Kiley Juergens Wealth Management, LLC Portfolio Holdings
Kiley Juergens Wealth Management, LLC
- $436 Million
- Q3 2025
Kiley Juergens Wealth Management, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $436 Million distributed in 77 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $58.6M, Apple Inc. with a value of $37.3M, Nvidia Corp with a value of $31.7M, Invesco Qqq Trust, Series 1 with a value of $31M, and Costco Wholesale Corp with a value of $30.9M.
Examining the 13F form we can see an increase of $18.4M in the current position value, from $417M to 436M.
Below you can find more details about Kiley Juergens Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$436 Million
Technology: $161 Million
ETFs: $112 Million
Consumer Cyclical: $41.8 Million
Consumer Defensive: $37.3 Million
Financial Services: $35.7 Million
Communication Services: $22.8 Million
Industrials: $15.1 Million
Energy: $4.99 Million
Other: $4.95 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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