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Showing Q4 2024 data
Kiely Wealth Advisory Group, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Kiely Wealth Advisory Group, Inc.
•CIK: 2005660•Filing: Q4 2024
**Kiely Wealth Advisory Group, Inc.** manages $155M across a diversified portfolio of 313 positions. The strategy exhibits significant overweighting in US equities, highlighted by the top holding in USFR at $44.0M. Notable allocations include substantial positions in RSP ($22.5M) and VO ($13.6M). The portfolio maintains exposure across sectors, with further concentration seen in TFLO ($10.0M) and SHYG ($7.9M).
Total AUM
$155.4M
QoQ Performance
-1.5%
Positions
313
Top 10 Concentration
78.8%
Latest Filing
Q4 2024
Top Holdings Allocation
USFR
RSP
VO
TFLO
SHYG
VOO
USFR28.3%
RSP14.5%
VO8.7%
TFLO6.4%
SHYG5.1%
VOO5.0%
BSV4.4%
VTWO3.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.0%
ETF5.2%
Technology3.3%
Consumer1.9%
Financial1.6%
Healthcare0.8%
Consumer Staples0.4%
Utilities0.4%
🚪 Exited Positionssold since Q3 2024
+111 more exited positions
Changes from Q3 2024
NEW3 new positions
↑24 increased
↓16 decreased
Historical Filings
Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023