Kiley Juergens Wealth Management, LLC Reduced Holdings in Q4 2025

Kiley Juergens Wealth Management, LLC

  • $441 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-14.3K
- 8.44%
$179.83 - $207.04 $2.58M - $2.97M
156K $29M
MSFT
Microsoft Corp

Technology
-155
- 0.14%
$496.82 - $542.07 $77K - $84K
113K $57.3M
TSLA
Tesla, Inc.

Consumer Cyclical
-13
- 0.09%
$401.99 - $468.37 $5.23K - $6.09K
15K $6.13M
PLTR
Palantir Technologies Inc.

Technology
-313
- 1.55%
$172.14 - $207.18 $53.9K - $64.8K
19.9K $3.47M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.02K
- 3.02%
$78.65 - $79.19 $159K - $160K
64.9K $5.11M
SBUX
Starbucks Corp

Consumer Cyclical
-2K
- 1.68%
$78.46 - $87.26 $157K - $174K
117K $9.91M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.23K
- 3.33%
$88.67 - $92.06 $109K - $114K
35.8K $3.18M
T
At&T Inc.

Communication Services
-937
- 2.83%
$24.44 - $27.55 $22.9K - $25.8K
32.2K $819K
NKE
Nike, Inc.

Consumer Cyclical
-156
- 1.12%
$60.8 - $74.57 $9.48K - $11.6K
13.8K $865K
CMCSA
Comcast Corp

Communication Services
-1.35K
- 9.67%
$26.98 - $31.09 $36.5K - $42.1K
12.6K $344K
VTI
Vanguard Total Stock Market Et

ETFs
-295
- 2.75%
$321.8 - $337.95 $94.9K - $99.7K
10.4K $3.45M
BAC
Bank Of America Corp

Financial Services
-836
- 2.48%
$48.65 - $54.11 $40.7K - $45.2K
32.9K $1.7M
CVX
Chevron Corp

Energy
-250
- 1.82%
$148.9 - $157.72 $37.2K - $39.4K
13.5K $2.08M
VTV
Vanguard Value ETF

ETFs
-315
- 1.17%
$182.87 - $189.72 $57.6K - $59.8K
26.7K $4.99M
F
Ford Motor CO

Consumer Cyclical
-4.79K
- 23.76%
$11.41 - $13.84 $54.6K - $66.2K
15.4K $202K
WMT
Walmart Inc.

Consumer Defensive
-100
- 0.41%
$101.18 - $109.03 $10.1K - $10.9K
24.4K $2.51M
AVGO
Broadcom Inc.

Technology
-2.08K
- 3.76%
$324.63 - $385.98 $675K - $802K
53.1K $18.2M
WFC
Wells Fargo & Company

Financial Services
-19
- 0.17%
$77.62 - $87.3 $1.47K - $1.66K
11K $916K
INTC
Intel Corp

Technology
-1.49K
- 3.66%
$34.71 - $41.53 $51.8K - $62K
39.3K $1.36M
Kenvue Inc
-4.3K
- 26.36%
N/A
12K $0
ILCG
Ishares Morningstar Growth ETF
-3.12K
- 2.13%
N/A
144K $0
QCOM
Qualcomm Inc

Technology
-14
- 0.12%
$153.59 - $187.68 $2.15K - $2.63K
12.1K $2.03M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-88
- 0.38%
$52.54 - $55.77 $4.62K - $4.91K
23K $1.26M
VEA
Vanguard Ftse Developed Market

ETFs
-456
- 1.65%
$59.18 - $62.09 $27K - $28.3K
27.3K $1.67M
KO
Coca Cola CO

Consumer Defensive
-468
- 4.22%
$66.1 - $71.61 $30.9K - $33.5K
10.6K $750K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-70
- 0.18%
$32.35 - $34.37 $2.26K - $2.41K
38.9K $1.32M
TSBK
Timberland Bancorp Inc

Financial Services
-543
- 0.45%
$31.06 - $33.63 $16.9K - $18.3K
120K $4.01M
SLV
I Shares Silver Trust

ETFs
-1.01K
- 5.18%
$42.4 - $49.17 $42.9K - $49.7K
18.5K $850K
XOM
Exxon Mobil Corp

Energy
-385
- 2.03%
$110.64 - $119.78 $42.6K - $46.1K
18.6K $2.19M
MRK
Merck & Co., Inc.

Healthcare
-87
- 0.68%
$82.49 - $92.93 $7.18K - $8.08K
12.7K $1.18M
ILCV
Ishares Morningstar Value ETF

ETFs
-288
- 0.33%
$88.05 - $93.43 $25.4K - $26.9K
87.7K $8.07M
CSCO
Cisco Systems, Inc.

Technology
-762
- 3.22%
$67.46 - $78.0 $51.4K - $59.4K
22.9K $1.78M
JNJ
Johnson & Johnson

Healthcare
-266
- 1.66%
$185.98 - $199.58 $49.5K - $53.1K
15.8K $3.15M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-64
- 0.16%
$475.68 - $513.11 $30.4K - $32.8K
39.7K $20.2M
GLD
Spdr Gold Trust

ETFs
-16
- 0.09%
$354.79 - $403.15 $5.68K - $6.45K
17K $6.38M
GOOG
Alphabet Inc.

Communication Services
-154
- 0.93%
$237.49 - $291.74 $36.6K - $44.9K
16.4K $4.68M
AAPL
Apple Inc.

Technology
-3.05K
- 2.08%
$245.27 - $275.25 $747K - $839K
143K $38.3M
CAT
Caterpillar Inc

Industrials
-163
- 0.91%
$480.82 - $585.49 $78.4K - $95.4K
17.8K $9.81M
GOOGL
Alphabet Inc.

Communication Services
-588
- 0.86%
$236.57 - $291.31 $139K - $171K
67.8K $18.7M
Activity Summary
Buys All Purchases 33 New Holdings 1 Increased Positions 32 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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