Kiely Wealth Advisory Group, Inc.

Period ended Dec 31, 2024 · Latest filing Feb 12, 2025

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values

Dec 31, 2024: $155,434,653

More quarters will appear as history becomes available.

Top holdings

Top 10 at Dec 31, 2024. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

Rank by

View top holdings values

WISDOMTREE FLOATING RATETREASRY ETF · ETF · 97717Y527 · shares: $43,964,075
INVSC S P 500 EQUAL WEIGHT ETF IV · ETF · 46137V357 · shares: $22,485,314
VANGUARD MID CAP ETF · ETF · 922908629 · shares: $13,555,243
ISHARES TREASURY FLOATNGRATE BD ETF · ETF · 46434V860 · shares: $10,016,143
ISHARES HIGH YIELD CORPORAT BOND ETF · ETF · 46434V407 · shares: $7,850,129
VANGUARD S&P 500 ETF · ETF · 922908363 · shares: $7,779,564
VANGUARD SHORT-TERM BONDETF · ETF · 921937827 · shares: $6,782,906
VANGUARD RUSSELL 2000 ETF · ETF · 92206C664 · shares: $4,913,307
MICROSOFT CORP · Equity · 594918104 · shares: $2,460,953
VANGUARD S&P 500 VALUE ETF · ETF · 921932703 · shares: $2,196,280

