Kiely Wealth Advisory Group, Inc.

Q4 2024 13F Holdings

  • Location
    oak ridge, NC
  • Num holdings

    315

  • Value ($000)

    $155,435

  • Date Filed
    02/12/2025
  • Form type
    13F-HR
  • CIK
    0002005660
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
U
USFR

WISDOMTREE FLOATING RATETREASRY ETF

ETF
97717Y527
$43.96M
28 %

872,130

R
RSP

INVSC S P 500 EQUAL WEIGHT ETF IV

ETF
46137V357
$22.49M
15 %

124,414

V
VO

VANGUARD MID CAP ETF

ETF
922908629
$13.56M
9 %

48,769

T
TFLO

ISHARES TREASURY FLOATNGRATE BD ETF

ETF
46434V860
$10.02M
6 %

198,104

S
SHYG

ISHARES HIGH YIELD CORPORAT BOND ETF

ETF
46434V407
$7.85M
5 %

182,476

V
VOO

VANGUARD S&P 500 ETF

ETF
922908363
$7.78M
5 %

13,988

B
BSV

VANGUARD SHORT-TERM BONDETF

ETF
921937827
$6.78M
4 %

87,702

---

VANGUARD RUSSELL 2000 ETF

ETF
92206C664
$4.91M
3 %

53,516

M
MSFT

MICROSOFT CORP

EQUITY
594918104
$2.46M
2 %

5,970

V
VOOV

VANGUARD S&P 500 VALUE ETF

ETF
921932703
$2.20M
1 %

11,640

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