Kiely Wealth Advisory Group, Inc. current holdings: USA Stocks
Kiely Wealth Advisory Group, Inc. reported $0.02 billion in share positions in stocks (listed in the US), 193 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are MSFT, AMZN, BRKB.
- MSFT: Country of operation United States; Class Equity; Shares 5,970; Value $2,460,953.
- AMZN: Country of operation United States; Class Equity; Shares 5,500; Value $1,282,270.
- BRKB: Country of operation —; Class Equity; Shares 1,966; Value $924,354.
- JPM: Country of operation United States; Class Equity; Shares 2,179; Value $590,494.
Form 13F-HR as filed (SEC CIK 2005660): quarter ended 2024-12-31, filed 2025-02-12. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2024-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| MSFT MICROSOFT CORP | United States | Equity | 5,970 | $2,460,953 | 12.42% | 2024-12-31 | 2025-02-12 | +20.75% |
| AMZN AMAZON.COM INC | United States | Equity | 5,500 | $1,282,270 | 6.47% | 2024-12-31 | 2025-02-12 | +12.43% |
| BRKB BERKSHIRE HATHAWAY CLASS B | Equity | 1,966 | $924,354 | 4.67% | 2024-12-31 | 2025-02-12 | ||
| JPM JPMORGAN CHASE & CO | United States | Equity | 2,179 | $590,494 | 2.98% | 2024-12-31 | 2025-02-12 | +39.74% |
| AZO AUTOZONE INC | United States | Equity | 165 | $565,546 | 2.85% | 2024-12-31 | 2025-02-12 | -10.18% |
| AAPL APPLE INC | United States | Equity | 2,353 | $535,660 | 2.70% | 2024-12-31 | 2025-02-12 | |
| AMGN AMGEN INC | United States | Equity | 1,556 | $458,693 | 2.32% | 2024-12-31 | 2025-02-12 | +62.54% |
| GOOG ALPHABET INC CLASS C | United States | Equity | 2,340 | $440,388 | 2.22% | 2024-12-31 | 2025-02-12 | +77.13% |
| PEP PEPSICO INC | United States | Equity | 3,036 | $438,247 | 2.21% | 2024-12-31 | 2025-02-12 | -15.37% |
| GOOGL ALPHABET INC CLASS A | United States | Equity | 2,320 | $432,610 | 2.18% | 2024-12-31 | 2025-02-12 | +80.10% |
| SCHW CHARLES SCHWAB CORP | United States | Equity | 5,326 | $432,311 | 2.18% | 2024-12-31 | 2025-02-12 | +33.90% |
| IAU ISHARES GOLD ETF | United States | ETF | 7,781 | $427,021 | 2.16% | 2024-12-31 | 2025-02-12 | +58.59% |
| DUK DUKE ENERGY CORP NEW | United States | Equity | 3,608 | $417,030 | 2.11% | 2024-12-31 | 2025-02-12 | +6.01% |
| LOW LOWES COS INC | United States | Equity | 1,530 | $392,353 | 1.98% | 2024-12-31 | 2025-02-12 | -24.12% |
| CSCO CISCO SYS INC | United States | Equity | 6,023 | $378,305 | 1.91% | 2024-12-31 | 2025-02-12 | +80.64% |
| SYK STRYKER CORP | United States | Equity | 870 | $341,562 | 1.72% | 2024-12-31 | 2025-02-12 | -22.57% |
| CME CME GROUP INC CLASS A | United States | Equity | 1,400 | $338,534 | 1.71% | 2024-12-31 | 2025-02-12 | +13.34% |
| HD HOME DEPOT INC | United States | Equity | 742 | $307,181 | 1.55% | 2024-12-31 | 2025-02-12 | -25.95% |
| LLY ELI LILLY AND CO | United States | Equity | 350 | $304,108 | 1.54% | 2024-12-31 | 2025-02-12 | +53.45% |
| PG PROCTER & GAMBLE CO | United States | Equity | 1,808 | $302,919 | 1.53% | 2024-12-31 | 2025-02-12 | -11.53% |
