StockDriftsStockDriftsTop 50 Kiely Wealth Advisory Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE FLOATING RATETREASRY ETF | 28.28% | 872.1K | $44.0M | -9.09%(-87.17K) | — | 2024-12-31 | |
| RSP | INVSC S P 500 EQUAL WEIGHT ETF IV | 14.47% | 124.4K | $22.5M | -2.48%(-3.16K) | — | 2024-12-31 | |
| VO | VANGUARD MID CAP ETF | 8.72% | 48.8K | $13.6M | -2.29%(-1.14K) | — | 2024-12-31 | |
| TFLO | ISHARES TREASURY FLOATNGRATE BD ETF | 6.44% | 198.1K | $10.0M | -10.25%(-22.62K) | — | 2024-12-31 | |
| SHYG | ISHARES HIGH YIELD CORPORAT BOND ETF | 5.05% | 182.5K | $7.9M | +14.53%(+23.15K) | — | 2024-12-31 | |
| VOO | VANGUARD S&P 500 ETF | 5.01% | 14.0K | $7.8M | +4.28%(+574) | — | 2024-12-31 | |
| BSV | VANGUARD SHORT-TERM BONDETF | 4.36% | 87.7K | $6.8M | +14.01%(+10.78K) | — | 2024-12-31 | |
| VTWO | VANGUARD RUSSELL 2000 ETF | 3.16% | 53.5K | $4.9M | -10.93%(-6.57K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 1.58% | 6.0K | $2.5M | -1.97%(-120) | — | 2024-12-31 | |
| QQQ | PACER TRENDPILOT 100 ETF | 1.42% | 5.0K | $2.2M | +16.26%(+695) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kiely Wealth Advisory Group, Inc. reports $155.43M in US-listed equity holdings across 315 positions in its most recent 13F filing. Its largest disclosed positions are USFR (28.3%), RSP (14.5%) and VO (8.7%). Figures reflect the Q4 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kiely Wealth Advisory Group, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2005660). View Kiely Wealth Advisory Group, Inc.’s 13F filings on SEC