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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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