Kiely Wealth Advisory Group, Inc. Top Holdings and 13F Report (2025)

About Kiely Wealth Advisory Group, Inc.

Investment Activity

Kiely Wealth Advisory Group, Inc. has $155.43 million in total holdings as of December 31, 2024.
Kiely Wealth Advisory Group, Inc. owns shares of 315 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 7.61% of the portfolio was purchased this quarter.
About 5.29% of the portfolio was sold this quarter.
This quarter, Kiely Wealth Advisory Group, Inc. has purchased 315 new stocks and bought additional shares in 26 stocks.
Kiely Wealth Advisory Group, Inc. sold shares of 19 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

WisdomTree Bloomberg Floating Rate Treasury Fund: $43,964,075
Invesco S&P 500 Equal Weight ETF: $22,485,314
Vanguard Mid-Cap ETF: $13,555,243
iShares Treasury Floating Rate Bond ETF: $10,016,143
iShares 0-5 Year High Yield Corporate Bond ETF: $7,850,129

Largest New Holdings this Quarter

PACER TRENDPILOT US MID CAP ETF: $55,999 Holding
LINDE PLC F: $24,426 Holding
Vanguard Extended Market ETF: $16,184 Holding
Boston Scientific: $5,309 Holding
TE CONNECTIVITY PLC F: $4,940 Holding

Largest Purchases this Quarter

Vanguard Short-Term Bond ETF: 87,652 shares (about $6.78M)
Vanguard Short-Term Treasury Index ETF: 23,204 shares (about $1.35M)
WisdomTree U.S. MidCap Dividend Fund: 22,362 shares (about $1.15M)
iShares 0-5 Year High Yield Corporate Bond ETF: 23,153 shares (about $996.04K)
Vanguard S&P 500 ETF: 574 shares (about $319.24K)

