Kiley Juergens Wealth Management, LLC Incresed Positions in Q1 2025

Kiley Juergens Wealth Management, LLC

  • $362 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
486
+ 1.46%
$890.62 - $1076.86 $433K - $523K
33.7K $31.9M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
27.8K
+ 5.44%
$27.01 - $28.54 $751K - $793K
539K $15.1M
SBUX
Starbucks Corp

Consumer Cyclical
1.41K
+ 1.21%
$91.75 - $115.81 $129K - $163K
118K $11.6M
UBER
Uber Technologies, Inc

Technology
7.03K
+ 24.83%
$63.17 - $81.49 $444K - $573K
35.3K $2.58M
VEU
Vanguard Ftse All World Ex Us

ETFs
4.56K
+ 6.39%
$56.51 - $62.98 $258K - $287K
75.9K $4.61M
JNJ
Johnson & Johnson

Healthcare
435
+ 2.49%
$142.06 - $167.7 $61.8K - $72.9K
17.9K $2.97M
CVX
Chevron Corp

Energy
690
+ 5.14%
$146.71 - $167.97 $101K - $116K
14.1K $2.36M
MCD
Mcdonalds Corp

Consumer Cyclical
248
+ 2.31%
$279.74 - $321.29 $69.4K - $79.7K
11K $3.44M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
10.4K
+ 19.06%
$18.36 - $20.51 $192K - $214K
65.2K $1.29M
VTV
Vanguard Value ETF

ETFs
1.01K
+ 3.85%
$167.73 - $179.21 $170K - $182K
27.3K $4.72M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
8.4K
+ 18.22%
$22.46 - $23.26 $189K - $195K
54.5K $1.26M
VEA
Vanguard Ftse Developed Market

ETFs
2.49K
+ 11.24%
$47.4 - $52.99 $118K - $132K
24.7K $1.25M
T
At&T Inc.

Communication Services
243
+ 0.76%
$21.56 - $28.28 $5.24K - $6.87K
32.3K $914K
XLF
Financial Sector Spdr

ETFs
3K
+ 21.71%
$47.32 - $52.19 $142K - $157K
16.8K $837K
KO
Coca Cola CO

Consumer Defensive
700
+ 6.44%
$60.81 - $72.32 $42.6K - $50.6K
11.6K $828K
JPM
Jpmorgan Chase & CO

Financial Services
264
+ 1.87%
$225.19 - $279.95 $59.5K - $73.9K
14.4K $3.53M
ILCV
Ishares Morningstar Value ETF

ETFs
1.12K
+ 1.28%
$79.37 - $85.24 $88.7K - $95.2K
88.6K $7.21M
SLV
I Shares Silver Trust

ETFs
360
+ 1.91%
$26.93 - $31.32 $9.69K - $11.3K
19.2K $594K
WY
Weyerhaeuser CO

Real Estate
2.42K
+ 10.59%
$27.29 - $31.39 $66.1K - $76.1K
25.3K $740K
SCHV
Schwab Strategic Tr Us Large C

ETFs
2.61K
+ 6.46%
$25.77 - $27.6 $67.3K - $72.1K
43K $1.14M
CSCO
Cisco Systems, Inc.

Technology
386
+ 1.62%
$58.74 - $64.87 $22.7K - $25K
24.2K $1.49M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
240
+ 2.12%
$58.01 - $64.46 $13.9K - $15.5K
11.5K $716K
IEF
Ishares Barclays

ETFs
134
+ 1.02%
$91.17 - $95.39 $12.2K - $12.8K
13.3K $1.27M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
1.6K
+ 15.45%
$25.58 - $29.24 $41K - $46.9K
12K $314K
ILCG
Ishares Morningstar Growth ETF
443
+ 0.3%
N/A
149K $0
WMT
Walmart Inc.

Consumer Defensive
591
+ 2.44%
$84.5 - $105.05 $49.9K - $62.1K
24.8K $2.17M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.24K
+ 7.2%
$23.16 - $27.04 $75.1K - $87.7K
48.3K $1.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
6.77K
+ 4.04%
$21.23 - $23.75 $144K - $161K
174K $3.75M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.71K
+ 4.66%
$24.91 - $29.02 $42.6K - $49.6K
38.4K $962K
VTI
Vanguard Total Stock Market Et

ETFs
291
+ 2.8%
$271.18 - $303.12 $78.9K - $88.2K
10.7K $2.94M
MRK
Merck & Co., Inc.

Healthcare
252
+ 1.68%
$83.01 - $101.02 $20.9K - $25.5K
15.2K $1.37M
PCAR
Paccar Inc

Industrials
313
+ 1.09%
$96.91 - $112.51 $30.3K - $35.2K
28.9K $2.82M
GOOG
Alphabet Inc.

Communication Services
652
+ 3.98%
$156.06 - $207.71 $102K - $135K
17K $2.66M
AVGO
Broadcom Inc.

Technology
87
+ 0.15%
$167.43 - $244.7 $14.6K - $21.3K
56.9K $9.53M
NVDA
Nvidia Corp

Technology
3.31K
+ 1.97%
$106.98 - $149.43 $354K - $495K
171K $18.6M
Activity Summary
Buys All Purchases 39 New Holdings 3 Increased Positions 36 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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