Kiely Wealth Advisory Group, Inc.

OAK RIDGE, NC · CIK 2005660 · 13F filing filed 2025-02-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyOak Ridge, NC

$155.4m reported value -1.5% vs Q3 2024

313positions

78.5%in top 10

6 new 25 added 20 reduced 6 sold out vs Q3 2024

Holdings, Q4 2024

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	872,130	$44.0m28.28%	28.28%	Reduced -87.2k	-87,169 -9.1%
2	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	124,414	$22.5m14.47%	14.47%	Reduced -3.2k	-3,160 -2.5%
3	VANGUARD INDEX FDS MID CAP ETF VO	VO	48,769	$13.6m8.72%	8.72%	Reduced -1.1k	-1,141 -2.3%
4	ISHARES TR TRS FLT RT BD TFLO	TFLO	198,104	$10.0m6.44%	6.44%	Reduced -22.6k	-22,616 -10.2%
5	ISHARES TR 0-5YR HI YL CP SHYG	SHYG	182,476	$7.9m5.05%	5.05%	Added +23.2k	+23,153 14.5%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	13,988	$7.8m5.01%	5.01%	Added +574	+574 4.3%
7	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	87,702	$6.8m4.36%	4.36%	Added +10.8k	+10,777 14.0%
8	VANGUARD SCOTTSDALE FDS VNG RUS2000IDX VTWO	VTWO	53,516	$4.9m3.16%	3.16%	Reduced -6.6k	-6,568 -10.9%
9	MICROSOFT CORP COM MSFT	MSFT	5,970	$2.5m1.58%	1.58%	Reduced -120	-120 -2.0%
10	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,968	$2.2m1.42%	1.42%	Added +695	+695 16.3%
11	VANGUARD ADMIRAL FDS INC 500 VAL IDX FD VOOV	VOOV	11,640	$2.2m1.41%	1.41%	Reduced -954	-954 -7.6%
12	WISDOMTREE TR US MIDCAP DIVID DON	DON	29,296	$1.5m0.97%	0.97%	Added +22.4k	+22,362 322.5%
13	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	25,184	$1.5m0.94%	0.94%	Added +23.2k	+23,204 1171.9%
14	AMAZON COM INC COM AMZN	AMZN	5,500	$1.3m0.82%	0.82%	Unchanged
15	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,966	$924.4k0.59%	0.59%	Unchanged
16	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	3,300	$686.2k0.44%	0.44%	Unchanged
17	VANGUARD INDEX FDS MCAP GR IDXVIP VOT	VOT	2,371	$656.7k0.42%	0.42%	Added +2	+2 0.1%
18	VANGUARD INDEX FDS MCAP VL IDXVIP VOE	VOE	3,613	$596.7k0.38%	0.38%	Reduced -232	-232 -6.0%
19	JPMORGAN CHASE & CO COM JPM	JPM	2,179	$590.5k0.38%	0.38%	Unchanged
20	AUTOZONE INC COM AZO	AZO	165	$565.5k0.36%	0.36%	Unchanged
21	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	2,746	$558.2k0.36%	0.36%	Added +6	+6 0.2%
22	ISHARES TR MSCI USA MMENTM MTUM	MTUM	2,379	$540.1k0.35%	0.35%	Added +826	+826 53.2%
23	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,165	$537.4k0.35%	0.35%	Added +885	+885 69.1%
24	APPLE INC COM AAPL	AAPL	2,353	$535.7k0.34%	0.34%	Unchanged
25	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	13,617	$486.8k0.31%	0.31%	Added +5.1k	+5,078 59.5%
26	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	11,150	$475.7k0.31%	0.31%	Added +4.2k	+4,185 60.1%
27	AMGEN INC COM AMGN	AMGN	1,556	$458.7k0.30%	0.30%	Unchanged
28	BLACKROCK INC COM BLK	BLK	456	$449.4k0.29%	0.29%	Unchanged
29	ALPHABET INC CAP STK CL C GOOG	GOOG	2,340	$440.4k0.28%	0.28%	Unchanged
