EQUAL WEIGHT TECH ETF (RSPT) |
500 |
+500 |
$17 | | RSPT | 500 | +500 | $17 | | ZOETIS INC CLASS A |
85 |
+85 |
$16 | | ZTS | 85 | +85 | $16 | | CROWN CASTLE INC REIT |
141 |
+141 |
$15 | | CCI | 141 | +141 | $15 | | CDW CORP |
67 |
+67 |
$15 | | CDW | 67 | +67 | $15 | | WASTE MANAGEMENT INC |
75 |
+75 |
$14 | | WM | 75 | +75 | $14 | | LGI HOMES INC |
95 |
+95 |
$13 | | LGIH | 95 | +95 | $13 | | CHEMOURS CO |
379 |
+379 |
$12 | | CC | 379 | +379 | $12 | | DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHS |
82 |
+82 |
$12 | | DEO | 82 | +82 | $12 | | SCHWAB FUNDA EMG MKTS LARGE COM ETF (FNDE) |
452 |
+452 |
$12 | | FNDE | 452 | +452 | $12 | | ISHARES S&P 500 GROWTH ETF (IVW) |
149 |
+149 |
$12 | | IVW | 149 | +149 | $12 | | SCHWAB US SMALL CAP ETF (SCHA) |
262 |
+262 |
$12 | | SCHA | 262 | +262 | $12 | | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) |
262 |
+262 |
$12 | | VEA | 262 | +262 | $12 | | SELECT STR FINANCIAL SELECT SPDR ETF (XLF) |
300 |
+300 |
$12 | | XLF | 300 | +300 | $12 | | ACCENTURE PLC FCLASS A |
30 |
+30 |
$11 | | ACN | 30 | +30 | $11 | | CARRIER GLOBAL CORP |
200 |
+200 |
$11 | | CARR | 200 | +200 | $11 | | CARLISLE CO |
37 |
+37 |
$11 | | CSL | 37 | +37 | $11 | | WISDOMTREE US HIGH DIVIDEND ETF (DHS) |
130 |
+130 |
$11 | | DHS | 130 | +130 | $11 | | SCHWAB FUNDAMENTAL US SMALL COM ETF (FNDA) |
194 |
+194 |
$11 | | FNDA | 194 | +194 | $11 | | IDEX CORP |
53 |
+53 |
$11 | | IEX | 53 | +53 | $11 | | VERISK ANALYTICS INC CLASS A |
45 |
+45 |
$11 | | VRSK | 45 | +45 | $11 | | COPART INC |
216 |
+216 |
$10 | | CPRT | 216 | +216 | $10 | | GARTNER INC |
22 |
+22 |
$10 | | IT | 22 | +22 | $10 | | ISHARES US FINANCIALS ETF (IYF) |
120 |
+120 |
$10 | | IYF | 120 | +120 | $10 | | VANGUARD MEGA CAP VALUE ETF (MGV) |
88 |
+88 |
$10 | | MGV | 88 | +88 | $10 | | SPDR PORTFOLIO TIPS ETF (SPIP) |
393 |
+393 |
$10 | | SPIP | 393 | +393 | $10 | | WELLS FARGO & CO |
200 |
+200 |
$10 | | WFC | 200 | +200 | $10 | | ALIGN TECHNOLOGY INC |
35 |
+35 |
$9 | | ALGN | 35 | +35 | $9 | | ANSYS INC |
27 |
+27 |
$9 | | ANSS | 27 | +27 | $9 | | SCHWAB FUNDAMENTAL INL LARGE COM ETF (FNDF) |
283 |
+283 |
$9 | | FNDF | 283 | +283 | $9 | | GOLDMAN SACHS GROUP |
25 |
+25 |
$9 | | GS | 25 | +25 | $9 | | OTIS WORLDWIDE CORP |
100 |
+100 |
$9 | | OTIS | 100 | +100 | $9 | | CHECK PT SOFTWARE F |
51 |
+51 |
$8 | | CHKP | 51 | +51 | $8 | | CANADIAN PACIFIC KANSA F |
100 |
+100 |
$8 | | CP | 100 | +100 | $8 | | J B HUNT TRANSPORT |
40 |
+40 |
$8 | | JBHT | 40 | +40 | $8 | | REALTY INCOME CORP REIT |
143 |
+143 |
$8 | | O | 143 | +143 | $8 | | HEALTHPEAK PPTYS INC REIT |
400 |
+400 |
$8 | | PEAK | 400 | +400 | $8 | | VANGUARD FTSE EUROPE ETF (VGK) |
130 |
+130 |
$8 | | VGK | 130 | +130 | $8 | | VANGUARD REAL ESTATE ETF (VNQ) |
92 |
+92 |
$8 | | VNQ | 92 | +92 | $8 | | WARNER BROTHERS DISCOVER |
735 |
+735 |
$8 | | WBD | 735 | +735 | $8 | | ESSENT GROUP LTD F |
