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, NVDA, and represent 29.67% of Kiley Juergens Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: GEV (+$6.3M), LLY (+$5.4M), META, ETN, SPY, CRWD, V, NET, HD, WM.
- Started 161 new stock positions in URI, EMR, BND, AGG, GE, IWO, OKE, GPC, JCI, NEM.
- Reduced shares in these 10 stocks: BRK.B, PG, BSV, VTV, MSFT, GOOGL, QQQ, SBUX, AVGO, QCOM.
- Kiley Juergens Wealth Management was a net buyer of stock by $121M.
- Kiley Juergens Wealth Management has $567M in assets under management (AUM), dropping by 22.43%.
- Central Index Key (CIK): 0001723223
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Portfolio Holdings for Kiley Juergens Wealth Management
Kiley Juergens Wealth Management holds 235 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.3 | $42M | 112k | 370.17 |
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| Apple (AAPL) | 6.4 | $36M | 143k | 253.79 |
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| Costco Wholesale Corporation (COST) | 5.9 | $33M | 34k | 996.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.3 | $30M | 52k | 577.18 |
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| NVIDIA Corporation (NVDA) | 4.8 | $27M | 156k | 174.40 |
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| Amazon (AMZN) | 3.5 | $20M | 97k | 208.27 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.4 | $19M | 67k | 287.56 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $19M | -2% | 39k | 479.20 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.1 | $18M | 578k | 30.68 |
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| Broadcom (AVGO) | 2.9 | $16M | 53k | 309.51 |
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| Ishares Tr Morningstar Grwt (ILCG) | 2.4 | $14M | 143k | 95.48 |
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| Caterpillar (CAT) | 2.2 | $13M | 18k | 708.46 |
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| Starbucks Corporation (SBUX) | 1.8 | $10M | 115k | 89.59 |
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| Ishares Tr Morningstar Valu (ILCV) | 1.4 | $8.2M | 88k | 93.14 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.4 | $7.7M | +6% | 102k | 75.10 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.3 | $7.4M | 17k | 430.29 |
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| Ge Vernova (GEV) | 1.1 | $6.3M | NEW | 7.3k | 872.90 |
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| Tesla Motors (TSLA) | 1.0 | $5.7M | 15k | 371.75 |
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| Eli Lilly & Co. (LLY) | 0.9 | $5.4M | NEW | 5.9k | 919.77 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.9 | $5.3M | +23% | 28k | 191.92 |
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| Vanguard Index Fds Value Etf (VTV) | 0.9 | $4.9M | -5% | 25k | 196.20 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $4.7M | -6% | 61k | 78.41 |
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| Timberland Ban (TSBK) | 0.8 | $4.7M | 120k | 39.43 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $4.7M | 186k | 25.10 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.6M | -2% | 16k | 286.86 |
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| Heritage Financial Corporation (HFWA) | 0.8 | $4.6M | 175k | 26.00 |
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| Boeing Company (BA) | 0.8 | $4.4M | +24% | 22k | 199.03 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $4.1M | 14k | 294.17 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $4.1M | 19k | 215.06 |
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| Johnson & Johnson (JNJ) | 0.7 | $3.8M | 16k | 244.44 |
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| McDonald's Corporation (MCD) | 0.6 | $3.3M | 11k | 310.80 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $3.3M | 10k | 320.82 |
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| Paccar (PCAR) | 0.6 | $3.2M | 28k | 115.50 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.6 | $3.2M | +2% | 37k | 86.69 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $3.1M | 19k | 169.66 |
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| Meta Platforms Cl A (META) | 0.5 | $3.1M | NEW | 5.4k | 572.16 |
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| Procter & Gamble Company (PG) | 0.5 | $3.0M | -11% | 21k | 144.44 |
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| Wal-Mart Stores (WMT) | 0.5 | $3.0M | 25k | 124.28 |
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| Netflix (NFLX) | 0.5 | $2.9M | 31k | 96.15 |
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| Eaton Corp SHS (ETN) | 0.5 | $2.9M | NEW | 8.1k | 357.67 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $2.8M | NEW | 4.3k | 650.36 |
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| Chevron Corporation (CVX) | 0.5 | $2.8M | 13k | 206.90 |
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| Palantir Technologies Cl A (PLTR) | 0.5 | $2.8M | -5% | 19k | 146.28 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.5 | $2.7M | NEW | 6.9k | 390.41 |
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| Uber Technologies (UBER) | 0.5 | $2.7M | 38k | 71.93 |
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| Visa Com Cl A (V) | 0.4 | $2.5M | NEW | 8.1k | 302.26 |
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| Cloudflare Cl A Com (NET) | 0.4 | $2.2M | NEW | 11k | 206.34 |
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| Home Depot (HD) | 0.4 | $2.2M | NEW | 6.7k | 328.89 |
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| Waste Management (WM) | 0.4 | $2.2M | NEW | 9.4k | 229.78 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $2.1M | +4% | 87k | 24.75 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.0M | NEW | 5.7k | 356.56 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $2.0M | +7% | 67k | 29.13 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $1.9M | NEW | 3.2k | 597.47 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $1.9M | NEW | 7.6k | 248.00 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.9M | +7% | 29k | 64.08 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.8M | NEW | 6.4k | 287.19 |
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| Cisco Systems (CSCO) | 0.3 | $1.8M | 23k | 77.59 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $1.7M | +15% | 75k | 23.22 |
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| Lockheed Martin Corporation (LMT) | 0.3 | $1.7M | NEW | 2.9k | 604.35 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $1.7M | +4% | 60k | 29.08 |
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| Intel Corporation (INTC) | 0.3 | $1.7M | -2% | 38k | 44.13 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.7M | NEW | 3.8k | 436.79 |
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| Boeing Dep Conv Pfd A (BA.PA) | 0.3 | $1.6M | +2% | 25k | 64.88 |
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| Bank of America Corporation (BAC) | 0.3 | $1.6M | 33k | 48.75 |
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| Abbvie (ABBV) | 0.3 | $1.6M | NEW | 7.3k | 217.49 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.5M | NEW | 6.3k | 242.63 |
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| Merck & Co (MRK) | 0.3 | $1.5M | 13k | 120.29 |
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| United Rentals (URI) | 0.3 | $1.5M | NEW | 2.1k | 728.57 |
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| Ge Aerospace Com New (GE) | 0.3 | $1.5M | NEW | 5.2k | 283.77 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $1.4M | 47k | 30.50 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $1.4M | NEW | 2.00 | 718140.00 |
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| Qualcomm (QCOM) | 0.2 | $1.4M | -9% | 11k | 128.78 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.4M | NEW | 5.1k | 272.32 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $1.4M | NEW | 7.5k | 181.42 |
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| Deere & Company (DE) | 0.2 | $1.4M | NEW | 2.4k | 563.34 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.3M | +4% | 41k | 32.95 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | NEW | 6.8k | 192.89 |
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| Applied Materials (AMAT) | 0.2 | $1.3M | NEW | 3.8k | 341.83 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.3M | NEW | 3.8k | 337.95 |
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| Oracle Corporation (ORCL) | 0.2 | $1.3M | NEW | 8.6k | 147.11 |
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| Amgen (AMGN) | 0.2 | $1.3M | NEW | 3.6k | 351.82 |
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| Honeywell International (HON) | 0.2 | $1.2M | NEW | 5.5k | 226.03 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.2M | NEW | 4.7k | 261.92 |
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| Vanguard World Inf Tech Etf (VGT) | 0.2 | $1.2M | NEW | 1.8k | 697.72 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.2M | 23k | 54.05 |
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| Ishares Silver Tr Ishares (SLV) | 0.2 | $1.2M | -7% | 17k | 68.14 |
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| Advanced Micro Devices (AMD) | 0.2 | $1.2M | NEW | 5.7k | 203.43 |
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| Danaher Corporation (DHR) | 0.2 | $1.1M | NEW | 5.9k | 189.61 |
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| ConocoPhillips (COP) | 0.2 | $1.1M | NEW | 8.0k | 132.00 |
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| Metropcs Communications (TMUS) | 0.2 | $1.1M | NEW | 5.0k | 210.03 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $1.0M | NEW | 7.9k | 130.94 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.0M | +22% | 40k | 25.64 |
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| Consolidated Edison (ED) | 0.2 | $966k | NEW | 8.5k | 113.18 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.2 | $939k | NEW | 9.8k | 95.44 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $927k | NEW | 8.2k | 113.11 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $898k | NEW | 4.3k | 211.15 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $896k | 12k | 77.11 |
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| Verizon Communications (VZ) | 0.2 | $892k | -3% | 18k | 50.20 |
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| At&t (T) | 0.2 | $886k | -4% | 31k | 28.99 |
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| Wells Fargo & Company (WFC) | 0.2 | $886k | 11k | 79.61 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $869k | NEW | 8.9k | 97.13 |
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| Capital Group Core Balanced SHS (CGBL) | 0.2 | $857k | +6% | 25k | 34.41 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.2 | $854k | 17k | 49.37 |
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| Nextera Energy (NEE) | 0.1 | $847k | NEW | 9.1k | 92.88 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $827k | NEW | 5.6k | 148.10 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $814k | NEW | 3.8k | 213.67 |
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| Coca-Cola Company (KO) | 0.1 | $801k | 11k | 76.05 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $774k | NEW | 1.1k | 682.24 |
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| Marriott Intl Cl A (MAR) | 0.1 | $773k | NEW | 2.4k | 327.09 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $748k | NEW | 2.4k | 313.81 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.1 | $736k | NEW | 6.8k | 108.98 |
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| Pepsi (PEP) | 0.1 | $731k | NEW | 4.7k | 155.29 |
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| General Dynamics Corporation (GD) | 0.1 | $730k | NEW | 2.1k | 343.22 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 0.1 | $726k | NEW | 5.0k | 146.61 |
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| Lowe's Companies (LOW) | 0.1 | $713k | NEW | 3.0k | 236.28 |
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| Nike CL B (NKE) | 0.1 | $702k | -3% | 13k | 52.82 |
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| Palo Alto Networks (PANW) | 0.1 | $701k | NEW | 4.4k | 160.32 |
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| Walt Disney Company (DIS) | 0.1 | $692k | NEW | 7.2k | 96.39 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $681k | NEW | 1.0k | 653.34 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $658k | NEW | 1.3k | 499.73 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $652k | -3% | 13k | 48.93 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $630k | NEW | 1.5k | 407.69 |
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| Trane Technologies SHS (TT) | 0.1 | $624k | NEW | 1.5k | 416.74 |
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| Pfizer (PFE) | 0.1 | $621k | -8% | 22k | 28.08 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $595k | NEW | 6.5k | 92.21 |
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| Illinois Tool Works (ITW) | 0.1 | $593k | NEW | 2.3k | 260.29 |
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| Corning Incorporated (GLW) | 0.1 | $592k | NEW | 4.4k | 135.96 |
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| Abbott Laboratories (ABT) | 0.1 | $589k | NEW | 5.7k | 102.67 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $572k | NEW | 3.3k | 173.45 |
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| 3M Company (MMM) | 0.1 | $551k | NEW | 3.8k | 145.24 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $551k | NEW | 3.9k | 142.43 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $521k | NEW | 3.2k | 161.75 |
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| Oneok (OKE) | 0.1 | $516k | NEW | 5.7k | 90.39 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $511k | NEW | 8.7k | 58.78 |
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| Emerson Electric (EMR) | 0.1 | $510k | NEW | 3.9k | 131.01 |
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| Enterprise Products Partners (EPD) | 0.1 | $507k | 13k | 37.84 |
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| Weyerhaeuser Com New (WY) | 0.1 | $504k | 21k | 24.43 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $494k | NEW | 2.5k | 194.14 |
