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CIK: 0001723223
Total reported value
$638.6M
$638.6M
70 檔
25.4%
As reported in its official Q3 2024 Form 13F filing, Kiley Juergens Wealth Management, LLC's tracked investment portfolio stood at $638.6M with 70 total positions.
In Q3 2024, Kiley Juergens Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 4 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 12.83% | -0.70% | -1.08% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.59% | -0.01% | -0.77% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.64% | -1.02% | +0.34% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.80% | +0.64% | -0.80% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.28% | +0.07% | -0.08% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.84% | -0.23% | -0.86% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.77% | -0.01% | +3.72% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.63% | -0.26% | +7.28% | |
| 9 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.25% | +0.19% | -1.82% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.08% | +0.32% | +0.15% | |
| 11 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.97% | +0.01% | -0.65% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.59% | +0.21% | — | |
| 13 | CAT | Caterpillar Inc | Stock-Industrials | 1.89% | +0.67% | -0.65% | |
| 14 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.85% | -0.04% | +5.12% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.80% | -0.08% | -5.64% | |
| 16 | HFWA | Heritage Financial CORP | Stock-Other | 1.38% | +0.01% | +1.90% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.16% | +0.01% | -1.29% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.15% | -0.03% | +8.24% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.10% | -0.01% | +1.77% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.04% | -0.34% | -0.15% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.03% | +0.04% | +0.42% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | -0.03% | -1.58% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | -0.09% | -0.30% | |
| 24 | TSBK | Timberland Bancorp Inc | Stock-Other | 0.95% | — | +0.01% | |
| 25 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.91% | -0.06% | +63.11% | |
| 26 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.85% | -0.16% | +1.63% | |
| 27 | BA | Boeing Co/the | Stock-Industrials | 0.79% | +0.02% | -8.14% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | — | -2.06% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.02% | -1.00% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.75% | -0.06% | -2.52% | |
| 31 | PCAR | Paccar Inc | Stock-Industrials | 0.74% | -0.07% | -0.33% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.08% | -0.84% | |
| 33 | QCOM | Qualcomm Inc | Stock-Tech | 0.66% | +0.05% | -2.99% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.16% | -0.24% | |
| 35 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.60% | — | -5.26% | |
| 36 | UBER | Uber Technologies Inc | Stock-Industrials | 0.58% | -0.10% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.52% | -0.18% | -2.46% | |
| 38 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | -0.12% | +3.86% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.50% | -0.02% | -0.02% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | -0.02% | +0.57% | |
| 41 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | -0.03% | -5.09% | |
| 42 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.39% | -0.04% | -6.96% | |
| 43 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.34% | — | +2.44% | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.11% | -1.77% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.31% | +0.03% | +11.10% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.30% | +0.02% | +0.87% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.30% | -0.01% | +2.51% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.30% | — | +0.31% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.28% | — | +5.16% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.28% | — | +8.44% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +2.6% | NEW | New buy |
| 2 | UBER | Uber Technologies Inc | +0.6% | NEW | New buy |
| 3 | SBUX | Starbucks CORP | +0.4% | -0.65% | Trim |
| 4 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +63.11% | Add |
| 5 | SCHD | Schwab US Dvd Equity ETF | +0.3% | +7.28% | Add |
| 6 | AAPL | Apple Inc | +0.2% | -0.77% | Trim |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.86% | Trim |
| 8 | TSLA | Tesla Inc | +0.2% | -1.29% | Trim |
| 9 | HFWA | Heritage Financial CORP | +0.2% | +1.90% | Add |
| 10 | CAT | Caterpillar Inc | +0.2% | -0.65% | Trim |
| 11 | ILCV | Ishares Morningstar Value Et | +0.1% | +5.12% | Add |
| 12 | VTV | Vanguard Value ETF | +0.1% | +8.24% | Add |
| 13 | MCD | Mcdonald's CORP | +0.1% | +1.63% | Add |
| 14 | PFF | Ishares Preferred & Income S | +0.1% | NEW | New buy |
| 15 | GLD | Spdr Gold Shares | +0.1% | -0.15% | Trim |
| 16 | WMT | Walmart Inc | +0.1% | +3.86% | Add |
| 17 | ORCL | Oracle CORP | +0.1% | -0.02% | Trim |
| 18 | PLTR | Palantir Technologies Inc-a | +0.1% | -4.46% | Trim |
| 19 | TSBK | Timberland Bancorp Inc | 0% | +0.01% | Add |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | 0% | +8.44% | Add |
| 21 | VEU | Vanguard Ftse All-world Ex-u | 0% | +1.77% | Add |
| 22 | SCHG | Schwab US Large-cap Growth | 0% | +11.10% | Add |
| 23 | SCHV | Schwab US Large-cap Value | 0% | +2.44% | Add |
| 24 | JNJ | Johnson & Johnson | 0% | -2.52% | Trim |
| 25 | NKE | Nike Inc -cl B | 0% | -6.96% | Trim |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +2.51% | Add |
| 27 | SCHF | Schwab Intl Equity ETF | 0% | +5.16% | Add |
| 28 | VIG | Vanguard Dividend Apprec ETF | — | -1.58% | Trim |
| 29 | SCHB | Schwab US Broad Market ETF | 0% | +0.42% | Add |
| 30 | PG | Procter & Gamble Co/the | 0% | -0.30% | Trim |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | -19.52% | Trim |
| 32 | SNAP | Snap Inc - A | -0.1% | EXIT | Sold out |
| 33 | MRK | Merck & Co. Inc. | -0.1% | +0.57% | Add |
| 34 | CVX | Chevron CORP | -0.1% | -2.46% | Trim |
| 35 | PCAR | Paccar Inc | -0.1% | -0.33% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | -0.1% | -0.84% | Trim |
| 37 | FCX | Freeport-mcmoran Inc | -0.1% | EXIT | Sold out |
| 38 | INTC | Intel CORP | -0.2% | -9.75% | Trim |
| 39 | COST | Costco Wholesale CORP | -0.2% | +0.34% | Add |
| 40 | ILCG | Ishares Morningstar Growth E | -0.2% | -1.82% | Trim |
| 41 | QCOM | Qualcomm Inc | -0.2% | -2.99% | Trim |
| 42 | BSV | Vanguard Short-term Bond ETF | -0.2% | -5.64% | Trim |
| 43 | OXY | Occidental Petroleum CORP | -0.2% | EXIT | Sold out |
| 44 | NVO | Novo-nordisk A/s-spons Adr | -0.2% | -5.26% | Trim |
| 45 | DIS | Walt Disney Co/the | -0.3% | EXIT | Sold out |
| 46 | BA | Boeing Co/the | -0.3% | -8.14% | Trim |
| 47 | QQQ | Invesco Qqq Trust Series 1 | -0.4% | -0.80% | Trim |
| 48 | NVDA | Nvidia CORP | -0.5% | -0.08% | Trim |
| 49 | GOOGL | Alphabet Inc-cl A | -0.5% | +0.15% | Add |
| 50 | MSFT | Microsoft CORP | -1.6% | -1.08% | Trim |
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 70 disclosed positions in Q3 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 25.4% of total reported equity market value during Q3 2024.
Top New Position Initiated
AVGO
市值: $10.0M
Top Position Liquidated / Trimmed
DIS
前期市值: $1.0M
During Q3 2024, Kiley Juergens Wealth Management, LLC's top holdings by market value included MSFT (12.8%)、AAPL (9.6%)、COST (7.6%). The largest single position, MSFT, represented 12.8% of total portfolio value.
In Q3 2024, Kiley Juergens Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 25 holdings, and fully liquidating 4 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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