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CIK: 0001723223
Total reported value
$638.6M
$638.6M
72 檔
26.3%
At the close of Q4 2024, Kiley Juergens Wealth Management, LLC disclosed equity holdings valued at approximately $638.6M, spread across 72 reported holdings.
In Q4 2024, Kiley Juergens Wealth Management, LLC adopted a defensive or profit-taking posture, trimming 33 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 12.11% | -0.70% | -0.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.89% | -0.01% | -0.67% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 7.62% | -1.02% | +0.06% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.85% | +0.64% | -0.40% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 5.65% | +0.07% | +0.30% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.30% | -0.01% | -2.07% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.58% | -0.23% | -0.46% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.50% | -0.26% | +209.36% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.36% | +0.32% | -1.00% | |
| 10 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.33% | +0.19% | -0.47% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 3.30% | +0.21% | -1.73% | |
| 12 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.67% | +0.01% | -0.44% | |
| 13 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.77% | -0.04% | +0.85% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.67% | +0.67% | -1.04% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.65% | +0.01% | -4.69% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.51% | -0.08% | -11.89% | |
| 17 | HFWA | Heritage Financial CORP | Stock-Other | 1.45% | +0.01% | -3.43% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.12% | -0.03% | +3.42% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.03% | -0.01% | +5.82% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 1.01% | -0.34% | +1.55% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.96% | -0.03% | -0.41% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.95% | +0.04% | +180.64% | |
| 23 | TSBK | Timberland Bancorp Inc | Stock-Other | 0.93% | — | +0.06% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.92% | -0.06% | +17.95% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.88% | -0.09% | -1.39% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.85% | -0.02% | -0.42% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.78% | -0.16% | +0.12% | |
| 28 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.78% | +0.08% | +0.01% | |
| 29 | BA | Boeing Co/the | Stock-Industrials | 0.77% | +0.02% | -13.65% | |
| 30 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | — | -2.14% | |
| 31 | PCAR | Paccar Inc | Stock-Industrials | 0.75% | -0.07% | -1.64% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | -0.06% | -1.63% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.16% | -0.41% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.12% | +0.39% | |
| 35 | QCOM | Qualcomm Inc | Stock-Tech | 0.55% | +0.05% | -4.88% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.18% | -1.68% | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.47% | -0.02% | -0.44% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.45% | -0.15% | -5.72% | |
| 39 | BAC | Bank Of America CORP | Stock-Financials | 0.43% | -0.03% | -3.13% | |
| 40 | UBER | Uber Technologies Inc | Stock-Industrials | 0.43% | -0.10% | -4.95% | |
| 41 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.03% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.37% | -0.02% | -5.52% | |
| 43 | CSCO | Cisco Systems Inc | Stock-Tech | 0.35% | +0.11% | -0.62% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.30% | -0.02% | — | |
| 45 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.29% | +0.02% | +97.90% | |
| 46 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.28% | -0.04% | -12.11% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.27% | -0.01% | -0.15% | |
| 48 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.27% | — | +1.52% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.26% | — | +150.18% | |
| 50 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.26% | +0.14% | +283.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +0.7% | -1.73% | Trim |
| 2 | AMZN | Amazon.com Inc | +0.5% | -2.07% | Trim |
| 3 | TSLA | Tesla Inc | +0.5% | -4.69% | Trim |
| 4 | PEP | Pepsico Inc | +0.4% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.4% | +0.30% | Add |
| 6 | AAPL | Apple Inc | +0.3% | -0.67% | Trim |
| 7 | IEF | Ishares 7-10 Year Treasury B | +0.3% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.3% | -1.00% | Trim |
| 9 | PLTR | Palantir Technologies Inc-a | +0.2% | -5.72% | Trim |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +283.72% | Add |
| 11 | ILCG | Ishares Morningstar Growth E | +0.1% | -0.47% | Trim |
| 12 | HFWA | Heritage Financial CORP | +0.1% | -3.43% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -0.42% | Trim |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | +0.01% | Add |
| 15 | SCHM | Schwab US Mid Cap ETF | +0.1% | NEW | New buy |
| 16 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -0.40% | Trim |
| 17 | WMT | Walmart Inc | +0.1% | +0.39% | Add |
| 18 | WFC | Wells Fargo & Co | 0% | -1.11% | Trim |
| 19 | CSCO | Cisco Systems Inc | 0% | -0.62% | Trim |
| 20 | BAC | Bank Of America CORP | 0% | -3.13% | Trim |
| 21 | TLT | Ishares 20+ Year Treasury Bd | 0% | +17.95% | Add |
| 22 | PCAR | Paccar Inc | 0% | -1.64% | Trim |
| 23 | COST | Costco Wholesale CORP | 0% | +0.06% | Add |
| 24 | VXUS | Vanguard Total Intl Stock | 0% | -6.40% | Trim |
| 25 | CMCSA | Comcast Corp-class A | 0% | -3.10% | Trim |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.15% | Trim |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | +1.52% | