Kiely Wealth Advisory Group, Inc. 13F Holdings
CIK 0002005660 · OAK RIDGE, NC
As of Dec 31, 2024, Kiely Wealth Advisory Group, Inc. reported 315 positions worth
CIK 0002005660 · OAK RIDGE, NC
As of Dec 31, 2024, Kiely Wealth Advisory Group, Inc. reported 315 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATE TREASURY FUND | USFR | — | 872,130 | $44.0M | 28.38% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 124,414 | $22.5M | 14.52% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 48,769 | 3.6M | 8.75% |
| ISHARES TREASURY FLOATING RATE BOND ETF | TFLO | — | 198,104 | 0.0M | 6.47% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 182,476 | $7.9M | 5.07% |
| VANGUARD 500 INDEX FUND | VOO | — | 13,988 | $7.8M | 5.02% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 87,702 | $6.8M | 4.38% |
| VANGUARD RUSSELL 2000 INDEX FUND | VTWO | — | 53,516 | $4.9M | 3.17% |
| MICROSOFT CORP | MSFT | Technology | 5,970 | $2.5M | 1.59% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 4,968 | $2.2M | 1.43% |
| VANGUARD S&P 500 VALUE INDEX FUND | VOOV | — | 11,640 | $2.2M | 1.42% |
| WISDOMTREE US MIDCAP DIVIDEND FUND | DON | — | 29,296 | .5M | 0.98% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 25,184 | .5M | 0.95% |
| AMAZON.COM INC | AMZN | Equity | 5,500 | .3M | 0.83% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,966 | $924.4K | 0.60% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 3,300 | $686.2K | 0.44% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 2,371 | $656.7K | 0.42% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 3,613 | $596.7K | 0.39% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 2,179 | $590.5K | 0.38% |
| AUTOZONE INC | AZO | Consumer Cyclical | 165 | $565.5K | 0.37% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 2,746 | $558.2K | 0.36% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 2,379 | $540.1K | 0.35% |
| VANGUARD SMALL-CAP INDEX FUND | VB | — | 2,165 | $537.4K | 0.35% |
| APPLE INC | AAPL | Technology | 2,353 | $535.7K | 0.35% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 13,617 | $486.8K | 0.31% |