Kiely Wealth Advisory Group, Inc. Portfolio Holdings

Kiely Wealth Advisory Group, Inc.

  • $181 Billion
  • Q2 2024

Kiely Wealth Advisory Group, Inc. has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 302 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $83.6B, Invesco S&P 500 Equal Weight E with a value of $21.8B, Ishares Treasury Floating Rate with a value of $21.7B, Vanguard Mid Cap ETF with a value of $12.7B, and Vanguard Russell 2000 ETF with a value of $5.89B.

Examining the 13F form we can see an increase of $5.81B in the current position value, from $176B to 181B.

Kiely Wealth Advisory Group, Inc. is based out at Oak Ridge, NC

Below you can find more details about Kiely Wealth Advisory Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $181 Billion
ETFs: $164 Billion
Technology: $4.77 Billion
Financial Services: $3.57 Billion
Consumer Cyclical: $2.68 Billion
Healthcare: $2.1 Billion
Consumer Defensive: $1.67 Billion
Communication Services: $1.18 Billion
Industrials: $705 Million
Other: $983 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$200M
$153,000 0.0% of portfolio
13
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 302
  • Current Value $181 Billion
  • Prior Value $176 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 38 stocks
  • Additional Purchases 56 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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