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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Kiely Wealth Advisory Group, Inc.

Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0002005660-24-000002

Total Value
$175.7M
Positions
285
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (285)

#IssuerTicker / CUSIPSharesValue% of Filing
1WISDOMTREE FLOATING RATETREASRY ETFWT1,629,342$82.0M46.68%
2ISHARES TREASURY FLOATNGRATE BD ETF46434V860433,196$21.9M12.49%
3INVSC S P 500 EQUAL WEIGHT ETFIVZ129,519$21.2M12.05%
4VANGUARD MID CAP ETF92290862951,855$12.5M7.14%
5VANGUARD RUSSELL 2000 ETF92206C66466,918$5.4M3.08%
6VANGUARD S&P 500 ETF92290836310,416$4.9M2.78%
7MICROSOFT CORPMSFT5,833$2.3M1.33%
8VANGUARD S&P 500 VALUE ETF92193270311,274$2.0M1.12%
9INVSC QQQ TRUST SRS 1 ETFIVZ4,131$1.8M1.02%
10VANGUARD MID CAP VALUE ETF9229085128,093$1.2M0.70%
11AMAZON.COM INCAMZN5,420$978,7400.56%
12BERKSHIRE HATHAWAY CLASS BBRK-A2,004$808,9950.46%
13AUTOZONE INCAZO190$565,5860.32%
14PEPSICO INCPEP3,002$526,8210.30%
15VANGUARD MID CAP GROWTH ETF9229085382,267$517,0350.29%
16TAIWAN SEMICONDUCTR FSPONSORED ADR 1 ADR REPS 5 ORD SHS8740391003,300$451,4070.26%
17AMGEN INC.AMGN1,556$426,6630.24%
18VANGUARD SMALL CAP VALUEETF9229086112,242$411,4510.23%
19APPLE INCAAPL2,353$411,2100.23%
20CHARLES SCHWAB CORPSCHW-PJ5,326$401,6340.23%
21JPMORGAN CHASE & COVYLD2,063$399,9220.23%
22ALPHABET INC. CLASS CGOOG2,340$398,3150.23%
23ALPHABET INC. CLASS AGOOG2,320$390,8530.22%
24VANGUARD RUSSELL 2000 VALUE ETF92206C6492,801$374,6060.21%
25DUKE ENERGY CORPDUKB3,585$354,1120.20%
26LOWES COMPANIES INC5486611071,530$353,8890.20%
27BLACKROCK INCBLK450$343,8000.20%
28ISHARES SELECT DIVIDEND ETF4642871682,693$324,9910.19%
29CME GROUP INC CLASS ACME1,500$318,0300.18%
30CISCO SYSTEMS INCCSCO5,992$288,0050.16%
31STRYKER CORPSYK840$285,0120.16%
32VANGUARD RUSSELL 2000 GROWTH ETF92206C6231,496$278,1720.16%
33PROCTER & GAMBLE7427181091,610$259,3690.15%
34ELI LILLY AND COLLY350$258,8710.15%
35JOHNSON & JOHNSONJNJ1,748$256,6240.15%
36BLACKBAUD INCBLKB3,171$250,3500.14%
37VANGUARD FTSE ALL WORLD EX US ETF9220427754,088$236,4660.13%
38HOME DEPOT INCHD700$234,6930.13%
39PNC FINL SERVICES6934751051,490$233,8940.13%
40NIKE INC CLASS BNKE2,438$229,8210.13%
41WALT DISNEY CO2546871062,005$225,9840.13%
42ISHARES GOLD ETFIAU5,113$225,7900.13%
43MONDELEZ INTL CLASS A6092071052,847$202,2080.12%
44ISHARES S&P SMALL CAP 600 ETF4642878791,906$186,5210.11%
45TOMPKINS FINL8901101093,923$182,6940.10%
46DOVER CORPDOV1,000$180,4000.10%
47ORACLE CORPORCL-PD1,500$175,0050.10%
48TARGET CORPTGT1,052$171,9180.10%
49INTEL CORPINTC5,450$170,2040.10%
