Kiely Wealth Advisory Group, Inc. - Portfolio overview

Kiely Wealth Advisory Group, Inc. has 312 reported holdings in this dataset, with the latest filing dated 2025-02-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. USFR - WISDOMTREE FLOATING RATETREASRY ETF, 28.31%
2. RSP - INVSC S P 500 EQUAL WEIGHT ETF IV, 14.48%
3. VO - VANGUARD MID CAP ETF, 8.73%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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