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
MGC
Vanguard Mega Cap ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
50
N/A
MGK
Vanguard Mega Cap Growth ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
129
N/A
VNQI
Vanguard Global Ex U.S. Real

ETFs
Q4 2018 Filed on Jan 15, 2019
145
N/A
VFH
Vanguard Financial ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
404
N/A
VXF
Vanguard Extended Market ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
85
N/A
URI
United Rentals, Inc.

Industrials
Q4 2018 Filed on Jan 15, 2019
100
$95.9 - $165.53 $9.59K - $16.6K
TDG
Trans Digm Group Inc

Industrials
Q4 2018 Filed on Jan 15, 2019
7
$312.09 - $372.39 $2.18K - $2.61K
ROP
Roper Technologies Inc

Industrials
Q4 2018 Filed on Jan 15, 2019
11
$247.01 - $301.05 $2.72K - $3.31K
ROL
Rollins Inc

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
200
$22.53 - $28.35 $4.51K - $5.67K
RRC
Range Resources Corp

Energy
Q4 2018 Filed on Jan 15, 2019
156
$9.42 - $18.48 $1.47K - $2.88K
IGF
Ishares Global Infrastructure

ETFs
Q4 2018 Filed on Jan 15, 2019
201
$38.21 - $42.31 $7.68K - $8.5K
INTF
Ishares Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
917
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
1,230
$80.0 - $92.56 $98.4K - $114K
IQ
I Qiyi, Inc.

Communication Services
Q4 2018 Filed on Jan 15, 2019
100
$14.87 - $26.91 $1.49K - $2.69K
RYU
Invesco S&P 500 Equal Weight U

ETFs
Q4 2018 Filed on Jan 15, 2019
889
$86.44 - $95.55 $76.8K - $84.9K
CUT
Invesco ETF Tr Ii Msci Global

ETFs
Q4 2018 Filed on Jan 15, 2019
514
N/A
IDCC
Inter Digital, Inc.

Communication Services
Q4 2018 Filed on Jan 15, 2019
11
$63.07 - $78.95 $694 - $868
Intercontl Htls
Q4 2018 Filed on Jan 15, 2019
902
N/A
IDV
Ishares Tr

ETFs
Q4 2018 Filed on Jan 15, 2019
2,459
N/A
MCHI
Ishares Msci China ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
700
$51.05 - $59.9 $35.7K - $41.9K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
Q4 2018 Filed on Jan 15, 2019
2,000
$13.92 - $17.98 $27.8K - $36K
Nic Inc
Q4 2018 Filed on Jan 15, 2019
154
N/A
Michaels Companies
Q4 2018 Filed on Jan 15, 2019
125
N/A
M S G Network Inc
Q4 2018 Filed on Jan 15, 2019
1,101
N/A
KNX
Knight Swift Transportation Holdings Inc.

Industrials
Q4 2018 Filed on Jan 15, 2019
83
$23.98 - $34.89 $1.99K - $2.9K
KMF
Kayne Anderson Next Gen Energy & Infrastructure, Inc.

Financial Services
Q4 2018 Filed on Jan 15, 2019
728
$8.62 - $13.11 $6.28K - $9.54K
KLAC
Kla Corp

Technology
Q4 2018 Filed on Jan 15, 2019
676
$81.23 - $102.81 $54.9K - $69.5K
AMJ
Jpmorgan Chase & CO Alerian Ml

ETFs
Q4 2018 Filed on Jan 15, 2019
76
N/A
OEF
Ishares S&P 100 ETF

ETFs
Q4 2018 Filed on Jan 15, 2019
20
N/A
HUM
Humana Inc

Healthcare
Q4 2018 Filed on Jan 15, 2019
35
$273.36 - $353.98 $9.57K - $12.4K
ZTS
Zoetis Inc.

Healthcare
Q4 2018 Filed on Jan 15, 2019
532
$79.28 - $95.27 $42.2K - $50.7K
DOL
Wisdomtree Tr Intl Largecap Di

ETFs
Q4 2018 Filed on Jan 15, 2019
1,706
N/A
DHS
Wisdomtree Tr U.S

ETFs
Q4 2018 Filed on Jan 15, 2019
3,629
N/A
WTW
Willis Towers Watson PLC

Financial Services
Q4 2018 Filed on Jan 15, 2019
21
$134.84 - $161.14 $2.83K - $3.38K
WMB
Williams Companies, Inc.

Energy
Q4 2018 Filed on Jan 15, 2019
169
$20.58 - $27.98 $3.48K - $4.73K
WDC
Western Digital Corp

Technology
Q4 2018 Filed on Jan 15, 2019
424
$35.06 - $58.36 $14.9K - $24.7K
WST
West Pharmaceutical Services Inc

Healthcare
Q4 2018 Filed on Jan 15, 2019
162
$93.0 - $123.98 $15.1K - $20.1K
WM
Waste Management Inc

Industrials
Q4 2018 Filed on Jan 15, 2019
1,229
$83.7 - $93.75 $103K - $115K
WAFD
Washington Federal Inc

Financial Services
Q4 2018 Filed on Jan 15, 2019
5,367
$24.93 - $32.03 $134K - $172K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
Q4 2018 Filed on Jan 15, 2019
666
$65.26 - $85.69 $43.5K - $57.1K
DIM
Wisdomtree Tr Intl Midcap Divi

ETFs
Q4 2018 Filed on Jan 15, 2019
380
N/A
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
Q4 2018 Filed on Jan 15, 2019
1,019
N/A
ZION
Zions Bancorporation, National Association

Financial Services
Q4 2018 Filed on Jan 15, 2019
175
$38.51 - $52.09 $6.74K - $9.12K
ZNOG
Zion Oil & Gas Inc

Energy
Q4 2018 Filed on Jan 15, 2019
6,700
$0.41 - $1.3 $2.75K - $8.71K
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
244
$31.2 - $37.3 $7.61K - $9.1K
YUM
Yum Brands Inc

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
306
$85.47 - $93.46 $26.2K - $28.6K
AUY
Yamana Gold Inc.

Basic Materials
Q4 2018 Filed on Jan 15, 2019
28,800
$2.06 - $2.71 $59.3K - $78K
Wstn Gas Partners LP LP
Q4 2018 Filed on Jan 15, 2019
209
N/A
WDAY
Workday, Inc.

Technology
Q4 2018 Filed on Jan 15, 2019
265
$120.65 - $168.13 $32K - $44.6K
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