50WALMART INCWMT2,799$168,1500.10%
51ISHARES TOTAL US STOCK MARKET ETF4642871501,495$167,7320.10%
52ISHARES RUSSELL 1000 GROWTH ETF464287614466$153,1740.09%
53VANGUARD FTSE EMERGING MARKETS ETF9220428583,426$145,8280.08%
54VANGUARD S&P 500 GROWTH ETF921932505480$143,4080.08%
55AMERICAN EXPRESS COAXP600$141,8100.08%
56SPDR S&P 500 ETFSPY275$140,3040.08%
57ISHARES RUSSELL 2000 ETF464287655695$138,9100.08%
58UNIVERSAL HLTH SVCS CLASS B913903100800$134,5320.08%
59PACER TRENDPILOT US LARGE CAP ETF69374H1052,795$130,1350.07%
60VANGUARD INFORMATION TECHNOLOGY ETF92204A702251$126,9220.07%
61IBM CORPINTR753$126,0310.07%
62VANGUARD TOTAL STOCK MARKET ETF922908769494$124,8730.07%
63VANGUARD DIVIDEND APPRECIATION ETF921908844678$120,1990.07%
64ISHARES RUSSELL MID CAP VALUE ETF464287473990$119,6040.07%
65FIDELITY ENHNCD LRGE CP CRE ETF3160921134,004$114,9190.07%
66ISHARES S&P 500 VALUE ETF464287408634$114,8020.07%
67MARRIOTT INTL INC CLASS A571903202471$114,2750.07%
68BANK OF NY MELLON CO0640581001,888$108,9000.06%
69VANGUARD SMALL CAP GROWTH ETF922908595440$108,7570.06%
70ISHARES 7-10 YEAR TRSURYBOND ETF4642874401,179$108,1490.06%
71VANGUARD S&P MID CAP 400GROWTH ETF921932869985$107,1190.06%
72GOLDMAN SACHS ACCES TREAS 0 1 YR ETFNVGLF1,020$102,0940.06%
73EXXON MOBIL CORPXOM820$98,3030.06%
74ISHARES CORE S&P SMALL CAP ETF464287804905$96,1700.05%
75PROGRESSIVE CO OHIO743315103436$90,1150.05%
76CATERPILLAR INCCAT250$87,0530.05%
77L3HARRIS TECHNOLOGIES INLHX405$86,9980.05%
78PUB SVC ENTERPISE GP7445731061,257$86,0140.05%
79NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHSNVSEF832$81,2860.05%
80SCHWAB FUNDAMENTAL US LARGE CO ETF8085247711,214$79,3830.05%
81VERIZON COMMUNICATNVZ1,955$79,3630.05%
82UNITEDHEALTH GRP INCUNH160$78,8620.04%
83MERCK & CO. INC.MRK600$78,7650.04%
84VISA INC CLASS AV275$75,2100.04%
85VANGUARD MEGA CAP GROWTHETF921910816267$74,4190.04%
86CHEVRON CORPCVX444$73,8510.04%
87STARBUCKS CORPSBUX813$71,7390.04%
88MCDONALDS CORPMCD247$67,6560.04%
89COMCAST CORP CLASS ACCZ1,709$66,3350.04%
90PAYPAL HOLDINGS INCORPORPYPL976$65,3920.04%
91UNITED BANKSHRS INCUNTCW1,932$64,0940.04%
92COSTCO WHOLESALE CO22160K10587$62,9880.04%
93PACER TRENDPILOT 100 ETF69374H303921$62,4810.04%
94NEXTERA ENERGY INCNEE-PW916$61,8530.04%
95ISHARES MSCI EMERGING MARKETS ETF4642872341,430$59,1810.03%
96META PLATFORMS INC CLASS AMETA134$58,2870.03%
97PACER TRENDPILOTTM EUROPEAN ETF69374H8082,140$55,9820.03%
98TRACTOR SUPPLY COMPTSCO200$54,9020.03%
99PHILIP MORRIS INTL718172109577$54,8670.03%
100BIOGEN INCBIIB247$53,5450.03%
101BANK OF AMERICA CORP0605051041,393$52,9250.03%
102PACER TRENDPILOT US MID CAP ETF69374H2041,476$50,9070.03%
