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.
- MMM: Country of operation United States; Class Equity; Shares 95; Value $14,221.
- EXC: Country of operation United States; Class Equity; Shares 330; Value $13,794.
- VRSK: Country of operation United States; Class Equity; Shares 45; Value $13,230.
- CSL: Country of operation United States; Class Equity; Shares 37; Value $13,119.
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 |
|---|---|---|---|---|---|---|---|---|
| MMM 3M CO | United States | Equity | 95 | $14,221 | 0.07% | 2024-12-31 | 2025-02-12 | +30.52% |
| EXC EXELON CORP | United States | Equity | 330 | $13,794 | 0.07% | 2024-12-31 | 2025-02-12 | +8.00% |
| VRSK VERISK ANALYTICS INC CLASS A | United States | Equity | 45 | $13,230 | 0.07% | 2024-12-31 | 2025-02-12 | -39.75% |
| CSL CARLISLE COS INC | United States | Equity | 37 | $13,119 | 0.07% | 2024-12-31 | 2025-02-12 | -11.71% |
| CDW CDW CORP | United States | Equity | 67 | $12,835 | 0.06% | 2024-12-31 | 2025-02-12 | -25.47% |
| CPRT COPART INC | United States | Equity | 216 | $12,664 | 0.06% | 2024-12-31 | 2025-02-12 | -52.71% |
| CCI CROWN CASTLE INC REIT | United States | Equity | 141 | $12,643 | 0.06% | 2024-12-31 | 2025-02-12 | -26.10% |
| IT GARTNER INC | United States | Equity | 22 | $11,635 | 0.06% | 2024-12-31 | 2025-02-12 | -61.64% |
| ITW ILLINOIS TOOL WKS INC | United States | Equity | 43 | $11,077 | 0.06% | 2024-12-31 | 2025-02-12 | +5.33% |
| CHKP CHECK POINT SOFTWARE T F | Equity | 51 | $10,965 | 0.06% | 2024-12-31 | 2025-02-12 | -32.01% | |
| IEX IDEX CORP | United States | Equity | 53 | $10,412 | 0.05% | 2024-12-31 | 2025-02-12 | +10.10% |
| T AT&T INC | United States | Equity | 416 | $10,342 | 0.05% | 2024-12-31 | 2025-02-12 | +7.51% |
| COP CONOCOPHILLIPS | United States | Equity | 100 | $9,948 | 0.05% | 2024-12-31 | 2025-02-12 | +26.49% |
| SHOP SHOPIFY INC FCLASS A | Equity | 80 | $9,592 | 0.05% | 2024-12-31 | 2025-02-12 | +39.43% | |
| TRU TRANSUNION | United States | Equity | 99 | $9,368 | 0.05% | 2024-12-31 | 2025-02-12 | -30.65% |
| ZION ZIONS BANCORP N A | United States | Equity | 150 | $8,405 | 0.04% | 2024-12-31 | 2025-02-12 | +15.41% |
| TJX TJX COS INC NEW | United States | Equity | 67 | $8,373 | 0.04% | 2024-12-31 | 2025-02-12 | +10.75% |
| DOW DOW INC | United States | Equity | 215 | $8,293 | 0.04% | 2024-12-31 | 2025-02-12 | -31.20% |
| PRU PRUDENTIAL FINL INC | United States | Equity | 72 | $8,070 | 0.04% | 2024-12-31 | 2025-02-12 | -2.93% |
| LGIH LGI HOMES INC | United States | Equity | 95 | $8,045 | 0.04% | 2024-12-31 | 2025-02-12 | -46.44% |
