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Kiely Wealth Advisory Group’s Aon AON Stock Holding History

Kiely Wealth Advisory Group’s Portfolio AON Stock Details AON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.7K Hold
7
– – ﹤0.01% 282
2024
Q3 		$2.71K Hold
7
– – ﹤0.01% 280
2024
Q2 		$2.28K Hold
7
– – ﹤0.01% 275
2024
Q1 		$1.98K Hold
7
– – ﹤0.01% 253
2023
Q4 		$2.09K Buy
+7
New +$2.24K ﹤0.01% 245

Other funds holding AON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIP
HPS Investment Partners New York $1.52B AUM 19.81% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Aon (AON) position steady in Q4 2024 at 7 shares worth $2.7K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

Kiely Wealth Advisory Group first reported a position in AON in Q4 2023 and has held it in 5 quarters since. The position peaked at $2.71K in Q3 2024. 1,187 funds tracked by Wall St. Rank hold AON as of Q4 2024.

  • Kiely Wealth Advisory Group held 7 shares of Aon worth $2.7K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Aon share count unchanged in Q4 2024.
  • Aon made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #282 holding.
  • Kiely Wealth Advisory Group first reported a position in Aon in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Aon position peaked at $2.71K in Q3 2024.
  • 1,187 funds tracked by Wall St. Rank held Aon as of Q4 2024.

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