103ISHARES CORE S&P MID CAPETF464287507855$49,7420.03%
104TEXAS INSTRUMENTS882508104270$47,9930.03%
105ISHARES ASIA 50 ETF464288430730$45,2440.03%
106TESLA INCTSLA239$44,5040.03%
107EBAY INCEBAY800$42,1680.02%
108PFIZER INCPFE1,583$40,8090.02%
109REPUBLIC SERVICES760759100200$38,5840.02%
110MONOLITHIC POWER SYS60983910555$37,7580.02%
111KIMBERLY CLARK CORPKMB280$37,6940.02%
112COLGATE-PALMOLIVE COCL400$36,2420.02%
113CSX CORPCSX1,050$35,8110.02%
114THE COCA-COLA COKO574$35,4110.02%
115ISHARES RUSSELL MID CAP GROWTH ETF464287481308$33,7510.02%
116CONSTELLATION ENERGY CORCEG166$31,2940.02%
117TRUIST FINL CORP89832Q109816$31,2730.02%
118VANGUARD INDUSTRIALS ETF92204A603128$30,4740.02%
119ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSAZN400$30,4040.02%
120W R BERKLEY CORPWRB-PH387$29,8660.02%
121DUPONT DE NEMOURS INC IADD401$29,5810.02%
122AMERICAN HEALTH CARE REIT INC CLASS I3981822042,033$29,4560.02%
123ISHARES CORE S&P 500 ETF46428720056$28,7120.02%
124VANGUARD GROWTH ETF92290873683$27,9000.02%
125AGREE REALTY CORP REIT008492100475$27,5500.02%
126CORTEVA INCCTVA489$26,9510.02%
127ENERGY SELECT SECTOR SPDR ETF81369Y506278$26,8020.02%
128FEDEX CORPFDX100$26,6510.02%
129INVSC S P 500 PURE GROWTH ETFIVZ725$25,4770.01%
130SELECT SECTOR UTI SELECTSPDR ETF81369Y886369$24,6920.01%
131THERMO FISHER SCNTFCTMO42$24,1020.01%
132DANAHER CORP23585110296$23,7590.01%
133LINDE PLC FLIN53$23,5490.01%
134NOVO-NORDISK AS VORMAL FSPONSORED ADR 1 ADR REPS 1 ORD SHSNONOF174$22,2110.01%
135ADOBE INCADBE44$21,0060.01%
136RTX CORPRTX200$20,4390.01%
137FAIR ISAAC INTL CORPFICO18$20,2080.01%
138NETFLIX INCNFLX34$18,9430.01%
139EXELON CORPEXC500$18,7930.01%
140MASTERCARD INC CLASS AMA40$18,3420.01%
141LOEWS CORPL240$18,1850.01%
142ALTRIA GROUP INCMO415$18,1130.01%
143INTUIT INCINTU28$17,9910.01%
144BRISTOL-MYERS SQUIBBCELG-RI378$17,0480.01%
145INVSC SP 500 EQUAL WEIGHT TECH ETFIVZ501$16,8500.01%
146CDW CORPCDW67$16,4390.01%
147MEDTRONIC PLC FMDT200$16,1440.01%
148WASTE MANAGEMENT INC94106L10975$15,8440.01%
149CARLISLE CO14233910037$14,9120.01%
150ZOETIS INC CLASS AZTS85$14,0080.01%
151CROWN CASTLE INC REITCCI141$13,3350.01%
152SCHWAB FUNDA EMG MKTS LARGE COM ETF808524730452$12,9270.01%
153VANGUARD FTSE DEVELOPED MARKETS ETF921943858262$12,8510.01%
154CARRIER GLOBAL CORPCARR200$12,3930.01%
155ISHARES S&P 500 GROWTH ETF464287309149$12,3330.01%
156SCHWAB US SMALL CAP ETF808524607262$12,3030.01%
157SELECT STR FINANCIAL SELECT SPDR ETF81369Y605300$12,2820.01%
158COPART INCCPRT216$12,0930.01%
159WELLS FARGO & CO949746101200$12,0450.01%
160IDEX CORP45167R10453$11,6490.01%
161DOW INCDOW200$11,4440.01%