| PNC PNC FINL SERVICES | United States | Equity | 1,490 | $293,947 | 1.48% | 2024-12-31 | 2025-02-12 | +14.93% |
| WMT WALMART INC | United States | Equity | 2,850 | $293,322 | 1.48% | 2024-12-31 | 2025-02-12 | +18.21% |
| JNJ JOHNSON & JOHNSON | United States | Equity | 1,841 | $283,956 | 1.43% | 2024-12-31 | 2025-02-12 | +85.02% |
| TMP TOMPKINS FINL CORP | United States | Equity | 3,873 | $275,680 | 1.39% | 2024-12-31 | 2025-02-12 | +42.95% |
| ORCL ORACLE CORP | United States | Equity | 1,500 | $268,380 | 1.35% | 2024-12-31 | 2025-02-12 | -17.31% |
| ET ENERGY TRANSFER L P LP | United States | Equity | 12,862 | $258,394 | 1.30% | 2024-12-31 | 2025-02-12 | +1.63% |
| BLKB BLACKBAUD INC | United States | Equity | 3,131 | $249,729 | 1.26% | 2024-12-31 | 2025-02-12 | -43.95% |
| DIS DISNEY WALT CO | United States | Equity | 1,955 | $213,642 | 1.08% | 2024-12-31 | 2025-02-12 | -5.33% |
| DOV DOVER CORP | United States | Equity | 1,000 | $203,540 | 1.03% | 2024-12-31 | 2025-02-12 | +1.12% |
| IBM IBM CORP | United States | Equity | 753 | $187,700 | 0.95% | 2024-12-31 | 2025-02-12 | +0.07% |
| AXP AMERICAN EXPRESS CO | United States | Equity | 600 | $186,156 | 0.94% | 2024-12-31 | 2025-02-12 | +2.90% |
| NKE NIKE INC CLASS B | United States | Equity | 2,438 | $172,952 | 0.87% | 2024-12-31 | 2025-02-12 | -52.64% |
| MDLZ MONDELEZ INTL INC CLASS A | United States | Equity | 2,880 | $168,566 | 0.85% | 2024-12-31 | 2025-02-12 | -0.69% |
| BNY BANK NEW YORK MELLON COR | United States | Equity | 1,888 | $160,537 | 0.81% | 2024-12-31 | 2025-02-12 | +91.31% |
| UHS UNIVERSAL HEALTH SVCS INCLASS B | United States | Equity | 800 | $148,280 | 0.75% | 2024-12-31 | 2025-02-12 | -2.06% |
| MAR MARRIOTT INTL INC NEW CLASS A | United States | Equity | 471 | $143,396 | 0.72% | 2024-12-31 | 2025-02-12 | +29.64% |
| TGT TARGET CORP CLASS EQUITY | United States | Equity | 1,052 | $138,107 | 0.70% | 2024-12-31 | 2025-02-12 | +15.72% |
| INTC INTEL CORP | United States | Equity | 5,540 | $109,526 | 0.55% | 2024-12-31 | 2025-02-12 | +478.20% |
| PGR PROGRESSIVE CORP OH | United States | Equity | 436 | $108,865 | 0.55% | 2024-12-31 | 2025-02-12 | -12.14% |
| PEG PUBLIC SVC ENTERPRISE GR | United States | Equity | 1,257 | $105,417 | 0.53% | 2024-12-31 | 2025-02-12 | -19.90% |
| META META PLATFORMS INC CLASS A | United States | Equity | 146 | $104,740 | 0.53% | 2024-12-31 | 2025-02-12 | +26.18% |
| XOMXXXX EXXON MOBIL CORP | Equity | 926 | $102,720 | 0.52% | 2024-12-31 | 2025-02-12 | ||
| V VISA INC CLASS A | United States | Equity | 275 | $96,588 | 0.49% | 2024-12-31 | 2025-02-12 | +15.77% |
| MCD MCDONALDS CORP | United States | Equity | 308 | $94,993 | 0.48% | 2024-12-31 | 2025-02-12 | -19.29% |
| COST COSTCO WHSL CORP NEW | United States | Equity | 87 | $92,387 | 0.47% | 2024-12-31 | 2025-02-12 | +0.91% |
| CAT CATERPILLAR INC | United States | Equity | 250 | $90,805 | 0.46% | 2024-12-31 | 2025-02-12 | +127.88% |
