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, NVDA, and represent 28.64% of Kiley Juergens Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: VUG, VGT, VO, SCHZ, RSP, VOOG, HON, HONA, META, MSFT.
- Started 15 new stock positions in SPCX, VBK, INDA, HDV, HON, DD, ADM, HONA, MRVL, DFAS. CMI, SMH, IUSG, BEP, FEGE.
- Reduced shares in these 10 stocks: Honeywell International, AAPL, NET, CAT, AMZN, QQQ, GEV, UBER, PANW, HD.
- Sold out of its positions in BP, Dupont De Nemours, GEHC, Honeywell International, KVUE, KR, NEM, SO, TTE.
- Kiley Juergens Wealth Management was a net buyer of stock by $3.7M.
- Kiley Juergens Wealth Management has $639M in assets under management (AUM), dropping by 12.67%.
- Central Index Key (CIK): 0001723223
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Portfolio Holdings for Kiley Juergens Wealth Management
Kiley Juergens Wealth Management holds 241 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.6 | $42M | 113k | 373.02 |
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| Apple (AAPL) | 6.4 | $41M | 141k | 289.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 5.9 | $38M | 51k | 736.40 |
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| Costco Wholesale Corporation (COST) | 4.9 | $31M | 33k | 935.46 |
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| NVIDIA Corporation (NVDA) | 4.9 | $31M | 155k | 200.09 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $24M | 67k | 357.37 |
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| Amazon (AMZN) | 3.5 | $23M | 95k | 238.34 |
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| Broadcom (AVGO) | 3.1 | $20M | 52k | 377.75 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $19M | 39k | 500.39 |
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| Caterpillar (CAT) | 2.9 | $18M | -2% | 17k | 1064.87 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.9 | $18M | 579k | 31.71 |
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| Ishares Tr Morningstar Grwt (ILCG) | 2.6 | $17M | 142k | 117.02 |
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| Starbucks Corporation (SBUX) | 1.8 | $12M | 114k | 102.19 |
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| Ishares Tr Morningstar Valu (ILCV) | 1.4 | $9.0M | 89k | 101.24 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 1.3 | $8.5M | 102k | 83.75 |
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| Ge Vernova (GEV) | 1.3 | $8.2M | -4% | 7.0k | 1174.87 |
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| Eli Lilly & Co. (LLY) | 1.1 | $6.9M | -2% | 5.7k | 1199.36 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.0 | $6.7M | +12% | 31k | 212.77 |
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| Tesla Motors (TSLA) | 1.0 | $6.4M | 15k | 420.60 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $6.2M | -2% | 17k | 368.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $5.7M | 16k | 353.32 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.9 | $5.5M | 189k | 28.96 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.9 | $5.5M | +3% | 7.1k | 763.14 |
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| Vanguard Index Fds Value Etf (VTV) | 0.8 | $5.4M | 25k | 217.93 |
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| Timberland Ban (TSBK) | 0.8 | $5.4M | 120k | 44.81 |
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| Intel Corporation (INTC) | 0.8 | $5.3M | 38k | 139.63 |
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| Heritage Financial Corporation (HFWA) | 0.8 | $5.2M | 175k | 29.62 |
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| Boeing Company (BA) | 0.8 | $5.1M | +6% | 24k | 216.47 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.8 | $4.8M | +2% | 62k | 77.91 |
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| JPMorgan Chase & Co. (JPM) | 0.7 | $4.6M | 14k | 327.33 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $4.5M | 19k | 236.62 |
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| Johnson & Johnson (JNJ) | 0.6 | $4.0M | 16k | 253.96 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $3.8M | 10k | 370.04 |
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| Meta Platforms Cl A (META) | 0.6 | $3.6M | +16% | 6.3k | 563.31 |
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| Eaton Corp SHS (ETN) | 0.5 | $3.5M | 8.2k | 426.12 |
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| Paccar (PCAR) | 0.5 | $3.2M | -4% | 27k | 120.12 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $3.2M | 4.3k | 746.84 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.5 | $3.2M | 37k | 86.42 |
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| Advanced Micro Devices (AMD) | 0.5 | $3.2M | -5% | 5.4k | 580.91 |
