Kiley Juergens Wealth Management, LLC Portfolio Holdings

Kiley Juergens Wealth Management, LLC

  • $372 Million
  • Q3 2024

Kiley Juergens Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $372 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $49.4M, Apple Inc. with a value of $36.9M, Costco Wholesale Corp with a value of $29.4M, Invesco Qqq Trust, Series 1 with a value of $26.2M, and Nvidia Corp with a value of $20.3M.

Examining the 13F form we can see an increase of $24.6M in the current position value, from $347M to 372M.

Below you can find more details about Kiley Juergens Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $372 Million
Technology: $127 Million
ETFs: $93.3 Million
Consumer Cyclical: $39.4 Million
Consumer Defensive: $35.9 Million
Financial Services: $33.3 Million
Communication Services: $16.9 Million
Industrials: $13.6 Million
Healthcare: $7.49 Million
Other: $5.23 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$49.4 Million 13.3% of portfolio
114,904
Q3 2024 Reduced 1.08%
$3.85T
$36.9 Million 9.94% of portfolio
158,631
Q3 2024 Reduced 0.77%
$432B
$29.4 Million 7.91% of portfolio
33,187
Q3 2024 Added 0.34%
$0
$26.2 Million 7.05% of portfolio
53,675
Q3 2024 Reduced 0.8%
$345B
$20.3 Million 5.47% of portfolio
167,519
Q3 2024 Reduced 0.08%
$628B
$18.7 Million 5.02% of portfolio
40,531
Q3 2024 Reduced 0.86%
$2.15T
$18.4 Million 4.94% of portfolio
98,548
Q3 2024 Added 3.72%
$0
$14 Million 3.76% of portfolio
165,262
Q3 2024 Added 7.28%
$1.01T
$11.9 Million 3.19% of portfolio
71,484
Q3 2024 Added 0.15%
$118B
$11.4 Million 3.07% of portfolio
117,189
Q3 2024 Reduced 0.65%
$67.4B
$9.98 Million 2.68% of portfolio
57,853
Q3 2024 New
$212B
$7.28 Million 1.96% of portfolio
18,603
Q3 2024 Reduced 0.65%
$0
$7.13 Million 1.92% of portfolio
86,717
Q3 2024 Added 5.12%
$0
$6.95 Million 1.87% of portfolio
88,355
Q3 2024 Reduced 5.64%
$923M
$5.32 Million 1.43% of portfolio
244,412
Q3 2024 Added 1.9%
$1.13T
$4.47 Million 1.2% of portfolio
17,075
Q3 2024 Reduced 1.29%
$0
$4.25 Million 1.14% of portfolio
67,443
Q3 2024 Added 1.77%
$84B
$4 Million 1.08% of portfolio
16,442
Q3 2024 Reduced 0.15%
$0
$3.97 Million 1.07% of portfolio
59,727
Q3 2024 Added 0.42%
$426B
$3.68 Million 0.99% of portfolio
21,258
Q3 2024 Reduced 0.3%
$275M
$3.67 Million 0.99% of portfolio
121,163
Q3 2024 Added 0.01%
$0
$3.57 Million 0.96% of portfolio
19,590
Q3 2024 Reduced 1.58%
$0
$3.51 Million 0.94% of portfolio
35,792
Q3 2024 Added 63.11%
$215B
$3.27 Million 0.88% of portfolio
10,745
Q3 2024 Added 1.63%
$93.3B
$3.06 Million 0.82% of portfolio
20,117
Q3 2024 Reduced 8.14%
$0
$3.01 Million 0.81% of portfolio
10,628
Q3 2024 Reduced 2.06%
$722B
$2.99 Million 0.8% of portfolio
14,198
Q3 2024 Reduced 1.0%
$40.4B
$2.87 Million 0.77% of portfolio
29,080
Q3 2024 Reduced 0.33%
$405B
$2.88 Million 0.77% of portfolio
17,764
Q3 2024 Reduced 2.52%
$1.05T
$2.74 Million 0.74% of portfolio
16,373
Q3 2024 Reduced 0.84%
$183B
$2.54 Million 0.68% of portfolio
14,910
Q3 2024 Reduced 2.99%
$491B
$2.46 Million 0.66% of portfolio
20,949
Q3 2024 Reduced 0.24%
$245B
$2.32 Million 0.63% of portfolio
19,524
Q3 2024 Reduced 5.26%
$145B
$2.24 Million 0.6% of portfolio
29,792
Q3 2024 New
$318B
$2.01 Million 0.54% of portfolio
13,664
Q3 2024 Reduced 2.46%
$251B
$1.94 Million 0.52% of portfolio
24,079
Q3 2024 Added 3.86%
$489B
$1.94 Million 0.52% of portfolio
11,359
Q3 2024 Reduced 0.02%
$255B
$1.8 Million 0.48% of portfolio
15,848
Q3 2024 Added 0.57%
$377B
$1.6 Million 0.43% of portfolio
40,195
Q3 2024 Reduced 5.09%
$99.6B
$1.5 Million 0.4% of portfolio
17,004
Q3 2024 Reduced 6.97%
$0
$1.3 Million 0.35% of portfolio
16,149
Q3 2024 Added 2.44%
$244B
$1.27 Million 0.34% of portfolio
23,951
Q3 2024 Reduced 1.77%
$0
$1.17 Million 0.32% of portfolio
22,757
Q3 2024 Added 0.87%
$0
$1.2 Million 0.32% of portfolio
11,536
Q3 2024 Added 11.1%
$0
$1.16 Million 0.31% of portfolio
24,189
Q3 2024 Added 2.51%
$0
$1.15 Million 0.31% of portfolio
21,835
Q3 2024 Added 0.31%
$0
$1.07 Million 0.29% of portfolio
36,798
Q3 2024 Added 8.44%
$0
$1.1 Million 0.29% of portfolio
26,635
Q3 2024 Added 5.16%
$98.3B
$1.03 Million 0.28% of portfolio
44,110
Q3 2024 Reduced 9.75%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $372 Million
  • Prior Value $347 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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