30	PEPSICO INC COM PEP	PEP	3,036	$438.2k0.28%	0.28%	Unchanged
31	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	3,254	$432.9k0.28%	0.28%	Added +1.0k	+1,004 44.6%
32	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,320	$432.6k0.28%	0.28%	Unchanged
33	SCHWAB CHARLES CORP COM SCHW	SCHW	5,326	$432.3k0.28%	0.28%	Unchanged
34	ISHARES GOLD TR ISHARES NEW IAU	IAU	7,781	$427.0k0.27%	0.27%	Unchanged
35	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,608	$417.0k0.27%	0.27%	Added +8	+8 0.2%
36	VANGUARD SCOTTSDALE FDS VNG RUS2000VAL VTWV	VTWV	2,714	$400.4k0.26%	0.26%	Added +4	+4 0.1%
37	LOWES COS INC COM LOW	LOW	1,530	$392.4k0.25%	0.25%	Unchanged
38	CISCO SYS INC COM CSCO	CSCO	6,023	$378.3k0.24%	0.24%	Reduced -176	-176 -2.8%
39	STRYKER CORPORATION COM SYK	SYK	870	$341.6k0.22%	0.22%	Unchanged
40	CME GROUP INC COM CME	CME	1,400	$338.5k0.22%	0.22%	Unchanged
41	VANGUARD SCOTTSDALE FDS VNG RUS2000GRW VTWG	VTWG	1,483	$322.3k0.21%	0.21%	Reduced -14	-14 -0.9%
42	VANGUARD ADMIRAL FDS INC 500 GRTH IDX F VOOG	VOOG	806	$307.4k0.20%	0.20%	Unchanged
43	HOME DEPOT INC COM HD	HD	742	$307.2k0.20%	0.20%	Unchanged
44	ELI LILLY & CO COM LLY	LLY	350	$304.1k0.20%	0.20%	Unchanged
45	PROCTER AND GAMBLE CO COM PG	PG	1,808	$302.9k0.19%	0.19%	Unchanged
46	PNC FINL SVCS GROUP INC COM PNC	PNC	1,490	$293.9k0.19%	0.19%	Unchanged
47	WALMART INC COM WMT	WMT	2,850	$293.3k0.19%	0.19%	Unchanged
48	VANGUARD INDEX FDS SML CP GRW ETF VBK	VBK	1,005	$292.8k0.19%	0.19%	Added +2	+2 0.2%
49	JOHNSON & JOHNSON COM JNJ	JNJ	1,841	$284.0k0.18%	0.18%	Reduced -6	-6 -0.3%
50	TOMPKINS FINL CORP COM TMP	TMP	3,873	$275.7k0.18%	0.18%	Reduced -50	-50 -1.3%
51	ORACLE CORP COM ORCL	ORCL	1,500	$268.4k0.17%	0.17%	Unchanged
52	ENERGY TRANSFER L P COM UT LTD PTN ET	ET	12,862	$258.4k0.17%	0.17%	Unchanged
53	ISHARES TR SELECT DIVID ETF DVY	DVY	1,859	$249.8k0.16%	0.16%	Reduced -760	-760 -29.0%
54	BLACKBAUD INC COM BLKB	BLKB	3,131	$249.7k0.16%	0.16%	Reduced -40	-40 -1.3%
55	WISDOMTREE TR US SMALLCAP DIVD DES	DES	7,013	$240.6k0.15%	0.15%	Added +2.5k	+2,539 56.8%
56	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	385	$232.9k0.15%	0.15%	Unchanged
57	DISNEY WALT CO COM DIS	DIS	1,955	$213.6k0.14%	0.14%	Unchanged
58	VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH IVOG	IVOG	1,799	$209.9k0.14%	0.14%	Added +14	+14 0.8%
59	ISHARES TR SP SMCP600VL ETF IJS	IJS	1,906	$207.3k0.13%	0.13%	Unchanged
60	DOVER CORP COM DOV	DOV	1,000	$203.5k0.13%	0.13%	Unchanged
61	ISHARES TR CORE S&P TTL STK ITOT	ITOT	1,495	$198.9k0.13%	0.13%	Unchanged
62	ISHARES TR RUS 1000 GRW ETF IWF	IWF	466	$192.1k0.12%	0.12%	Unchanged
63	ISHARES TR CORE S&P SCP ETF IJR	IJR	1,618	$189.8k0.12%	0.12%	Unchanged
64	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	753	$187.7k0.12%	0.12%	Unchanged
65	AMERICAN EXPRESS CO COM AXP	AXP	600	$186.2k0.12%	0.12%	Unchanged
66	NIKE INC CL B NKE	NKE	2,438	$173.0k0.11%	0.11%	Unchanged
67	MONDELEZ INTL INC CL A MDLZ	MDLZ	2,880	$168.6k0.11%	0.11%	Unchanged