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| Procter & Gamble Company (PG) | 0.5 | $2.9M | -5% | 20k | 146.64 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.4 | $2.9M | +63% | 123k | 23.13 |
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| McDonald's Corporation (MCD) | 0.4 | $2.7M | -5% | 10k | 270.32 |
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| Visa Com Cl A (V) | 0.4 | $2.7M | 8.0k | 343.08 |
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| Cisco Systems (CSCO) | 0.4 | $2.7M | 23k | 117.46 |
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| Applied Materials (AMAT) | 0.4 | $2.7M | 3.7k | 722.93 |
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| Wal-Mart Stores (WMT) | 0.4 | $2.7M | -3% | 24k | 113.26 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $2.5M | 18k | 136.72 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $2.4M | 87k | 27.70 |
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| Uber Technologies (UBER) | 0.4 | $2.4M | -11% | 33k | 72.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $2.4M | +6% | 3.5k | 686.73 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $2.3M | 5.7k | 409.50 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.4 | $2.3M | +2% | 69k | 33.84 |
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| United Rentals (URI) | 0.4 | $2.3M | -3% | 2.0k | 1132.92 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $2.3M | 7.5k | 300.46 |
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| Cloudflare Cl A Com (NET) | 0.3 | $2.2M | -17% | 8.9k | 245.28 |
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| Waste Management (WM) | 0.3 | $2.2M | +4% | 9.8k | 222.88 |
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| Netflix (NFLX) | 0.3 | $2.2M | 30k | 71.40 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $2.2M | -2% | 19k | 116.67 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $2.1M | 30k | 71.25 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.1M | 59k | 36.13 |
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| Home Depot (HD) | 0.3 | $2.1M | -11% | 6.0k | 352.66 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $2.0M | +287% | 25k | 80.57 |
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| Chevron Corporation (CVX) | 0.3 | $2.0M | -11% | 12k | 165.77 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $2.0M | +496% | 23k | 86.14 |
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| Ge Aerospace Com New (GE) | 0.3 | $1.9M | 5.2k | 373.74 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $1.9M | +6% | 4.0k | 477.57 |
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| Qualcomm (QCOM) | 0.3 | $1.9M | -5% | 10k | 184.78 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $1.9M | 7.5k | 252.23 |
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| Abbvie (ABBV) | 0.3 | $1.8M | 7.3k | 251.64 |
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| Boeing Dep Conv Pfd A (BA.PA) | 0.3 | $1.7M | +2% | 26k | 67.30 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.7M | +700% | 14k | 119.52 |
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| Union Pacific Corporation (UNP) | 0.3 | $1.7M | -2% | 6.1k | 272.01 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $1.7M | 3.8k | 433.35 |
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| Merck & Co (MRK) | 0.3 | $1.6M | 13k | 128.50 |
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| Bank of America Corporation (BAC) | 0.3 | $1.6M | -13% | 28k | 56.98 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.3 | $1.6M | -2% | 46k | 34.81 |
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| Deere & Company (DE) | 0.2 | $1.5M | 2.4k | 634.22 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.2 | $1.5M | +3% | 42k | 36.26 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.5M | 2.00 | 748850.00 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $1.5M | -3% | 5.0k | 299.01 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $1.5M | 2.9k | 509.48 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $1.4M | 4.7k | 303.12 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $1.4M | 23k | 59.69 |
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| Oracle Corporation (ORCL) | 0.2 | $1.3M | 8.7k | 146.56 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 6.7k | 189.72 |
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| Amgen (AMGN) | 0.2 | $1.3M | -3% | 3.5k | 362.17 |
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| Capital Group Core Balanced SHS (CGBL) | 0.2 | $1.2M | +30% | 33k | 37.96 |
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| Corning Incorporated (GLW) | 0.2 | $1.2M | +10% | 4.8k | 255.44 |
