Kiley Juergens Wealth Management, LLC Reduced Holdings in Q4 2024

Kiley Juergens Wealth Management, LLC

  • $385 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-7.59K
- 38.9%
$85.0 - $120.04 $645K - $912K
11.9K $1.03M
MSFT
Microsoft Corp

Technology
-187
- 0.16%
$406.35 - $454.46 $76K - $85K
115K $48.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-10.5K
- 11.89%
$77.02 - $78.58 $809K - $825K
77.9K $6.02M
SBUX
Starbucks Corp

Consumer Cyclical
-516
- 0.44%
$87.44 - $102.5 $45.1K - $52.9K
117K $10.6M
CAT
Caterpillar Inc

Industrials
-193
- 1.04%
$360.37 - $416.88 $69.6K - $80.5K
18.4K $6.68M
UBER
Uber Technologies, Inc

Technology
-1.48K
- 4.95%
$59.93 - $86.34 $88.4K - $127K
28.3K $1.71M
NKE
Nike, Inc.

Consumer Cyclical
-2.06K
- 12.11%
$73.36 - $89.13 $151K - $184K
14.9K $1.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-186
- 0.46%
$442.29 - $483.08 $82.3K - $89.9K
40.3K $18.3M
QCOM
Qualcomm Inc

Technology
-728
- 4.88%
$150.4 - $178.04 $109K - $130K
14.2K $2.18M
JNJ
Johnson & Johnson

Healthcare
-290
- 1.63%
$143.34 - $165.86 $41.6K - $48.1K
17.5K $2.53M
XOM
Exxon Mobil Corp

Energy
-86
- 0.41%
$105.51 - $125.37 $9.07K - $10.8K
20.9K $2.24M
PG
Procter & Gamble CO

Consumer Defensive
-296
- 1.39%
$161.05 - $179.7 $47.7K - $53.2K
21K $3.51M
INTC
Intel Corp

Technology
-813
- 1.84%
$19.07 - $26.23 $15.5K - $21.3K
43.3K $868K
KO
Coca Cola CO

Consumer Defensive
-371
- 3.3%
$61.74 - $71.71 $22.9K - $26.6K
10.9K $676K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-773
- 6.4%
$58.88 - $64.8 $45.5K - $50.1K
11.3K $665K
VZ
Verizon Communications Inc

Communication Services
-104
- 0.54%
$39.6 - $45.21 $4.12K - $4.7K
19.3K $772K
CMCSA
Comcast Corp

Communication Services
-542
- 3.1%
$37.39 - $45.14 $20.3K - $24.5K
17K $636K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-37
- 0.15%
$44.04 - $49.49 $1.63K - $1.83K
24.2K $1.06M
CVX
Chevron Corp

Energy
-230
- 1.68%
$141.15 - $162.53 $32.5K - $37.4K
13.4K $1.95M
PFE
Pfizer Inc

Healthcare
-873
- 5.21%
$24.8 - $30.19 $21.7K - $26.4K
15.9K $421K
ORCL
Oracle Corp

Technology
-50
- 0.44%
$165.41 - $192.43 $8.27K - $9.62K
11.3K $1.88M
FNDF
Schwab Fundamental Intl Large

ETFs
-39
- 0.33%
$32.92 - $37.15 $1.28K - $1.45K
11.7K $388K
CSX
Csx Corp

Industrials
-562
- 4.71%
$31.58 - $36.88 $17.7K - $20.7K
11.4K $367K
SLV
I Shares Silver Trust

ETFs
-155
- 0.82%
$26.33 - $31.74 $4.08K - $4.92K
18.8K $495K
VIG
Vanguard Dividend Appreciation

ETFs
-80
- 0.41%
N/A
19.5K $3.55M
ILCG
Ishares Morningstar Growth ETF
-698
- 0.47%
N/A
148K $0
T
At&T Inc.

Communication Services
-1.16K
- 3.5%
$21.22 - $23.88 $24.7K - $27.8K
32.1K $731K
VTI
Vanguard Total Stock Market Et

ETFs
-227
- 2.14%
$280.04 - $302.45 $63.6K - $68.7K
10.4K $3.01M
BA
Boeing CO

Industrials
-2.75K
- 13.65%
$138.14 - $180.72 $379K - $496K
17.4K $3.07M
PCAR
Paccar Inc

Industrials
-477
- 1.64%
$97.92 - $118.41 $46.7K - $56.5K
28.6K $2.98M
BAC
Bank Of America Corp

Financial Services
-1.26K
- 3.13%
$39.22 - $47.77 $49.3K - $60.1K
38.9K $1.71M
CSCO
Cisco Systems, Inc.

Technology
-149
- 0.62%
$52.45 - $60.02 $7.82K - $8.94K
23.8K $1.41M
WFC
Wells Fargo & Company

Financial Services
-156
- 1.11%
$54.98 - $77.35 $8.58K - $12.1K
13.9K $974K
JPM
Jpmorgan Chase & CO

Financial Services
-60
- 0.42%
$205.18 - $250.29 $12.3K - $15K
14.1K $3.39M
HFWA
Heritage Financial Corp

Financial Services
-8.39K
- 3.43%
$20.77 - $27.28 $174K - $229K
236K $5.78M
PLTR
Palantir Technologies Inc.

Technology
-1.45K
- 5.72%
$36.46 - $82.38 $52.9K - $120K
23.9K $1.81M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-217
- 0.4%
$481.22 - $538.17 $104K - $117K
53.5K $27.3M
GOOGL
Alphabet Inc.

Communication Services
-717
- 1.0%
$161.86 - $196.66 $116K - $141K
70.8K $13.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-801
- 4.69%
$213.65 - $479.86 $171K - $384K
16.3K $6.57M
AAPL
Apple Inc.

Technology
-1.06K
- 0.67%
$221.69 - $259.02 $236K - $275K
158K $39.5M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.04K
- 2.07%
$180.88 - $232.93 $369K - $476K
96.5K $21.2M
AVGO
Broadcom Inc.

Technology
-1K
- 1.73%
$159.67 - $250.0 $160K - $250K
56.9K $13.2M
Activity Summary
Buys All Purchases 27 New Holdings 3 Increased Positions 24 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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