Kiley Juergens Wealth Management, LLC Portfolio Holdings

Kiley Juergens Wealth Management, LLC

  • $385 Million
  • Q4 2024

Kiley Juergens Wealth Management, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $385 Million distributed in 72 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $48.4M, Apple Inc. with a value of $39.5M, Costco Wholesale Corp with a value of $30.4M, Invesco Qqq Trust, Series 1 with a value of $27.3M, and Nvidia Corp with a value of $22.6M.

Examining the 13F form we can see an increase of $13.2M in the current position value, from $372M to 385M.

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

Portfolio value $385 Million
Technology: $133 Million
ETFs: $94 Million
Consumer Cyclical: $43 Million
Consumer Defensive: $38.4 Million
Financial Services: $34.1 Million
Communication Services: $18.7 Million
Industrials: $13.1 Million
Healthcare: $5.46 Million
Other: $4.83 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.96T
$48.4 Million 12.56% of portfolio
114,717
Q4 2024 Reduced 0.16%
$3.89T
$39.5 Million 10.25% of portfolio
157,568
Q4 2024 Reduced 0.67%
$464B
$30.4 Million 7.9% of portfolio
33,207
Q4 2024 Added 0.06%
$0
$27.3 Million 7.1% of portfolio
53,458
Q4 2024 Reduced 0.4%
$311B
$22.6 Million 5.86% of portfolio
168,030
Q4 2024 Added 0.31%
$2.16T
$21.2 Million 5.5% of portfolio
96,506
Q4 2024 Reduced 2.07%
$669B
$18.3 Million 4.75% of portfolio
40,345
Q4 2024 Reduced 0.46%
$0
$14 Million 3.63% of portfolio
511,262
Q4 2024 Added 209.36%
$1.02T
$13.4 Million 3.48% of portfolio
70,767
Q4 2024 Reduced 1.0%
$80.8B
$13.2 Million 3.42% of portfolio
56,853
Q4 2024 Reduced 1.73%
$133B
$10.6 Million 2.76% of portfolio
116,673
Q4 2024 Reduced 0.44%
$0
$7.08 Million 1.84% of portfolio
87,455
Q4 2024 Added 0.85%
$182B
$6.68 Million 1.73% of portfolio
18,410
Q4 2024 Reduced 1.04%
$925B
$6.57 Million 1.71% of portfolio
16,274
Q4 2024 Reduced 4.69%
$0
$6.02 Million 1.56% of portfolio
77,850
Q4 2024 Reduced 11.89%
$887M
$5.78 Million 1.5% of portfolio
236,027
Q4 2024 Reduced 3.43%
$0
$4.1 Million 1.06% of portfolio
71,365
Q4 2024 Added 5.82%
$90.9B
$4.04 Million 1.05% of portfolio
16,697
Q4 2024 Added 1.55%
$0
$3.8 Million 0.99% of portfolio
167,615
Q4 2024 Added 180.64%
$264M
$3.7 Million 0.96% of portfolio
121,236
Q4 2024 Added 0.06%
$0
$3.69 Million 0.96% of portfolio
42,218
Q4 2024 Added 17.95%
$0
$3.55 Million 0.92% of portfolio
19,510
Q4 2024 Reduced 0.41%
$412B
$3.51 Million 0.91% of portfolio
20,962
Q4 2024 Reduced 1.39%
$776B
$3.39 Million 0.88% of portfolio
14,138
Q4 2024 Reduced 0.42%
$1.05T
$3.12 Million 0.81% of portfolio
16,374
Q4 2024 Added 0.01%
$227B
$3.12 Million 0.81% of portfolio
10,758
Q4 2024 Added 0.12%
$104B
$3.07 Million 0.8% of portfolio
17,371
Q4 2024 Reduced 13.65%
$0
$3.01 Million 0.78% of portfolio
10,401
Q4 2024 Reduced 2.14%
$37.3B
$2.98 Million 0.77% of portfolio
28,603
Q4 2024 Reduced 1.64%
$431B
$2.53 Million 0.66% of portfolio
17,474
Q4 2024 Reduced 1.63%
$464B
$2.24 Million 0.58% of portfolio
20,863
Q4 2024 Reduced 0.41%
$177B
$2.18 Million 0.57% of portfolio
14,182
Q4 2024 Reduced 4.88%
$268B
$2.18 Million 0.57% of portfolio
24,173
Q4 2024 Added 0.39%
$310B
$1.95 Million 0.51% of portfolio
13,434
Q4 2024 Reduced 1.68%
$448B
$1.88 Million 0.49% of portfolio
11,309
Q4 2024 Reduced 0.44%
$167B
$1.81 Million 0.47% of portfolio
23,913
Q4 2024 Reduced 5.72%
$150B
$1.71 Million 0.44% of portfolio
28,317
Q4 2024 Reduced 4.95%
$370B
$1.71 Million 0.44% of portfolio
38,937
Q4 2024 Reduced 3.13%
$211B
$1.56 Million 0.41% of portfolio
10,261
Q4 2024 New
$234B
$1.49 Million 0.39% of portfolio
14,973
Q4 2024 Reduced 5.52%
$263B
$1.41 Million 0.37% of portfolio
23,802
Q4 2024 Reduced 0.62%
$0
$1.22 Million 0.32% of portfolio
13,160
Q4 2024 New
$0
$1.16 Million 0.3% of portfolio
45,037
Q4 2024 Added 97.9%
$100B
$1.13 Million 0.29% of portfolio
14,945
Q4 2024 Reduced 12.11%
$0
$1.06 Million 0.28% of portfolio
22,167
Q4 2024 Added 1.52%
$0
$1.06 Million 0.28% of portfolio
24,152
Q4 2024 Reduced 0.15%
$205B
$1.03 Million 0.27% of portfolio
11,930
Q4 2024 Reduced 38.9%
$0
$1.02 Million 0.27% of portfolio
38,468
Q4 2024 Added 4.54%
$0
$1.05 Million 0.27% of portfolio
46,096
Q4 2024 Added 283.72%

Summary

  • Portfolio
  • No. of Stocks 72
  • Current Value $385 Million
  • Prior Value $372 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 43 stocks
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