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| TJX Companies (TJX) | 0.1 | $488k | NEW | 3.1k | 159.70 |
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| American Electric Power Company (AEP) | 0.1 | $473k | NEW | 3.6k | 131.08 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $472k | NEW | 2.8k | 168.83 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $469k | NEW | 5.2k | 90.52 |
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| Allstate Corporation (ALL) | 0.1 | $461k | NEW | 2.2k | 207.34 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $459k | 15k | 30.32 |
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| International Business Machines (IBM) | 0.1 | $459k | NEW | 1.9k | 242.41 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $442k | NEW | 4.7k | 93.98 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $421k | NEW | 1.4k | 298.85 |
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| Genuine Parts Company (GPC) | 0.1 | $420k | NEW | 4.0k | 105.75 |
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| Citigroup Com New (C) | 0.1 | $418k | NEW | 3.7k | 113.41 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $417k | NEW | 4.7k | 88.16 |
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| Corteva (CTVA) | 0.1 | $414k | NEW | 4.9k | 83.71 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $403k | NEW | 7.1k | 56.79 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $398k | NEW | 4.0k | 98.38 |
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| Astrazeneca Ord (AZN) | 0.1 | $394k | NEW | 2.0k | 197.22 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $381k | +4% | 12k | 30.96 |
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| SYSCO Corporation (SYY) | 0.1 | $379k | NEW | 5.3k | 71.33 |
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| Goldman Sachs (GS) | 0.1 | $371k | NEW | 438.00 | 846.85 |
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| Spdr Series Trust State Street Spd (XBI) | 0.1 | $371k | NEW | 2.9k | 127.73 |
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| salesforce (CRM) | 0.1 | $369k | NEW | 2.0k | 186.71 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $362k | NEW | 3.2k | 112.28 |
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| Cintas Corporation (CTAS) | 0.1 | $360k | NEW | 2.1k | 169.11 |
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| Public Storage (PSA) | 0.1 | $357k | NEW | 1.3k | 270.88 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $357k | NEW | 2.7k | 130.95 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.1 | $357k | NEW | 4.7k | 76.16 |
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| Nucor Corporation (NUE) | 0.1 | $355k | NEW | 2.1k | 169.10 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $352k | NEW | 2.4k | 147.54 |
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| CSX Corporation (CSX) | 0.1 | $351k | -24% | 8.5k | 41.05 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $351k | NEW | 3.6k | 97.23 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $343k | NEW | 6.5k | 52.46 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $343k | -5% | 12k | 28.71 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $339k | NEW | 5.5k | 61.26 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $338k | NEW | 3.9k | 86.64 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $332k | NEW | 4.1k | 81.98 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $325k | NEW | 1.3k | 248.84 |
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| Us Bancorp Com New (USB) | 0.1 | $319k | NEW | 6.1k | 52.01 |
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| Kinder Morgan (KMI) | 0.1 | $319k | NEW | 9.5k | 33.53 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $319k | NEW | 4.3k | 73.64 |
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| American Express Company (AXP) | 0.1 | $317k | NEW | 1.0k | 302.48 |
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| Atmos Energy Corporation (ATO) | 0.1 | $315k | NEW | 1.7k | 184.72 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $311k | NEW | 5.9k | 52.56 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $310k | NEW | 727.00 | 426.40 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $306k | NEW | 4.4k | 69.75 |
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| Micron Technology (MU) | 0.1 | $301k | NEW | 892.00 | 337.84 |
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| Paychex (PAYX) | 0.1 | $295k | NEW | 3.2k | 92.12 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $294k | NEW | 2.5k | 115.38 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $291k | NEW | 3.3k | 88.70 |
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| Te Connectivity Ord Shs (TEL) | 0.1 | $291k | NEW | 1.4k | 209.02 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $291k | NEW | 2.9k | 99.26 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $291k | NEW | 2.0k | 145.46 |
