Kiely Wealth Advisory Group, Inc.
CIK 2005660 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $155.3M
- 持仓
- 313
- 截至
- 2024年12月31日 数据截至 Q4 2024
按 13F 价值排名第 7279（共 9443） · 前 77.1%
- 前十大持仓权重
- 78.57%
- 前二十五大持仓权重
- 86.99%
- 持仓高于 1%
- 11
- 有效持仓数量
- 8.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 313
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
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%
其他/未映射
88.3%
完整投资组合 313 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| USFR | $43964075 | 28.31% | 872130 | 上涨 ×1 | |||
| RSP | $22485314 | 14.48% | 124414 | 上涨 ×1 | |||
| VO | $13555243 | 8.73% | 48769 | 上涨 ×1 | |||
| TFLO | $10016143 | 6.45% | 198104 | 上涨 ×1 | |||
| SHYG | $7850129 | 5.06% | 182476 | 上涨 ×1 | |||
| VOO | $7779564 | 5.01% | 13988 | 上涨 ×1 | |||
| BSV | $6782906 | 4.37% | 87702 | 上涨 ×1 | |||
| VTWO Vanguard Russell 2000 ETF | $4913307 | 3.16% | 53516 | 上涨 ×1 | |||
| MSFT Microsoft Corporation - Common Stock | $2460953 | 1.58% | 5970 | 上涨 ×1 | |||
| VOOV | $2196280 | 1.41% | 11640 | 上涨 ×1 | |||
| QQQ Invesco QQQ Trust, Series 1 | $2141748 | 1.38% | 4047 | 上涨 ×1 | |||
| DON | $1512860 | 0.97% | 29296 | 上涨 ×1 | |||
| VGSH Vanguard Short-Term Treasury ETF | $1465227 | 0.94% | 25184 | 上涨 ×1 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1282270 | 0.83% | 5500 | 上涨 ×1 | |||
| BRKB | $924354 | 0.60% | 1966 | 上涨 ×1 | |||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $686235 | 0.44% | 3300 | 上涨 ×1 | |||
| VOT | $656653 | 0.42% | 2371 | 上涨 ×1 | |||
| VOE | $596721 | 0.38% | 3613 | 上涨 ×1 | |||
| JPM JP Morgan Chase & Co. Common Stock | $590494 | 0.38% | 2179 | 上涨 ×1 | |||
| AZO AutoZone, Inc. Common Stock | $565546 | 0.36% | 165 | 上涨 ×1 | |||
| VBR | $558226 | 0.36% | 2746 | 上涨 ×1 | |||
| MTUM | $540130 | 0.35% | 2379 | 上涨 ×1 | |||
| VB | $537374 | 0.35% | 2165 | 上涨 ×1 | |||
| AAPL Apple Inc. - Common Stock | $535660 | 0.34% | 2353 | 上涨 ×1 | |||
| DFAC | $486795 | 0.31% | 13617 | 上涨 ×1 | |||
| DFUV | $475664 | 0.31% | 11150 | 上涨 ×1 | |||
| AMGN Amgen Inc. - Common Stock | $458693 | 0.30% | 1556 | 上涨 ×1 | |||
| BLKXXXX | $449411 | 0.29% | 456 | 上涨 ×1 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $440388 | 0.28% | 2340 | 上涨 ×1 | |||
| PEP PepsiCo, Inc. - Common Stock | $438247 | 0.28% | 3036 | 上涨 ×1 | |||
| VYM | $432931 | 0.28% | 3254 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $432610 | 0.28% | 2320 | 上涨 ×1 | |||
| SCHW Charles Schwab Corporation (The) Common Stock | $432311 | 0.28% | 5326 | 上涨 ×1 | |||
| IAU | $427021 | 0.27% | 7781 | 上涨 ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $417030 | 0.27% | 3608 | 上涨 ×1 | |||
| VTWV Vanguard Russell 2000 Value ETF | $400436 | 0.26% | 2714 | 上涨 ×1 | |||
| LOW Lowe's Companies, Inc. Common Stock | $392353 | 0.25% | 1530 | 上涨 ×1 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $378305 | 0.24% | 6023 | 上涨 ×1 | |||
| SYK Stryker Corporation Common Stock | $341562 | 0.22% | 870 | 上涨 ×1 | |||
| CME CME Group Inc. - Class A Common Stock | $338534 | 0.22% | 1400 | 上涨 ×1 | |||
| VTWG Vanguard Russell 2000 Growth ETF | $322305 | 0.21% | 1483 | 上涨 ×1 | |||
| VOOG | $307434 | 0.20% | 806 | 上涨 ×1 | |||
| HD Home Depot, Inc. (The) Common Stock | $307181 | 0.20% | 742 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $304108 | 0.20% | 350 | 上涨 ×1 | |||
| PG Procter & Gamble Company (The) Common Stock | $302919 | 0.20% | 1808 | 上涨 ×1 | |||
| PNC PNC Financial Services Group, Inc. (The) Common Stock | $293947 | 0.19% | 1490 | 上涨 ×1 | |||
| WMT Walmart Inc. - Common Stock | $293322 | 0.19% | 2850 | 上涨 ×1 | |||
