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 %
Countries:
Top Holdings: USFR(28.28%)RSP(14.47%)VO(8.72%)TFLO(6.44%)SHYG(5.05%)
Summary Stock Picks Current Portfolio
Kiely Wealth Advisory Group, I... Top Holdings of 2024-12-31 View Full List
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%
+2.29%
18,556.1
 
RSP
Invesco S&P 500 Equal Weight ETF
124,414
22,485.3
-2.48%
14.470
-0.37%
0.030
+14.29%
+6.18%
73,004.5
 
VO
Vanguard Mid-Cap ETF
48,769
13,555.2
-2.29%
8.720
-0.20%
0.020
+16.29%
+7.74%
79,383.2
 
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%
+2.30%
6,824.4
 
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
+5.42%
+4.11%
6,527.5
 
VOO
Vanguard S&P 500 ETF
13,988
7,779.6
+4.28%
5.010
+0.21%
0.000
+17.21%
+7.08%
654,655.2
 
BSV
Vanguard Short-Term Bond ETF
87,702
6,782.9
+14.01%
4.360
+0.54%
0.020
+1.58%
+3.15%
38,396.2
 
VTWO
Vanguard Russell 2000 Index Fund
53,516
4,913.3
-10.93%
3.160
-0.40%
0.040
+20.66%
+0.88%
11,878.1
 
MSFT
Microsoft Corp
5,970
2,460.9
-1.97%
1.580
-0.03%
0.000
+29.81%
+19.87%
3,740,948.0
Software
QQQ
INVESCO QQQ Trust
4,968
2,211.5
+16.26%
1.420
+0.20%
0.000
+22.10%
+8.69%
355,935.0
 

Kiely Wealth Advisory Group, Inc.'s Historical Top Holdings Breakdowns

Kiely Wealth Advisory Group, Inc.'s Top Stock Picks View Full List
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
$50.40
0.12%
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
$58.49
0.24%
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
$51.34
-2.15%
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
$50.55
0.08%
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
$42.80
-0.42%
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
$78.22
0.80%
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
$89.59
-2.96%
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
$184.42
1.98%
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
$573.22
5.77%
Add 4.28%
13,988
574
QQQ
INVESCO QQQ Trust
2024-12-31
Add
Add
+0.20%
●
481.59 ($506.19) 538.17
$554.20
9.48%
Add 16.26%
4,968
695

Kiely Wealth Advisory Group, Inc. Total Holding History ($B)

To

Kiely Wealth Advisory Group, Inc.'s Asset Allocation

To

Kiely Wealth Advisory Group, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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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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