Kiely Wealth Advisory Group’s Home Depot HD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$307K	Hold	742	–	–	0.2%	43
2024 Q3	$302K	Hold	742	–	–	0.19%	42
2024 Q2	$258K	Buy	742 +42	+6%	+$14.3K	0.14%	37
2024 Q1	$235K	Hold	700	–	–	0.13%	38
2023 Q4	$248K	Buy	+700	New	+$217K	0.14%	41

Other funds holding HD

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

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Home Depot (HD) position steady in Q4 2024 at 742 shares worth $307K. The position accounts for 0.2% of the portfolio, ranked #43.

Kiely Wealth Advisory Group first reported a position in HD in Q4 2023 and has held it in 5 quarters since. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

Kiely Wealth Advisory Group held 742 shares of Home Depot worth $307K as of Q4 2024.
Kiely Wealth Advisory Group left its Home Depot share count unchanged in Q4 2024.
Home Depot made up 0.2% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #43 holding.
Kiely Wealth Advisory Group first reported a position in Home Depot in Q4 2023 and has held it in 5 quarters since.
4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

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