| VBK | $292803 | 0.19% | 1005 | 上涨 ×1 | |||
| JNJ Johnson & Johnson Common Stock | $283956 | 0.18% | 1841 | 上涨 ×1 | |||
| TMP | $275680 | 0.18% | 3873 | 上涨 ×1 | |||
| ORCL Oracle Corporation Common Stock | $268380 | 0.17% | 1500 | 上涨 ×1 | |||
| ET Energy Transfer LP Common Units | $258394 | 0.17% | 12862 | 上涨 ×1 | |||
| DVY iShares Select Dividend ETF | $249812 | 0.16% | 1859 | 上涨 ×1 | |||
| BLKB Blackbaud, Inc. - Common Stock | $249729 | 0.16% | 3131 | 上涨 ×1 | |||
| DES | $240614 | 0.15% | 7013 | 上涨 ×1 | |||
| SPY SPY | $232867 | 0.15% | 385 | 上涨 ×1 | |||
| DIS Walt Disney Company (The) Common Stock | $213642 | 0.14% | 1955 | 上涨 ×1 | |||
| IVOG | $209892 | 0.14% | 1799 | 上涨 ×1 | |||
| IJS | $207258 | 0.13% | 1906 | 上涨 ×1 | |||
| DOV Dover Corporation Common Stock | $203540 | 0.13% | 1000 | 上涨 ×1 | |||
| ITOT | $198910 | 0.13% | 1495 | 上涨 ×1 | |||
| IWF | $192113 | 0.12% | 466 | 上涨 ×1 | |||
| IJR | $189759 | 0.12% | 1618 | 上涨 ×1 | |||
| IBM International Business Machines Corporation Common Stock | $187700 | 0.12% | 753 | 上涨 ×1 | |||
| AXP American Express Company Common Stock | $186156 | 0.12% | 600 | 上涨 ×1 | |||
| NKE Nike, Inc. Common Stock | $172952 | 0.11% | 2438 | 上涨 ×1 | |||
| MDLZ Mondelez International, Inc. - Class A Common Stock | $168566 | 0.11% | 2880 | 上涨 ×1 | |||
| BK The Bank of New York Mellon Corporation Common Stock | $160537 | 0.10% | 1888 | 上涨 ×1 | |||
| VGT | $157844 | 0.10% | 251 | 上涨 ×1 | |||
| IWM | $157779 | 0.10% | 695 | 上涨 ×1 | |||
| PTLC | $154005 | 0.10% | 2795 | 上涨 ×1 | |||
| UHS Universal Health Services, Inc. Common Stock | $148280 | 0.10% | 800 | 上涨 ×1 | |||
| VTI | $148156 | 0.10% | 494 | 上涨 ×1 | |||
| MAR Marriott International - Class A Common Stock | $143396 | 0.09% | 471 | 上涨 ×1 | |||
| IEF iShares 7-10 Year Treasury Bond ETF | $140425 | 0.09% | 1508 | 上涨 ×1 | |||
| TGT Target Corporation Common Stock | $138107 | 0.09% | 1052 | 上涨 ×1 | |||
| VIG | $137736 | 0.09% | 678 | 上涨 ×1 | |||
| FELC | $136343 | 0.09% | 4035 | 上涨 ×1 | |||
| IWS | $131561 | 0.08% | 990 | 上涨 ×1 | |||
| IVE | $123820 | 0.08% | 634 | 上涨 ×1 | |||
| VEU | $123090 | 0.08% | 2044 | 上涨 ×1 | |||
| INTC Intel Corporation - Common Stock | $109526 | 0.07% | 5540 | 上涨 ×1 | |||
| PGR Progressive Corporation (The) Common Stock | $108865 | 0.07% | 436 | 上涨 ×1 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $105417 | 0.07% | 1257 | 上涨 ×1 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $104740 | 0.07% | 146 | 上涨 ×1 | |||
| XOM Exxon Mobil Corporation Common Stock | $102720 | 0.07% | 926 | 上涨 ×1 | |||
| GBIL | $101918 | 0.07% | 1020 | 上涨 ×1 | |||
| IVV | $96632 | 0.06% | 159 | 上涨 ×1 | |||
| V Visa Inc. | $96588 | 0.06% | 275 | 上涨 ×1 | |||
| MCD McDonald's Corporation Common Stock | $94993 | 0.06% | 308 | 上涨 ×1 | |||
| MGK | $94072 | 0.06% | 267 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $92387 | 0.06% | 87 | 上涨 ×1 | |||
| CAT Caterpillar, Inc. Common Stock | $90805 | 0.06% | 250 | 上涨 ×1 | |||
| SBUX Starbucks Corporation - Common Stock | $90609 | 0.06% | 813 | 上涨 ×1 | |||
| VWO | $89889 | 0.06% | 1983 | 上涨 ×1 | |||
| FNDX | $89484 | 0.06% | 3642 | 上涨 ×1 | |||
| NVS Novartis AG Common Stock | $88899 | 0.06% | 832 | 上涨 ×1 | |||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $85339 | 0.05% | 160 | 上涨 ×1 | |||
| PM Philip Morris International Inc Common Stock | $84571 | 0.05% | 577 | 上涨 ×1 | |||
| LHX L3Harris Technologies, Inc. Common Stock | $84414 | 0.05% | 405 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| 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% |