Kiley Juergens Wealth Management, LLC Reduced Holdings in Q3 2024

Kiley Juergens Wealth Management, LLC

  • $372 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.26K
- 1.08%
$395.15 - $467.56 $496K - $587K
115K $49.4M
BA
Boeing CO

Industrials
-1.78K
- 8.14%
$152.04 - $190.6 $271K - $340K
20.1K $3.06M
NVO
Novo Nordisk A S

Healthcare
-1.08K
- 5.26%
$119.07 - $145.42 $129K - $158K
19.5K $2.32M
QCOM
Qualcomm Inc

Technology
-460
- 2.99%
$156.12 - $209.64 $71.8K - $96.4K
14.9K $2.54M
INTC
Intel Corp

Technology
-4.76K
- 9.75%
$18.9 - $34.87 $90K - $166K
44.1K $1.03M
NVDA
Nvidia Corp

Technology
-133
- 0.08%
$98.91 - $134.91 $13.2K - $17.9K
168K $20.3M
GOOG
Alphabet Inc.

Communication Services
-138
- 0.84%
$149.54 - $192.66 $20.6K - $26.6K
16.4K $2.74M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.28K
- 5.64%
$76.38 - $78.87 $403K - $416K
88.4K $6.95M
CVX
Chevron Corp

Energy
-344
- 2.46%
$137.88 - $161.97 $47.4K - $55.7K
13.7K $2.01M
PCAR
Paccar Inc

Industrials
-96
- 0.33%
$91.64 - $109.98 $8.8K - $10.6K
29.1K $2.87M
BAC
Bank Of America Corp

Financial Services
-2.15K
- 5.09%
$36.65 - $44.13 $78.9K - $95.1K
40.2K $1.6M
F
Ford Motor CO

Consumer Cyclical
-417
- 1.19%
$9.71 - $14.55 $4.05K - $6.07K
34.7K $366K
T
At&T Inc.

Communication Services
-8.58K
- 20.49%
$18.21 - $22.28 $156K - $191K
33.3K $731K
VIG
Vanguard Dividend Appreciation

ETFs
-314
- 1.58%
$182.15 - $182.15 $57.2K - $57.2K
19.6K $3.57M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-800
- 6.24%
$45.2 - $47.87 $36.2K - $38.3K
12K $570K
PFE
Pfizer Inc

Healthcare
-770
- 4.39%
$27.7 - $31.39 $21.3K - $24.2K
16.8K $484K
Kenvue Inc
-1.48K
- 5.28%
N/A
26.6K $0
ILCG
Ishares Morningstar Growth ETF
-2.77K
- 1.82%
N/A
149K $0
FNDF
Schwab Fundamental Intl Large

ETFs
-295
- 2.45%
$33.67 - $37.71 $9.93K - $11.1K
11.7K $438K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-301
- 2.43%
$58.03 - $65.37 $17.5K - $19.7K
12.1K $781K
XOM
Exxon Mobil Corp

Energy
-51
- 0.24%
$109.72 - $119.0 $5.6K - $6.07K
20.9K $2.46M
COLB
Columbia Banking System, Inc.

Financial Services
-316
- 2.73%
$19.13 - $26.99 $6.05K - $8.53K
11.3K $294K
JPM
Jpmorgan Chase & CO

Financial Services
-144
- 1.0%
$194.9 - $224.8 $28.1K - $32.4K
14.2K $2.99M
WY
Weyerhaeuser CO

Real Estate
-703
- 3.02%
$27.05 - $33.84 $19K - $23.8K
22.5K $762K
VTI
Vanguard Total Stock Market Et

ETFs
-223
- 2.06%
$255.18 - $283.2 $56.9K - $63.2K
10.6K $3.01M
CSCO
Cisco Systems, Inc.

Technology
-431
- 1.77%
$44.74 - $53.22 $19.3K - $22.9K
24K $1.27M
NKE
Nike, Inc.

Consumer Cyclical
-1.27K
- 6.97%
$71.09 - $89.44 $90.5K - $114K
17K $1.5M
PG
Procter & Gamble CO

Consumer Defensive
-65
- 0.3%
$160.76 - $177.82 $10.4K - $11.6K
21.3K $3.68M
JNJ
Johnson & Johnson

Healthcare
-460
- 2.52%
$145.48 - $167.38 $66.9K - $77K
17.8K $2.88M
PLTR
Palantir Technologies Inc.

Technology
-1.19K
- 4.46%
$24.09 - $37.95 $28.5K - $45K
25.4K $943K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-432
- 0.8%
$434.77 - $502.96 $188K - $217K
53.7K $26.2M
ORCL
Oracle Corp

Technology
-2
- 0.02%
$125.9 - $170.35 $252 - $341
11.4K $1.94M
GLD
Spdr Gold Trust

ETFs
-25
- 0.15%
$215.56 - $246.98 $5.39K - $6.17K
16.4K $4M
CAT
Caterpillar Inc

Industrials
-121
- 0.65%
$316.8 - $391.12 $38.3K - $47.3K
18.6K $7.28M
TSLA
Tesla, Inc.

Consumer Cyclical
-224
- 1.29%
$191.76 - $263.26 $43K - $59K
17.1K $4.47M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-353
- 0.86%
$405.19 - $478.57 $143K - $169K
40.5K $18.7M
SBUX
Starbucks Corp

Consumer Cyclical
-767
- 0.65%
$72.51 - $98.6 $55.6K - $75.6K
117K $11.4M
AAPL
Apple Inc.

Technology
-1.23K
- 0.77%
$207.23 - $234.82 $254K - $288K
159K $36.9M
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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