Kiely Wealth Advisory Group, Inc.

13F Filings History

Latest 13F report: Q4 2024 - Feb 12, 2025
Value $: $155M
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 $155M as of Q4 2024. Top holdings included USFR, RSP, VO, TFLO, and SHYG.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	314	$155M	+$5.89M	-$7.95M	-$2.06M	USFR, RSP, VO, TFLO, SHYG	13F-HR	2/12/2025, 04:47 PM
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	280	$175M	+$2.55M	-$2.06M	+$494K	USFR, TFLO, RSP, VO, VTWO	13F-HR	5/14/2024, 02:58 PM
Q4 2023	263	$173M				USFR, TFLO, RSP, VO, VTWO	13F-HR	2/8/2024, 07:02 PM