Kiley Juergens Wealth Management, LLC Closed Holding Positions

Kiley Juergens Wealth Management, LLC

  • $385 Million
  • Q4 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHP
Schwab Strategic Us Tips ETF

ETFs
Q2 2022 Filed on Jul 29, 2022
13,436
$55.59 - $60.15 $747K - $808K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
Q2 2022 Filed on Jul 29, 2022
14,909
$50.05 - $51.06 $746K - $761K
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
Q1 2022 Filed on Apr 12, 2022
13,463
$20.45 - $21.3 $275K - $287K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
Q1 2022 Filed on Apr 12, 2022
28,307
$12.78 - $15.61 $362K - $442K
PCK
Pimco California Municipal Income Fund Ii

Financial Services
Q1 2022 Filed on Apr 12, 2022
25,000
$7.4 - $9.5 $185K - $238K
General Electric Company
Q3 2021 Filed on Oct 13, 2021
48,575
N/A
Slack Technologies Inc
Q3 2021 Filed on Oct 13, 2021
20,302
N/A
BAM
Brookfield Asset Management Inc.

Financial Services
Q1 2021 Filed on Apr 29, 2021
10,155
$38.19 - $45.67 $388K - $464K
COP
Conocophillips

Energy
Q3 2020 Filed on Oct 23, 2020
12,491
$32.46 - $41.78 $405K - $522K
BP
Bp PLC

Energy
Q2 2020 Filed on Jul 14, 2020
13,932
$21.64 - $28.38 $301K - $395K
FLR
Fluor Corp

Industrials
Q1 2020 Filed on Apr 17, 2020
11,231
$3.4 - $20.79 $38.2K - $233K
ALK
Alaska Air Group, Inc.

Industrials
Q4 2019 Filed on Jan 21, 2020
17,243
$62.3 - $71.91 $1.07M - $1.24M
XLE
Energy Sector Spdr

ETFs
Q3 2019 Filed on Oct 15, 2019
14,449
$59.2 - $63.13 $855K - $912K
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
Q1 2019 Filed on Apr 12, 2019
18,703
$14.19 - $15.13 $265K - $283K
XHE
Spdr Ser Tr S&P Health Care Eq

ETFs
Q4 2018 Filed on Jan 15, 2019
74
N/A
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
Q4 2018 Filed on Jan 15, 2019
900
N/A
SPLK
Splunk Inc

Technology
Q4 2018 Filed on Jan 15, 2019
54
$87.87 - $117.56 $4.74K - $6.35K
SQ
Block, Inc.

Technology
Q4 2018 Filed on Jan 15, 2019
500
$50.72 - $97.83 $25.4K - $48.9K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
Q4 2018 Filed on Jan 15, 2019
228
$284.96 - $364.55 $65K - $83.1K
SWK
Stanley Black & Decker, Inc.

Industrials
Q4 2018 Filed on Jan 15, 2019
100
$108.45 - $147.51 $10.8K - $14.8K
STWD
Starwood Property Trust, Inc.

Real Estate
Q4 2018 Filed on Jan 15, 2019
1,960
$19.36 - $22.61 $37.9K - $44.3K
SYF
Synchrony Financial

Financial Services
Q4 2018 Filed on Jan 15, 2019
10,531
$22.17 - $31.78 $233K - $335K
Symantec Corp
Q4 2018 Filed on Jan 15, 2019
440
N/A
Suntrust Banks Inc
Q4 2018 Filed on Jan 15, 2019
275
N/A
SUN
Sunoco LP

Energy
Q4 2018 Filed on Jan 15, 2019
130
$24.12 - $30.44 $3.14K - $3.96K
SU
Suncor Energy Inc

Energy
Q4 2018 Filed on Jan 15, 2019
747
$26.18 - $40.0 $19.6K - $29.9K
SSYS
Stratasys Ltd.

Technology
Q4 2018 Filed on Jan 15, 2019
30
$17.41 - $24.31 $522 - $729
Synergy Pharma New
Q4 2018 Filed on Jan 15, 2019
2,000
N/A
STM
St Microelectronics N.V.

Technology
Q4 2018 Filed on Jan 15, 2019
200
$13.13 - $19.02 $2.63K - $3.8K
STT
State Street Corp

Financial Services
Q4 2018 Filed on Jan 15, 2019
136
$59.78 - $87.14 $8.13K - $11.9K
GMF
Spdr Index Shs Fund Spdr S&P E

ETFs
Q4 2018 Filed on Jan 15, 2019
183
N/A
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
Q4 2018 Filed on Jan 15, 2019
5,305
N/A
SPG
Simon Property Group Inc

Real Estate
Q4 2018 Filed on Jan 15, 2019
44
$160.66 - $190.59 $7.07K - $8.39K
SWIR
Sierra Wireless Inc

Technology
Q4 2018 Filed on Jan 15, 2019
45
$13.07 - $19.84 $588 - $893
XLU
Utilities Sector Spdr

ETFs
Q4 2018 Filed on Jan 15, 2019
130
N/A
XLK
Technology Sector Spdr

ETFs
Q4 2018 Filed on Jan 15, 2019
1,402
N/A
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2018 Filed on Jan 15, 2019
138
N/A
XLY
Select Sector Spdr Consumer Di

ETFs
Q4 2018 Filed on Jan 15, 2019
683
N/A
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q4 2018 Filed on Jan 15, 2019
279
N/A
FNDX
Schwab Fundamental U S Large C

ETFs
Q4 2018 Filed on Jan 15, 2019
1,810
N/A
SNY
Sanofi

Healthcare
Q4 2018 Filed on Jan 15, 2019
2,045
$41.48 - $45.59 $84.8K - $93.2K
SWKS
Skyworks Solutions, Inc.

Technology
Q4 2018 Filed on Jan 15, 2019
238
$62.78 - $92.45 $14.9K - $22K
SON
Sonoco Products CO

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
267
$50.39 - $58.05 $13.5K - $15.5K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q4 2018 Filed on Jan 15, 2019
484
N/A
KRE
Spdr S&P Regional Banking ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
290
N/A
SLB
Schlumberger Limited

Energy
Q4 2018 Filed on Jan 15, 2019
1,380
$35.19 - $63.11 $48.6K - $87.1K
RWX
Spdr Dow Jones International R

ETFs
Q4 2018 Filed on Jan 15, 2019
406
N/A
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
Q4 2018 Filed on Jan 15, 2019
60
$218.1 - $267.95 $13.1K - $16.1K
Spdr Barclays Capital
Q4 2018 Filed on Jan 15, 2019
53
N/A
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