| DOC HEALTHPEAK PPTYS INC REIT | United States | Equity | 400 | $7,836 | 0.04% | 2024-12-31 | 2025-02-12 | -0.69% |
| CP CANADIAN PACIFIC KANSA F | Equity | 100 | $7,812 | 0.04% | 2024-12-31 | 2025-02-12 | +19.54% | |
| AEP AMERICAN ELEC PWR CO INC | United States | Equity | 77 | $7,764 | 0.04% | 2024-12-31 | 2025-02-12 | +29.35% |
| O REALTY INCOME CORP REIT | United States | Equity | 143 | $7,716 | 0.04% | 2024-12-31 | 2025-02-12 | +3.24% |
| ESNT ESSENT GROUP LTD F | Equity | 132 | $7,671 | 0.04% | 2024-12-31 | 2025-02-12 | +16.16% | |
| ALGN ALIGN TECHNOLOGY INC | United States | Equity | 35 | $7,421 | 0.04% | 2024-12-31 | 2025-02-12 | -30.93% |
| DAL DELTA AIR LINES INC DEL | United States | Equity | 110 | $7,281 | 0.04% | 2024-12-31 | 2025-02-12 | +40.28% |
| CC CHEMOURS CO | United States | Equity | 379 | $6,811 | 0.03% | 2024-12-31 | 2025-02-12 | -17.81% |
| JBHT HUNT J B TRANS SVCS INC | United States | Equity | 40 | $6,684 | 0.03% | 2024-12-31 | 2025-02-12 | +34.35% |
| PNW PINNACLE WEST CAP CORP | United States | Equity | 75 | $6,587 | 0.03% | 2024-12-31 | 2025-02-12 | +10.18% |
| MORN MORNINGSTAR INC | United States | Equity | 20 | $6,493 | 0.03% | 2024-12-31 | 2025-02-12 | -44.66% |
| AER AERCAP HOLDINGS N V F | Equity | 67 | $6,488 | 0.03% | 2024-12-31 | 2025-02-12 | +51.62% | |
| ABBV ABBVIE INC | United States | Equity | 34 | $6,472 | 0.03% | 2024-12-31 | 2025-02-12 | +48.17% |
| SRE SEMPRA | United States | Equity | 78 | $6,412 | 0.03% | 2024-12-31 | 2025-02-12 | -10.88% |
| FIS FIDELITY NATL INFORMATIO | United States | Equity | 77 | $6,365 | 0.03% | 2024-12-31 | 2025-02-12 | -58.71% |
| SEIC SEI INVTS CO | United States | Equity | 75 | $6,325 | 0.03% | 2024-12-31 | 2025-02-12 | +25.30% |
| MKL MARKEL GROUP INC | United States | Equity | 3 | $5,972 | 0.03% | 2024-12-31 | 2025-02-12 | +0.80% |
| ATR APTARGROUP INC | United States | Equity | 40 | $5,731 | 0.03% | 2024-12-31 | 2025-02-12 | -21.52% |
| GLD SPDR GOLD SHARES ETF | United States | ETF | 21 | $5,636 | 0.03% | 2024-12-31 | 2025-02-12 | +58.13% |
| AYI ACUITY BRANDS INC | United States | Equity | 17 | $5,442 | 0.03% | 2024-12-31 | 2025-02-12 | +5.70% |
| ETN EATON CORP PLC F | Equity | 17 | $5,438 | 0.03% | 2024-12-31 | 2025-02-12 | +30.55% | |
| BSX BOSTON SCIENTIFIC CORP | United States | Equity | 50 | $5,309 | 0.03% | 2024-12-31 | 2025-02-12 | -50.87% |
| SYY SYSCO CORP | United States | Equity | 75 | $5,265 | 0.03% | 2024-12-31 | 2025-02-12 | +2.65% |
| FDS FACTSET RESH SYS INC | United States | Equity | 11 | $5,067 | 0.03% | 2024-12-31 | 2025-02-12 | -45.87% |
| TEL TE CONNECTIVITY PLC F | Equity | 33 | $4,940 | 0.02% | 2024-12-31 | 2025-02-12 | +48.70% | |
