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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$117B
$11.4 Million 3.07% of portfolio
117,189
Q3 2024 Reduced 0.65%
$68.1B
$9.98 Million 2.68% of portfolio
57,853
Q3 2024 New
$92.4B
$3.06 Million 0.82% of portfolio
20,117
Q3 2024 Reduced 8.14%
$40.6B
$2.87 Million 0.77% of portfolio
29,080
Q3 2024 Reduced 0.33%
$183B
$2.54 Million 0.68% of portfolio
14,910
Q3 2024 Reduced 2.99%
$141B
$2.24 Million 0.6% of portfolio
29,792
Q3 2024 New
$99.3B
$1.5 Million 0.4% of portfolio
17,004
Q3 2024 Reduced 6.97%
$92.3B
$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%
$184B
$872,000 0.23% of portfolio
19,424
Q3 2024 Added 4.11%
$189B
$731,000 0.2% of portfolio
17,512
Q3 2024 Reduced 19.52%
$169B
$731,000 0.2% of portfolio
33,269
Q3 2024 Reduced 20.49%
$23.5B
$762,000 0.2% of portfolio
22,542
Q3 2024 Reduced 3.02%
$143B
$484,000 0.13% of portfolio
16,757
Q3 2024 Reduced 4.39%
$75.7B
$412,000 0.11% of portfolio
11,944
Q2 2024 Reduced 2.45%
$42.7B
$366,000 0.1% of portfolio
34,683
Q3 2024 Reduced 1.19%

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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