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  Name: Kiely Wealth Advisory Group Inc.
  City: OAK RIDGE
  State: NC
  Zip: 27310
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $175,668,000
  Total Value Change : $2,752,000
  Securities Held Change : 18
   
All Securities Held : 285
  New Positions : 22
  Closed Positions : 4
  Increased Positions : 31
  Unchanged Positions : 218
  Decreased Positions : 14

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Holdings Found : 21     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IVOG)1 Year Chart         IVOG Vanguard S&p Mid Cap 40... 71 New $108.57 $107,000 985 0.06% 107,000 985 0.022    N/A
   (LIN)1 Year Chart         LIN Linde Plc 131 New $433.70 $24,000 53 0.01% 24,000 53 0    N/A
   (DAL)1 Year Chart         DAL Delta Air Lines Inc 191 New $46.55 $6,000 110 0% 6,000 110 0    Major Airlines
   (C)1 Year Chart         C Citigroup Inc 205 New $61.78 $5,000 80 0% 5,000 80 0    Domestic Money Center...
   (NUE)1 Year Chart         NUE Nucor Corp 211 New $161.00 $5,000 30 0% 5,000 30 0    Steel & Iron
   (DLR)1 Year Chart         DLR Digital Realty Trust Inc 203 New $146.35 $5,000 34 0% 5,000 34 0    REIT - Diversified
   (F)1 Year Chart         F Ford Motor Co 219 New $12.50 $4,000 333 0% 4,000 333 0    Auto Manufacturers
   (TAP)1 Year Chart         TAP Molson Coors Brewing Company 253 New $51.94 $2,000 25 0% 2,000 25 0    Beverage - Brewers
   (UBS)1 Year Chart         UBS UBS AG (USA) 255 New $31.62 $2,000 75 0% 2,000 75 0    Foreign Money Center ...
   (EMR)1 Year Chart         EMR Emerson Electric Co 248 New $107.98 $2,000 20 0% 2,000 20 0    Industrial Electrical...
   (GE)1 Year Chart         GE General Electric Co 247 New $161.92 $2,000 15 0% 2,000 15 0    Conglomerates
   (MOS)1 Year Chart         MOS Mosaic Co 271 New $28.28 $1,000 25 0% 1,000 25 0    Agricultural & Fertil...
   (SOLV)1 Year Chart         SOLV Solventum Corp 270 New $56.41 $1,000 23 0% 1,000 23 0    N/A
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 269 New $2.56 $1,000 300 0% 1,000 300 0    Broadcasting - Radio
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP 259 New $15.48 $1,000 38 0% 1,000 38 0    Oil & Gas Pipelines &...
   (GEHC)1 Year Chart         GEHC Ge Healthcare Holding Llc 284 New $76.34 $0 5 0% 0 5 0    N/A
   (CGC)1 Year Chart         CGC Canopy Growth Corp 283 New $7.03 $0 15 0% 0 15 0    N/A
   (SXC)1 Year Chart         SXC Suncoke Energy, Inc. 287 New $9.75 $0 20 0% 0 20 0    Steel & Iron
   (GEV)1 Year Chart         GEV Ge Vernova Llc 281 New $162.08 $0 3 0% 0 3 0    N/A
   (XXII)1 Year Chart         XXII 22nd Century Group Inc 280 New $0.12 $0 3 0% 0 3 0    Biotechnology
   (ACB)1 Year Chart         ACB Aurora Cannabis Inc 285 New $5.68 $0 1 0% 0 1 0    N/A

      21 Records Found
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