Kiley Juergens Wealth Management
Latest statistics and disclosures from Kiley Juergens Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, COST, QQQ, BRK.B, and represent 42.85% of Kiley Juergens Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: NVO, WMT, SCHD, BSV, OXY, SCHZ, BAC, NKE, BA, JPM.
- Started 4 new stock positions in WMT, SCHZ, OXY, NVO.
- Reduced shares in these 10 stocks: MSFT, DIS, SYY, AAPL, JNJ, SNAP, AMZN, ILCG, GOOGL, CAT.
- Sold out of its positions in DIS, SNAP, SYY.
- Kiley Juergens Wealth Management was a net buyer of stock by $2.0M.
- Kiley Juergens Wealth Management has $323M in assets under management (AUM), dropping by 8.15%.
- Central Index Key (CIK): 0001723223
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Portfolio Holdings for Kiley Juergens Wealth Management
Kiley Juergens Wealth Management holds 66 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.2 | $46M | -3% | 109k | 420.72 |
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| Apple (AAPL) | 8.4 | $27M | 159k | 171.48 |
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| Costco Wholesale Corporation (COST) | 7.5 | $24M | 33k | 732.63 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.4 | $24M | 54k | 444.01 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.3 | $17M | 41k | 420.52 |
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| Amazon (AMZN) | 5.1 | $17M | 92k | 180.38 |
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| NVIDIA Corporation (NVDA) | 4.5 | $15M | 16k | 903.54 |
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| Ishares Tr Morningstar Grwt (ILCG) | 3.6 | $12M | 155k | 75.48 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.5 | $11M | +8% | 141k | 80.63 |
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| Starbucks Corporation (SBUX) | 3.4 | $11M | 120k | 91.39 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $11M | 69k | 150.93 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.2 | $7.2M | +13% | 94k | 76.67 |
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| Caterpillar (CAT) | 2.1 | $6.8M | 19k | 366.44 |
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| Ishares Tr Morningstar Valu (ILCV) | 1.9 | $6.2M | 81k | 76.86 |
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| Heritage Financial Corporation (HFWA) | 1.4 | $4.6M | 240k | 19.39 |
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| Boeing Company (BA) | 1.4 | $4.6M | +3% | 24k | 192.99 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.2 | $3.9M | +3% | 66k | 58.65 |
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| Vanguard Index Fds Value Etf (VTV) | 1.1 | $3.7M | 23k | 162.86 |
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| Paccar (PCAR) | 1.1 | $3.7M | 30k | 123.89 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $3.6M | 59k | 61.05 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $3.6M | 20k | 182.61 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $3.4M | +3% | 17k | 205.72 |
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| Timberland Ban (TSBK) | 1.0 | $3.3M | 122k | 26.92 |
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| Procter & Gamble Company (PG) | 1.0 | $3.3M | 20k | 162.25 |
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| Johnson & Johnson (JNJ) | 1.0 | $3.1M | -11% | 20k | 158.19 |
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| Tesla Motors (TSLA) | 0.9 | $3.0M | 17k | 175.79 |
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| McDonald's Corporation (MCD) | 0.9 | $3.0M | 11k | 281.94 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $2.8M | +5% | 14k | 200.31 |
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| Qualcomm (QCOM) | 0.8 | $2.6M | -3% | 15k | 169.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $2.4M | 16k | 152.26 |
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| Chevron Corporation (CVX) | 0.7 | $2.2M | -3% | 14k | 157.74 |
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| Novo-nordisk A S Adr (NVO) | 0.7 | $2.1M | NEW | 17k | 128.40 |
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| Intel Corporation (INTC) | 0.6 | $1.9M | 43k | 44.17 |
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| Nike CL B (NKE) | 0.5 | $1.7M | +19% | 18k | 93.98 |
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| Merck & Co (MRK) | 0.5 | $1.6M | -2% | 12k | 131.95 |
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| Bank of America Corporation (BAC) | 0.5 | $1.5M | +24% | 40k | 37.92 |
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| Oracle Corporation (ORCL) | 0.4 | $1.4M | -3% | 11k | 125.61 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.2M | -7% | 11k | 116.24 |
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| Cisco Systems (CSCO) | 0.4 | $1.2M | -3% | 24k | 49.91 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $1.2M | +6% | 15k | 75.98 |
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| Comcast Corp Cl A (CMCSA) | 0.3 | $1.0M | -4% | 23k | 43.35 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.0M | 20k | 49.24 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $937k | 10k | 92.72 |
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| Wal-Mart Stores (WMT) | 0.3 | $922k | NEW | 15k | 60.17 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $898k | -8% | 23k | 39.02 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $821k | +3% | 33k | 25.25 |
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| Wells Fargo & Company (WFC) | 0.3 | $816k | +2% | 14k | 57.96 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.3 | $815k | -2% | 23k | 35.91 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $790k | -5% | 19k | 41.77 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $776k | 13k | 62.06 |
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| Verizon Communications (VZ) | 0.2 | $756k | 18k | 41.96 |
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| Coca-Cola Company (KO) | 0.2 | $748k | 12k | 61.18 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $745k | 12k | 60.30 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $734k | NEW | 11k | 64.99 |
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| At&t (T) | 0.2 | $732k | 42k | 17.60 |
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| Kenvue (KVUE) | 0.2 | $654k | +10% | 31k | 21.46 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $653k | +4% | 13k | 50.17 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $619k | +7% | 27k | 23.01 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $596k | NEW | 13k | 46.00 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $582k | -4% | 14k | 42.12 |
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| Pfizer (PFE) | 0.2 | $493k | -3% | 18k | 27.75 |
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| CSX Corporation (CSX) | 0.1 | $454k | -3% | 12k | 37.07 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $425k | +5% | 19k | 22.75 |
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| Ford Motor Company (F) | 0.1 | $418k | 32k | 13.28 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $417k | 12k | 35.61 |
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| Columbia Banking System (COLB) | 0.1 | $248k | 13k | 19.35 |
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Past Filings by Kiley Juergens Wealth Management
SEC 13F filings are viewable for Kiley Juergens Wealth Management going back to 2017
- Kiley Juergens Wealth Management 2024 Q1 filed April 19, 2024
- Kiley Juergens Wealth Management 2023 Q4 filed Jan. 30, 2024
- Kiley Juergens Wealth Management 2023 Q3 filed Oct. 17, 2023
- Kiley Juergens Wealth Management 2023 Q2 filed July 26, 2023
- Kiley Juergens Wealth Management 2023 Q1 filed May 2, 2023
- Kiley Juergens Wealth Management 2022 Q4 filed Feb. 6, 2023
- Kiley Juergens Wealth Management 2022 Q3 filed Oct. 11, 2022
- Kiley Juergens Wealth Management 2022 Q2 filed July 29, 2022
- Kiley Juergens Wealth Management 2022 Q1 restated filed April 27, 2022
- Kiley Juergens Wealth Management 2022 Q1 filed April 12, 2022
- Kiley Juergens Wealth Management 2021 Q4 filed Jan. 20, 2022
- Kiley Juergens Wealth Management 2021 Q3 filed Oct. 13, 2021
- Kiley Juergens Wealth Management 2021 Q2 filed July 22, 2021
- Kiley Juergens Wealth Management 2021 Q1 filed April 29, 2021
- Kiley Juergens Wealth Management 2020 Q4 filed Jan. 19, 2021
- Kiley Juergens Wealth Management 2020 Q3 filed Oct. 23, 2020