13F Filings History of Kiely Wealth Advisory Group, Inc.

Latest 13F report
Q4 2024 - 12 Feb 2025
Value $
$155,304,774
Signature - Title
Kathryn Miceli - Chief Compliance Officer
Location
Kernersville, NC
Summary
This page shows a list of all the recent 13F filings made by Kiely Wealth Advisory Group, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Kiely Wealth Advisory Group, Inc. reported 314 stock holdings with total value $155,304,774 as of Q4 2024. Top holdings included USFR, RSP, VO, TFLO, and SHYG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2024 314 $155,304,774 +$5,890,863 -$7,945,918 -$2,055,055 USFR, RSP, VO, TFLO, SHYG 13F-HR 12 Feb 2025, 16:47
Q3 2024 313 $157,636,645 +$16,461,148 -$49,255,618 -$32,794,470 USFR, RSP, VO, TFLO, VOO 13F-HR 14 Nov 2024, 17:07
Q2 2024 301 $181,282,815 +$4,916,157 -$472,864 +$4,443,293 USFR, RSP, TFLO, VO, VTWO 13F-HR 13 Aug 2024, 16:47
Q1 2024 284 $175,499,003 +$2,551,036 -$2,057,111 +$493,925 USFR, TFLO, RSP, VO, VTWO 13F-HR 14 May 2024, 14:58
Q4 2023 266 $172,817,283 $0 $0 $0 USFR, TFLO, RSP, VO, VTWO 13F-HR 08 Feb 2024, 19:02