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| Palo Alto Networks (PANW) | 0.2 | $1.2M | -18% | 3.5k | 341.02 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.2 | $1.2M | 40k | 29.43 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $1.1M | -4% | 7.9k | 137.53 |
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| Danaher Corporation (DHR) | 0.2 | $1.0M | -6% | 5.5k | 190.46 |
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| Micron Technology (MU) | 0.2 | $1.0M | 896.00 | 1154.29 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $996k | 12k | 85.49 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $966k | 4.3k | 227.06 |
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| Wells Fargo & Company (WFC) | 0.2 | $961k | +4% | 12k | 82.64 |
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| Consolidated Edison (ED) | 0.1 | $947k | 8.6k | 110.63 |
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| Nextera Energy (NEE) | 0.1 | $943k | +17% | 11k | 87.77 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $938k | 2.4k | 393.96 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $936k | 9.0k | 103.88 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $932k | 9.9k | 94.57 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $922k | 17k | 53.61 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $911k | -8% | 7.2k | 126.58 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $883k | 5.6k | 158.03 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $880k | -4% | 17k | 53.47 |
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| Marriott Intl Cl A (MAR) | 0.1 | $857k | -2% | 2.3k | 370.64 |
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| Coca-Cola Company (KO) | 0.1 | $857k | 11k | 81.27 |
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| ConocoPhillips (COP) | 0.1 | $809k | -3% | 7.8k | 103.95 |
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| Metropcs Communications (TMUS) | 0.1 | $796k | -5% | 4.7k | 167.73 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $792k | 6.8k | 117.28 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $778k | 1.0k | 748.97 |
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| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $772k | 4.9k | 158.66 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $769k | 2.6k | 298.07 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.1 | $766k | +500% | 9.3k | 82.62 |
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| General Dynamics Corporation (GD) | 0.1 | $753k | 2.1k | 354.24 |
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| Trane Technologies SHS (TT) | 0.1 | $736k | 1.5k | 491.16 |
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| Verizon Communications (VZ) | 0.1 | $732k | -2% | 17k | 42.34 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $704k | 13k | 52.76 |
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| Lowe's Companies (LOW) | 0.1 | $666k | 3.0k | 220.49 |
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| Walt Disney Company (DIS) | 0.1 | $659k | -4% | 6.8k | 96.26 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $639k | -3% | 6.3k | 102.25 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $639k | 3.9k | 164.27 |
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| Honeywell International (HON) | 0.1 | $634k | NEW | 2.8k | 223.90 |
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| At&t (T) | 0.1 | $630k | 30k | 20.70 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $628k | -7% | 1.2k | 513.71 |
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| Pepsi (PEP) | 0.1 | $627k | 4.6k | 135.40 |
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| Honeywell Aerospace (HONA) | 0.1 | $626k | NEW | 2.8k | 221.08 |
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| 3M Company (MMM) | 0.1 | $610k | 3.8k | 161.93 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $594k | 3.2k | 185.21 |
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| Illinois Tool Works (ITW) | 0.1 | $589k | -4% | 2.2k | 270.47 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $578k | 1.1k | 509.31 |
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| Emerson Electric (EMR) | 0.1 | $551k | 3.8k | 143.15 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $550k | 3.3k | 166.67 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $533k | -2% | 8.5k | 62.89 |
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| Ishares Tr Ishares Biotech (IBB) | 0.1 | $532k | 2.8k | 190.17 |
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| Allstate Corporation (ALL) | 0.1 | $527k | 2.2k | 237.94 |
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| Nike CL B (NKE) | 0.1 | $525k | -3% | 13k | 41.05 |
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| Oneok (OKE) | 0.1 | $522k | +5% | 6.0k | 86.94 |