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| Columbia Banking System (COLB) | 0.1 | $290k | -10% | 11k | 27.43 |
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| Banner Corp Com New (BANR) | 0.1 | $287k | NEW | 4.7k | 60.68 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $285k | NEW | 9.1k | 31.33 |
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| Howmet Aerospace (HWM) | 0.0 | $281k | NEW | 1.2k | 230.46 |
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| Sherwin-Williams Company (SHW) | 0.0 | $280k | NEW | 873.00 | 320.55 |
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| Snowflake Com Shs (SNOW) | 0.0 | $280k | NEW | 1.9k | 150.82 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.0 | $269k | NEW | 6.0k | 45.26 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.0 | $265k | NEW | 2.0k | 132.89 |
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| Suncor Energy (SU) | 0.0 | $264k | NEW | 4.0k | 66.11 |
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| Target Corporation (TGT) | 0.0 | $264k | NEW | 2.2k | 121.20 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $263k | NEW | 3.3k | 79.09 |
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| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $260k | NEW | 2.7k | 96.80 |
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| Xylem (XYL) | 0.0 | $259k | NEW | 2.2k | 119.50 |
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| Garmin SHS (GRMN) | 0.0 | $257k | NEW | 1.1k | 232.01 |
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| UnitedHealth (UNH) | 0.0 | $253k | NEW | 935.00 | 270.54 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $250k | NEW | 2.6k | 96.46 |
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| Altria (MO) | 0.0 | $248k | NEW | 3.8k | 65.99 |
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| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $248k | NEW | 6.4k | 38.96 |
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| Constellation Energy (CEG) | 0.0 | $247k | NEW | 883.00 | 279.25 |
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| Unilever Spon Adr New (UL) | 0.0 | $246k | NEW | 4.3k | 56.97 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $242k | NEW | 2.2k | 111.37 |
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| Dupont De Nemours (DD) | 0.0 | $241k | NEW | 5.3k | 45.80 |
|
| Ameriprise Financial (AMP) | 0.0 | $238k | NEW | 536.00 | 444.40 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $236k | NEW | 2.0k | 118.62 |
|
| BP Sponsored Adr (BP) | 0.0 | $236k | NEW | 5.0k | 47.00 |
|
| Analog Devices (ADI) | 0.0 | $236k | NEW | 741.00 | 318.14 |
|
| Gilead Sciences (GILD) | 0.0 | $235k | NEW | 1.7k | 139.37 |
|
| Capital One Financial (COF) | 0.0 | $233k | NEW | 1.3k | 182.43 |
|
| FedEx Corporation (FDX) | 0.0 | $233k | NEW | 654.00 | 356.19 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.0 | $227k | NEW | 692.00 | 328.66 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $223k | NEW | 454.00 | 492.06 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $223k | NEW | 2.1k | 108.25 |
|
| Avista Corporation (AVA) | 0.0 | $223k | NEW | 5.6k | 40.14 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $221k | NEW | 3.6k | 60.64 |
|
| Cameco Corporation (CCJ) | 0.0 | $219k | NEW | 2.0k | 108.61 |
|
| Totalenergies Se Act (TTE) | 0.0 | $219k | NEW | 2.4k | 90.98 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $217k | NEW | 2.3k | 93.31 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $215k | NEW | 3.0k | 71.18 |
|
| Kroger (KR) | 0.0 | $210k | NEW | 2.9k | 72.36 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $209k | NEW | 1.7k | 124.31 |
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $204k | NEW | 440.00 | 463.19 |
|
| Southern Company (SO) | 0.0 | $201k | NEW | 2.1k | 96.52 |
|
| Kenvue (KVUE) | 0.0 | $189k | -8% | 11k | 17.24 |
|
| Ford Motor Company (F) | 0.0 | $154k | -12% | 13k | 11.54 |
|
| Genworth Finl Com Shs (GNW) | 0.0 | $82k | NEW | 10k | 8.12 |
|
| Gabelli Equity Trust (GAB) | 0.0 | $73k | NEW | 13k | 5.60 |
|
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 2026 Q1 filed April 28, 2026
- Kiley Juergens Wealth Management 2025 Q4 filed Jan. 26, 2026
- Kiley Juergens Wealth Management 2025 Q3 filed Oct. 22, 2025
- Kiley Juergens Wealth Management 2025 Q2 filed July 16, 2025
- Kiley Juergens Wealth Management 2025 Q1 filed April 21, 2025
- Kiley Juergens Wealth Management 2024 Q4 filed Jan. 16, 2025
- Kiley Juergens Wealth Management 2024 Q3 filed Oct. 15, 2024
- Kiley Juergens Wealth Management 2024 Q2 filed July 23, 2024
- 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