Reported holdings

315 reported entries

Issuer	Class	CUSIP	Type	Shares / principal	Reported value (USD)
TESLA INC	Equity	88160R101	—	239 shares	$83,824
VERIZON COMMUNICATIONS I	Equity	92343V104	—	2,029 shares	$81,059
ISHARES CORE S&P MID CAPETF	ETF	464287507	—	1,254 shares	$80,406
PAYPAL HLDGS INC	Equity	09073M104	—	976 shares	$76,362
PACER TRENDPILOT 100 ETF	ETF	46090E103	—	921 shares	$69,793
SPDR S&P MIDCAP 400 ETF IV	ETF	78467Y107	—	119 shares	$69,730
CHEVRON CORP NEW	Equity	166764100	—	444 shares	$69,162
ISHARES CORE US AGGREGATE BOND ETF	ETF	464287226	—	663 shares	$64,636
NEXTERA ENERGY INC	Equity	65339F101	—	916 shares	$63,845
BANK OF AMERICA CORP	Equity	060505104	—	1,351 shares	$63,057
ISHARES MSCI EMERGING MARKETS ETF	ETF	464287234	—	1,430 shares	$62,520
COMCAST CORP NEW CLASS A	Equity	20030N101	—	1,750 shares	$60,323
AMERICAN HEALTHCARE REITREIT	Equity	398182303	—	2,032 shares	$57,912
PACER TRENDPILOT US MID CAP ETF	ETF	63974H204	—	1,476 shares	$55,999
PACER TRENDPILOTTM EUROPEAN ETF	ETF	69374H808	—	2,140 shares	$55,105
EBAY INC	Equity	278642103	—	800 shares	$54,608
TRACTOR SUPPLY CO	Equity	892356106	—	1,000 shares	$54,430
CONSTELLATION ENERGY COR	Equity	21037T109	—	166 shares	$53,424
ISHARES ASIA 50 ETF	ETF	464288430	—	730 shares	$53,056
MERCK & CO. INC.	Equity	58933Y105	—	600 shares	$51,840
TEXAS INSTRS INC	Equity	882508104	—	270 shares	$48,684
VANGUARD VALUE ETF	ETF	922908744	—	253 shares	$44,743
REPUBLIC SVCS INC	Equity	760759100	—	200 shares	$44,420
ISHARES RUSSELL MID CAP GROWTH ETF	ETF	464287481	—	308 shares	$42,787
PFIZER INC	Equity	717081103	—	1,539 shares	$39,814
MONOLITHIC PWR SYS INC	Equity	609839105	—	55 shares	$38,795
TRUIST FINL CORP	Equity	89832Q109	—	804 shares	$37,909
KIMBERLY CLARK CORP	Equity	494368103	—	280 shares	$36,800
BOEING CO	Equity	097023105	—	198 shares	$35,749
BERKLEY W R CORP	Equity	084423102	—	580 shares	$35,276
RTX CORP	Equity	75513E101	—	275 shares	$35,269
BIOGEN INC	Equity	09062X103	—	247 shares	$35,207
VANGUARD GROWTH ETF	ETF	922908736	—	83 shares	$35,087
NETFLIX INC	Equity	64110L106	—	34 shares	$34,938
THE COCA-COLA CO	Equity	191216100	—	539 shares	$34,792
CSX CORP	Equity	126408103	—	1,050 shares	$34,734
AGREE RLTY CORP REIT	Equity	008492100	—	475 shares	$34,585
COLGATE PALMOLIVE CO	Equity	194162103	—	400 shares	$34,384
VANGUARD INDUSTRIALS ETF	ETF	92204A603	—	128 shares	$34,212
FAIR ISAAC CORP	Equity	303250104	—	18 shares	$33,432
ISHARES CORE MSCI EMERGING ETF	ETF	46434G103	—	615 shares	$33,345
DUPONT DE NEMOURS INC	Equity	26614N102	—	433 shares	$33,021
INVSC S P 500 PURE GROWTH ETF	ETF	46137V266	—	725 shares	$32,371
AUTOMATIC DATA PROCESSIN	Equity	053015103	—	104 shares	$31,921
CORTEVA INC	Equity	22052L104	—	504 shares	$31,354
ISHARES CORE MSCI EAFE ETF	ETF	46432F842	—	410 shares	$30,531
PALO ALTO NETWORKS INC	Equity	697435105	—	150 shares	$29,460
SELECT SECTOR UTI SELECTSPDR ETF	ETF	81369Y886	—	369 shares	$29,147
ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS	Equity	046353108	—	400 shares	$29,064
FEDEX CORP	Equity	31428X106	—	100 shares	$25,823
ENERGY SELECT SECTOR SPDR ETF	ETF	81369Y506	—	278 shares	$25,162
LINDE PLC F	Equity	G54950103	—	53 shares	$24,426
THERMO FISHER SCIENTIFIC	Equity	883556102	—	42 shares	$23,220
MASTERCARD INC CLASS A	Equity	57636Q104	—	40 shares	$22,620
ALTRIA GROUP INC	Equity	02209S103	—	415 shares	$22,344
VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	921943858	—	440 shares	$22,233
DOUBLELINE INCOME SOLUTI	Equity	258622109	—	1,702 shares	$21,720
ACCENTURE PLC IRELAND FCLASS A	Equity	G1151C101	—	55 shares	$21,279
ISHARES MSCI EAFE ETF	ETF	464287465	—	258 shares	$20,679
LOEWS CORP	Equity	540424108	—	240 shares	$20,626
CARRIER GLOBAL CORP	Equity	14448C104	—	308 shares	$20,399
ADOBE INC	Equity	00724F101	—	44 shares	$19,848
INVSC SP 500 EQUAL WEIGHT TECH ETF	ETF	46137V282	—	502 shares	$19,752
DANAHER CORP	Equity	235851102	—	96 shares	$19,536
BRISTOL MYERS SQUIBB CO	Equity	110122108	—	344 shares	$19,102
BROADCOM INC	Equity	11135F101	—	80 shares	$18,803
MEDTRONIC PLC F	Equity	G5960L103	—	200 shares	$18,168
WASTE MGMT INC DEL	Equity	94106L109	—	75 shares	$16,957
INTUIT	Equity	461202103	—	28 shares	$16,432
GOLDMAN SACHS GROUP INC	Equity	38141G104	—	25 shares	$16,263
VANGUARD EXTENDED MARKETETF	ETF	922908652	—	81 shares	$16,184
WELLS FARGO & CO	Equity	949746101	—	200 shares	$15,820
ISHARES S&P 500 GROWTH ETF	ETF	464287309	—	149 shares	$15,740
SELECT STR FINANCIAL SELECT SPDR ETF	ETF	81369Y605	—	300 shares	$15,423
OTIS WORLDWIDE CORP	Equity	68902V107	—	154 shares	$14,793
ZOETIS INC CLASS A	Equity	98978V103	—	85 shares	$14,612
NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS	Equity	670100205	—	174 shares	$14,600
3M CO	Equity	88579Y101	—	95 shares	$14,221
ISHARES 1-3 YEAR TREASRYBOND ETF	ETF	464287457	—	173 shares	$14,188
ISHARES US FINANCIALS ETF	ETF	464287788	—	120 shares	$14,102
SCHWAB US SMALL CAP ETF	ETF	808524607	—	524 shares	$13,986
EXELON CORP	Equity	30161N101	—	330 shares	$13,794
SCHWAB FUNDTL EMRG MKT EQT ETF	ETF	808524730	—	452 shares	$13,646
VERISK ANALYTICS INC CLASS A	Equity	92345Y106	—	45 shares	$13,230
CARLISLE COS INC	Equity	142339100	—	37 shares	$13,119
CDW CORP	Equity	12514G108	—	67 shares	$12,835
ISHARES IBOXX INVT GRADEBOND ETF IV	ETF	464287242	—	119 shares	$12,800
COPART INC	Equity	217204106	—	216 shares	$12,664
CROWN CASTLE INC REIT	Equity	22822V101	—	141 shares	$12,643
WISDOMTREE US HIGH DIVIDEND ETF	ETF	97717W208	—	130 shares	$12,518
SCHWAB FUNDAMNTL US SML COM ETF	ETF	808524763	—	388 shares	$11,753
GARTNER INC	Equity	366651107	—	22 shares	$11,635
VANGUARD MEGA CAP VALUE ETF	ETF	921910840	—	88 shares	$11,532
ILLINOIS TOOL WKS INC	Equity	452308109	—	43 shares	$11,077
CHECK POINT SOFTWARE T F	Equity	M22465104	—	51 shares	$10,965
IDEX CORP	Equity	45167R104	—	53 shares	$10,412
AT&T INC	Equity	00206R102	—	416 shares	$10,342
SPDR PORTFOLIO TIPS ETF	ETF	78464A656	—	393 shares	$10,124
SPDR DOW JONES REIT ETF	ETF	78464A607	—	100 shares	$10,068
CONOCOPHILLIPS	Equity	20825C104	—	100 shares	$9,948