Kiley Juergens Wealth Management, LLC Sells 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
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