Kiley Juergens Wealth Management, LLC Portfolio Holdings
Kiley Juergens Wealth Management, LLC
- $362 Million
- Q1 2025
Kiley Juergens Wealth Management, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $362 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $43M, Apple Inc. with a value of $34M, Costco Wholesale Corp with a value of $31.9M, Invesco Qqq Trust, Series 1 with a value of $24.7M, and Berkshire Hathaway Inc Class B with a value of $21.5M.
Examining the 13F form we can see an decrease of $23.3M in the current position value, from $385M to 362M.
Below you can find more details about Kiley Juergens Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$362 Million
Technology: $116 Million
ETFs: $94.6 Million
Consumer Defensive: $38.6 Million
Consumer Cyclical: $38 Million
Financial Services: $37 Million
Communication Services: $15.7 Million
Industrials: $11.6 Million
Energy: $5.08 Million
Other: $5.47 Million