Kiely Wealth Advisory Group, Inc. current holdings: Foreign Stocks
Kiely Wealth Advisory Group, Inc. reported $0.00 billion in share positions in stocks (depositary receipts and foreign shares traded over the counter), 6 positions, in its Form 13F for the quarter ended 2024-12-31; the largest are TSM, NVS, NVO.
- TSM: Country of operation —; Class Equity; Shares 3,300; Value $686,235.
- NVS: Country of operation —; Class Equity; Shares 832; Value $88,899.
- NVO: Country of operation —; Class Equity; Shares 174; Value $14,600.
- DEO: Country of operation —; Class Equity; Shares 82; Value $8,894.
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.
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