SEC Form 13F

Kiely Wealth Advisory Group, Inc. 13F Holdings

Report period2024-12-31
Publicly available2025-02-13
Reported value$155,434,653
Positions315

Largest disclosed positions

IssuerTickerClassReported valueReported amount
WISDOMTREE FLOATING RATETREASRY ETFUSFRETF$43,964,075872,130
INVSC S P 500 EQUAL WEIGHT ETF IVRSPETF$22,485,314124,414
VANGUARD MID CAP ETFVOETF$13,555,24348,769
ISHARES TREASURY FLOATNGRATE BD ETFTFLOETF$10,016,143198,104
ISHARES HIGH YIELD CORPORAT BOND ETFSHYGETF$7,850,129182,476
VANGUARD S&P 500 ETFVOOETF$7,779,56413,988
VANGUARD SHORT-TERM BONDETFBSVETF$6,782,90687,702
VANGUARD RUSSELL 2000 ETFVTWOETF$4,913,30753,516
MICROSOFT CORPMSFTEquity$2,460,9535,970
VANGUARD S&P 500 VALUE ETFVOOVETF$2,196,28011,640

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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