Kiely Wealth Advisory Group’s Apple AAPL Stock Holding History

Kiely Wealth Advisory Group’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$536K	Hold	2,353	–	–	0.34%	24
2024 Q3	$529K	Hold	2,353	–	–	0.34%	18
2024 Q2	$500K	Hold	2,353	–	–	0.28%	18
2024 Q1	$411K	Hold	2,353	–	–	0.23%	19
2023 Q4	$458K	Buy	+2,353	New	+$434K	0.26%	19

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kiely Wealth Advisory Group's AAPL Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Apple (AAPL) position steady in Q4 2024 at 2,353 shares worth $536K. The position accounts for 0.34% of the portfolio, ranked #24.

Kiely Wealth Advisory Group first reported a position in AAPL in Q4 2023 and has held it in 5 quarters since. 5,653 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

Kiely Wealth Advisory Group held 2,353 shares of Apple worth $536K as of Q4 2024.
Kiely Wealth Advisory Group left its Apple share count unchanged in Q4 2024.
Apple made up 0.34% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #24 holding.
Kiely Wealth Advisory Group first reported a position in Apple in Q4 2023 and has held it in 5 quarters since.
5,653 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.