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| Citigroup Com New (C) | 0.1 | $516k | 3.7k | 139.95 |
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| Pfizer (PFE) | 0.1 | $505k | -5% | 21k | 24.08 |
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| Abbott Laboratories (ABT) | 0.1 | $498k | -4% | 5.5k | 90.74 |
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| American Electric Power Company (AEP) | 0.1 | $494k | 3.6k | 136.81 |
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| Enterprise Products Partners (EPD) | 0.1 | $493k | 13k | 36.76 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.1 | $486k | 7.1k | 68.41 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $477k | -4% | 4.9k | 96.58 |
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| Snowflake Com Shs (SNOW) | 0.1 | $473k | 1.9k | 254.50 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.1 | $468k | 3.0k | 158.25 |
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| Nucor Corporation (NUE) | 0.1 | $467k | 2.1k | 222.75 |
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| International Business Machines (IBM) | 0.1 | $466k | -12% | 1.7k | 281.13 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $462k | 15k | 30.49 |
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| TJX Companies (TJX) | 0.1 | $458k | 3.0k | 151.50 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.1 | $453k | 12k | 36.87 |
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| Genuine Parts Company (GPC) | 0.1 | $453k | -3% | 3.8k | 117.98 |
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| Solstice Advanced Matls Com Shs (SOLS) | 0.1 | $448k | +7% | 5.1k | 88.60 |
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| Public Storage (PSA) | 0.1 | $447k | +6% | 1.4k | 318.31 |
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| Goldman Sachs (GS) | 0.1 | $444k | 439.00 | 1011.81 |
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| Corteva (CTVA) | 0.1 | $429k | +2% | 5.1k | 84.69 |
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| SYSCO Corporation (SYY) | 0.1 | $428k | -3% | 5.1k | 83.58 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $427k | 3.2k | 132.23 |
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| Qnity Electronics Common Stock (Q) | 0.1 | $426k | +2% | 2.6k | 163.31 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $412k | -5% | 3.8k | 107.51 |
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| Weyerhaeuser Com New (WY) | 0.1 | $408k | -17% | 17k | 23.94 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $407k | -15% | 1.2k | 343.91 |
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| CSX Corporation (CSX) | 0.1 | $399k | 8.4k | 47.53 |
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| Ishares Tr Us Industrials (IYJ) | 0.1 | $397k | 2.4k | 166.65 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $397k | 3.6k | 110.32 |
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| UnitedHealth (UNH) | 0.1 | $396k | 952.00 | 415.81 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $395k | -8% | 4.3k | 92.27 |
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| Allegheny Technologies Incorporated (ATI) | 0.1 | $394k | 2.0k | 197.10 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $386k | -3% | 2.6k | 146.11 |
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| Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT) | 0.1 | $384k | 6.0k | 64.50 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $381k | 6.5k | 58.26 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $380k | 2.0k | 190.53 |
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| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.1 | $379k | 1.3k | 290.62 |
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| Astrazeneca Ord (AZN) | 0.1 | $373k | 2.0k | 189.62 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $372k | 3.9k | 95.44 |
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| Us Bancorp Com New (USB) | 0.1 | $371k | 6.1k | 60.40 |
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| Ishares Tr Ishares Semicdtr (SOXX) | 0.1 | $365k | -17% | 569.00 | 640.76 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $364k | +2% | 4.8k | 75.51 |
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| Cintas Corporation (CTAS) | 0.1 | $362k | 2.1k | 170.05 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $361k | +300% | 2.9k | 124.17 |
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| American Express Company (AXP) | 0.1 | $348k | 1.0k | 338.27 |
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| Columbia Banking System (COLB) | 0.1 | $339k | 11k | 32.05 |
