Kiely Wealth Advisory Group, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$158M
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 313 stock holdings with total value $158M as of Q3 2024. Top holdings included USFR, RSP, VO, TFLO, and VOO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 313 $158M +$16.5M -$49.3M -$32.8M USFR, RSP, VO, TFLO, VOO 13F-HR 11/14/2024, 05:07 PM
Q2 2024 301 $181M +$4.92M -$473K +$4.44M USFR, RSP, TFLO, VO, VTWO 13F-HR 8/13/2024, 04:47 PM
Q1 2024 284 $175M +$2.55M -$2.06M +$494K USFR, TFLO, RSP, VO, VTWO 13F-HR 5/14/2024, 02:58 PM
Q4 2023 266 $173M $0 $0 USFR, TFLO, RSP, VO, VTWO 13F-HR 2/8/2024, 07:02 PM