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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$89.6B
$13.2 Million 3.42% of portfolio
56,853
Q4 2024 Reduced 1.73%
$124B
$10.6 Million 2.76% of portfolio
116,673
Q4 2024 Reduced 0.44%
$196B
$6.68 Million 1.73% of portfolio
18,410
Q4 2024 Reduced 1.04%
$105B
$3.07 Million 0.8% of portfolio
17,371
Q4 2024 Reduced 13.65%
$38.6B
$2.98 Million 0.77% of portfolio
28,603
Q4 2024 Reduced 1.64%
$194B
$2.18 Million 0.57% of portfolio
14,182
Q4 2024 Reduced 4.88%
$162B
$1.81 Million 0.47% of portfolio
23,913
Q4 2024 Reduced 5.72%
$132B
$1.71 Million 0.44% of portfolio
28,317
Q4 2024 Reduced 4.95%
$96.9B
$1.13 Million 0.29% of portfolio
14,945
Q4 2024 Reduced 12.11%
$191B
$1.03 Million 0.27% of portfolio
11,930
Q4 2024 Reduced 38.9%
$79.8B
$868,000 0.23% of portfolio
43,297
Q4 2024 Reduced 1.84%
$165B
$772,000 0.2% of portfolio
19,320
Q4 2024 Reduced 0.54%
$169B
$731,000 0.19% of portfolio
32,105
Q4 2024 Reduced 3.5%
$22.7B
$643,000 0.17% of portfolio
22,874
Q4 2024 Added 1.47%
$148B
$636,000 0.17% of portfolio
16,970
Q4 2024 Reduced 3.1%
$149B
$421,000 0.11% of portfolio
15,884
Q4 2024 Reduced 5.21%
$39.8B
$363,000 0.09% of portfolio
36,712
Q4 2024 Added 5.85%

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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