| BKNG BOOKING HLDGS INC | United States | Equity | 1 | $4,913 | 0.02% | 2024-12-31 | 2025-02-12 | -18.32% |
| GGG GRACO INC | United States | Equity | 54 | $4,639 | 0.02% | 2024-12-31 | 2025-02-12 | -7.34% |
| ABT ABBOTT LABS | United States | Equity | 33 | $4,333 | 0.02% | 2024-12-31 | 2025-02-12 | -10.75% |
| EMR EMERSON ELEC CO | United States | Equity | 33 | $4,183 | 0.02% | 2024-12-31 | 2025-02-12 | +26.88% |
| ICE INTERCONTINENTAL EXCHANG | United States | Equity | 25 | $4,178 | 0.02% | 2024-12-31 | 2025-02-12 | +2.13% |
| NUE NUCOR CORP | United States | Equity | 30 | $4,126 | 0.02% | 2024-12-31 | 2025-02-12 | +102.42% |
| TFX TELEFLEX INC | United States | Equity | 24 | $4,115 | 0.02% | 2024-12-31 | 2025-02-12 | -29.03% |
| TDY TELEDYNE TECHNOLOGIES IN | United States | Equity | 8 | $4,090 | 0.02% | 2024-12-31 | 2025-02-12 | +30.48% |
| AWK AMERICAN WTR WKS CO INC | United States | Equity | 33 | $4,063 | 0.02% | 2024-12-31 | 2025-02-12 | +4.27% |
| C CITIGROUP INC | United States | Equity | 50 | $4,037 | 0.02% | 2024-12-31 | 2025-02-12 | +85.82% |
| KD KYNDRYL HLDGS INC | United States | Equity | 95 | $3,897 | 0.02% | 2024-12-31 | 2025-02-12 | — split 2026-02-09, ratio not on file |
| VAC MARRIOTT VACATIONS WORLD | United States | Equity | 45 | $3,781 | 0.02% | 2024-12-31 | 2025-02-12 | +16.57% |
| WEX WEX INC | United States | Equity | 24 | $3,703 | 0.02% | 2024-12-31 | 2025-02-12 | -2.20% |
| NBIS NEBIUS GROUP N V FCLASS A | Equity | 89 | $3,646 | 0.02% | 2024-12-31 | 2025-02-12 | +756.88% | |
| ENB ENBRIDGE INC F | Equity | 80 | $3,585 | 0.02% | 2024-12-31 | 2025-02-12 | +9.95% | |
| NXPI NXP SEMICONDUCTORS N V F | Equity | 17 | $3,571 | 0.02% | 2024-12-31 | 2025-02-12 | +13.77% | |
| HONZZZZ HONEYWELL INTL INC | Equity | 17 | $3,545 | 0.02% | 2024-12-31 | 2025-02-12 | ||
| WAB WABTEC | United States | Equity | 17 | $3,542 | 0.02% | 2024-12-31 | 2025-02-12 | +53.61% |
| ED CONSOLIDATED EDISON INC | United States | Equity | 36 | $3,481 | 0.02% | 2024-12-31 | 2025-02-12 | +15.80% |
| FTV FORTIVE CORP DISC | United States | Equity | 43 | $3,462 | 0.02% | 2024-12-31 | 2025-02-12 | -1.96% |
| CHE CHEMED CORP NEW | United States | Equity | 6 | $3,322 | 0.02% | 2024-12-31 | 2025-02-12 | -3.35% |
| JKHY HENRY JACK & ASSOC INC | United States | Equity | 19 | $3,300 | 0.02% | 2024-12-31 | 2025-02-12 | -16.59% |
| BIO BIO RAD LABORATORIES INCCLASS A | United States | Equity | 10 | $3,271 | 0.02% | 2024-12-31 | 2025-02-12 | +15.54% |
| VLTO VERALTO CORP | United States | Equity | 32 | $3,193 | 0.02% | 2024-12-31 | 2025-02-12 | -5.11% |
