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CIK: 0001723223
Total reported value
$638.6M
$638.6M
71 檔
25.1%
The Q2 2024 SEC filing reveals that Kiley Juergens Wealth Management, LLC held a total portfolio value of $638.6M, covering 71 public equity positions.
During Q2 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 | 14.42% | -0.70% | +6.31% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.35% | -0.01% | +0.48% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.81% | -1.02% | +0.22% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 7.20% | +0.64% | +0.09% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.75% | +0.07% | +933.87% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.10% | -0.01% | +3.00% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.62% | -0.23% | +0.57% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.61% | +0.32% | +2.82% | |
| 9 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.43% | +0.19% | -2.06% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.33% | -0.26% | +9.33% | |
| 11 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.55% | +0.01% | -1.90% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.99% | -0.08% | -0.71% | |
| 13 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.75% | -0.04% | +1.99% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.73% | +0.67% | +0.35% | |
| 15 | HFWA | Heritage Financial CORP | Stock-Other | 1.20% | +0.01% | +0.10% | |
| 16 | BA | Boeing Co/the | Stock-Industrials | 1.11% | +0.02% | -7.97% | |
| 17 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.08% | -0.01% | +0.48% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.05% | -0.03% | +3.83% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.04% | +0.04% | +0.27% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | -0.03% | +0.61% | |
| 21 | GLD | Spdr Gold Shares | ETF-Commodities | 0.98% | -0.34% | -0.66% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.98% | -0.09% | +5.18% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.95% | +0.01% | +0.36% | |
| 24 | TSBK | Timberland Bancorp Inc | Stock-Other | 0.91% | — | -0.96% | |
| 25 | QCOM | Qualcomm Inc | Stock-Tech | 0.85% | +0.05% | +0.03% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.08% | +4.12% | |
| 27 | PCAR | Paccar Inc | Stock-Industrials | 0.83% | -0.07% | -1.44% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.82% | — | +24.45% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.81% | — | — | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.81% | -0.02% | +3.71% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.75% | -0.16% | -0.68% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.06% | -6.45% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.67% | -0.16% | +100.76% | |
| 34 | CVX | Chevron CORP | Stock-Energy | 0.61% | -0.18% | +2.00% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.56% | -0.06% | — | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.02% | +29.78% | |
| 37 | BAC | Bank Of America CORP | Stock-Financials | 0.47% | -0.03% | +5.34% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.45% | -0.02% | +1.37% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.44% | -0.12% | +51.33% | |
| 40 | INTC | Intel CORP | Stock-Tech | 0.42% | +0.53% | +13.90% | |
| 41 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.38% | -0.04% | +1.27% | |
| 42 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.32% | — | +2.54% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | +0.11% | +2.13% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | — | +67.37% | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.30% | +0.02% | +10.50% | |
| 46 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.29% | +0.03% | +2.72% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.29% | -0.01% | +24.85% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.28% | -0.02% | — | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.27% | — | +10.03% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.25% | — | +4.42% |
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 71 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, COST) accounted for 25.1% of total reported equity market value during Q2 2024.
During Q2 2024, Kiley Juergens Wealth Management, LLC's top holdings by market value included MSFT (14.4%)、AAPL (9.3%)、COST (7.8%). The largest single position, MSFT, represented 14.4% of total portfolio value.
In Q2 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.
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