KW
| |
Kiely Wealth Advisory Group, Inc.13F | |
| Kiely Wealth Advisory Group, Inc. | |
| Last update 2025-02-12 | 313 Stocks (4 new) |
| Value $155.00 Mil | Turnover 4 % |
Kiely Wealth Advisory Group, I... Top Holdings of 2024-12-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 872,130 | 43,964.1 | -9.09% | 28.280 | -2.78% | 0.250 | +1.15% | +2.42% | 18,858.3 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 124,414 | 22,485.3 | -2.48% | 14.470 | -0.37% | 0.030 | +14.13% | +7.91% | 75,230.7 | ||
VO | Vanguard Mid-Cap ETF | 48,769 | 13,555.2 | -2.29% | 8.720 | -0.20% | 0.020 | +15.88% | +9.89% | 80,725.0 | ||
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 198,104 | 10,016.1 | -10.25% | 6.440 | -0.72% | 0.150 | +1.11% | +2.43% | 6,736.0 | ||
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 182,476 | 7,850.1 | +14.53% | 5.050 | +0.64% | 0.120 | +4.37% | +4.77% | 6,891.2 | ||
VOO | Vanguard S&P 500 ETF | 13,988 | 7,779.6 | +4.28% | 5.010 | +0.21% | 0.000 | +18.82% | +8.89% | 663,622.4 | ||
BSV | Vanguard Short-Term Bond ETF | 87,702 | 6,782.9 | +14.01% | 4.360 | +0.54% | 0.020 | +1.30% | +3.38% | 38,425.6 | ||
VTWO | Vanguard Russell 2000 Index Fund | 53,516 | 4,913.3 | -10.93% | 3.160 | -0.40% | 0.040 | +19.65% | +3.24% | 12,198.4 | ||
MSFT | Microsoft Corp | 5,970 | 2,460.9 | -1.97% | 1.580 | -0.03% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
QQQ | INVESCO QQQ Trust | 4,968 | 2,211.5 | +16.26% | 1.420 | +0.20% | 0.000 | +24.17% | +10.57% | 359,485.3 |
Kiely Wealth Advisory Group, Inc.'s Historical Top Holdings Breakdowns
Kiely Wealth Advisory Group, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2024-12-31 | Reduce Reduce | -2.78% | 50.24 ($50.34) 50.46 | $50.46 | 0.24% | Reduce -9.09% | 872,130 | -87,169 | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 2024-12-31 | Add Add | +0.87% | 58.02 ($58.35) 58.86 | $58.57 | 0.38% | Add 1171.92% | 25,184 | 23,204 | |
DON |
WisdomTree U.S. MidCap Dividend Fund
WisdomTree U.S. MidCap Dividend Fund
| 2024-12-31 | Add Add | +0.74% | 50.53 ($52.47) 55.55 | $51.80 | -1.28% | Add 322.5% | 29,296 | 22,362 | |
TFLO |
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
| 2024-12-31 | Reduce Reduce | -0.72% | 50.37 ($50.51) 50.63 | $50.61 | 0.20% | Reduce -10.25% | 198,104 | -22,616 | |
SHYG |
iShares 0-5 Year High Yield Corporate Bond ETF
iShares 0-5 Year High Yield Corporate Bond ETF
| 2024-12-31 | Add Add | +0.64% | 42.33 ($42.98) 43.3 | $43.07 | 0.21% | Add 14.53% | 182,476 | 23,153 | |
BSV | Vanguard Short-Term Bond ETF | 2024-12-31 | Add Add | +0.54% | 77.02 ($77.6) 78.56 | $78.40 | 1.03% | Add 14.01% | 87,702 | 10,777 | |
VTWO | Vanguard Russell 2000 Index Fund | 2024-12-31 | Reduce Reduce | -0.40% | 87.42 ($92.32) 98.06 | $91.68 | -0.69% | Reduce -10.93% | 53,516 | -6,568 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2024-12-31 | Reduce Reduce | -0.37% | 174.22 ($180.84) 187.62 | $187.43 | 3.64% | Reduce -2.48% | 124,414 | -3,160 | |
VOO | Vanguard S&P 500 ETF | 2024-12-31 | Add Add | +0.21% | 521.84 ($541.94) 558.82 | $582.86 | 7.55% | Add 4.28% | 13,988 | 574 | |
QQQ | INVESCO QQQ Trust | 2024-12-31 | Add Add | +0.20% | 481.59 ($506.19) 538.17 | $563.81 | 11.38% | Add 16.26% | 4,968 | 695 |
Kiely Wealth Advisory Group, Inc. Total Holding History ($B)
Kiely Wealth Advisory Group, Inc.'s Asset Allocation
Kiely Wealth Advisory Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Kiely Wealth Advisory Group, Inc.'s Hypothetical Growth since 2024-12-31
Kiely Wealth Advisory Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Kiely Wealth Advisory Group, Inc.'s Holdings Heat Map
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Kiely Wealth Advisory Group, Inc.'s Holdings Bubble Chart
Kiely Wealth Advisory Group, Inc. News
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