| SBUX STARBUCKS CORP | United States | Equity | 813 | $90,609 | 0.46% | 2024-12-31 | 2025-02-12 | +4.58% |
| UNH UNITEDHEALTH GROUP INC | United States | Equity | 160 | $85,339 | 0.43% | 2024-12-31 | 2025-02-12 | -25.88% |
| PM PHILIP MORRIS INTL INC | United States | Equity | 577 | $84,571 | 0.43% | 2024-12-31 | 2025-02-12 | +61.11% |
| LHX L3HARRIS TECHNOLOGIES IN | United States | Equity | 405 | $84,414 | 0.43% | 2024-12-31 | 2025-02-12 | +12.45% |
| TSLA TESLA INC | United States | Equity | 239 | $83,824 | 0.42% | 2024-12-31 | 2025-02-12 | -12.63% |
| TECH BIO-TECHNE CORP | United States | Equity | 1,048 | $81,396 | 0.41% | 2024-12-31 | 2025-02-12 | +0.49% |
| VZ VERIZON COMMUNICATIONS I | United States | Equity | 2,029 | $81,059 | 0.41% | 2024-12-31 | 2025-02-12 | +14.98% |
| CVX CHEVRON CORP NEW | United States | Equity | 444 | $69,162 | 0.35% | 2024-12-31 | 2025-02-12 | +41.11% |
| NEE NEXTERA ENERGY INC | United States | Equity | 916 | $63,845 | 0.32% | 2024-12-31 | 2025-02-12 | +5.86% |
| BAC BANK OF AMERICA CORP | United States | Equity | 1,351 | $63,057 | 0.32% | 2024-12-31 | 2025-02-12 | +25.05% |
| CMCSA COMCAST CORP NEW CLASS A | United States | Equity | 1,750 | $60,323 | 0.30% | 2024-12-31 | 2025-02-12 | -38.58% |
| AHR AMERICAN HEALTHCARE REITREIT | United States | Equity | 2,032 | $57,912 | 0.29% | 2024-12-31 | 2025-02-12 | +83.25% |
| EBAY EBAY INC | United States | Equity | 800 | $54,608 | 0.28% | 2024-12-31 | 2025-02-12 | +69.83% |
| TSCO TRACTOR SUPPLY CO | United States | Equity | 1,000 | $54,430 | 0.27% | 2024-12-31 | 2025-02-12 | -40.61% |
| CEG CONSTELLATION ENERGY COR | United States | Equity | 166 | $53,424 | 0.27% | 2024-12-31 | 2025-02-12 | +18.27% |
| MRK MERCK & CO. INC. | United States | Equity | 600 | $51,840 | 0.26% | 2024-12-31 | 2025-02-12 | +50.06% |
| TXN TEXAS INSTRS INC | United States | Equity | 270 | $48,684 | 0.25% | 2024-12-31 | 2025-02-12 | +50.23% |
| RSG REPUBLIC SVCS INC | United States | Equity | 200 | $44,420 | 0.22% | 2024-12-31 | 2025-02-12 | +5.34% |
| PFE PFIZER INC | United States | Equity | 1,539 | $39,814 | 0.20% | 2024-12-31 | 2025-02-12 | +8.25% |
| MPWR MONOLITHIC PWR SYS INC | United States | Equity | 55 | $38,795 | 0.20% | 2024-12-31 | 2025-02-12 | +129.17% |
| TFC TRUIST FINL CORP | United States | Equity | 804 | $37,909 | 0.19% | 2024-12-31 | 2025-02-12 | +7.05% |
| KMB KIMBERLY CLARK CORP | United States | Equity | 280 | $36,800 | 0.19% | 2024-12-31 | 2025-02-12 | -24.46% |
| BA BOEING CO | United States | Equity | 198 | $35,749 | 0.18% | 2024-12-31 | 2025-02-12 | +6.03% |
| WRB BERKLEY W R CORP | United States | Equity | 580 | $35,276 | 0.18% | 2024-12-31 | 2025-02-12 | +16.58% |
| RTX RTX CORP | United States | Equity | 275 | $35,269 | 0.18% | 2024-12-31 | 2025-02-12 | +61.55% |
| BIIB BIOGEN INC | United States | Equity | 247 | $35,207 | 0.18% | 2024-12-31 | 2025-02-12 | +48.49% |
| NFLX NETFLIX INC | United States | Equity | 34 | $34,938 | 0.18% | 2024-12-31 | 2025-02-12 | -21.13% |
