Kiely Wealth Advisory Group, Inc.

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    oak ridge, NC
  • CIK
    0002005660
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

315

$155.44M
USFR, RSP, VO, TFLO
13F-HR
Feb 12, 2025
000200566025000001

314

$157.83M
USFR, RSP, VO, TFLO
13F-HR
Nov 14, 2024
000200566024000004

302

$181.48M
USFR, RSP, TFLO, VO
13F-HR
Aug 13, 2024
000200566024000003

285

$175.67M
USFR, TFLO, RSP, VO
13F-HR
May 14, 2024
000200566024000002

267

$172.92M
USFR, TFLO, RSP, VO
13F-HR
Feb 9, 2024
000200566024000001
Kiely Wealth Advisory Group, Inc. 13F Filings