Largest Sales this Quarter

WisdomTree Bloomberg Floating Rate Treasury Fund: 87,169 shares (about $4.39M)
iShares Treasury Floating Rate Bond ETF: 22,616 shares (about $1.14M)
Vanguard Russell 2000 ETF: 6,568 shares (about $603.01K)
Invesco S&P 500 Equal Weight ETF: 3,160 shares (about $571.11K)
Vanguard Mid-Cap ETF: 1,141 shares (about $317.14K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$43,964,075	$4,394,189 ▼	-9.1%	872,130	28.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$22,485,314	$571,106 ▼	-2.5%	124,414	14.5%	ETF
VO Vanguard Mid-Cap ETF	$13,555,243	$317,139 ▼	-2.3%	48,769	8.7%	ETF
TFLO iShares Treasury Floating Rate Bond ETF	$10,016,143	$1,143,466 ▼	-10.2%	198,104	6.4%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$7,850,129	$996,044 ▲	14.5%	182,476	5.1%	ETF
VOO Vanguard S&P 500 ETF	$7,779,564	$319,236 ▲	4.3%	13,988	5.0%	ETF
BSV Vanguard Short-Term Bond ETF	$6,782,906	$6,779,039 ▲	175,304.0%	87,702	4.4%	ETF
VTWO Vanguard Russell 2000 ETF	$4,913,307	$603,008 ▼	-10.9%	53,516	3.2%	ETF
MSFT Microsoft	$2,460,953	$49,466 ▼	-2.0%	5,970	1.6%	Computer and Technology
VOOV Vanguard S&P 500 Value ETF	$2,196,280	$180,004 ▼	-7.6%	11,640	1.4%	ETF
QQQ Invesco QQQ	$2,141,748	$119,603 ▼	-5.3%	4,047	1.4%	Finance
DON WisdomTree U.S. MidCap Dividend Fund	$1,512,860	$1,154,785 ▲	322.5%	29,296	1.0%	Finance
VGSH Vanguard Short-Term Treasury Index ETF	$1,465,227	$1,350,029 ▲	1,171.9%	25,184	0.9%	ETF
AMZN Amazon.com	$1,282,270		0.0%	5,500	0.8%	Retail/Wholesale
BRK.B Berkshire Hathaway	$924,354		0.0%	1,966	0.6%	Finance
TSM Taiwan Semiconductor Manufacturing	$686,235		0.0%	3,300	0.4%	Computer and Technology
VOT Vanguard Mid-Cap Growth ETF	$656,653	$554 ▲	0.1%	2,371	0.4%	ETF
VOE Vanguard Mid-Cap Value ETF	$596,721	$38,317 ▼	-6.0%	3,613	0.4%	ETF
JPM JPMorgan Chase & Co.	$590,494		0.0%	2,179	0.4%	Finance
AZO AutoZone	$565,546		0.0%	165	0.4%	Retail/Wholesale
VBR Vanguard Small-Cap Value ETF	$558,226	$1,220 ▲	0.2%	2,746	0.4%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$540,130	$187,536 ▲	53.2%	2,379	0.3%	ETF
VB Vanguard Small-Cap ETF	$537,374	$219,666 ▲	69.1%	2,165	0.3%	ETF
AAPL Apple	$535,660		0.0%	2,353	0.3%	Computer and Technology
DFAC Dimensional U.S. Core Equity 2 ETF	$486,795	$181,534 ▲	59.5%	13,617	0.3%	ETF
DFUV Dimensional US Marketwide Value ETF	$475,664	$178,534 ▲	60.1%	11,150	0.3%	ETF
AMGN Amgen	$458,693		0.0%	1,556	0.3%	Medical
BLK BlackRock	$449,411		0.0%	456	0.3%	Finance
GOOG Alphabet	$440,388		0.0%	2,340	0.3%	Computer and Technology
PEP PepsiCo	$438,247		0.0%	3,036	0.3%	Consumer Staples
VYM Vanguard High Dividend Yield ETF	$432,931	$133,578 ▲	44.6%	3,254	0.3%	ETF
GOOGL Alphabet	$432,610		0.0%	2,320	0.3%	Computer and Technology
SCHW Charles Schwab	$432,311		0.0%	5,326	0.3%	Finance
IAU iShares Gold Trust	$427,021		0.0%	7,781	0.3%	Finance
DUK Duke Energy	$417,030	$925 ▲	0.2%	3,608	0.3%	Utilities
VTWV Vanguard Russell 2000 Value ETF	$400,436	$590 ▲	0.1%	2,714	0.3%	ETF
LOW Lowe's Companies	$392,353		0.0%	1,530	0.3%	Retail/Wholesale
CSCO Cisco Systems	$378,305	$11,055 ▼	-2.8%	6,023	0.2%	Computer and Technology
SYK Stryker	$341,562		0.0%	870	0.2%	Medical
CME CME Group	$338,534		0.0%	1,400	0.2%	Finance
VTWG Vanguard Russell 2000 Growth ETF	$322,305	$3,043 ▼	-0.9%	1,483	0.2%	ETF
VOOG Vanguard S&P 500 Growth ETF	$307,434		0.0%	806	0.2%	ETF
HD Home Depot	$307,181		0.0%	742	0.2%	Retail/Wholesale
LLY Eli Lilly and Company	$304,108		0.0%	350	0.2%	Medical
PG Procter & Gamble	$302,919		0.0%	1,808	0.2%	Consumer Staples
PNC The PNC Financial Services Group	$293,947		0.0%	1,490	0.2%	Finance
WMT Walmart	$293,322		0.0%	2,850	0.2%	Retail/Wholesale
VBK Vanguard Small-Cap Growth ETF	$292,803	$583 ▲	0.2%	1,005	0.2%	ETF
JNJ Johnson & Johnson	$283,956	$925 ▼	-0.3%	1,841	0.2%	Medical
