Kiley Juergens Wealth Management, LLC Purchases and Sells in Q1 2024

Kiley Juergens Wealth Management, LLC

26 operations

Stock	Shares change	Price Range	Shares Held
BRK-B	43 + 0.11%	$359.29 - $420.52 $15.4K - $18.1K	40.7K $17.1M
QQQ	151 + 0.28%	$396.28 - $446.38 $59.8K - $67.4K	54.1K $24M
SCHD	10.9K + 8.41%	$75.25 - $80.63 $823K - $881K	141K $11.4M
BSV	11.4K + 13.74%	$76.34 - $77.25 $870K - $880K	94.3K $7.23M
ILCV	1.42K + 1.79%	$69.61 - $76.86 $98.9K - $109K	80.9K $6.22M
JPM	662 + 5.03%	$167.09 - $200.3 $111K - $133K	13.8K $2.77M

4 operations

Stock	Shares change	Price Range	Shares Held
NVO	16.6K New	$102.11 - $135.92 $1.69M - $2.25M	16.6K $2.13M
WMT	15.3K New	$58.61 - $175.86 $898K - $2.69M	15.3K $921K
OXY	11.3K New	$56.22 - $64.99 $635K - $734K	11.3K $733K
SCHZ	13K New	$45.44 - $46.67 $589K - $605K	13K $596K

36 operations

Stock	Shares change	Price Range	Shares Held
AAPL	-2.93K - 1.81%	$169.0 - $195.18 $496K - $572K	159K $27.3M
SBUX	-12 - 0.01%	$90.12 - $97.3 $1.08K - $1.17K	120K $11M
JNJ	-2.61K - 11.79%	$155.22 - $162.74 $404K - $424K	19.5K $3.08M
INTC	-709 - 1.63%	$41.83 - $49.55 $29.7K - $35.1K	42.9K $1.9M
MCD	-98 - 0.91%	$278.58 - $300.53 $27.3K - $29.5K	10.6K $3M
CMCSA	-1.18K - 4.77%	$41.24 - $46.73 $48.5K - $54.9K	23.4K $1.02M

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