Kiley Juergens Wealth Management, LLC Reduced Holdings in Q1 2025

Kiley Juergens Wealth Management, LLC

  • $362 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-4.45K
- 2.82%
$209.68 - $247.1 $932K - $1.1M
153K $34M
MSFT
Microsoft Corp

Technology
-48
- 0.04%
$375.39 - $447.2 $18K - $21.5K
115K $43M
AMZN
Amazon Com Inc

Consumer Cyclical
-3.77K
- 3.9%
$190.26 - $242.06 $717K - $912K
92.7K $17.6M
GOOGL
Alphabet Inc.

Communication Services
-1.52K
- 2.14%
$154.33 - $206.19 $234K - $313K
69.3K $10.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-699
- 1.31%
$468.34 - $539.52 $327K - $377K
52.8K $24.7M
TSLA
Tesla, Inc.

Consumer Cyclical
-705
- 4.33%
$222.15 - $428.22 $157K - $302K
15.6K $4.03M
CAT
Caterpillar Inc

Industrials
-84
- 0.46%
$326.75 - $407.63 $27.4K - $34.2K
18.3K $6.04M
BA
Boeing CO

Industrials
-2.86K
- 16.46%
$148.15 - $186.25 $424K - $533K
14.5K $2.47M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.59K
- 8.46%
$76.94 - $78.28 $507K - $516K
71.3K $5.58M
ORCL
Oracle Corp

Technology
-17
- 0.15%
$139.81 - $186.47 $2.38K - $3.17K
11.3K $1.58M
WFC
Wells Fargo & Company

Financial Services
-2.49K
- 17.96%
$66.78 - $81.42 $166K - $203K
11.4K $816K
BAC
Bank Of America Corp

Financial Services
-1.59K
- 4.09%
$39.61 - $47.74 $63.1K - $76K
37.3K $1.56M
QCOM
Qualcomm Inc

Technology
-930
- 6.56%
$151.94 - $175.86 $141K - $164K
13.3K $2.04M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.45K
- 6.9%
$21.75 - $24.28 $53.2K - $59.4K
33K $729K
CMCSA
Comcast Corp

Communication Services
-2.22K
- 13.07%
$33.19 - $38.23 $73.6K - $84.8K
14.8K $544K
HFWA
Heritage Financial Corp

Financial Services
-1.96K
- 0.83%
$23.08 - $25.77 $45.3K - $50.6K
234K $5.69M
TSBK
Timberland Bancorp Inc

Financial Services
-438
- 0.36%
$28.5 - $32.04 $12.5K - $14K
121K $3.64M
CSX
Csx Corp

Industrials
-600
- 5.27%
$29.11 - $33.67 $17.5K - $20.2K
10.8K $317K
F
Ford Motor CO

Consumer Cyclical
-4.47K
- 12.18%
$9.12 - $10.43 $40.8K - $46.6K
32.2K $323K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.13K
- 5.05%
$85.29 - $92.57 $182K - $197K
40.1K $3.65M
COLB
Columbia Banking System, Inc.

Financial Services
-400
- 3.55%
$23.89 - $28.84 $9.56K - $11.5K
10.9K $271K
PLTR
Palantir Technologies Inc.

Technology
-2.85K
- 11.92%
$64.98 - $124.62 $185K - $355K
21.1K $1.78M
PFE
Pfizer Inc

Healthcare
-442
- 2.78%
$25.01 - $27.13 $11.1K - $12K
15.4K $391K
VIG
Vanguard Dividend Appreciation

ETFs
-2
- 0.01%
N/A
19.5K $3.55M
Kenvue Inc
-1.55K
- 5.72%
N/A
25.6K $0
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-379
- 1.57%
$42.5 - $46.71 $16.1K - $17.7K
23.8K $1.08M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-318
- 0.83%
$25.81 - $28.52 $8.21K - $9.07K
38.2K $1.05M
FNDF
Schwab Fundamental Intl Large

ETFs
-11
- 0.09%
$32.9 - $37.45 $362 - $412
11.7K $422K
VZ
Verizon Communications Inc

Communication Services
-281
- 1.45%
$37.81 - $46.49 $10.6K - $13.1K
19K $863K
INTC
Intel Corp

Technology
-348
- 0.8%
$19.1 - $27.39 $6.65K - $9.53K
42.9K $975K
XOM
Exxon Mobil Corp

Energy
-542
- 2.6%
$105.44 - $118.93 $57.1K - $64.5K
20.3K $2.42M
GLD
Spdr Gold Trust

ETFs
-241
- 1.44%
$243.19 - $288.14 $58.6K - $69.4K
16.5K $4.74M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-9
- 0.02%
$442.66 - $534.52 $3.98K - $4.81K
40.3K $21.5M
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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