Kiley Juergens Wealth Management, LLC Incresed Positions in Q3 2024

Kiley Juergens Wealth Management, LLC

  • $372 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
11.2K
+ 7.28%
$77.02 - $85.06 $863K - $954K
165K $14M
TLT
Ishares Barclays 20+ Year Trea

ETFs
13.8K
+ 63.11%
$89.91 - $101.33 $1.25M - $1.4M
35.8K $3.51M
COST
Costco Wholesale Corp

Consumer Defensive
112
+ 0.34%
$801.83 - $917.05 $89.8K - $103K
33.2K $29.4M
HFWA
Heritage Financial Corp

Financial Services
4.57K
+ 1.9%
$17.13 - $23.17 $78.2K - $106K
244K $5.32M
ILCV
Ishares Morningstar Value ETF

ETFs
4.22K
+ 5.12%
$75.47 - $82.2 $319K - $347K
86.7K $7.13M
VTV
Vanguard Value ETF

ETFs
1.94K
+ 8.24%
$159.75 - $174.57 $309K - $338K
25.4K $4.44M
MCD
Mcdonalds Corp

Consumer Cyclical
172
+ 1.63%
$245.82 - $304.51 $42.3K - $52.4K
10.7K $3.27M
TSBK
Timberland Bancorp Inc

Financial Services
10
+ 0.01%
$24.85 - $31.72 $249 - $317
121K $3.67M
WMT
Walmart Inc.

Consumer Defensive
896
+ 3.86%
$66.91 - $81.4 $60K - $72.9K
24.1K $1.94M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.17K
+ 1.77%
$56.47 - $63.69 $66.3K - $74.8K
67.4K $4.25M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
2.86K
+ 8.44%
$25.45 - $29.53 $72.9K - $84.5K
36.8K $1.07M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.15K
+ 11.1%
$92.63 - $105.69 $107K - $122K
11.5K $1.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
385
+ 2.44%
$73.43 - $80.37 $28.3K - $30.9K
16.1K $1.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
592
+ 2.51%
$41.9 - $48.26 $24.8K - $28.6K
24.2K $1.16M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.31K
+ 5.16%
$36.98 - $41.55 $48.3K - $54.3K
26.6K $1.1M
VZ
Verizon Communications Inc

Communication Services
767
+ 4.11%
$38.89 - $45.0 $29.8K - $34.5K
19.4K $872K
SCHA
Schwab Strategic Tr Us Small C

ETFs
196
+ 0.87%
$46.9 - $51.96 $9.19K - $10.2K
22.8K $1.17M
KO
Coca Cola CO

Consumer Defensive
15
+ 0.13%
$62.69 - $73.01 $940 - $1.1K
11.2K $807K
VEA
Vanguard Ftse Developed Market

ETFs
67
+ 0.31%
$47.6 - $53.31 $3.19K - $3.57K
21.8K $1.15M
SLV
I Shares Silver Trust

ETFs
380
+ 2.04%
$24.33 - $29.38 $9.25K - $11.2K
19K $539K
SCHX
Schwab Strategic Tr Us Large C

ETFs
38
+ 0.32%
$61.11 - $67.85 $2.32K - $2.58K
11.8K $800K
AMZN
Amazon Com Inc

Consumer Cyclical
3.53K
+ 3.72%
$161.02 - $200.0 $569K - $707K
98.5K $18.4M
WFC
Wells Fargo & Company

Financial Services
117
+ 0.84%
$51.58 - $60.97 $6.03K - $7.13K
14K $791K
MRK
Merck & Co., Inc.

Healthcare
90
+ 0.57%
$111.15 - $128.97 $10K - $11.6K
15.8K $1.8M
GOOGL
Alphabet Inc.

Communication Services
104
+ 0.15%
$148.65 - $191.18 $15.5K - $19.9K
71.5K $11.9M
Activity Summary
Buys All Purchases 29 New Holdings 3 Increased Positions 26 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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