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| Select Sector Spdr Tr St Str Stapl Etf (XLP) | 0.1 | $337k | 4.1k | 83.08 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $334k | -8% | 4.0k | 82.84 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $329k | +3% | 4.5k | 73.41 |
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| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.1 | $329k | 9.1k | 36.06 |
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| Sherwin-Williams Company (SHW) | 0.1 | $320k | +6% | 930.00 | 344.32 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.0 | $319k | NEW | 1.9k | 170.86 |
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| Howmet Aerospace (HWM) | 0.0 | $317k | -3% | 1.2k | 268.86 |
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| Paychex (PAYX) | 0.0 | $315k | 3.2k | 98.33 |
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| Banner Corp Com New (BANR) | 0.0 | $314k | 4.7k | 66.44 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $310k | 5.9k | 52.41 |
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| Flexshares Tr Qualt Divd Idx (QDF) | 0.0 | $299k | 3.3k | 89.92 |
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| Atmos Energy Corporation (ATO) | 0.0 | $294k | 1.7k | 172.27 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $293k | -7% | 3.0k | 96.44 |
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| Analog Devices (ADI) | 0.0 | $293k | 737.00 | 397.17 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $282k | 2.3k | 121.43 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $280k | -4% | 11k | 24.55 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $276k | -4% | 2.8k | 98.99 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.0 | $274k | NEW | 418.00 | 655.89 |
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| Kinder Morgan (KMI) | 0.0 | $274k | -10% | 8.6k | 31.97 |
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| Altria (MO) | 0.0 | $272k | 3.8k | 71.95 |
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| Te Connectivity Ord Shs (TEL) | 0.0 | $270k | -3% | 1.3k | 201.61 |
|
| salesforce (CRM) | 0.0 | $268k | -13% | 1.7k | 156.70 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $268k | -5% | 2.4k | 109.77 |
|
| Target Corporation (TGT) | 0.0 | $264k | -7% | 2.0k | 130.64 |
|
| Capital One Financial (COF) | 0.0 | $263k | +2% | 1.3k | 200.62 |
|
| Garmin SHS (GRMN) | 0.0 | $263k | 1.1k | 237.54 |
|
|
| Ishares Tr Intl Eqty Factor (INTF) | 0.0 | $261k | 6.4k | 40.96 |
|
|
| Pimco Etf Tr Inv Grd Crp Bd (CORP) | 0.0 | $260k | 2.7k | 96.90 |
|
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $257k | -4% | 2.1k | 124.42 |
|
| Unilever Spon Adr New (UL) | 0.0 | $257k | 4.3k | 60.12 |
|
|
| Xylem (XYL) | 0.0 | $255k | 2.2k | 118.21 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $252k | 1.7k | 148.31 |
|
|
| Ameriprise Financial (AMP) | 0.0 | $246k | 536.00 | 458.76 |
|
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.0 | $238k | -19% | 4.5k | 53.12 |
|
| Dupont De Nemours Common Stock (DD) | 0.0 | $233k | NEW | 1.7k | 135.64 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $230k | 460.00 | 500.84 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $230k | 440.00 | 522.39 |
|
|
| Avista Corporation (AVA) | 0.0 | $228k | 5.6k | 40.91 |
|
|
| Marvell Technology (MRVL) | 0.0 | $227k | NEW | 763.00 | 297.89 |
|
| Rbb Fund Trust First Eagle Gbl (FEGE) | 0.0 | $226k | NEW | 4.6k | 48.92 |
|
| Constellation Energy (CEG) | 0.0 | $222k | 893.00 | 248.37 |
|
|
| Ishares Tr Msci India Etf (INDA) | 0.0 | $222k | NEW | 4.5k | 49.39 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.0 | $217k | NEW | 1.2k | 188.07 |
|
| Suncor Energy (SU) | 0.0 | $215k | 4.0k | 53.68 |
|
|
| Cummins (CMI) | 0.0 | $210k | NEW | 295.00 | 713.21 |
|
| Brookfield Renewable Energy Partnership Unit (BEP) | 0.0 | $208k | NEW | 6.0k | 34.73 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.0 | $207k | NEW | 7.6k | 27.41 |
|
| Cameco Corporation (CCJ) | 0.0 | $206k | 2.0k | 101.86 |
|
|
| Bristol Myers Squibb (BMY) | 0.0 | $205k | -2% | 3.6k | 57.61 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $205k | NEW | 2.5k | 82.35 |
|
| FedEx Corporation (FDX) | 0.0 | $205k | 654.00 | 313.28 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $205k | -10% | 1.8k | 114.18 |
|
| Gilead Sciences (GILD) | 0.0 | $205k | -3% | 1.6k | 126.34 |
|
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.0 | $203k | NEW | 555.00 | 365.53 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $200k | NEW | 2.6k | 76.40 |
|
| Ford Motor Company (F) | 0.0 | $186k | 13k | 13.90 |
|
|
| Genworth Finl Com Shs (GNW) | 0.0 | $96k | 10k | 9.47 |
|
|
| Gabelli Equity Trust (GAB) | 0.0 | $76k | +2% | 13k | 5.66 |
|
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 Q2 filed Aug. 7, 2026
- 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