Kiely Wealth Advisory Group, Inc.
CIK 2005660 · عرض على SEC EDGAR ↗
- قيمة المحفظة
- $155.3M
- المراكز
- 313
- حتى تاريخ
- 31 ديسمبر، 2024 البيانات اعتبارًا من Q4 2024
#7279 من 9443 حسب قيمة 13F · أعلى 77.1%
- وزن أكبر 10 مقتنيات
- 78,57%
- وزن أكبر 25 مقتنية
- 86,99%
- المراكز فوق 1%
- 11
- العدد الفعلي للمراكز
- 8,2
استنادًا إلى ممتلكات الأسهم الطويلة فقط في نموذج 13F (النقد والسندات والمراكز القصيرة غير مكشوفة)
- مراكز جديدة
- 313
- زيادة
- 0
- انخفض
- 0
- مغلق
- 0
على هذه الصفحة
توزيع القطاعات
Technology
3,1%
Retail
2,1%
Healthcare
1,3%
Financials
0,8%
Communication Services
0,8%
Financial Services
0,8%
Consumer Staples
0,5%
Industrials
0,5%
Utilities
0,4%
Consumer Discretionary
0,4%
Energy
0,3%
Communications
0,2%
Consumer products
0,2%
Telecommunication
0,1%
Real Estate
0,1%
Materials
0,1%
Logistics & Transportation
0,0%
Packaging
0,0%
أخرى/غير معينة
88,3%
المحفظة الكاملة 313 المراكز
| النوع | فترة متتالية | اتجاه 8 أرباع | |||||
|---|---|---|---|---|---|---|---|
| USFR | $43964075 | 28,31% | 872130 | صعود ×1 | |||
| RSP | $22485314 | 14,48% | 124414 | صعود ×1 | |||
| VO | $13555243 | 8,73% | 48769 | صعود ×1 | |||
| TFLO | $10016143 | 6,45% | 198104 | صعود ×1 | |||
| SHYG | $7850129 | 5,06% | 182476 | صعود ×1 | |||
| VOO | $7779564 | 5,01% | 13988 | صعود ×1 | |||
| BSV | $6782906 | 4,37% | 87702 | صعود ×1 | |||
| VTWO Vanguard Russell 2000 ETF | $4913307 | 3,16% | 53516 | صعود ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2460953 | 1,58% | 5970 | صعود ×1 | |||
| VOOV | $2196280 | 1,41% | 11640 | صعود ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $2141748 | 1,38% | 4047 | صعود ×1 | |||
| DON | $1512860 | 0,97% | 29296 | صعود ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $1465227 | 0,94% | 25184 | صعود ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1282270 | 0,83% | 5500 | صعود ×1 | |||
| BRKB | $924354 | 0,60% | 1966 | صعود ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $686235 | 0,44% | 3300 | صعود ×1 | |||
| VOT | $656653 | 0,42% | 2371 | صعود ×1 | |||
| VOE | $596721 | 0,38% | 3613 | صعود ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $590494 | 0,38% | 2179 | صعود ×1 | |||
| AZO AutoZone, Inc. Common Stock | $565546 | 0,36% | 165 | صعود ×1 | |||
| VBR | $558226 | 0,36% | 2746 | صعود ×1 | |||
| MTUM | $540130 | 0,35% | 2379 | صعود ×1 | |||
| VB | $537374 | 0,35% | 2165 | صعود ×1 | |||
| AAPL Apple Inc. - Common Stock | $535660 | 0,34% | 2353 | صعود ×1 | |||
| DFAC | $486795 | 0,31% | 13617 | صعود ×1 | |||
| DFUV | $475664 | 0,31% | 11150 | صعود ×1 | |||
| AMGN Amgen Inc. - Common Stock | $458693 | 0,30% | 1556 | صعود ×1 | |||
| BLKXXXX | $449411 | 0,29% | 456 | صعود ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $440388 | 0,28% | 2340 | صعود ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $438247 | 0,28% | 3036 | صعود ×1 | |||
| VYM | $432931 | 0,28% | 3254 | صعود ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $432610 | 0,28% | 2320 | صعود ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $432311 | 0,28% | 5326 | صعود ×1 | |||
| IAU | $427021 | 0,27% | 7781 | صعود ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $417030 | 0,27% | 3608 | صعود ×1 | |||
| VTWV Vanguard Russell 2000 Value ETF | $400436 | 0,26% | 2714 | صعود ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $392353 | 0,25% | 1530 | صعود ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $378305 | 0,24% | 6023 | صعود ×1 | |||
| SYK Stryker Corporation Common Stock | $341562 | 0,22% | 870 | صعود ×1 | |||
| CME CME Group Inc. - Class A Common Stock | $338534 | 0,22% | 1400 | صعود ×1 | |||
| VTWG Vanguard Russell 2000 Growth ETF | $322305 | 0,21% | 1483 | صعود ×1 | |||
| VOOG | $307434 | 0,20% | 806 | صعود ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $307181 | 0,20% | 742 | صعود ×1 | |||
| LLY Eli Lilly and Company Common Stock | $304108 | 0,20% | 350 | صعود ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $302919 | 0,20% | 1808 | صعود ×1 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $293947 | 0,19% | 1490 | صعود ×1 | |||
| WMT Walmart Inc. - Common Stock | $293322 | 0,19% | 2850 | صعود ×1 | |||
| VBK | $292803 | 0,19% | 1005 | صعود ×1 | |||