68	BANK NEW YORK MELLON CORP COM BNY	BNY	1,888	$160.5k0.10%	0.10%	Unchanged
69	VANGUARD WORLD FD INF TECH ETF VGT	VGT	251	$157.8k0.10%	0.10%	Unchanged
70	ISHARES TR RUSSELL 2000 ETF IWM	IWM	695	$157.8k0.10%	0.10%	Unchanged
71	PACER FDS TR TRENDP US LAR CP PTLC	PTLC	2,795	$154.0k0.10%	0.10%	Unchanged
72	UNIVERSAL HLTH SVCS INC CL B UHS	UHS	800	$148.3k0.10%	0.10%	Unchanged
73	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	494	$148.2k0.10%	0.10%	Unchanged
74	MARRIOTT INTL INC NEW CL A MAR	MAR	471	$143.4k0.09%	0.09%	Unchanged
75	ISHARES TR 7-10 YR TRSY BD IEF	IEF	1,508	$140.4k0.09%	0.09%	Unchanged
76	TARGET CORP COM TGT	TGT	1,052	$138.1k0.09%	0.09%	Unchanged
77	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	678	$137.7k0.09%	0.09%	Unchanged
78	FIDELITY COVINGTON TRUST ENHANCED LARGE FELC	FELC	4,035	$136.3k0.09%	0.09%	Added +11	+11 0.3%
79	ISHARES TR RUS MDCP VAL ETF IWS	IWS	990	$131.6k0.08%	0.08%	Unchanged
80	ISHARES TR S&P 500 VAL ETF IVE	IVE	634	$123.8k0.08%	0.08%	Unchanged
81	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	2,044	$123.1k0.08%	0.08%	Reduced -2.0k	-2,044 -50.0%
82	INTEL CORP COM INTC	INTC	5,540	$109.5k0.07%	0.07%	Unchanged
83	PROGRESSIVE CORP COM PGR	PGR	436	$108.9k0.07%	0.07%	Unchanged
84	PUBLIC SVC ENTERPRISE GRP IN COM PEG	PEG	1,257	$105.4k0.07%	0.07%	Unchanged
85	META PLATFORMS INC CL A META	META	146	$104.7k0.07%	0.07%	Unchanged
86	EXXON MOBIL CORP COM XOM	XOM	926	$102.7k0.07%	0.07%	Added +2	+2 0.2%
87	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	1,020	$101.9k0.07%	0.07%	Unchanged
88	ISHARES TR CORE S&P500 ETF IVV	IVV	159	$96.6k0.06%	0.06%	Unchanged
89	VISA INC COM CL A V	V	275	$96.6k0.06%	0.06%	Unchanged
90	MCDONALDS CORP COM MCD	MCD	308	$95.0k0.06%	0.06%	Unchanged
91	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	267	$94.1k0.06%	0.06%	Unchanged
92	COSTCO WHSL CORP NEW COM COST	COST	87	$92.4k0.06%	0.06%	Unchanged
93	CATERPILLAR INC COM CAT	CAT	250	$90.8k0.06%	0.06%	Unchanged
94	STARBUCKS CORP COM SBUX	SBUX	813	$90.6k0.06%	0.06%	Unchanged
95	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	1,983	$89.9k0.06%	0.06%	Reduced -1.4k	-1,443 -42.1%
96	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	3,642	$89.5k0.06%	0.06%	Reduced -7.3k	-7,284 -66.7%
97	NOVARTIS AG SPONSORED ADR NVS	NVS	832	$88.9k0.06%	0.06%	Unchanged
98	UNITEDHEALTH GROUP INC COM UNH	UNH	160	$85.3k0.05%	0.05%	Unchanged
99	PHILIP MORRIS INTL INC COM PM	PM	577	$84.6k0.05%	0.05%	Unchanged
100	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	405	$84.4k0.05%	0.05%	Unchanged

Sold out since Q3 2024

Security	Ticker	Shares held before	Value then
PAYPAL HLDGS INC PYPL	PYPL	976	$84.1k976 shares
PACER FDS TR PTNQ	PTNQ	921	$69.5k921 shares
PACER FDS TR PTMC	PTMC	1,476	$58.0k1.5k shares
LI AUTO INC LI	LI	53	$24.2k53 shares
TE CONNECTIVITY LTD TEL1USD	TEL1USD	33	$5.1k33 shares
AVID BIOSERVICES INC PPHM	PPHM	29	$35529 shares