| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| WISDOMTREE FLOATING RATETREASRY ETF | 3 | Q2 2024 | 47.4% |
| ISHARES TREASURY FLOATNGRATE BD ETF | 3 | Q2 2024 | 12.8% |
| INVSC S P 500 EQUAL WEIGHT ETF | 3 | Q2 2024 | 12.1% |
| VANGUARD MID CAP ETF | 3 | Q2 2024 | 7.1% |
| VANGUARD RUSSELL 2000 ETF IV | 3 | Q2 2024 | 3.2% |
| VANGUARD S&P 500 ETF | 3 | Q2 2024 | 3.1% |
| MICROSOFT CORP | 3 | Q2 2024 | 1.4% |
| VANGUARD S&P 500 VALUE ETF | 3 | Q2 2024 | 1.3% |
| INVSC QQQ TRUST SRS 1 ETF IV | 3 | Q2 2024 | 1.1% |
| VANGUARD MID CAP VALUE ETF | 3 | Q2 2024 | 0.8% |
View Kiely Wealth Advisory Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-13 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-09 |
View Kiely Wealth Advisory Group, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.