13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001723223
Total reported value
$638.6M
$638.6M
66 檔
21.7%
According to the latest 13F quarterly dataset, Kiley Juergens Wealth Management, LLC managed an equity portfolio of $638.6M at the end of Q1 2024, spanning 66 distinct U.S. exchange-listed positions.
During Q1 2024, Kiley Juergens Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 14.22% | -0.70% | -3.03% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 8.44% | -0.01% | -1.81% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.48% | -1.02% | -0.02% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.43% | +0.64% | +0.28% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.29% | -0.23% | +0.11% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.15% | -0.01% | -0.80% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 4.53% | +0.07% | -0.15% | |
| 8 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.62% | +0.19% | -1.02% | |
| 9 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.51% | -0.26% | +8.41% | |
| 10 | SBUX | Starbucks CORP | Stock-Consumer Disc | 3.40% | +0.01% | -0.01% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.24% | +0.32% | -1.10% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.24% | -0.08% | +13.74% | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 2.11% | +0.67% | -1.60% | |
| 14 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.92% | -0.04% | +1.79% | |
| 15 | HFWA | Heritage Financial CORP | Stock-Other | 1.44% | +0.01% | +0.73% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 1.42% | +0.02% | +3.69% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.20% | -0.01% | +3.02% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.14% | -0.03% | +0.65% | |
| 19 | PCAR | Paccar Inc | Stock-Industrials | 1.13% | -0.07% | -0.66% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.12% | +0.04% | -0.60% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.12% | -0.03% | -0.40% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.05% | -0.34% | +3.50% | |
| 23 | TSBK | Timberland Bancorp Inc | Stock-Other | 1.02% | — | +0.01% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.02% | -0.09% | -0.25% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.06% | -11.79% | |
| 26 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.94% | +0.01% | +0.22% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.93% | -0.16% | -0.91% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | -0.02% | +5.03% | |
| 29 | QCOM | Qualcomm Inc | Stock-Tech | 0.80% | +0.05% | -3.35% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.75% | +0.08% | -0.99% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.18% | -3.06% | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.66% | — | — | |
| 33 | INTC | Intel CORP | Stock-Tech | 0.59% | +0.53% | -1.63% | |
| 34 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.52% | -0.04% | +19.74% | |
| 35 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | -0.02% | -2.01% | |
| 36 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.03% | +24.66% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.02% | -3.92% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.16% | -7.64% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.37% | +0.11% | -3.61% | |
| 40 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.36% | — | +6.74% | |
| 41 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.31% | -0.02% | -4.77% | |
| 42 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.31% | +0.02% | -1.22% | |
| 43 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.29% | +0.03% | -0.88% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.29% | -0.12% | — | |
| 45 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.28% | — | -8.57% | |
| 46 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.25% | — | +3.91% | |
| 47 | WFC | Wells Fargo & Co | Stock-Financials | 0.25% | -0.01% | +2.48% | |
| 48 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.25% | -0.03% | -2.71% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.24% | -0.01% | -5.33% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | — | +0.45% |
According to official SEC Form 13F filings, Kiley Juergens Wealth Management, LLC reported a total U.S. public equity portfolio value of $638.6M across 66 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, COST) accounted for 21.7% of total reported equity market value during Q1 2024.
During Q1 2024, Kiley Juergens Wealth Management, LLC's top holdings by market value included MSFT (14.2%)、AAPL (8.4%)、COST (7.5%). The largest single position, MSFT, represented 14.2% of total portfolio value.
In Q1 2024, Kiley Juergens Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.