Kiely Wealth Advisory Group, Inc.
Q4 2024 13F Holdings
- Locationoak ridge, NC
- Num holdings
315
- Value ($000)
$155,435
- Date Filed02/12/2025
- Form type13F-HR
- CIK0002005660
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
USFR WISDOMTREE FLOATING RATETREASRY ETF | ETF | 97717Y527 | $43.96M | 28 % | 872,130 | ||
RSP INVSC S P 500 EQUAL WEIGHT ETF IV | ETF | 46137V357 | $22.49M | 15 % | 124,414 | ||
VO VANGUARD MID CAP ETF | ETF | 922908629 | $13.56M | 9 % | 48,769 | ||
TFLO ISHARES TREASURY FLOATNGRATE BD ETF | ETF | 46434V860 | $10.02M | 6 % | 198,104 | ||
SHYG ISHARES HIGH YIELD CORPORAT BOND ETF | ETF | 46434V407 | $7.85M | 5 % | 182,476 | ||
VOO VANGUARD S&P 500 ETF | ETF | 922908363 | $7.78M | 5 % | 13,988 | ||
BSV VANGUARD SHORT-TERM BONDETF | ETF | 921937827 | $6.78M | 4 % | 87,702 | ||
VANGUARD RUSSELL 2000 ETF | ETF | 92206C664 | $4.91M | 3 % | 53,516 | ||
MSFT MICROSOFT CORP | EQUITY | 594918104 | $2.46M | 2 % | 5,970 | ||
VOOV VANGUARD S&P 500 VALUE ETF | ETF | 921932703 | $2.20M | 1 % | 11,640 |
Rows Per Page
1 - 10 of 31510
- 10
- 50
- 100