| KO THE COCA-COLA CO | United States | Equity | 539 | $34,792 | 0.18% | 2024-12-31 | 2025-02-12 | +39.48% |
| CSX CSX CORP | United States | Equity | 1,050 | $34,734 | 0.18% | 2024-12-31 | 2025-02-12 | +45.43% |
| ADC AGREE RLTY CORP REIT | United States | Equity | 475 | $34,585 | 0.17% | 2024-12-31 | 2025-02-12 | -3.97% |
| CL COLGATE PALMOLIVE CO | United States | Equity | 400 | $34,384 | 0.17% | 2024-12-31 | 2025-02-12 | -4.89% |
| FICO FAIR ISAAC CORP | United States | Equity | 18 | $33,432 | 0.17% | 2024-12-31 | 2025-02-12 | -68.97% |
| ADP AUTOMATIC DATA PROCESSIN | United States | Equity | 104 | $31,921 | 0.16% | 2024-12-31 | 2025-02-12 | -10.57% |
| CTVA CORTEVA INC | United States | Equity | 504 | $31,354 | 0.16% | 2024-12-31 | 2025-02-12 | +36.71% |
| PANW PALO ALTO NETWORKS INC | United States | Equity | 150 | $29,460 | 0.15% | 2024-12-31 | 2025-02-12 | +113.46% |
| FDX FEDEX CORP | United States | Equity | 100 | $25,823 | 0.13% | 2024-12-31 | 2025-02-12 | +26.81% |
| LIN LINDE PLC F | United Kingdom | Equity | 53 | $24,426 | 0.12% | 2024-12-31 | 2025-02-12 | +13.07% |
| TMO THERMO FISHER SCIENTIFIC | United States | Equity | 42 | $23,220 | 0.12% | 2024-12-31 | 2025-02-12 | +30.64% |
| MA MASTERCARD INC CLASS A | United States | Equity | 40 | $22,620 | 0.11% | 2024-12-31 | 2025-02-12 | +7.03% |
| MO ALTRIA GROUP INC | United States | Equity | 415 | $22,344 | 0.11% | 2024-12-31 | 2025-02-12 | +31.42% |
| ACN ACCENTURE PLC IRELAND FCLASS A | Equity | 55 | $21,279 | 0.11% | 2024-12-31 | 2025-02-12 | -49.65% | |
| L LOEWS CORP | United States | Equity | 240 | $20,626 | 0.10% | 2024-12-31 | 2025-02-12 | +25.08% |
| CARR CARRIER GLOBAL CORP | United States | Equity | 308 | $20,399 | 0.10% | 2024-12-31 | 2025-02-12 | -18.87% |
| ADBE ADOBE INC | United States | Equity | 44 | $19,848 | 0.10% | 2024-12-31 | 2025-02-12 | -47.56% |
| DHR DANAHER CORP | United States | Equity | 96 | $19,536 | 0.10% | 2024-12-31 | 2025-02-12 | -1.50% |
| BMY BRISTOL MYERS SQUIBB CO | United States | Equity | 344 | $19,102 | 0.10% | 2024-12-31 | 2025-02-12 | +11.14% |
| AVGO BROADCOM INC | United States | Equity | 80 | $18,803 | 0.09% | 2024-12-31 | 2025-02-12 | +53.17% |
| MDT MEDTRONIC PLC F | Ireland | Equity | 200 | $18,168 | 0.09% | 2024-12-31 | 2025-02-12 | +9.03% |
| WM WASTE MGMT INC DEL | United States | Equity | 75 | $16,957 | 0.09% | 2024-12-31 | 2025-02-12 | +2.63% |
| INTU INTUIT | United States | Equity | 28 | $16,432 | 0.08% | 2024-12-31 | 2025-02-12 | -57.35% |
| GS GOLDMAN SACHS GROUP INC | United States | Equity | 25 | $16,263 | 0.08% | 2024-12-31 | 2025-02-12 | +60.01% |
| WFC WELLS FARGO & CO | United States | Equity | 200 | $15,820 | 0.08% | 2024-12-31 | 2025-02-12 | +14.58% |
| OTIS OTIS WORLDWIDE CORP | United States | Equity | 154 | $14,793 | 0.07% | 2024-12-31 | 2025-02-12 | -29.13% |
| ZTS ZOETIS INC CLASS A | United States | Equity | 85 | $14,612 | 0.07% | 2024-12-31 | 2025-02-12 | -56.85% |
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