TMP Tompkins Financial	$275,680	$3,559 ▼	-1.3%	3,873	0.2%	Finance
ORCL Oracle	$268,380		0.0%	1,500	0.2%	Computer and Technology
ET Energy Transfer	$258,394		0.0%	12,862	0.2%	Energy
DVY iShares Select Dividend ETF	$249,812	$102,129 ▼	-29.0%	1,859	0.2%	ETF
BLKB Blackbaud	$249,729	$3,190 ▼	-1.3%	3,131	0.2%	Computer and Technology
DES WisdomTree U.S. SmallCap Dividend Fund	$240,614	$87,112 ▲	56.8%	7,013	0.2%	Finance
SPY SPDR S&P 500 ETF Trust	$232,867		0.0%	385	0.1%	Finance
DIS Walt Disney	$213,642		0.0%	1,955	0.1%	Consumer Discretionary
IVOG Vanguard S&P Mid-Cap 400 Growth ETF	$209,892	$1,633 ▲	0.8%	1,799	0.1%	ETF
IJS iShares S&P Small-Cap 600 Value ETF	$207,258		0.0%	1,906	0.1%	ETF
DOV Dover	$203,540		0.0%	1,000	0.1%	Industrials
ITOT iShares Core S&P Total U.S. Stock Market ETF	$198,910		0.0%	1,495	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$192,113		0.0%	466	0.1%	ETF
IJR iShares Core S&P Small-Cap ETF	$189,759		0.0%	1,618	0.1%	ETF
IBM International Business Machines	$187,700		0.0%	753	0.1%	Computer and Technology
AXP American Express	$186,156		0.0%	600	0.1%	Finance
NKE NIKE	$172,952		0.0%	2,438	0.1%	Consumer Discretionary
MDLZ Mondelez International	$168,566		0.0%	2,880	0.1%	Consumer Staples
BK Bank of New York Mellon	$160,537		0.0%	1,888	0.1%	Finance
VGT Vanguard Information Technology ETF	$157,844		0.0%	251	0.1%	ETF
IWM iShares Russell 2000 ETF	$157,779		0.0%	695	0.1%	Finance
PTLC Pacer Trendpilot US Large Cap ETF	$154,005		0.0%	2,795	0.1%	ETF
UHS Universal Health Services	$148,280		0.0%	800	0.1%	Medical
VTI Vanguard Total Stock Market ETF	$148,156		0.0%	494	0.1%	ETF
MAR Marriott International	$143,396		0.0%	471	0.1%	Consumer Discretionary
IEF iShares 7-10 Year Treasury Bond ETF	$140,425		0.0%	1,508	0.1%	ETF
TGT Target	$138,107		0.0%	1,052	0.1%	Retail/Wholesale
VIG Vanguard Dividend Appreciation ETF	$137,736		0.0%	678	0.1%	ETF
FIDELITY ENHNCD LRGE CP CRE ETF	$136,343	$372 ▲	0.3%	4,035	0.1%	ETF
IWS iShares Russell Mid-Cap Value ETF	$131,561		0.0%	990	0.1%	ETF
IVE iShares S&P 500 Value ETF	$123,820		0.0%	634	0.1%	ETF
VEU Vanguard FTSE All-World ex-US ETF	$123,090	$123,090 ▼	-50.0%	2,044	0.1%	ETF
INTC Intel	$109,526		0.0%	5,540	0.1%	Computer and Technology
PGR Progressive	$108,865		0.0%	436	0.1%	Finance
PEG Public Service Enterprise Group	$105,417		0.0%	1,257	0.1%	Utilities
META Meta Platforms	$104,740		0.0%	146	0.1%	Computer and Technology
XOM Exxon Mobil	$102,720	$222 ▲	0.2%	926	0.1%	Energy
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$101,918		0.0%	1,020	0.1%	ETF
IVV iShares Core S&P 500 ETF	$96,632		0.0%	159	0.1%	ETF
V Visa	$96,588		0.0%	275	0.1%	Business Services
MCD McDonald's	$94,993		0.0%	308	0.1%	Retail/Wholesale
MGK Vanguard Mega Cap Growth ETF	$94,072		0.0%	267	0.1%	ETF
COST Costco Wholesale	$92,387		0.0%	87	0.1%	Retail/Wholesale
CAT Caterpillar	$90,805		0.0%	250	0.1%	Industrials
SBUX Starbucks	$90,609		0.0%	813	0.1%	Retail/Wholesale
VWO Vanguard FTSE Emerging Markets ETF	$89,889	$65,411 ▼	-42.1%	1,983	0.1%	ETF
FNDX Schwab Fundamental U.S. Large Company Index ETF	$89,484		0.0%	3,642	0.1%	ETF
NVS Novartis	$88,899		0.0%	832	0.1%	Medical
UNH UnitedHealth Group	$85,339		0.0%	160	0.1%	Medical
PM Philip Morris International	$84,571		0.0%	577	0.1%	Consumer Staples
LHX L3Harris Technologies	$84,414		0.0%	405	0.1%	Aerospace

Showing largest 100 holdings. View all holdings.

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Kiely Wealth Advisory Group, Inc. Top Holdings and 13F Report (2025)

About Kiely Wealth Advisory Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Kiely Wealth Advisory Group, Inc. Top Holdings and 13F Report (2025)

About Kiely Wealth Advisory Group, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKiely Wealth Advisory Group, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools