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, QQQ, COST, BRK.B, and represent 44.13% of Kiley Juergens Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SCHD, AMZN, SNAP, NKE, BSV, SBUX, BRK.B, KVUE, VTV, CSX.
- Started 1 new stock position in SNAP.
- Reduced shares in these 10 stocks: PXD, AAPL, UPS, , , , SCHW, ORCL, C, KHC.
- Sold out of its positions in ABBV, C, KHC, NEE, PXD, SCHW, UPS, VCSH.
- Kiley Juergens Wealth Management was a net seller of stock by $-11M.
- Kiley Juergens Wealth Management has $299M in assets under management (AUM), dropping by 7.91%.
- Central Index Key (CIK): 0001723223
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Portfolio Holdings for Kiley Juergens Wealth Management
Kiley Juergens Wealth Management holds 65 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 14.2 | $42M | 113k | 376.04 |
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| Apple (AAPL) | 10.4 | $31M | -5% | 162k | 192.53 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 7.4 | $22M | 54k | 409.52 |
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| Costco Wholesale Corporation (COST) | 7.3 | $22M | 33k | 660.07 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.8 | $15M | 41k | 356.66 |
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| Amazon (AMZN) | 4.7 | $14M | +2% | 93k | 151.94 |
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| Starbucks Corporation (SBUX) | 3.9 | $12M | 120k | 96.01 |
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| Ishares Tr Morningstar Grwt (ILCG) | 3.6 | $11M | 157k | 67.82 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.3 | $9.9M | +5% | 130k | 76.13 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $9.8M | 70k | 139.69 |
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| NVIDIA Corporation (NVDA) | 2.7 | $8.0M | 16k | 495.21 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.1 | $6.4M | +3% | 83k | 77.02 |
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| Boeing Company (BA) | 2.0 | $6.0M | 23k | 260.66 |
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| Ishares Tr Morningstar Valu (ILCV) | 1.9 | $5.6M | 80k | 70.62 |
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| Caterpillar (CAT) | 1.9 | $5.6M | 19k | 295.67 |
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| Heritage Financial Corporation (HFWA) | 1.7 | $5.1M | 238k | 21.39 |
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| Tesla Motors (TSLA) | 1.4 | $4.3M | 17k | 248.48 |
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| Timberland Ban (TSBK) | 1.3 | $3.8M | 122k | 31.46 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.2 | $3.6M | 64k | 56.14 |
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| Johnson & Johnson (JNJ) | 1.2 | $3.5M | -8% | 22k | 156.74 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.1 | $3.4M | 20k | 170.40 |
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| Vanguard Index Fds Value Etf (VTV) | 1.1 | $3.4M | +2% | 23k | 149.50 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $3.3M | 60k | 55.67 |
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| McDonald's Corporation (MCD) | 1.1 | $3.2M | 11k | 296.51 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $3.1M | -3% | 16k | 191.17 |
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| Procter & Gamble Company (PG) | 1.0 | $3.0M | 20k | 146.54 |
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| Paccar (PCAR) | 1.0 | $2.9M | 30k | 97.65 |
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| Qualcomm (QCOM) | 0.8 | $2.3M | -5% | 16k | 144.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $2.3M | 16k | 140.93 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $2.2M | 13k | 170.10 |
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| Intel Corporation (INTC) | 0.7 | $2.2M | 44k | 50.25 |
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| Chevron Corporation (CVX) | 0.7 | $2.1M | -4% | 14k | 149.16 |
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| Nike CL B (NKE) | 0.5 | $1.6M | +19% | 15k | 108.57 |
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| Merck & Co (MRK) | 0.5 | $1.4M | 12k | 109.02 |
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| Cisco Systems (CSCO) | 0.4 | $1.3M | +4% | 25k | 50.52 |
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| Oracle Corporation (ORCL) | 0.4 | $1.2M | -28% | 12k | 105.43 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.1M | 11k | 99.98 |
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| Bank of America Corporation (BAC) | 0.4 | $1.1M | -9% | 32k | 33.67 |
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| Comcast Corp Cl A (CMCSA) | 0.4 | $1.1M | 25k | 43.85 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $1.0M | +4% | 14k | 70.10 |
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| Walt Disney Company (DIS) | 0.3 | $998k | -17% | 11k | 90.29 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $976k | 21k | 47.24 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $931k | -2% | 25k | 36.96 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $846k | -2% | 10k | 82.96 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.3 | $821k | 20k | 41.10 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.3 | $811k | -2% | 23k | 34.77 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.3 | $775k | +4% | 31k | 24.79 |
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| SYSCO Corporation (SYY) | 0.3 | $774k | -25% | 11k | 73.13 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $730k | 13k | 57.96 |
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| At&t (T) | 0.2 | $709k | -4% | 42k | 16.78 |
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| Coca-Cola Company (KO) | 0.2 | $709k | +4% | 12k | 58.93 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $702k | +4% | 12k | 56.40 |
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| Verizon Communications (VZ) | 0.2 | $686k | -15% | 18k | 37.70 |
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| Wells Fargo & Company (WFC) | 0.2 | $676k | -4% | 14k | 49.22 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $596k | 12k | 47.90 |
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| Kenvue (KVUE) | 0.2 | $594k | +18% | 28k | 21.53 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $545k | 15k | 37.60 |
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| Pfizer (PFE) | 0.2 | $531k | -24% | 18k | 28.79 |
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| CSX Corporation (CSX) | 0.1 | $438k | +16% | 13k | 34.67 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $432k | +4% | 25k | 17.17 |
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| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 0.1 | $391k | 12k | 33.73 |
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| Ford Motor Company (F) | 0.1 | $387k | +3% | 32k | 12.19 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $386k | -20% | 18k | 21.78 |
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| Columbia Banking System (COLB) | 0.1 | $335k | 13k | 26.68 |
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| Snap Cl A (SNAP) | 0.1 | $263k | NEW | 16k | 16.93 |
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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 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
- Kiley Juergens Wealth Management 2020 Q2 filed July 14, 2020