Kiley Juergens Wealth Management, LLC Closed Holding Positions

Kiley Juergens Wealth Management, LLC

  • $362 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
Barclays Ban Pfd
Q4 2018 Filed on Jan 15, 2019
4,000
N/A
HRB
H&R Block Inc

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
2,722
$23.63 - $28.73 $64.3K - $78.2K
GNTX
Gentex Corp

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
127
$18.62 - $22.81 $2.36K - $2.9K
GTX
Garrett Motion Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
73
$11.43 - $18.39 $834 - $1.34K
GPS
Gap Inc

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
1,345
$24.6 - $28.72 $33.1K - $38.6K
GLU
Gabelli Global Utility & Income Trust

Financial Services
Q4 2018 Filed on Jan 15, 2019
50
$15.2 - $20.01 $760 - $1K
FNI
First Trust Chindia ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
60
$29.74 - $34.37 $1.78K - $2.06K
EQNR
Equinor Asa

Energy
Q4 2018 Filed on Jan 15, 2019
2,245
$20.15 - $28.41 $45.2K - $63.8K
EW
Edwards Lifesciences Corp

Healthcare
Q4 2018 Filed on Jan 15, 2019
25
$46.41 - $56.94 $1.16K - $1.42K
DLX
Deluxe Corp

Communication Services
Q4 2018 Filed on Jan 15, 2019
46
$36.96 - $55.43 $1.7K - $2.55K
COTY
Coty Inc.

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
2,000
$6.11 - $12.77 $12.2K - $25.5K
VLGEA
Village Super Market Inc

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
175
$23.94 - $28.37 $4.19K - $4.96K
VT
Vanguard Total World Stk Index

ETFs
Q4 2018 Filed on Jan 15, 2019
175
N/A
BNDX
Vanguard Total International B

ETFs
Q4 2018 Filed on Jan 15, 2019
5
N/A
SCHK
Schwab Strategic Tr 1000 Index

ETFs
Q4 2018 Filed on Jan 15, 2019
109
N/A
ROKU
Roku, Inc

Communication Services
Q4 2018 Filed on Jan 15, 2019
50
$27.17 - $76.48 $1.36K - $3.82K
XLRE
Select Sector Spdr Tr Real Est

ETFs
Q4 2018 Filed on Jan 15, 2019
54
N/A
PNFP
Pinnacle Financial Partners Inc

Financial Services
Q4 2018 Filed on Jan 15, 2019
100
$44.03 - $61.04 $4.4K - $6.1K
Perspecta Inc
Q4 2018 Filed on Jan 15, 2019
78
N/A
OMI
Owens & Minor Inc

Healthcare
Q4 2018 Filed on Jan 15, 2019
700
$6.04 - $16.84 $4.23K - $11.8K
NVT
N Vent Electric PLC

Industrials
Q4 2018 Filed on Jan 15, 2019
200
$20.31 - $27.55 $4.06K - $5.51K
NVCR
Novo Cure LTD

Healthcare
Q4 2018 Filed on Jan 15, 2019
100
$28.72 - $52.63 $2.87K - $5.26K
XLB
Select Sector Spdr Fd Material

ETFs
Q4 2018 Filed on Jan 15, 2019
117
N/A
RWR
Spdr Dow Jones Reit ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
9
N/A
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
50
N/A
VGIT
Vanguard Intermediate Term Tre

ETFs
Q4 2018 Filed on Jan 15, 2019
15
N/A
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
9
N/A
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
Q4 2018 Filed on Jan 15, 2019
45
$19.85 - $24.36 $893 - $1.1K
STLD
Steel Dynamics Inc

Basic Materials
Q4 2018 Filed on Jan 15, 2019
121
$29.05 - $46.18 $3.52K - $5.59K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
Q4 2018 Filed on Jan 15, 2019
38
N/A
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
Q4 2018 Filed on Jan 15, 2019
50
N/A
SPIB
Spdr Portfolio Intermediate Te

ETFs
Q4 2018 Filed on Jan 15, 2019
48
N/A
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
21
N/A
New Oriental Educa
Q4 2018 Filed on Jan 15, 2019
32
N/A
HEP
Holly Energy Partners LP

Energy
Q4 2018 Filed on Jan 15, 2019
349
$27.18 - $32.2 $9.49K - $11.2K
BND
Vanguard Bd Index Fd Inc Total

ETFs
Q4 2018 Filed on Jan 15, 2019
1,415
N/A
TARO
Taro Pharmaceutical Industries LTD

Healthcare
Q4 2018 Filed on Jan 15, 2019
30
$78.25 - $107.92 $2.35K - $3.24K
Syntel Inc
Q4 2018 Filed on Jan 15, 2019
921
N/A
XRT
Spdr Series Tr Spdr S&P Retail

ETFs
Q4 2018 Filed on Jan 15, 2019
100
N/A
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
Q4 2018 Filed on Jan 15, 2019
1,249
N/A
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
Q4 2018 Filed on Jan 15, 2019
645
N/A
SHW
Sherwin Williams CO

Basic Materials
Q4 2018 Filed on Jan 15, 2019
50
$121.75 - $152.33 $6.09K - $7.62K
Select Interior Concepts
Q4 2018 Filed on Jan 15, 2019
200
N/A
XLP
Consumer Staples Sector Spdr

ETFs
Q4 2018 Filed on Jan 15, 2019
48
N/A
XLI
Industrial Sector Spdr

ETFs
Q4 2018 Filed on Jan 15, 2019
100
N/A
SO
Southern CO

Utilities
Q4 2018 Filed on Jan 15, 2019
75
$42.79 - $47.56 $3.21K - $3.57K
Tivity Health Inc
Q4 2018 Filed on Jan 15, 2019
71
N/A
XHR
Xenia Hotels & Resorts, Inc.

Real Estate
Q4 2018 Filed on Jan 15, 2019
100
$16.54 - $23.65 $1.65K - $2.37K
WU
Western Union CO

Financial Services
Q4 2018 Filed on Jan 15, 2019
1,099
$16.55 - $19.08 $18.2K - $21K
Track This Portfolio

Track Kiley Juergens Wealth Management, LLC Portfolio

Follow Kiley Juergens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kiley Juergens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kiley Juergens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email