Kiley Juergens Wealth Management, LLC Reduced Holdings in Q3 2025

Kiley Juergens Wealth Management, LLC

  • $436 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-278
- 0.83%
$915.95 - $994.57 $255K - $276K
33.4K $30.9M
HFWA
Heritage Financial Corp

Financial Services
-55.4K
- 23.81%
$22.13 - $25.73 $1.23M - $1.43M
177K $4.29M
XOM
Exxon Mobil Corp

Energy
-10.2K
- 34.88%
$105.83 - $117.22 $1.08M - $1.19M
19K $2.14M
SBUX
Starbucks Corp

Consumer Cyclical
-550
- 0.46%
$81.9 - $96.86 $45K - $53.3K
119K $10.1M
VZ
Verizon Communications Inc

Communication Services
-11.4K
- 38.45%
$40.84 - $45.06 $465K - $513K
18.2K $800K
PG
Procter & Gamble CO

Consumer Defensive
-1.41K
- 6.39%
$150.47 - $161.22 $212K - $227K
20.6K $3.17M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-5.19K
- 31.14%
$68.24 - $73.73 $354K - $382K
11.5K $842K
IEF
Ishares Barclays

ETFs
-2.23K
- 16.48%
$93.91 - $97.26 $209K - $217K
11.3K $1.09M
GOOG
Alphabet Inc.

Communication Services
-7.24K
- 30.45%
$175.16 - $255.24 $1.27M - $1.85M
16.5K $4.03M
VTI
Vanguard Total Stock Market Et

ETFs
-1.44K
- 11.85%
$303.93 - $329.86 $439K - $476K
10.7K $3.52M
CMCSA
Comcast Corp

Communication Services
-652
- 4.45%
$31.41 - $36.33 $20.5K - $23.7K
14K $439K
MRK
Merck & Co., Inc.

Healthcare
-1.78K
- 12.19%
$77.6 - $87.37 $138K - $155K
12.8K $1.07M
KO
Coca Cola CO

Consumer Defensive
-248
- 2.19%
$65.67 - $71.67 $16.3K - $17.8K
11.1K $735K
CSCO
Cisco Systems, Inc.

Technology
-471
- 1.95%
$66.2 - $71.79 $31.2K - $33.8K
23.7K $1.62M
F
Ford Motor CO

Consumer Cyclical
-7.06K
- 25.94%
$10.82 - $12.09 $76.3K - $85.3K
20.1K $240K
BAC
Bank Of America Corp

Financial Services
-3.77K
- 10.05%
$44.92 - $52.42 $169K - $198K
33.8K $1.74M
WY
Weyerhaeuser CO

Real Estate
-230
- 1.13%
$24.1 - $26.83 $5.54K - $6.17K
20.1K $499K
VIG
Vanguard Dividend Appreciation

ETFs
-37
- 0.19%
N/A
19.4K $3.53M
PFE
Pfizer Inc

Healthcare
-928
- 5.61%
$23.29 - $25.88 $21.6K - $24K
15.6K $397K
Kenvue Inc
-8.93K
- 35.39%
N/A
16.3K $0
ILCG
Ishares Morningstar Growth ETF
-1.08K
- 0.73%
N/A
147K $0
EPD
Enterprise Products Partners L.P.

Energy
-84
- 0.62%
$30.74 - $32.14 $2.58K - $2.7K
13.5K $420K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-588
- 4.9%
$28.15 - $30.13 $16.6K - $17.7K
11.4K $338K
AMZN
Amazon Com Inc

Consumer Cyclical
-23
- 0.02%
$211.65 - $238.24 $4.87K - $5.48K
94K $20.6M
WFC
Wells Fargo & Company

Financial Services
-344
- 3.03%
$77.05 - $85.16 $26.5K - $29.3K
11K $922K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-1.67K
- 3.66%
$27.61 - $29.15 $46K - $48.6K
43.9K $1.28M
COLB
Columbia Banking System, Inc.

Financial Services
-7
- 0.06%
$23.26 - $27.31 $163 - $191
10.9K $279K
PCAR
Paccar Inc

Industrials
-603
- 2.08%
$92.91 - $102.86 $56K - $62K
28.3K $2.78M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-395
- 1.19%
$24.46 - $26.5 $9.66K - $10.5K
32.7K $860K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-561
- 2.37%
$49.43 - $54.52 $27.7K - $30.6K
23.1K $1.25M
MCD
Mcdonalds Corp

Consumer Cyclical
-133
- 1.24%
$291.67 - $316.99 $38.8K - $42.2K
10.6K $3.22M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-172
- 0.23%
$21.69 - $23.34 $3.73K - $4.01K
75.9K $1.77M
QCOM
Qualcomm Inc

Technology
-4
- 0.03%
$145.84 - $173.55 $583 - $694
12.2K $2.02M
WMT
Walmart Inc.

Consumer Defensive
-377
- 1.52%
$94.4 - $104.27 $35.6K - $39.3K
24.5K $2.52M
CVX
Chevron Corp

Energy
-410
- 2.9%
$145.57 - $161.83 $59.7K - $66.4K
13.7K $2.13M
VTV
Vanguard Value ETF

ETFs
-321
- 1.18%
$175.51 - $186.57 $56.3K - $59.9K
27K $5.03M
TSBK
Timberland Bancorp Inc

Financial Services
-63
- 0.05%
$30.97 - $36.62 $1.95K - $2.31K
121K $3.99M
JNJ
Johnson & Johnson

Healthcare
-1.91K
- 10.61%
$155.17 - $185.42 $296K - $353K
16.1K $2.98M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.21K
- 1.24%
$23.82 - $25.84 $52.6K - $57.1K
177K $4.54M
JPM
Jpmorgan Chase & CO

Financial Services
-283
- 1.95%
$282.78 - $316.06 $80K - $89.4K
14.2K $4.48M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.48K
- 0.8%
$26.38 - $27.95 $118K - $125K
556K $15.2M
INTC
Intel Corp

Technology
-198
- 0.48%
$19.31 - $35.5 $3.82K - $7.03K
40.8K $1.37M
ILCV
Ishares Morningstar Value ETF

ETFs
-1.2K
- 1.35%
$82.86 - $90.02 $99.6K - $108K
88K $7.92M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-353
- 0.88%
$459.11 - $506.91 $162K - $179K
39.7K $20M
ORCL
Oracle Corp

Technology
-153
- 1.36%
$218.96 - $328.33 $33.5K - $50.2K
11.1K $3.12M
PLTR
Palantir Technologies Inc.

Technology
-600
- 2.88%
$130.68 - $186.97 $78.4K - $112K
20.2K $3.69M
CAT
Caterpillar Inc

Industrials
-309
- 1.69%
$390.92 - $477.15 $121K - $147K
17.9K $8.56M
TSLA
Tesla, Inc.

Consumer Cyclical
-765
- 4.85%
$293.94 - $444.72 $225K - $340K
15K $6.67M
MSFT
Microsoft Corp

Technology
-618
- 0.54%
$491.09 - $535.64 $303K - $331K
113K $58.6M
Activity Summary
Buys All Purchases 22 New Holdings 3 Increased Positions 19 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kiley Juergens Wealth Management, LLC Portfolio

Follow Kiley Juergens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kiley Juergens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email