162DIAGEO PLC FSPONSORED ADR 1 ADR REPS 4 ORD SHSDGEAF82$11,4220.01%
163ISHARES US FINANCIALS ETF464287788120$11,1150.01%
164WISDOMTREE US HIGH DIVIDEND ETFWT130$10,9810.01%
165ALIGN TECHNOLOGY INCALGN35$10,9470.01%
166GOLDMAN SACHS GROUPGSCE25$10,7960.01%
167SCHWAB FUNDAMENTAL US SMALL COM ETF808524763194$10,6200.01%
168CHEMOURS COCC383$10,5860.01%
169VANGUARD MEGA CAP VALUE ETF92191084088$10,2580.01%
170VERISK ANALYTICS INC CLASS AVRSK45$9,9770.01%
171SCHWAB FUNDAMENTAL INL LARGE COM ETF808524755283$9,9390.01%
172SPDR PORTFOLIO TIPS ETF78464A656393$9,9230.01%
173GARTNER INCIT22$9,9040.01%
174OTIS WORLDWIDE CORPOTIS100$9,3060.01%
175ACCENTURE PLC FCLASS AACN30$9,1720.01%
176LGI HOMES INCLGIH95$9,1450.01%
177ANSYS INC03662Q10527$8,9190.01%
1783M COMMM95$8,7590.00%
179VANGUARD FTSE EUROPE ETF922042874130$8,6440.00%
180CANADIAN PACIFIC KANSA FCP100$8,1700.00%
181PRUDENTIAL FINLPUKPF72$8,0600.00%
182REALTY INCOME CORP REITO143$7,7830.00%
183CHECK PT SOFTWARE FM2246510451$7,7370.00%
184HEALTHPEAK PPTYS INC REITDOC400$7,6400.00%
185TRANSUNIONTRU99$7,5090.00%
186VANGUARD REAL ESTATE ETF92290855392$7,4430.00%
187ESSENT GROUP LTD FESNT132$7,1460.00%
188SCHWAB FUNDAMENTAL INTL SMAL COM ETF808524748197$6,8500.00%
189AMER ELECTRIC PWR CO02553710177$6,6250.00%
190J B HUNT TRANSPORT44565810740$6,4580.00%
191ZIONS BANCORP N A989701107150$6,2690.00%
192INVSC S P 500 PURE VALUEETFIVZ73$6,2170.00%
193APTARGROUP INCATR40$5,8790.00%
194SHOPIFY INC FCLASS ASHOP80$5,8290.00%
195SYSCO CORPSYY75$5,7930.00%
196ISHARES MSCI USA MIN VOLFCTR ETF46429B69771$5,7690.00%
197MFS MUNICIPAL INCOME CF5527381061,129$5,7470.00%
198AERCAP HOLDINGS NV FAER67$5,7400.00%
199MORNINGSTAR INCMORN20$5,7160.00%
200PINNACLE WEST CAPPNW75$5,5850.00%
201DELTA AIR LINES INC DELDAL110$5,5110.00%
202FIDELITY NATL INFO31620M10677$5,4170.00%
203NUCOR CORPNUE30$5,2660.00%
204WEX INCWEX24$5,2600.00%
205ISHARES MSCI EAF MIN VOLFCT ETF46429B68975$5,2310.00%
206NICE LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSNCSYF23$5,2300.00%
207A T & T INCT-PC300$5,1710.00%
208CITIGROUP INCC-PR80$5,0620.00%
209S E I INVESTMENTS CO78411710375$5,0330.00%
210TELEFLEX INCORPORATETFX24$5,0040.00%
211ISHARES CORE MSCI EMERGING ETF46434G10396$5,0030.00%
212DIGITAL REALTY TRUST REIT25386810334$4,8980.00%
213ESTEE LAUDERCO INC CLASS A51843910433$4,8580.00%
214BIO-TECHNE CORPTECH72$4,7630.00%
215FACTSET RESEARCH SYS30307510511$4,6750.00%
216TE CONNECTIVITY LTD FTEL33$4,6740.00%
217SPDR GOLD SHARES ETFGLD21$4,5390.00%
218MARRIOTT VACATIONSVAC45$4,4620.00%
219GRACO INCGGG54$4,4600.00%
220MARKEL GROUP INCMKL3$4,3790.00%
221ACUITY BRANDS INCAYI17$4,3190.00%
222FORD MOTOR CO345370860333$4,2390.00%