| JNJ Johnson & Johnson Common Stock | $283956 | 0,18% | 1841 | صعود ×1 | |||
| TMP | $275680 | 0,18% | 3873 | صعود ×1 | |||
| ORCL Oracle Corporation Common Stock | $268380 | 0,17% | 1500 | صعود ×1 | |||
| ET Energy Transfer LP Common Units | $258394 | 0,17% | 12862 | صعود ×1 | |||
| DVY iShares Select Dividend ETF | $249812 | 0,16% | 1859 | صعود ×1 | |||
| BLKB Blackbaud, Inc. - Common Stock | $249729 | 0,16% | 3131 | صعود ×1 | |||
| DES | $240614 | 0,15% | 7013 | صعود ×1 | |||
| SPY SPY | $232867 | 0,15% | 385 | صعود ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $213642 | 0,14% | 1955 | صعود ×1 | |||
| IVOG | $209892 | 0,14% | 1799 | صعود ×1 | |||
| IJS | $207258 | 0,13% | 1906 | صعود ×1 | |||
| DOV Dover Corporation Common Stock | $203540 | 0,13% | 1000 | صعود ×1 | |||
| ITOT | $198910 | 0,13% | 1495 | صعود ×1 | |||
| IWF | $192113 | 0,12% | 466 | صعود ×1 | |||
| IJR | $189759 | 0,12% | 1618 | صعود ×1 | |||
| IBM International Business Machines Corporation Common Stock | $187700 | 0,12% | 753 | صعود ×1 | |||
| AXP American Express Company Common Stock | $186156 | 0,12% | 600 | صعود ×1 | |||
| NKE Nike, Inc. Common Stock | $172952 | 0,11% | 2438 | صعود ×1 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $168566 | 0,11% | 2880 | صعود ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $160537 | 0,10% | 1888 | صعود ×1 | |||
| VGT | $157844 | 0,10% | 251 | صعود ×1 | |||
| IWM | $157779 | 0,10% | 695 | صعود ×1 | |||
| PTLC | $154005 | 0,10% | 2795 | صعود ×1 | |||
| UHS Universal Health Services, Inc. Common Stock | $148280 | 0,10% | 800 | صعود ×1 | |||
| VTI | $148156 | 0,10% | 494 | صعود ×1 | |||
| MAR Marriott International - Class A Common Stock | $143396 | 0,09% | 471 | صعود ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $140425 | 0,09% | 1508 | صعود ×1 | |||
| TGT Target Corporation Common Stock | $138107 | 0,09% | 1052 | صعود ×1 | |||
| VIG | $137736 | 0,09% | 678 | صعود ×1 | |||
| FELC | $136343 | 0,09% | 4035 | صعود ×1 | |||
| IWS | $131561 | 0,08% | 990 | صعود ×1 | |||
| IVE | $123820 | 0,08% | 634 | صعود ×1 | |||
| VEU | $123090 | 0,08% | 2044 | صعود ×1 | |||
| INTC Intel Corporation - Common Stock | $109526 | 0,07% | 5540 | صعود ×1 | |||
| PGR Progressive Corporation (The) Common Stock | $108865 | 0,07% | 436 | صعود ×1 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $105417 | 0,07% | 1257 | صعود ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $104740 | 0,07% | 146 | صعود ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $102720 | 0,07% | 926 | صعود ×1 | |||
| GBIL | $101918 | 0,07% | 1020 | صعود ×1 | |||
| IVV | $96632 | 0,06% | 159 | صعود ×1 | |||
| V Visa Inc. | $96588 | 0,06% | 275 | صعود ×1 | |||
| MCD McDonald's Corporation Common Stock | $94993 | 0,06% | 308 | صعود ×1 | |||
| MGK | $94072 | 0,06% | 267 | صعود ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $92387 | 0,06% | 87 | صعود ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $90805 | 0,06% | 250 | صعود ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $90609 | 0,06% | 813 | صعود ×1 | |||
| VWO | $89889 | 0,06% | 1983 | صعود ×1 | |||
| FNDX | $89484 | 0,06% | 3642 | صعود ×1 | |||
| NVS Novartis AG Common Stock | $88899 | 0,06% | 832 | صعود ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $85339 | 0,05% | 160 | صعود ×1 | |||
| PM Philip Morris International Inc Common Stock | $84571 | 0,05% | 577 | صعود ×1 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $84414 | 0,05% | 405 | صعود ×1 | |||
| لا توجد نتائج مطابقة | |||||||
أكبر الرهانات الجديدة
مراكز جديدة تم فتحها هذا الربع، الأكبر أولاً.
| الأمان | القيمة | الأسهم | % من المحفظة |
|---|---|---|---|
| USFR | $43964075 | 872130 | 28,31% |
| RSP | $22485314 | 124414 | 14,48% |
| VO | $13555243 | 48769 | 8,73% |
| TFLO | $10016143 | 198104 | 6,45% |
| SHYG | $7850129 | 182476 | 5,06% |
| VOO | $7779564 | 13988 | 5,01% |
| BSV | $6782906 | 87702 | 4,37% |
| VTWO | $4913307 | 53516 | 3,16% |
| MSFT | $2460953 | 5970 | 1,58% |
| VOOV | $2196280 | 11640 | 1,41% |
| QQQ | $2141748 | 4047 | 1,38% |
| DON | $1512860 | 29296 | 0,97% |
| VGSH | $1465227 | 25184 | 0,94% |
| AMZN | $1282270 | 5500 | 0,83% |
| BRKB | $924354 | 1966 | 0,60% |