KWAG
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Kiely Wealth Advisory Group’s Altria Group MO Stock Holding History

Kiely Wealth Advisory Group’s Portfolio MO Stock Details MO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$22.3K Hold
415
– – 0.01% 154
2024
Q3 		$22.7K Hold
415
– – 0.01% 157
2024
Q2 		$20.9K Hold
415
– – 0.01% 148
2024
Q1 		$18.1K Hold
415
– – 0.01% 142
2023
Q4 		$16.7K Buy
+415
New +$17.2K 0.01% 147

Other funds holding MO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kiely Wealth Advisory Group held its Altria Group (MO) position steady in Q4 2024 at 415 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #154.

Kiely Wealth Advisory Group first reported a position in MO in Q4 2023 and has held it in 5 quarters since. The position peaked at $22.7K in Q3 2024. 2,166 funds tracked by Wall St. Rank hold MO as of Q4 2024.

  • Kiely Wealth Advisory Group held 415 shares of Altria Group worth $22.3K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Altria Group share count unchanged in Q4 2024.
  • Altria Group made up 0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #154 holding.
  • Kiely Wealth Advisory Group first reported a position in Altria Group in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Altria Group position peaked at $22.7K in Q3 2024.
  • 2,166 funds tracked by Wall St. Rank held Altria Group as of Q4 2024.

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