Institutions / Kiely Wealth Advisory Group, Inc.
Kiely Wealth Advisory Group, Inc.
CIK 2005660 · Institution · as of Dec 31, 2024
Portfolio value
$155.43M
Positions
313
As of
Dec 31, 2024
Portfolio trend
Portfolio value
$155.43M-1.5%Positions
313+0.0%Holdings
Dec 31, 2024View all 313 →
| Company | Value | % of portfolio |
|---|---|---|
| WisdomTree Floating Ratetreasry ETFUSFR | $43.96M | 28.3% |
| Invsc S P 500 Equal Weight ETF IVRSP | $22.49M | 14.5% |
| Vanguard Mid Cap ETFVO | $13.56M | 8.7% |
| iShares Treasury Floatngrate Bd ETFTFLO | $10.02M | 6.4% |
| iShares High Yield Corporat Bond ETFSHYG | $7.85M | 5.1% |
| Vanguard S&P 500 ETFVOO | $7.78M | 5.0% |
| Vanguard Short-Term BondetfBSV | $6.78M | 4.4% |
| Vanguard Russell 2000 ETFVTWO | $4.91M | 3.2% |
| Microsoft CorpMSFT | $2.46M | 1.6% |
| Pacer Trendpilot 100 ETFQQQ | $2.21M | 1.4% |
| Vanguard S&P 500 Value ETFVOOV | $2.20M | 1.4% |
| WisdomTree US Midcap Dividend ETFDON | $1.51M | 1.0% |
| Vanguard Short Term Treasury ETFVGSH | $1.47M | 0.9% |
| Amazon Com IncAMZN | $1.28M | 0.8% |
| Berkshire Hathaway IncBRK-A | $924.4K | 0.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $686.2K | 0.4% |
| Vanguard Mid Cap Growth ETFVOT | $656.7K | 0.4% |
| Vanguard Mid Cap Value ETFVOE | $596.7K | 0.4% |
| JPMorgan Chase & CoJPM | $590.5K | 0.4% |
| Autozone IncAZO | $565.5K | 0.4% |
| Vanguard Small Cap ValueetfVBR | $558.2K | 0.4% |
| iSHARES TRUST | $540.1K | 0.3% |
| Vanguard Small Cap ETFVB | $537.4K | 0.3% |
| Apple IncAAPL | $535.7K | 0.3% |
| Dimensional U S Core Equity 2 ETFDFAC | $486.8K | 0.3% |
Activity
Dec 31, 2024View full history →
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q3 2024 as of | Trim Other (per filing) | USFR Usfr | $-35.32M | -702K -42.24% | 959,299 31.07% of portfolio | medium |
| Q3 2024 as of | Trim Other (per filing) | TFLO Tflo | $-10.54M | -209K -48.60% | 220,720 7.17% of portfolio | medium |
| Q3 2024 as of | New Other (per filing) | SHYG Shyg | $6.86M | +159K | 159,323 4.41% of portfolio | medium |
| Q3 2024 as of | New Other (per filing) | BSV Bsv |