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Kiely Wealth Advisory Group’s L3Harris LHX Stock Holding History

Kiely Wealth Advisory Group’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$84.4K Hold
405
– – 0.05% 100
2024
Q3 		$106K Hold
405
– – 0.07% 87
2024
Q2 		$92.9K Hold
405
– – 0.05% 77
2024
Q1 		$87K Hold
405
– – 0.05% 77
2023
Q4 		$85.3K Buy
+405
New +$76K 0.05% 75

Other funds holding LHX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its L3Harris (LHX) position steady in Q4 2024 at 405 shares worth $84.4K. The position accounts for 0.05% of the portfolio, ranked #100.

Kiely Wealth Advisory Group first reported a position in LHX in Q4 2023 and has held it in 5 quarters since. The position peaked at $106K in Q3 2024. 1,400 funds tracked by Wall St. Rank hold LHX as of Q4 2024.

  • Kiely Wealth Advisory Group held 405 shares of L3Harris worth $84.4K as of Q4 2024.
  • Kiely Wealth Advisory Group left its L3Harris share count unchanged in Q4 2024.
  • L3Harris made up 0.05% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #100 holding.
  • Kiely Wealth Advisory Group first reported a position in L3Harris in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's L3Harris position peaked at $106K in Q3 2024.
  • 1,400 funds tracked by Wall St. Rank held L3Harris as of Q4 2024.

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