Kiely Wealth Advisory Group, Inc. 13F Holdings · last filed Q4 2024
Kiely Wealth Advisory Group, Inc. reported 312 securities worth $155.43M in its SEC 13F filing for Q4 2024 (period ended 2024-12-31). Top holdings: USFR (28.28%), RSP (14.47%), VO (8.72%). Among its top 25 positions this quarter: 11 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | USFR | WISDOMTREE FLOATING RATETREASRY ETF | $44.0M | 28.28% | 872,130 | Trimmed |
| 2 | RSP | INVSC S P 500 EQUAL WEIGHT ETF IV | $22.5M | 14.47% | 124,414 | Trimmed |
| 3 | VO | VANGUARD MID CAP ETF | $13.6M | 8.72% | 48,769 | Trimmed |
| 4 | TFLO | ISHARES TREASURY FLOATNGRATE BD ETF | $10.0M | 6.44% | 198,104 | Trimmed |
| 5 | SHYG | ISHARES HIGH YIELD CORPORAT BOND ETF | $7.9M | 5.05% | 182,476 | Added |
| 6 | VOO | VANGUARD S&P 500 ETF | $7.8M | 5.01% | 13,988 | Added |
| 7 | BSV | VANGUARD SHORT-TERM BONDETF | $6.8M | 4.36% | 87,702 | Added |
| 8 | VTWO | VANGUARD RUSSELL 2000 ETF | $4.9M | 3.16% | 53,516 | Trimmed |
| 9 | MSFT | MICROSOFT CORP | $2.5M | 1.58% | 5,970 | Trimmed |
| 10 | QQQ | PACER TRENDPILOT 100 ETF | $2.2M | 1.42% | 4,968 | Added |
| 11 | VOOV | VANGUARD S&P 500 VALUE ETF | $2.2M | 1.41% | 11,640 | Trimmed |
| 12 | DON | WISDOMTREE US MIDCAP DIVIDEND ETF | $1.5M | 0.97% | 29,296 | Added |
| 13 | VGSH | VANGUARD SHORT TERM TREASURY ETF | $1.5M | 0.94% | 25,184 | Added |
| 14 | AMZN | AMAZON.COM INC | $1.3M | 0.82% | 5,500 | Hold |
| 15 | BRKB | BERKSHIRE HATHAWAY CLASS B | $924,354 | 0.59% | 1,966 | Hold |
| 16 | TSM | TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | $686,235 | 0.44% | 3,300 | Hold |
| 17 | VOT | VANGUARD MID CAP GROWTH ETF | $656,653 | 0.42% | 2,371 | Added |
| 18 | JPM | JPMORGAN CHASE & CO | $590,494 | 0.38% | 2,179 | Hold |
| 19 | VOE | VANGUARD MID CAP VALUE ETF | $596,721 | 0.38% | 3,613 | Trimmed |
| 20 | AZO | AUTOZONE INC | $565,546 | 0.36% | 165 | Hold |
| 21 | VBR | VANGUARD SMALL CAP VALUEETF | $558,226 | 0.36% | 2,746 | Added |
| 22 | MTUM | ISHARES MSCI USA MOMNTUMFCT ETF | $540,130 | 0.35% | 2,379 | Added |
| 23 | VB | VANGUARD SMALL CAP ETF | $537,374 | 0.35% | 2,165 | Added |
| 24 | AAPL | APPLE INC | $535,660 | 0.34% | 2,353 | Hold |
| 25 | DFAC | DIMENSIONAL U S CORE EQUITY 2 ETF | $486,795 | 0.31% | 13,617 | Added |
Source: SEC Form 13F filings · as of 2024-12-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR