Kiely Wealth Advisory Group, Inc.
CIK 2005660 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $155.3M
- ポジション
- 313
- 時点
- 2024年12月31日 Q4 2024時点のデータ
13F価値別で9,443件中 #7,279 位 · 77.1% トップ
- 上位10銘柄のウェイト
- 78.57%
- 上位25銘柄のウェイト
- 86.99%
- 1%超のポジション
- 11
- 実効ポジション数
- 8.2
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
- 新規ポジション
- 313
- 増加
- 0
- 減少
- 0
- クローズ
- 0
このページについて
セクター別内訳
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%
その他/マッピングなし
88.3%
ポートフォリオ全体 313 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| USFR | $43,964,075 | 28.31% | 872,130 | 上昇 ×1 | |||
| RSP | $22,485,314 | 14.48% | 124,414 | 上昇 ×1 | |||
| VO | $13,555,243 | 8.73% | 48,769 | 上昇 ×1 | |||
| TFLO | $10,016,143 | 6.45% | 198,104 | 上昇 ×1 | |||
| SHYG | $7,850,129 | 5.06% | 182,476 | 上昇 ×1 | |||
| VOO | $7,779,564 | 5.01% | 13,988 | 上昇 ×1 | |||
| BSV | $6,782,906 | 4.37% | 87,702 | 上昇 ×1 | |||
| VTWO Vanguard Russell 2000 ETF | $4,913,307 | 3.16% | 53,516 | 上昇 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2,460,953 | 1.58% | 5,970 | 上昇 ×1 | |||
| VOOV | $2,196,280 | 1.41% | 11,640 | 上昇 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $2,141,748 | 1.38% | 4,047 | 上昇 ×1 | |||
| DON | $1,512,860 | 0.97% | 29,296 | 上昇 ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $1,465,227 | 0.94% | 25,184 | 上昇 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,282,270 | 0.83% | 5,500 | 上昇 ×1 | |||
| BRKB | $924,354 | 0.60% | 1,966 | 上昇 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $686,235 | 0.44% | 3,300 | 上昇 ×1 | |||
| VOT | $656,653 | 0.42% | 2,371 | 上昇 ×1 | |||
| VOE | $596,721 | 0.38% | 3,613 | 上昇 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $590,494 | 0.38% | 2,179 | 上昇 ×1 | |||
| AZO AutoZone, Inc. Common Stock | $565,546 | 0.36% | 165 | 上昇 ×1 | |||
| VBR | $558,226 | 0.36% | 2,746 | 上昇 ×1 | |||
| MTUM | $540,130 | 0.35% | 2,379 | 上昇 ×1 | |||
| VB | $537,374 | 0.35% | 2,165 | 上昇 ×1 | |||
| AAPL Apple Inc. - Common Stock | $535,660 | 0.34% | 2,353 | 上昇 ×1 | |||
| DFAC | $486,795 | 0.31% | 13,617 | 上昇 ×1 | |||
| DFUV | $475,664 | 0.31% | 11,150 | 上昇 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $458,693 | 0.30% | 1,556 | 上昇 ×1 | |||
| BLKXXXX | $449,411 | 0.29% | 456 | 上昇 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $440,388 | 0.28% | 2,340 | 上昇 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $438,247 | 0.28% | 3,036 | 上昇 ×1 | |||
| VYM | $432,931 | 0.28% | 3,254 | 上昇 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $432,610 | 0.28% | 2,320 | 上昇 ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $432,311 | 0.28% | 5,326 | 上昇 ×1 | |||
| IAU | $427,021 | 0.27% | 7,781 | 上昇 ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $417,030 | 0.27% | 3,608 | 上昇 ×1 | |||
| VTWV Vanguard Russell 2000 Value ETF | $400,436 | 0.26% | 2,714 | 上昇 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $392,353 | 0.25% | 1,530 | 上昇 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $378,305 | 0.24% | 6,023 | 上昇 ×1 | |||
| SYK Stryker Corporation Common Stock | $341,562 | 0.22% | 870 | 上昇 ×1 | |||
| CME CME Group Inc. - Class A Common Stock | $338,534 | 0.22% | 1,400 | 上昇 ×1 | |||
| VTWG Vanguard Russell 2000 Growth ETF | $322,305 | 0.21% | 1,483 | 上昇 ×1 | |||
| VOOG | $307,434 | 0.20% | 806 | 上昇 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $307,181 | 0.20% | 742 | 上昇 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $304,108 | 0.20% | 350 | 上昇 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $302,919 | 0.20% | 1,808 | 上昇 ×1 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $293,947 | 0.19% | 1,490 | 上昇 ×1 | |||
| WMT Walmart Inc. - Common Stock | $293,322 | 0.19% | 2,850 | 上昇 ×1 | |||
| VBK | $292,803 | 0.19% | 1,005 | 上昇 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $283,956 | 0.18% | 1,841 | 上昇 ×1 | |||
| TMP | $275,680 | 0.18% | 3,873 | 上昇 ×1 | |||
| ORCL Oracle Corporation Common Stock | $268,380 | 0.17% | 1,500 | 上昇 ×1 | |||
| ET Energy Transfer LP Common Units | $258,394 | 0.17% | 12,862 | 上昇 ×1 | |||
| DVY iShares Select Dividend ETF | $249,812 | 0.16% | 1,859 | 上昇 ×1 | |||
| BLKB Blackbaud, Inc. - Common Stock | $249,729 | 0.16% | 3,131 | 上昇 ×1 | |||
| DES | $240,614 | 0.15% | 7,013 | 上昇 ×1 | |||
| SPY SPY | $232,867 | 0.15% | 385 | 上昇 ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $213,642 | 0.14% | 1,955 | 上昇 ×1 | |||
| IVOG | $209,892 | 0.14% | 1,799 | 上昇 ×1 | |||
| IJS | $207,258 | 0.13% | 1,906 | 上昇 ×1 | |||
| DOV Dover Corporation Common Stock | $203,540 | 0.13% | 1,000 | 上昇 ×1 | |||
| ITOT | $198,910 | 0.13% | 1,495 | 上昇 ×1 | |||
| IWF | $192,113 | 0.12% | 466 | 上昇 ×1 | |||
| IJR | $189,759 | 0.12% | 1,618 | 上昇 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $187,700 | 0.12% | 753 | 上昇 ×1 | |||
| AXP American Express Company Common Stock | $186,156 | 0.12% | 600 | 上昇 ×1 | |||
| NKE Nike, Inc. Common Stock | $172,952 | 0.11% | 2,438 | 上昇 ×1 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $168,566 | 0.11% | 2,880 | 上昇 ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $160,537 | 0.10% | 1,888 | 上昇 ×1 | |||
| VGT | $157,844 | 0.10% | 251 | 上昇 ×1 | |||
| IWM | $157,779 | 0.10% | 695 | 上昇 ×1 | |||
| PTLC | $154,005 | 0.10% | 2,795 | 上昇 ×1 | |||
| UHS Universal Health Services, Inc. Common Stock | $148,280 | 0.10% | 800 | 上昇 ×1 | |||
| VTI | $148,156 | 0.10% | 494 | 上昇 ×1 | |||
| MAR Marriott International - Class A Common Stock | $143,396 | 0.09% | 471 | 上昇 ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $140,425 | 0.09% | 1,508 | 上昇 ×1 | |||
| TGT Target Corporation Common Stock | $138,107 | 0.09% | 1,052 | 上昇 ×1 | |||
| VIG | $137,736 | 0.09% | 678 | 上昇 ×1 | |||
| FELC | $136,343 | 0.09% | 4,035 | 上昇 ×1 | |||
| IWS | $131,561 | 0.08% | 990 | 上昇 ×1 | |||
| IVE | $123,820 | 0.08% | 634 | 上昇 ×1 | |||
| VEU | $123,090 | 0.08% | 2,044 | 上昇 ×1 | |||
| INTC Intel Corporation - Common Stock | $109,526 | 0.07% | 5,540 | 上昇 ×1 | |||
| PGR Progressive Corporation (The) Common Stock | $108,865 | 0.07% | 436 | 上昇 ×1 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $105,417 | 0.07% | 1,257 | 上昇 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $104,740 | 0.07% | 146 | 上昇 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $102,720 | 0.07% | 926 | 上昇 ×1 | |||
| GBIL | $101,918 | 0.07% | 1,020 | 上昇 ×1 | |||
| IVV | $96,632 | 0.06% | 159 | 上昇 ×1 | |||
| V Visa Inc. | $96,588 | 0.06% | 275 | 上昇 ×1 | |||
| MCD McDonald's Corporation Common Stock | $94,993 | 0.06% | 308 | 上昇 ×1 | |||
| MGK | $94,072 | 0.06% | 267 | 上昇 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $92,387 | 0.06% | 87 | 上昇 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $90,805 | 0.06% | 250 | 上昇 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $90,609 | 0.06% | 813 | 上昇 ×1 | |||
| VWO | $89,889 | 0.06% | 1,983 | 上昇 ×1 | |||
| FNDX | $89,484 | 0.06% | 3,642 | 上昇 ×1 | |||
| NVS Novartis AG Common Stock | $88,899 | 0.06% | 832 | 上昇 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $85,339 | 0.05% | 160 | 上昇 ×1 | |||
| PM Philip Morris International Inc Common Stock | $84,571 | 0.05% | 577 | 上昇 ×1 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $84,414 | 0.05% | 405 | 上昇 ×1 | |||
| 一致なし | |||||||
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| USFR | $43,964,075 | 872,130 | 28.31% |
| RSP | $22,485,314 | 124,414 | 14.48% |
| VO | $13,555,243 | 48,769 | 8.73% |
| TFLO | $10,016,143 | 198,104 | 6.45% |
| SHYG | $7,850,129 | 182,476 | 5.06% |
| VOO | $7,779,564 | 13,988 | 5.01% |
| BSV | $6,782,906 | 87,702 | 4.37% |
| VTWO | $4,913,307 | 53,516 | 3.16% |
| MSFT | $2,460,953 | 5,970 | 1.58% |
| VOOV | $2,196,280 | 11,640 | 1.41% |
| QQQ | $2,141,748 | 4,047 | 1.38% |
| DON | $1,512,860 | 29,296 | 0.97% |
| VGSH | $1,465,227 | 25,184 | 0.94% |
| AMZN | $1,282,270 | 5,500 | 0.83% |
| BRKB | $924,354 | 1,966 | 0.60% |