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
GPC
Genuine Parts CO

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
433
$91.85 - $104.2 $39.8K - $45.1K
DBX
Dropbox, Inc.

Technology
Q4 2018 Filed on Jan 15, 2019
200
$19.38 - $26.32 $3.88K - $5.26K
DFS
Discover Financial Services

Financial Services
Q4 2018 Filed on Jan 15, 2019
68
$55.09 - $78.01 $3.75K - $5.3K
DVA
Davita Inc.

Healthcare
Q4 2018 Filed on Jan 15, 2019
200
$48.73 - $76.08 $9.75K - $15.2K
CBRL
Cracker Barrel Old Country Store, Inc

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
182
$144.87 - $183.29 $26.4K - $33.4K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
Q4 2018 Filed on Jan 15, 2019
525
$16.45 - $19.58 $8.64K - $10.3K
CGC
Canopy Growth Corp

Healthcare
Q4 2018 Filed on Jan 15, 2019
2,418
$26.22 - $56.89 $63.4K - $138K
CRH
Crh Public LTD CO

Basic Materials
Q4 2018 Filed on Jan 15, 2019
64
$24.92 - $32.94 $1.59K - $2.11K
BEP
Brookfield Renewable Partners L.P.

Utilities
Q4 2018 Filed on Jan 15, 2019
1,000
$13.11 - $16.35 $13.1K - $16.4K
BKNG
Booking Holdings Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
4
$1616.83 - $1998.17 $6.47K - $7.99K
Duff & Phelps Select Mlp
Q4 2018 Filed on Jan 15, 2019
2,129
N/A
DRE
Duke Realty Corp

Real Estate
Q4 2018 Filed on Jan 15, 2019
155
$25.0 - $28.83 $3.88K - $4.47K
TDTF
Flexshares Tr Iboxx 5 Yr Targe

ETFs
Q4 2018 Filed on Jan 15, 2019
74
N/A
Fitbit Inc
Q4 2018 Filed on Jan 15, 2019
694
N/A
FTEC
Fidelity Covington Tr Msci Inf

ETFs
Q4 2018 Filed on Jan 15, 2019
16
$45.74 - $60.45 $732 - $967
FHLC
Fidelity Covington Tr Msci Hea

ETFs
Q4 2018 Filed on Jan 15, 2019
14
$38.8 - $46.93 $543 - $657
FDIS
Fidelity Covington Tr Msci Con

ETFs
Q4 2018 Filed on Jan 15, 2019
7
N/A
FIDU
Fidelity Covington Tr Msci Ind

ETFs
Q4 2018 Filed on Jan 15, 2019
14
$30.66 - $40.67 $429 - $569
EQIX
Equinix Inc

Real Estate
Q4 2018 Filed on Jan 15, 2019
7
$339.02 - $431.81 $2.37K - $3.02K
EHC
Encompass Health Corp

Healthcare
Q4 2018 Filed on Jan 15, 2019
103
$47.37 - $62.44 $4.88K - $6.43K
BCOR
Blucora, Inc.

Financial Services
Q4 2018 Filed on Jan 15, 2019
30
$23.83 - $38.33 $715 - $1.15K
DBEU
Xtrackers Msci Europe Hedged E

ETFs
Q4 2018 Filed on Jan 15, 2019
398
N/A
CVA
Covanta Holding Corporation

Industrials
Q4 2018 Filed on Jan 15, 2019
241
N/A
GLW
Corning Inc

Technology
Q4 2018 Filed on Jan 15, 2019
967
$27.97 - $35.74 $27K - $34.6K
CLB
Core Laboratories N V

Energy
Q4 2018 Filed on Jan 15, 2019
9
$57.17 - $121.03 $515 - $1.09K
ED
Consolidated Edison Inc

Utilities
Q4 2018 Filed on Jan 15, 2019
2,600
$74.54 - $83.93 $194K - $218K
CNDT
Conduent Inc

Technology
Q4 2018 Filed on Jan 15, 2019
1,103
$9.83 - $22.04 $10.8K - $24.3K
CAG
Conagra Brands Inc.

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
850
$20.96 - $37.15 $17.8K - $31.6K
CL
Colgate Palmolive CO

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
485
$57.88 - $67.39 $28.1K - $32.7K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
Q4 2018 Filed on Jan 15, 2019
25
$18.78 - $22.95 $470 - $574
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
Q4 2018 Filed on Jan 15, 2019
3,500
$9.93 - $12.37 $34.8K - $43.3K
Craft Brewers Alliance
Q4 2018 Filed on Jan 15, 2019
1,914
N/A
Cree Inc
Q4 2018 Filed on Jan 15, 2019
153
N/A
CROX
Crocs, Inc.

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
51
$18.49 - $29.1 $943 - $1.48K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
Q4 2018 Filed on Jan 15, 2019
55
N/A
DAL
Delta Air Lines, Inc.

Industrials
Q4 2018 Filed on Jan 15, 2019
293
$47.96 - $60.71 $14.1K - $17.8K
Dell Technologies In
Q4 2018 Filed on Jan 15, 2019
306
N/A
DE
Deere & CO

Industrials
Q4 2018 Filed on Jan 15, 2019
1,650
$130.56 - $162.21 $215K - $268K
DHR
Danaher Corp

Healthcare
Q4 2018 Filed on Jan 15, 2019
7,664
$94.85 - $109.54 $727K - $840K
DAN
Dana Inc

Consumer Cyclical
Q4 2018 Filed on Jan 15, 2019
289
$12.98 - $18.89 $3.75K - $5.46K
DXC
Dxc Technology CO

Technology
Q4 2018 Filed on Jan 15, 2019
160
$50.03 - $93.89 $8K - $15K
Cypress Semiconductr
Q4 2018 Filed on Jan 15, 2019
766
N/A
CMI
Cummins Inc

Industrials
Q4 2018 Filed on Jan 15, 2019
665
$125.49 - $152.84 $83.5K - $102K
CTSH
Cognizant Technology Solutions Corp

Technology
Q4 2018 Filed on Jan 15, 2019
470
$60.02 - $77.28 $28.2K - $36.3K
CME
Cme Group Inc.

Financial Services
Q4 2018 Filed on Jan 15, 2019
555
$173.82 - $195.61 $96.5K - $109K
CLX
Clorox CO

Consumer Defensive
Q4 2018 Filed on Jan 15, 2019
30
$142.18 - $166.36 $4.27K - $4.99K
CHKP
Check Point Software Technologies LTD

Technology
Q4 2018 Filed on Jan 15, 2019
149
$99.6 - $117.73 $14.8K - $17.5K
CRL
Charles River Laboratories International, Inc.

Healthcare
Q4 2018 Filed on Jan 15, 2019
143
$105.09 - $137.23 $15K - $19.6K
0HVP.L
Lumen Technologies, Inc.

Telecommunication
Q4 2018 Filed on Jan 15, 2019
2,176
N/A
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