Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KIELY WEALTH ADVISORY GROUP INC | 05-14-2024 | 03-31-2024 | 285 | 175,670,341 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP | COM | 101 | $52,925 | 1,393 | 0.00 | 1,393 | +Inf | 03-31-2024 | |
| PACER TRENDPILOT US MID CAP ETF | TRENDP US MID CP | 102 | $50,907 | 1,476 | 0.00 | 1,476 | +Inf | 03-31-2024 | |
| ISHARES CORE S&P MID CAPETF | CORE S&P MCP ETF | 103 | $49,742 | 855 | 0.00 | 855 | +Inf | 03-31-2024 | |
| TEXAS INSTRUMENTS | COM | 104 | $47,993 | 270 | 0.00 | 270 | +Inf | 03-31-2024 |
