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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  Closed 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
   (AMD)1 Year Chart         AMD Advanced Micro Devices Inc 277 Closed $167.87 $0 0 0% -38,000 -210 0    Semiconductor- Broad...
   (LI)1 Year Chart         LI Li Auto Inc 276 Closed $20.08 $0 0 0% -21,000 -53 0    N/A
   (DIA)1 Year Chart         DIA Diamonds Trust 275 Closed $388.49 $0 0 0% -110,000 -289 0    Closed - End Fund - E...
   (SPHQ)1 Year Chart         SPHQ Powershares S&P 500 High Q 274 Closed $62.61 $0 0 0% -765,000 -13,601 0    Closed - End Fund - Debt

      4 Records Found
  1    
Page 1 of 1
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