Kiely Wealth Advisory Group, Inc.

CIK

2005660

Location

OAK RIDGE, NC

Portfolio Value

Micro $85,771

Diversification

Diversified

Filing Date

Global Rank

#7,216 / 8,037 ▼ 569

Top Industry

Software - Infrastructure 15.4%

3Y Alpha vs SPY

-3.7%

Period ended 1 year ago

Filed Feb 12, 2025 · 1y

5 quarters · since Dec 2023

Clone Performance

Feb 2024–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+44.8%

SPY

+55.8%

Annualised alpha

-3.7%

Max drawdown

−15.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

209 positions · as of Dec 31, 2024 · Δ vs Sep 30, 2024

Top Position

11.8%

−0.6 pts

Top 5

36.3%

+2.0 pts

Top 10

48.1%

+1.7 pts

HHI

413

Diversified+27

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2024

Sector	% Portfolio	Value	Positions
Technology	24.2%	$5,203,988	34
Financial Services	16.4%	$3,519,549	38
Unclassified	15.0%	$3,224,148	6
Consumer Cyclical	14.5%	$3,111,241	18
Healthcare	9.0%	$1,931,513	32
Consumer Defensive	7.6%	$1,633,805	15
Communication Services	4.2%	$901,065	9
Industrials	3.3%	$712,165	28
Utilities	3.0%	$638,745	11
Energy	2.0%	$429,194	5
Real Estate	0.6%	$120,149	6
Basic Materials	0.4%	$85,771	7

Last Quarter's Activity

Export CSV

Dec 31, 2024 vs Sep 30, 2024

Added To

Positions the filer increased

10 positions

Ticker	Company	Δ Shares	Shares	Value
TECH	BIO-TECHNE Corp	+976	1,048	$75,487
TSCO	Tractor Supply Co /De/	+800	1,000	$53,060
QQQ	Invesco Qqq Trust, Series 1	+695	4,968	$2,539,789
PANW	Palo Alto Networks Inc	+75	150	$27,294
DSL	DoubleLine Income Solutions Fund	+43	1,702	$21,394
ARDC	Ares Dynamic Credit Allocation Fund, Inc.	+12	543	$8,204
DUK	Duke Energy CORP	+8	3,608	$388,725
PAXS	PIMCO Access Income Fund	+7	253	$3,858
BST	BlackRock Science & Technology Trust	+4	201	$7,348
XOM	Exxon Mobil Corp	+2	926	$99,609
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
CSCO	Cisco Systems, Inc.	−176	6,023	$356,561
MSFT	Microsoft Corp	−120	5,970	$2,516,355
TMP	Tompkins Financial Corp	−50	3,873	$262,705
BLKB	Blackbaud Inc	−40	3,131	$231,443
JNJ	Johnson & Johnson	−6	1,841	$266,245
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	53	$22,189
TEL	TE Connectivity plc	33	$4,718
BSX	Boston Scientific Corp	50	$4,466
AIO	Virtus Artificial Intelligence & Technology Opportunities Fund	50	$1,233
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
PYPL	PayPal Holdings, Inc.	976	$76,157
LI	Li Auto Inc.	53	$1,359
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

7 positions · $85,771 total · Basic Materials only · as of Dec 31, 2024

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CTVA	Corteva, Inc. Basic Materials	Held	504	0	$28,707	−3.1%	33.47%
LIN	Linde PLC Basic Materials	NEW	53	NEW	$22,189	NEW	25.87%
DD	DuPont de Nemours, Inc. Basic Materials	Held	433	0	$13,814	−14.4%	16.11%
DOW	Dow Inc. Basic Materials	Held	215	0	$8,627	−26.5%	10.06%
CC	Chemours Co Basic Materials	Held	379	0	$6,405	−16.8%	7.47%
NUE	Nucor Corp Basic Materials	Held	30	0	$3,501	−22.4%	4.08%
RIO	Rio Tinto PLC Basic Materials	Held	43	0	$2,528	−17.4%	2.95%