| UBER UBER TECHNOLOGIES INC | United States | Equity | 38 | $2,988 | 0.02% | 2024-12-31 | 2025-02-12 | +14.99% |
| AON AON PLC FCLASS A | Ireland | Equity | 7 | $2,699 | 0.01% | 2024-12-31 | 2025-02-12 | -23.18% |
| MASI MASIMO CORP | United States | Equity | 15 | $2,676 | 0.01% | 2024-12-31 | 2025-02-12 | |
| PCH POTLATCHDELTIC CORP REIT | United States | Equity | 58 | $2,598 | 0.01% | 2024-12-31 | 2025-02-12 | |
| GILD GILEAD SCIENCES INC | United States | Equity | 27 | $2,578 | 0.01% | 2024-12-31 | 2025-02-12 | +63.78% |
| COLM COLUMBIA SPORTSWEAR CO | United States | Equity | 31 | $2,418 | 0.01% | 2024-12-31 | 2025-02-12 | -30.49% |
| EL LAUDER ESTEE COS INC CLASS A | United States | Equity | 33 | $2,267 | 0.01% | 2024-12-31 | 2025-02-12 | +25.86% |
| MGA MAGNA INTL INC F | Equity | 53 | $2,064 | 0.01% | 2024-12-31 | 2025-02-12 | +54.49% | |
| VTRS VIATRIS INC | United States | Equity | 191 | $2,028 | 0.01% | 2024-12-31 | 2025-02-12 | +45.54% |
| SOLV SOLVENTUM CORP | United States | Equity | 23 | $1,709 | 0.01% | 2024-12-31 | 2025-02-12 | +35.21% |
| CNC CENTENE CORP DEL | United States | Equity | 22 | $1,296 | 0.01% | 2024-12-31 | 2025-02-12 | — split 2025-07-02, ratio not on file |
| SJM SMUCKER J M CO | United States | Equity | 11 | $1,162 | 0.01% | 2024-12-31 | 2025-02-12 | +9.61% |
| HPQ HP INC | United States | Equity | 33 | $1,083 | 0.01% | 2024-12-31 | 2025-02-12 | -5.82% |
| SBH SALLY BEAUTY HLDGS INC | United States | Equity | 110 | $1,053 | 0.01% | 2024-12-31 | 2025-02-12 | +57.51% |
| HE HAWAIIAN ELEC INDS INC | United States | Equity | 100 | $1,008 | 0.01% | 2024-12-31 | 2025-02-12 | -6.68% |
| WBD WARNER BROS DISCOVERY IN | United States | Equity | 100 | $998 | 0.01% | 2024-12-31 | 2025-02-12 | +191.86% |
| VNT VONTIER CORP | United States | Equity | 17 | $655 | 0.00% | 2024-12-31 | 2025-02-12 | -13.44% |
| RNG RINGCENTRAL INC CLASS A | United States | Equity | 18 | $627 | 0.00% | 2024-12-31 | 2025-02-12 | +112.60% |
| EXAS EXACT SCIENCES CORP | United States | Equity | 11 | $576 | 0.00% | 2024-12-31 | 2025-02-12 | |
| MPT MEDICAL PPTYS TR INC REIT | United States | Equity | 100 | $479 | 0.00% | 2024-12-31 | 2025-02-12 | -11.14% |
| INGN INOGEN INC | United States | Equity | 13 | $138 | 0.00% | 2024-12-31 | 2025-02-12 | -41.44% |
| HIG HARTFORD INS GROUP INC | United States | Equity | 1 | $112 | 0.00% | 2024-12-31 | 2025-02-12 | +15.04% |
| ANIP ANI PHARMACEUTICALS INC | United States | Equity | 1 | $60 | 0.00% | 2024-12-31 | 2025-02-12 | +31.37% |
| NKLAQ NIKOLA CORP CLASS EQUITY | United States | Equity | 56 | $28 | 0.00% | 2024-12-31 | 2025-02-12 |
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