132 |
+132 |
$7 | | ESNT | 132 | +132 | $7 | | SCHWAB FUNDAMENTAL INTL SMAL COM ETF (FNDC) |
197 |
+197 |
$7 | | FNDC | 197 | +197 | $7 | | SHOPIFY INC FCLASS A |
80 |
+80 |
$7 | | SHOP | 80 | +80 | $7 | | TRANSUNION |
99 |
+99 |
$7 | | TRU | 99 | +99 | $7 | | ZIONS BANCORP N A |
150 |
+150 |
$7 | | ZION | 150 | +150 | $7 | | AMER ELECTRIC PWR CO |
77 |
+77 |
$6 | | AEP | 77 | +77 | $6 | | MFS MUNICIPAL INCOME CF |
1,129 |
+1,129 |
$6 | | MFM | 1,129 | +1,129 | $6 | | MORNINGSTAR INC |
20 |
+20 |
$6 | | MORN | 20 | +20 | $6 | | INVSC S P 500 PURE VALUEETF |
73 |
+73 |
$6 | | RPV | 73 | +73 | $6 | | SYSCO CORP |
75 |
+75 |
$6 | | SYY | 75 | +75 | $6 | | TELEFLEX INCORPORATE |
24 |
+24 |
$6 | | TFX | 24 | +24 | $6 | | ISHARES MSCI USA MIN VOLFCTR ETF (USMV) |
71 |
+71 |
$6 | | USMV | 71 | +71 | $6 | | AERCAP HOLDINGS NV F |
67 |
+67 |
$5 | | AER | 67 | +67 | $5 | | APTARGROUP INC |
40 |
+40 |
$5 | | ATR | 40 | +40 | $5 | | ISHARES MSCI EAF MIN VOLFCT ETF (EFAV) |
75 |
+75 |
$5 | | EFAV | 75 | +75 | $5 | | ESTEE LAUDERCO INC CLASS A |
33 |
+33 |
$5 | | EL | 33 | +33 | $5 | | FACTSET RESEARCH SYS |
11 |
+11 |
$5 | | FDS | 11 | +11 | $5 | | FIDELITY NATL INFO |
77 |
+77 |
$5 | | FIS | 77 | +77 | $5 | | GRACO INC |
54 |
+54 |
$5 | | GGG | 54 | +54 | $5 | | ISHARES CORE MSCI EMERGING ETF (IEMG) |
96 |
+96 |
$5 | | IEMG | 96 | +96 | $5 | | NICE LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS |
23 |
+23 |
$5 | | NICE | 23 | +23 | $5 | | PINNACLE WEST CAP |
75 |
+75 |
$5 | | PNW | 75 | +75 | $5 | | S E I INVESTMENTS CO |
75 |
+75 |
$5 | | SEIC | 75 | +75 | $5 | | BIO TECHNE CORP |
72 |
+72 |
$5 | | TECH | 72 | +72 | $5 | | TE CONNECTIVITY LTD F |
33 |
+33 |
$5 | | TEL | 33 | +33 | $5 | | WEX INC |
24 |
+24 |
$5 | | WEX | 24 | +24 | $5 | | BOOKING HOLDINGS INC |
1 |
+1 |
$4 | | BKNG | 1 | +1 | $4 | | CHEMED CORP |
6 |
+6 |
$4 | | CHE | 6 | +6 | $4 | | WISDOMTREE EMRG MRKT HG DIV ETF (DEM) |
100 |
+100 |
$4 | | DEM | 100 | +100 | $4 | | DISCOVER FINL S |
33 |
+33 |
$4 | | DFS | 33 | +33 | $4 | | DNP SELECT INCOME CF |
460 |
+460 |
$4 | | DNP | 460 | +460 | $4 | | SPDR GOLD SHARES ETF (GLD) |
21 |
+21 |
$4 | | GLD | 21 | +21 | $4 | | MARKEL GROUP INC |
3 |
+3 |
$4 | | MKL | 3 | +3 | $4 | | NXP SEMICONDUCTORS F |
17 |
+17 |
$4 | | NXPI | 17 | +17 | $4 | | QIAGEN N V F |
90 |
+90 |
$4 | | QGEN | 90 | +90 | $4 | | SEMPRA |
54 |
+54 |
$4 | | SRE | 54 | +54 | $4 | | MARRIOTT VACATIONS |
45 |
+45 |
$4 | | VAC | 45 | +45 | $4 | | ACUITY BRANDS INC |
17 |
+17 |
$3 | | AYI | 17 | +17 | $3 | | BIO RAD LABS INC CLASS A |
10 |
+10 |
$3 | | BIO | 10 | +10 | $3 | | CONSOLIDATED EDISON |
36 |
+36 |
$3 | | ED | 36 | +36 | $3 | | ENBRIDGE INC F |
80 |
+80 |
$3 | | ENB | 80 | +80 | $3 | | FORTIVE CORP DISC |
43 |
+43 |
$3 | | FTV | 43 | +43 | $3 | | HENRY JACK & ASSOC |
19 |
+19 |
$3 | | JKHY | 19 | +19 | $3 | | MAGNA INTL INC F |
