Kiley Juergens Wealth Management, LLC Purchases in Q4 2024

Kiley Juergens Wealth Management, LLC

  • $385 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
511
+ 0.31%
$117.0 - $148.88 $59.8K - $76.1K
168K $22.6M
PEP
Pepsico Inc

Consumer Defensive
10.3K
New
$151.29 - $176.1 $1.55M - $1.81M
10.3K $1.56M
IEF
Ishares Barclays

ETFs
13.2K
New
$92.08 - $98.18 $1.21M - $1.29M
13.2K $1.22M
COST
Costco Wholesale Corp

Consumer Defensive
20
+ 0.06%
$873.59 - $994.69 $17.5K - $19.9K
33.2K $30.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
34.1K
+ 283.72%
$22.63 - $47.53 $771K - $1.62M
46.1K $1.05M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.01%
$163.08 - $198.16 $163 - $198
16.4K $3.12M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
10.4K
New
$27.54 - $83.04 $286K - $862K
10.4K $287K
WMT
Walmart Inc.

Consumer Defensive
94
+ 0.39%
$79.1 - $95.7 $7.44K - $9K
24.2K $2.18M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.43K
+ 17.95%
$87.1 - $98.49 $560K - $633K
42.2K $3.69M
GLD
Spdr Gold Trust

ETFs
255
+ 1.55%
$236.59 - $257.5 $60.3K - $65.7K
16.7K $4.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.7K
+ 200.47%
$22.4 - $68.28 $530K - $1.62M
35.5K $822K
VTV
Vanguard Value ETF

ETFs
870
+ 3.42%
$168.32 - $181.87 $146K - $158K
26.3K $4.45M
Kenvue Inc
500
+ 1.88%
N/A
27.1K $0
SCHD
Schwab Strategic Tr Us Dividen

ETFs
346K
+ 209.36%
$26.93 - $84.95 $9.32M - $29.4M
511K $14M
F
Ford Motor CO

Consumer Cyclical
2.03K
+ 5.85%
$9.69 - $11.4 $19.7K - $23.1K
36.7K $363K
SCHA
Schwab Strategic Tr Us Small C

ETFs
22.3K
+ 97.9%
$25.33 - $51.16 $564K - $1.14M
45K $1.16M
ILCV
Ishares Morningstar Value ETF

ETFs
738
+ 0.85%
$80.23 - $85.43 $59.2K - $63K
87.5K $7.08M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.67K
+ 4.54%
$26.63 - $30.23 $44.5K - $50.5K
38.5K $1.02M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
28.1K
+ 105.54%
$18.41 - $40.87 $518K - $1.15M
54.7K $1.01M
VEA
Vanguard Ftse Developed Market

ETFs
332
+ 1.52%
$47.57 - $52.44 $15.8K - $17.4K
22.2K $1.06M
WY
Weyerhaeuser CO

Real Estate
332
+ 1.47%
$27.21 - $33.7 $9.03K - $11.2K
22.9K $643K
VEU
Vanguard Ftse All World Ex Us

ETFs
3.92K
+ 5.82%
$57.29 - $63.1 $225K - $247K
71.4K $4.1M
MCD
Mcdonalds Corp

Consumer Cyclical
13
+ 0.12%
$288.47 - $316.54 $3.75K - $4.12K
10.8K $3.12M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
108K
+ 180.64%
$22.01 - $66.82 $2.37M - $7.21M
168K $3.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
25.2K
+ 218.35%
$25.93 - $105.3 $653K - $2.65M
36.7K $1.02M
SCHV
Schwab Strategic Tr Us Large C

ETFs
24.3K
+ 150.18%
$25.79 - $80.4 $625K - $1.95M
40.4K $1.05M
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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