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 $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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