Kiley Juergens Wealth Management, LLC Sells in Q2 2025

Kiley Juergens Wealth Management, LLC

  • $417 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-265
- 0.66%
$483.48 - $539.8 $128K - $143K
40.1K $19.5M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-3.43K
- 8.54%
$83.97 - $92.85 $288K - $318K
36.7K $3.24M
CVX
Chevron Corp

Energy
-1
- 0.01%
$133.73 - $168.51 $134 - $169
14.1K $2.02M
MCD
Mcdonalds Corp

Consumer Cyclical
-272
- 2.47%
$285.55 - $321.23 $77.7K - $87.4K
10.7K $3.14M
PG
Procter & Gamble CO

Consumer Defensive
-55
- 0.25%
$157.66 - $172.39 $8.67K - $9.48K
22K $3.51M
WY
Weyerhaeuser CO

Real Estate
-4.93K
- 19.49%
$24.69 - $29.48 $122K - $145K
20.4K $523K
MRK
Merck & Co., Inc.

Healthcare
-640
- 4.2%
$73.47 - $87.12 $47K - $55.8K
14.6K $1.15M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.47K
- 3.47%
$77.74 - $78.78 $192K - $195K
68.8K $5.41M
HFWA
Heritage Financial Corp

Financial Services
-1.21K
- 0.52%
$20.97 - $24.5 $25.3K - $29.6K
233K $5.55M
QCOM
Qualcomm Inc

Technology
-1.09K
- 8.19%
$124.66 - $159.48 $135K - $173K
12.2K $1.94M
F
Ford Motor CO

Consumer Cyclical
-5.04K
- 15.63%
$8.69 - $10.85 $43.8K - $54.7K
27.2K $295K
KO
Coca Cola CO

Consumer Defensive
-237
- 2.05%
$68.37 - $73.9 $16.2K - $17.5K
11.3K $801K
CMCSA
Comcast Corp

Communication Services
-100
- 0.68%
$32.84 - $36.72 $3.28K - $3.67K
14.7K $522K
VIG
Vanguard Dividend Appreciation

ETFs
-70
- 0.36%
N/A
19.4K $3.54M
Kenvue Inc
-321
- 1.26%
N/A
25.2K $0
ILCG
Ishares Morningstar Growth ETF
-670
- 0.45%
N/A
148K $0
NKE
Nike, Inc.

Consumer Cyclical
-1.34K
- 8.95%
$53.27 - $72.04 $71.2K - $96.3K
13.6K $966K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-368
- 0.96%
$24.38 - $30.18 $8.97K - $11.1K
37.8K $1.14M
WFC
Wells Fargo & Company

Financial Services
-28
- 0.25%
$60.98 - $80.12 $1.71K - $2.24K
11.3K $909K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-139
- 0.58%
$39.89 - $49.46 $5.54K - $6.87K
23.6K $1.17M
CSCO
Cisco Systems, Inc.

Technology
-33
- 0.14%
$53.19 - $69.38 $1.76K - $2.29K
24.2K $1.68M
ORCL
Oracle Corp

Technology
-55
- 0.49%
$122.82 - $218.63 $6.76K - $12K
11.2K $2.46M
CAT
Caterpillar Inc

Industrials
-85
- 0.46%
$273.94 - $388.21 $23.3K - $33K
18.2K $7.08M
PLTR
Palantir Technologies Inc.

Technology
-216
- 1.03%
$74.01 - $144.25 $16K - $31.2K
20.8K $2.84M
COST
Costco Wholesale Corp

Consumer Defensive
-57
- 0.17%
$908.13 - $1056.85 $51.8K - $60.2K
33.6K $33.3M
GOOGL
Alphabet Inc.

Communication Services
-319
- 0.46%
$144.7 - $178.6 $46.2K - $57K
68.9K $12.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-213
- 0.4%
$416.06 - $551.64 $88.6K - $117K
52.5K $29M
AVGO
Broadcom Inc.

Technology
-422
- 0.74%
$146.29 - $275.65 $61.7K - $116K
56.5K $15.6M
MSFT
Microsoft Corp

Technology
-998
- 0.87%
$354.56 - $497.45 $354K - $496K
114K $56.5M
Activity Summary
Buys All Purchases 45 New Holdings 6 Increased Positions 39 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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