Kiley Juergens Wealth Management, LLC Portfolio Holdings

Kiley Juergens Wealth Management, LLC

  • $372 Million
  • Q3 2024

Kiley Juergens Wealth Management, LLC has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $372 Million distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $49.4M, Apple Inc. with a value of $36.9M, Costco Wholesale Corp with a value of $29.4M, Invesco Qqq Trust, Series 1 with a value of $26.2M, and Nvidia Corp with a value of $20.3M.

Examining the 13F form we can see an increase of $24.6M in the current position value, from $347M to 372M.

Below you can find more details about Kiley Juergens Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $372 Million
Technology: $127 Million
ETFs: $93.3 Million
Consumer Cyclical: $39.4 Million
Consumer Defensive: $35.9 Million
Financial Services: $33.3 Million
Communication Services: $16.9 Million
Industrials: $13.6 Million
Healthcare: $7.49 Million
Other: $5.23 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.3T
$49.4 Million 13.3% of portfolio
114,904
Q3 2024 Reduced 1.08%
$3.98T
$36.9 Million 9.94% of portfolio
158,631
Q3 2024 Reduced 0.77%
$440B
$29.4 Million 7.91% of portfolio
33,187
Q3 2024 Added 0.34%
$337B
$20.3 Million 5.47% of portfolio
167,519
Q3 2024 Reduced 0.08%
$602B
$18.7 Million 5.02% of portfolio
40,531
Q3 2024 Reduced 0.86%
$2.29T
$18.4 Million 4.94% of portfolio
98,548
Q3 2024 Added 3.72%
$1.11T
$11.9 Million 3.19% of portfolio
71,484
Q3 2024 Added 0.15%
$113B
$11.4 Million 3.07% of portfolio
117,189
Q3 2024 Reduced 0.65%
$69.6B
$9.98 Million 2.68% of portfolio
57,853
Q3 2024 New
$205B
$7.28 Million 1.96% of portfolio
18,603
Q3 2024 Reduced 0.65%
$915M
$5.32 Million 1.43% of portfolio
244,412
Q3 2024 Added 1.9%
$1.27T
$4.47 Million 1.2% of portfolio
17,075
Q3 2024 Reduced 1.29%
$408B
$3.68 Million 0.99% of portfolio
21,258
Q3 2024 Reduced 0.3%
$272M
$3.67 Million 0.99% of portfolio
121,163
Q3 2024 Added 0.01%
$221B
$3.27 Million 0.88% of portfolio
10,745
Q3 2024 Added 1.63%
$97.8B
$3.06 Million 0.82% of portfolio
20,117
Q3 2024 Reduced 8.14%
$40.1B
$2.87 Million 0.77% of portfolio
29,080
Q3 2024 Reduced 0.33%
$390B
$2.88 Million 0.77% of portfolio
17,764
Q3 2024 Reduced 2.52%
$1.14T
$2.74 Million 0.74% of portfolio
16,373
Q3 2024 Reduced 0.84%
$176B
$2.54 Million 0.68% of portfolio
14,910
Q3 2024 Reduced 2.99%
$470B
$2.46 Million 0.66% of portfolio
20,949
Q3 2024 Reduced 0.24%
$246B
$2.32 Million 0.63% of portfolio
19,524
Q3 2024 Reduced 5.26%
$129B
$2.24 Million 0.6% of portfolio
29,792
Q3 2024 New
$307B
$2.01 Million 0.54% of portfolio
13,664
Q3 2024 Reduced 2.46%
$257B
$1.94 Million 0.52% of portfolio
24,079
Q3 2024 Added 3.86%
$479B
$1.94 Million 0.52% of portfolio
11,359
Q3 2024 Reduced 0.02%
$256B
$1.8 Million 0.48% of portfolio
15,848
Q3 2024 Added 0.57%
$367B
$1.6 Million 0.43% of portfolio
40,195
Q3 2024 Reduced 5.09%
$96.7B
$1.5 Million 0.4% of portfolio
17,004
Q3 2024 Reduced 6.97%
$241B
$1.27 Million 0.34% of portfolio
23,951
Q3 2024 Reduced 1.77%
$82.8B
$1.03 Million 0.28% of portfolio
44,110
Q3 2024 Reduced 9.75%
$139B
$943,000 0.25% of portfolio
25,365
Q3 2024 Reduced 4.46%
$178B
$872,000 0.23% of portfolio
19,424
Q3 2024 Added 4.11%
$272B
$807,000 0.22% of portfolio
11,242
Q3 2024 Added 0.13%
$273B
$791,000 0.21% of portfolio
14,023
Q3 2024 Added 0.84%
$174B
$731,000 0.2% of portfolio
17,512
Q3 2024 Reduced 19.52%
$168B
$731,000 0.2% of portfolio
33,269
Q3 2024 Reduced 20.49%
$22.9B
$762,000 0.2% of portfolio
22,542
Q3 2024 Reduced 3.02%
$144B
$484,000 0.13% of portfolio
16,757
Q3 2024 Reduced 4.39%
$71.8B
$412,000 0.11% of portfolio
11,944
Q2 2024 Reduced 2.45%
$41.7B
$366,000 0.1% of portfolio
34,683
Q3 2024 Reduced 1.19%
$2.32B
$294,000 0.08% of portfolio
11,272
Q3 2024 Reduced 2.73%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 1.82%

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $372 Million
  • Prior Value $347 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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