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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 : 14     View All Holdings Currently Viewing:  Decreased 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
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 1 - $50.40 $81,997,000 1,629,342 46.68% 87,000 -1,631 0.31    N/A
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 2 - $0.00 $21,948,000 433,196 12.49% -164,000 -3,196 0.048    N/A
   (VTWV)1 Year Chart         VTWV Vanguard Russell 2000 Value... 24 - $133.74 $375,000 2,801 0.21% -242,000 -1,825 0.072    N/A
   (VTWG)1 Year Chart         VTWG Vangard Russell 2000 Growth 32 - $188.75 $278,000 1,496 0.16% -39,000 -259 0.002    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co 33 - $849.99 $259,000 350 0.15% -5,000 -68 0    Drug Manufacturers - ...
   (VOOG)1 Year Chart         VOOG Vanguard S&P 500 Growth Etf 54 - $320.53 $143,000 480 0.08% -42,000 -170 0.002    N/A
   (SPY)1 Year Chart         SPY Standard & Poors Depository... 56 - $534.01 $140,000 275 0.08% -120,000 -256 0    Closed - End Fund - E...
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 57 - $201.20 $139,000 695 0.08% -9,000 -56 0    Closed - End Fund - E...
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 64 - $181.31 $120,000 678 0.07% -319,000 -1,857 0    Closed - End Fund - Debt
   (PFE)1 Year Chart         PFE Pfizer Inc 108 - $28.58 $41,000 1,583 0.02% -5,000 -107 0    Drug Manufacturers - ...
   (DOW)1 Year Chart         DOW DOW Inc 161 - $55.73 $11,000 200 0.01% -10,000 -190 0    Diversified Chemicals
   (T)1 Year Chart         T AT&T Corp 201 - $18.10 $5,000 300 0% -48,000 -2,742 0    Long Distance Carriers
   (QGEN)1 Year Chart         QGEN QIAGEN NV 227 - $43.79 $4,000 87 0% 0 -3 0    Biotechnology
   (WBD)1 Year Chart         WBD Warner Bros Discovery Ord S... 273 - $8.27 $1,000 72 0% -7,000 -663 0    Broadcasting - TV
      14 Records Found
  1    
Page 1 of 1
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