Kiely-Wealth-Advisory-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "MPWR", "RNG", "TRU", "MASI", "MORN", "EXAS", "ATR", null, "FNDF", "FNDA", "ACN", "MMM", "ABT", "ABBV", "ADBE", "GOOGL", "AXP", null, "ANIP", "SCHH", "T", "AYI", "CAT", "AVGO", "LOW", "CP.TO", "WRB", "BST", "BSX", "CCI", "DUK", "ISD", null, "NICE", null, "EBAY", "SBH", "PHK", null, null, "ARDC", "GILD", "HON", "HD", "HPQ", "AZN", "MCD", "INTU", null, "ITW", "EMR", null, "BKNG", "ICE", "META", null, "IVW", "IJH", null, null, "MFM", null, "LHX", "IWS", null, "LIN", "PAXS", "L", null, null, "MA", "MDT", "MSFT", "MDLZ", "EXC", "FICO", "FIS", "FTV", "HE", "HIG", "NVS", null, "AER", "ANSS", "IJR", "ORCL", "DOC", null, "EEM", "IWF", null, "PANW", null, "PEP", "PNC", "VGSH", "DNP", "PGR", "IEMG", "IVV", "DOW", "UNH", "AAPL", "SPY", "EFAV", null, "GS", "ENB", "INTC", "PRU", "PFE", "PG", "MRK", "VZ", null, "MGA", "MPW", "AMGN", "PARA", "FNDX", "IEFA", null, null, "SHOP", "SRE", "O", "RIO", "RTX", "GLD", null, "RSG", "IBM", "SYK", "SBUX", "TEL", "TXN", "TGT", "TMO", "TJX", "TFC", "UBER", "VNQ", "VO", "PCH", "VXF", "VOE", "SCHW", "ACWV", "PNW", null, "VWO", "VSS", "PRF", "DSL", "VIG", null, "TMP", "TSCO", null, "LGIH", "IEF", "GGG", "TSM", "IT", "VYM", "AHR", "DD", "VRSK", "SEIC", "ALGN", "AON", "VNT", "EL", "DOV", "WAB", "DEO", "WM", "IWP", "WEX", null, "AEP", "ESNT", "INGN", "IEX", "PEG", "FDS", "NVO", "AMZN", "IVE", null, null, "KD", null, "VEU", "VGT", "VUG", "VEA", "VGK", "MGK", "VOOV", "VOOG", null, "VTWO", "VBK", null, "MGV", "VBR", "VOT", "BSV", "VB", "VOO", "VLTO", "VTV", "VTRS", "V", "WBD", "WMT", "WFC", null, null, null, null, null, "SOLV", "ADC", "ET", "BIIB", "DVY", "CHKP", "SCHA", "JBHT", "JKHY", "VAC", "NXPI", "MKL", "SJM", "OTIS", "TDY", null, "SYY", "TFX", null, "MTUM", "ZION", "UHS", null, "NUE", "FDX", "KMB", "ADP", "AZO", "BAC", "BK", "BRK-B", "BIO", "BLKB", "BLK", "TECH", "BA", "BMY", "CARR", "CSL", "CDW", "CNC", "CC", "CHE", "CVX", "CSCO", "C", "CME", "KO", "CMCSA", "CL", "COLM", "COP", "CEG", "CPRT", "ED", "COST", "CTVA", "CSX", "DHR", "DAL", null, "DFAC", "DFS", "RSP", "EFA", "USMV", "NEE", "NKE", "MAR", "QQQ", "IWM", "MDY", "DIS", "ETN", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", null, null, "AWK", null, "MO", "ITOT", "VTI", "JPM", "ZTS" ]
Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- Report Date
- 2024-12-31
- Filing Date
- 2025-02-12
- Total Holdings
- 313
- Total Value
- 153287871
- Accession Number
- 0002005660-25-000001
- Form Type
- 13F-HR
- Manager Name
- Kiely-Wealth-Advisory-Group
Data Enrichment
86% identified268 identified45 unidentified
Holdings
313 positions • $153.3M total value
Manager:
Search and click to pin securities to the top
Page 16 of 16
Shares:100
Value:$1.0K
% of Portfolio:0.0% ($1.0K/$153.3M)
654110303
Shares:56
Value:$28
% of Portfolio:0.0% ($28/$153.3M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
33 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$153.3M) | YoY- | |
110 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $1.1K | 0.0% ($1.1K/$153.3M) | YoY- | |
100 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $1.0K | 0.0% ($1.0K/$153.3M) | QoQ +0.29% (+$3)YoY- | |
100 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $998 | 0.0% ($998/$153.3M) | QoQ +9.30% (+$85)YoY- | |
160 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $797 | 0.0% ($797/$153.3M) | QoQ -1.23% (-$10)YoY- | |
Vontier Corp(VNTcusip928881101) | 17 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $655 | 0.0% ($655/$153.3M) | QoQ -2.81% (-$19)YoY- |
18 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $627 | 0.0% ($627/$153.3M) | QoQ -4.27% (-$28)YoY- | |
11 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $576 | 0.0% ($576/$153.3M) | QoQ +3.59% (+$20)YoY- | |
100 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $479 | 0.0% ($479/$153.3M) | QoQ +9.36% (+$41)YoY- | |
Inogen Inc(INGNcusip45780L104) | 13 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $138 | 0.0% ($138/$153.3M) | QoQ +0.72% (+$1)YoY- |
1 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $112 | 0.0% ($112/$153.3M) | QoQ -5.08% (-$6)YoY- | |
1 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $60 | 0.0% ($60/$153.3M) | QoQ -3.22% (-$2)YoY- | |
(cusip654110303)✕ | 56 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $28 | 0.0% ($28/$153.3M) | YoY- |