53 |
+53 |
$3 | | MGA | 53 | +53 | $3 | | POTLATCH CORP REIT |
58 |
+58 |
$3 | | PCH | 58 | +58 | $3 | | PRUDENTIAL FINL |
32 |
+32 |
$3 | | PRU | 32 | +32 | $3 | | RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS |
43 |
+43 |
$3 | | RIO | 43 | +43 | $3 | | INVESCO S P MIDCAP 400 REVENUE ETF (RWK) |
32 |
+32 |
$3 | | RWK | 32 | +32 | $3 | | TELEDYNE TECHNOLOGIE |
8 |
+8 |
$3 | | TDY | 8 | +8 | $3 | | UBER TECHNOLOGIES INC |
38 |
+38 |
$3 | | UBER | 38 | +38 | $3 | | VGRD FTSE ALL WRLD EX USSML CAP ETF (VSS) |
31 |
+31 |
$3 | | VSS | 31 | +31 | $3 | | AON PLC FCLASS A |
7 |
+7 |
$2 | | AON | 7 | +7 | $2 | | COLUMBIA SPORTSWEAR |
31 |
+31 |
$2 | | COLM | 31 | +31 | $2 | | GILEAD SCIENCES INC |
27 |
+27 |
$2 | | GILD | 27 | +27 | $2 | | ISHARES US FINANCIAL SERVICES ETF (IYG) |
12 |
+12 |
$2 | | IYG | 12 | +12 | $2 | | KYNDRYL HLDGS INC |
95 |
+95 |
$2 | | KD | 95 | +95 | $2 | | LINDE PLC F |
53 |
+53 |
$2 | | LI | 53 | +53 | $2 | | MASIMO CORP |
15 |
+15 |
$2 | | MASI | 15 | +15 | $2 | | NETFLIX INC |
4 |
+4 |
$2 | | NFLX | 4 | +4 | $2 | | INVESCO FTSE RAFI US 1000 ETF (PRF) |
60 |
+60 |
$2 | | PRF | 60 | +60 | $2 | | CHARLES SCHWAB US REIT ETF (SCHH) |
90 |
+90 |
$2 | | SCHH | 90 | +90 | $2 | | VERALTO CORP |
32 |
+32 |
$2 | | VLTO | 32 | +32 | $2 | | VIATRIS INC |
151 |
+151 |
$2 | | VTRS | 151 | +151 | $2 | | VANGUARD HIGH DIVIDEND YIELD ETF (VYM) |
14 |
+14 |
$2 | | VYM | 14 | +14 | $2 | | WABTEC |
17 |
+17 |
$2 | | WAB | 17 | +17 | $2 | | YANDEX N V FCLASS A |
89 |
+89 |
$2 | | YNDX | 89 | +89 | $2 | | ISHARES MSCI GLOBAL MIN VOL FCT ETF (ACWV) |
13 |
+13 |
$1 | | ACWV | 13 | +13 | $1 | | EXACT SCIENCES CORPORATI |
11 |
+11 |
$1 | | EXAS | 11 | +11 | $1 | | HAWAIIAN ELEC INDUST |
100 |
+100 |
$1 | | HE | 100 | +100 | $1 | | NIKOLA CORP |
1,700 |
+1,700 |
$1 | | NKLA | 1,700 | +1,700 | $1 | | PARAMOUNT GLOBAL CLASS B |
103 |
+103 |
$1 | | PARA | 103 | +103 | $1 | | PIMCO HIGH INCOME CF |
160 |
+160 |
$1 | | PHK | 160 | +160 | $1 | | RINGCENTRAL INC CLASS A |
18 |
+18 |
$1 | | RNG | 18 | +18 | $1 | | SALLY BEAUTY HOLDING |
110 |
+110 |
$1 | | SBH | 110 | +110 | $1 | | J M SMUCKER CO |
11 |
+11 |
$1 | | SJM | 11 | +11 | $1 | | ISHARES BROAD USD HG YLDCRP BND ETF (USHY) |
40 |
+40 |
$1 | | USHY | 40 | +40 | $1 | | VANGUARD SMALL CAP GROWTH ETF (VBK) |
6 |
+6 |
$1 | | VBK | 6 | +6 | $1 | | VONTIER CORP |
17 |
+17 |
$1 | | VNT | 17 | +17 | $1 | | ANI PHARMACEUTICALS |
1 |
+1 |
<$1 | | ANIP | 1 | +1 | $0 | | AVID BIOSERVICES INC |
29 |
+29 |
<$1 | | CDMO | 29 | +29 | $0 | | HARTFORD FINL SVC GP |
1 |
+1 |
<$1 | | HIG | 1 | +1 | $0 | | INOGEN INC |
13 |
+13 |
<$1 | | INGN | 13 | +13 | $0 | | 3M CO |
95 |
+95 |
$0 | | MMM | 95 | +95 | $0 |
See Summary: Kiely Wealth Advisory Group Inc. Top Holdings
See Details: Top 10 Stocks Held By Kiely Wealth Advisory Group Inc.
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