Kiley Juergens Wealth Management, LLC Portfolio Holdings

Kiley Juergens Wealth Management, LLC

  • $362 Million
  • Q1 2025

Kiley Juergens Wealth Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $362 Million distributed in 73 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43M, Apple Inc. with a value of $34M, Costco Wholesale Corp with a value of $31.9M, Invesco Qqq Trust, Series 1 with a value of $24.7M, and Berkshire Hathaway Inc Class B with a value of $21.5M.

Examining the 13F form we can see an decrease of $23.3M in the current position value, from $385M to 362M.

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

Portfolio value $362 Million
Technology: $116 Million
ETFs: $94.6 Million
Consumer Defensive: $38.6 Million
Consumer Cyclical: $38 Million
Financial Services: $37 Million
Communication Services: $15.7 Million
Industrials: $11.6 Million
Energy: $5.08 Million
Other: $5.47 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.95T
$43 Million 11.9% of portfolio
114,669
Q1 2025 Reduced 0.04%
$3.42T
$34 Million 9.4% of portfolio
153,121
Q1 2025 Reduced 2.82%
$440B
$31.9 Million 8.81% of portfolio
33,693
Q1 2025 Added 1.46%
$0
$24.7 Million 6.84% of portfolio
52,759
Q1 2025 Reduced 1.31%
$694B
$21.5 Million 5.94% of portfolio
40,336
Q1 2025 Reduced 0.02%
$271B
$18.6 Million 5.13% of portfolio
171,342
Q1 2025 Added 1.97%
$1.88T
$17.6 Million 4.88% of portfolio
92,739
Q1 2025 Reduced 3.9%
$0
$15.1 Million 4.17% of portfolio
539,060
Q1 2025 Added 5.44%
$97.4B
$11.6 Million 3.2% of portfolio
118,081
Q1 2025 Added 1.21%
$957B
$10.7 Million 2.96% of portfolio
69,251
Q1 2025 Reduced 2.14%
$78B
$9.53 Million 2.64% of portfolio
56,940
Q1 2025 Added 0.15%
$0
$7.21 Million 1.99% of portfolio
88,572
Q1 2025 Added 1.28%
$163B
$6.04 Million 1.67% of portfolio
18,326
Q1 2025 Reduced 0.46%
$801M
$5.69 Million 1.57% of portfolio
234,065
Q1 2025 Reduced 0.83%
$0
$5.58 Million 1.54% of portfolio
71,260
Q1 2025 Reduced 8.46%
$105B
$4.74 Million 1.31% of portfolio
16,456
Q1 2025 Reduced 1.44%
$0
$4.61 Million 1.27% of portfolio
75,924
Q1 2025 Added 6.39%
$891B
$4.03 Million 1.12% of portfolio
15,569
Q1 2025 Reduced 4.33%
$385B
$3.77 Million 1.04% of portfolio
22,102
Q1 2025 Added 5.44%
$0
$3.75 Million 1.04% of portfolio
174,387
Q1 2025 Added 4.04%
$254M
$3.64 Million 1.01% of portfolio
120,798
Q1 2025 Reduced 0.36%
$0
$3.65 Million 1.01% of portfolio
40,085
Q1 2025 Reduced 5.05%
$718B
$3.53 Million 0.98% of portfolio
14,402
Q1 2025 Added 1.87%
$0
$3.55 Million 0.98% of portfolio
19,508
Q1 2025 Reduced 0.01%
$235B
$3.44 Million 0.95% of portfolio
11,006
Q1 2025 Added 2.31%
$409B
$2.97 Million 0.82% of portfolio
17,909
Q1 2025 Added 2.49%
$0
$2.94 Million 0.81% of portfolio
10,692
Q1 2025 Added 2.8%
$31.4B
$2.82 Million 0.78% of portfolio
28,916
Q1 2025 Added 1.09%
$979B
$2.66 Million 0.74% of portfolio
17,026
Q1 2025 Added 3.98%
$160B
$2.58 Million 0.71% of portfolio
35,348
Q1 2025 Added 24.83%
$109B
$2.47 Million 0.68% of portfolio
14,511
Q1 2025 Reduced 16.46%
$440B
$2.42 Million 0.67% of portfolio
20,321
Q1 2025 Reduced 2.6%
$266B
$2.36 Million 0.65% of portfolio
14,124
Q1 2025 Added 5.14%
$264B
$2.17 Million 0.6% of portfolio
24,764
Q1 2025 Added 2.44%
$167B
$2.04 Million 0.56% of portfolio
13,252
Q1 2025 Reduced 6.56%
$233B
$1.78 Million 0.49% of portfolio
21,063
Q1 2025 Reduced 11.92%
$379B
$1.58 Million 0.44% of portfolio
11,292
Q1 2025 Reduced 0.15%
$320B
$1.56 Million 0.43% of portfolio
37,345
Q1 2025 Reduced 4.09%
$237B
$1.49 Million 0.41% of portfolio
24,188
Q1 2025 Added 1.62%
$216B
$1.37 Million 0.38% of portfolio
15,225
Q1 2025 Added 1.68%
$0
$1.29 Million 0.36% of portfolio
65,181
Q1 2025 Added 19.06%
$0
$1.27 Million 0.35% of portfolio
13,294
Q1 2025 Added 1.02%
$0
$1.26 Million 0.35% of portfolio
54,496
Q1 2025 Added 18.22%
$0
$1.25 Million 0.35% of portfolio
24,658
Q1 2025 Added 11.24%
$0
$1.14 Million 0.32% of portfolio
43,013
Q1 2025 Added 6.46%
$0
$1.13 Million 0.31% of portfolio
48,280
Q1 2025 Added 7.2%
$0
$1.08 Million 0.3% of portfolio
23,773
Q1 2025 Reduced 1.57%
$0
$1.05 Million 0.29% of portfolio
38,150
Q1 2025 Reduced 0.83%
$0
$962,000 0.27% of portfolio
38,435
Q1 2025 Added 4.66%

Summary

  • Portfolio
  • No. of Stocks 73
  • Current Value $362 Million
  • Prior Value $385 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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