Kiley Juergens Wealth Management, LLC Portfolio Holdings

Kiley Juergens Wealth Management, LLC

  • $417 Million
  • Q2 2025

Kiley Juergens Wealth Management, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $417 Million distributed in 78 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $56.5M, Costco Wholesale Corp with a value of $33.3M, Apple Inc. with a value of $32.4M, Invesco Qqq Trust, Series 1 with a value of $29M, and Nvidia Corp with a value of $27.3M.

Examining the 13F form we can see an increase of $55.5M in the current position value, from $362M to 417M.

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

Portfolio value $417 Million
Technology: $145 Million
ETFs: $103 Million
Consumer Cyclical: $43.2 Million
Consumer Defensive: $40 Million
Financial Services: $35.9 Million
Industrials: $19.4 Million
Communication Services: $19.1 Million
Energy: $6.43 Million
Other: $4.82 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$56.5 Million 13.55% of portfolio
113,671
Q2 2025 Reduced 0.87%
$439B
$33.3 Million 7.98% of portfolio
33,636
Q2 2025 Reduced 0.17%
$3.69T
$32.4 Million 7.77% of portfolio
157,897
Q2 2025 Added 3.12%
$456B
$27.3 Million 6.54% of portfolio
172,585
Q2 2025 Added 0.73%
$2.26T
$20.6 Million 4.94% of portfolio
93,981
Q2 2025 Added 1.34%
$621B
$19.5 Million 4.67% of portfolio
40,071
Q2 2025 Reduced 0.66%
$1.21T
$12.1 Million 2.91% of portfolio
68,932
Q2 2025 Reduced 0.46%
$218B
$7.08 Million 1.7% of portfolio
18,241
Q2 2025 Reduced 0.46%
$1.08T
$5.01 Million 1.2% of portfolio
15,766
Q2 2025 Added 1.27%
$1.24T
$4.22 Million 1.01% of portfolio
23,791
Q2 2025 Added 39.73%
$859B
$4.2 Million 1.01% of portfolio
14,477
Q2 2025 Added 0.52%
$368B
$3.51 Million 0.84% of portfolio
22,047
Q2 2025 Reduced 0.25%
$222B
$3.14 Million 0.75% of portfolio
10,734
Q2 2025 Reduced 2.47%
$442B
$3.15 Million 0.75% of portfolio
29,177
Q2 2025 Added 43.58%
$367B
$2.84 Million 0.68% of portfolio
20,847
Q2 2025 Reduced 1.03%
$452B
$2.74 Million 0.66% of portfolio
17,961
Q2 2025 Added 0.29%
$281B
$2.43 Million 0.58% of portfolio
24,858
Q2 2025 Added 0.38%
$302B
$2.02 Million 0.48% of portfolio
14,123
Q2 2025 Reduced 0.01%
$265B
$1.93 Million 0.46% of portfolio
11,203
Q2 2025 New
$381B
$1.78 Million 0.43% of portfolio
37,537
Q2 2025 Added 0.51%
$293B
$1.68 Million 0.4% of portfolio
24,155
Q2 2025 Reduced 0.14%
$203B
$1.15 Million 0.28% of portfolio
14,585
Q2 2025 Reduced 4.2%
$302B
$909,000 0.22% of portfolio
11,349
Q2 2025 Reduced 0.25%
$203B
$936,000 0.22% of portfolio
32,366
Q2 2025 Added 0.06%
$306B
$801,000 0.19% of portfolio
11,334
Q2 2025 Reduced 2.05%

Summary

  • Portfolio
  • No. of Stocks 78
  • Current Value $417 Million
  • Prior Value $362 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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