223WISDOMTREE EMRG MRKT HG DIV ETFWT100$4,2230.00%
224DISCOVER FINL S25470910833$4,2170.00%
225NXP SEMICONDUCTORS FNXPI17$4,1510.00%
226DNP SELECT INCOME CF23325P104460$4,0530.00%
227SEMPRASREA54$3,8870.00%
228QIAGEN N V FQGEN87$3,6600.00%
229VGRD FTSE ALL WRLD EX USSML CAP ETF92204271831$3,5920.00%
230INVESCO S P MIDCAP 400 REVENUE ETFIVZ32$3,5150.00%
231BOOKING HOLDINGS INC7415034031$3,5150.00%
232CHEMED CORPCHE6$3,3860.00%
233CONSOLIDATED EDISONED36$3,3800.00%
234FORTIVE CORP DISCFTV43$3,3060.00%
235HENRY JACK & ASSOC42628110119$3,1350.00%
236TELEDYNE TECHNOLOGIETDY8$3,0680.00%
237VERALTO CORPVLTO32$3,0420.00%
238RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHSRTNTF43$2,9540.00%
239ENBRIDGE INC FENNPF80$2,8630.00%
240BIO-RAD LABS INC CLASS A09057220710$2,7960.00%
241WABTEC92974010817$2,7760.00%
242MAGNA INTL INC F55922240153$2,6310.00%
243UBER TECHNOLOGIES INCUBER38$2,5960.00%
244GE AEROSPACE36960430115$2,4790.00%
245COLUMBIA SPORTSWEARCOLM31$2,4050.00%
246POTLATCH CORP REIT73763010358$2,3840.00%
247ISHARES US FINANCIAL SERETF46428777036$2,3290.00%
248INVESCO FTSE RAFI US 1000 ETFIVZ60$2,2450.00%
249EMERSON ELECTRIC COEMR20$2,2050.00%
250VIATRIS INCVTRS187$2,1870.00%
251MASIMO CORPMASI15$2,0590.00%
252UBS GROUP AG FUBS75$2,0580.00%
253AON PLC FCLASS AAON7$1,9810.00%
254KYNDRYL HLDGS INCKD95$1,9020.00%
255GILEAD SCIENCES INCGILD27$1,8040.00%
256CHARLES SCHWAB US REIT ETF80852484790$1,7140.00%
257VANGUARD HIGH DIVIDEND YIELD ETF92194640614$1,6520.00%
258MOLSON COORS BEVERAGE CLCLASS BTAP-A25$1,5980.00%
259SOLVENTUM CORPSOLV23$1,4570.00%
260ISHARES BROAD USD HG YLDCRP BND ETF46435U85340$1,4430.00%
261ISHARES MSCI GLOBAL MIN VOL FCT ETF46428652513$1,3390.00%
262J M SMUCKER CO83269640511$1,2820.00%
263PARAMOUNT GLOBAL CLASS B92556H206103$1,2810.00%
264SALLY BEAUTY HOLDINGSBH110$1,1930.00%
265NIKOLA CORPNODK1,700$1,1220.00%
266HAWAIIAN ELEC INDUST419870100100$1,0050.00%
267SIRIUS XM HLDGS INCSIRI300$9420.00%
268THE MOSAIC COMOS25$7690.00%
269PIMCO HIGH INCOME CF722014107160$7690.00%
270VONTIER CORPVNT17$7030.00%
271EXACT SCIENCES CORPORATI30063P10511$6530.00%
272ENERGY TRANSFER L P LPET-PI38$6100.00%
273WARNER BROTHERS DISCOVERWBD72$5910.00%
274RINGCENTRAL INC CLASS ARNG18$5610.00%
275GE VERNOVA INCGEV3$4710.00%
276GE HEALTHCARE TECHNOLOGIGEHC5$4370.00%
277AVID BIOSERVICES INC05368M10629$2200.00%
278SUNCOKE ENERGY INCSXC20$2100.00%
279CANOPY GROWTH CORP FCGC15$1380.00%
280HARTFORD FINL SVC GPHIG-PG1$960.00%
281INOGEN INCINGN13$890.00%
282ANI PHARMACEUTICALSANIP1$660.00%
283AURORA CANNABIS INC FACB1$70.00%
28422ND CENTY GROUP INC90137F2023$50.00%
285YANDEX N V FCLASS ANBIS89$00.00%