Kiley Juergens Wealth Management, LLC Purchases in Q2 2025

Kiley Juergens Wealth Management, LLC

  • $417 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
1.24K
+ 0.73%
$94.31 - $157.99 $117K - $196K
173K $27.3M
LMT
Lockheed Martin Corp

Industrials
13.1K
New
$430.82 - $486.45 $5.64M - $6.37M
13.1K $6.07M
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 1.34%
$167.32 - $223.3 $208K - $277K
94K $20.6M
TM
Toyota Motor Corp

Consumer Cyclical
11.2K
New
$158.63 - $195.39 $1.78M - $2.19M
11.2K $1.93M
GOOG
Alphabet Inc.

Communication Services
6.77K
+ 39.73%
$146.58 - $180.01 $992K - $1.22M
23.8K $4.22M
VEU
Vanguard Ftse All World Ex Us

ETFs
7.26K
+ 9.56%
$54.19 - $67.22 $394K - $488K
83.2K $5.59M
TSLA
Tesla, Inc.

Consumer Cyclical
197
+ 1.27%
$221.86 - $362.89 $43.7K - $71.5K
15.8K $5.01M
UBER
Uber Technologies, Inc

Technology
971
+ 2.75%
$64.62 - $93.3 $62.7K - $90.6K
36.3K $3.39M
VTI
Vanguard Total Stock Market Et

ETFs
1.49K
+ 13.95%
$243.75 - $303.93 $363K - $453K
12.2K $3.7M
XOM
Exxon Mobil Corp

Energy
8.86K
+ 43.58%
$99.93 - $119.04 $885K - $1.05M
29.2K $3.15M
BA
Boeing CO

Industrials
427
+ 2.94%
$136.59 - $217.51 $58.3K - $92.9K
14.9K $3.13M
BP
Bp PLC

Energy
17.8K
New
$26.11 - $33.81 $465K - $602K
17.8K $533K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
4.46K
+ 2.56%
$19.1 - $23.83 $85.2K - $106K
179K $4.26M
SCHG
Schwab Strategic Tr Us Large C

ETFs
11.4K
+ 29.58%
$22.27 - $29.21 $253K - $332K
49.8K $1.45M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
5.11K
+ 44.29%
$55.54 - $69.09 $284K - $353K
16.7K $1.15M
EPD
Enterprise Products Partners L.P.

Energy
13.5K
New
$28.95 - $34.22 $392K - $463K
13.5K $419K
VZ
Verizon Communications Inc

Communication Services
10.6K
+ 55.43%
$41.67 - $45.62 $440K - $481K
29.6K $1.28M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.8K
+ 16.64%
$17.76 - $22.1 $193K - $240K
76K $1.68M
GLD
Spdr Gold Trust

ETFs
208
+ 1.26%
$273.71 - $316.29 $56.9K - $65.8K
16.7K $5.08M
HMC
Honda Motor CO LTD

Consumer Cyclical
10.8K
New
$25.0 - $30.93 $271K - $335K
10.8K $312K
WMT
Walmart Inc.

Consumer Defensive
94
+ 0.38%
$81.79 - $99.98 $7.69K - $9.4K
24.9K $2.43M
ILCV
Ishares Morningstar Value ETF

ETFs
612
+ 0.69%
$72.16 - $83.39 $44.2K - $51K
89.2K $7.44M
BAC
Bank Of America Corp

Financial Services
192
+ 0.51%
$34.39 - $47.46 $6.6K - $9.11K
37.5K $1.78M
SCHA
Schwab Strategic Tr Us Small C

ETFs
4.88K
+ 10.11%
$20.42 - $25.3 $99.6K - $123K
53.2K $1.34M
VEA
Vanguard Ftse Developed Market

ETFs
914
+ 3.71%
$45.65 - $57.01 $41.7K - $52.1K
25.6K $1.46M
TSBK
Timberland Bancorp Inc

Financial Services
11
+ 0.01%
$28.33 - $32.23 $312 - $355
121K $3.77M
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.51K
+ 5.84%
$23.55 - $27.67 $59.2K - $69.5K
45.5K $1.26M
VTV
Vanguard Value ETF

ETFs
1
+ 0.0%
$153.67 - $176.74 $154 - $177
27.3K $4.83M
SCHX
Schwab Strategic Tr Us Large C

ETFs
52
+ 0.16%
$19.6 - $24.44 $1.02K - $1.27K
33.1K $808K
FNDF
Schwab Fundamental Intl Large

ETFs
243
+ 2.08%
$32.25 - $40.02 $7.84K - $9.72K
11.9K $477K
SLV
I Shares Silver Trust

ETFs
285
+ 1.48%
$27.08 - $33.74 $7.72K - $9.62K
19.5K $639K
IEF
Ishares Barclays

ETFs
234
+ 1.76%
$93.15 - $96.56 $21.8K - $22.6K
13.5K $1.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
12
+ 0.1%
$22.92 - $28.05 $275 - $337
12K $336K
T
At&T Inc.

Communication Services
18
+ 0.06%
$26.33 - $28.94 $474 - $521
32.4K $936K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
557
+ 1.02%
$22.68 - $23.28 $12.6K - $13K
55.1K $1.27M
KMI
Kinder Morgan, Inc.

Energy
2
+ 0.02%
$25.21 - $29.4 $50.4 - $58.8
10.6K $311K
PFE
Pfizer Inc

Healthcare
1.1K
+ 7.13%
$21.59 - $24.84 $23.8K - $27.3K
16.5K $401K
Capital Group Core Balanced
3.71K
+ 32.73%
N/A
15.1K $0
Tidal Tr Ii
10.8K
New
N/A
10.8K $0
PCAR
Paccar Inc

Industrials
5
+ 0.02%
$86.4 - $99.09 $432 - $495
28.9K $2.75M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
21.2K
+ 3.93%
$24.32 - $27.87 $515K - $591K
560K $14.8M
JNJ
Johnson & Johnson

Healthcare
52
+ 0.29%
$146.36 - $159.82 $7.61K - $8.31K
18K $2.74M
SBUX
Starbucks Corp

Consumer Cyclical
1.35K
+ 1.14%
$79.69 - $99.41 $107K - $134K
119K $10.9M
AAPL
Apple Inc.

Technology
4.78K
+ 3.12%
$172.42 - $223.89 $823K - $1.07M
158K $32.4M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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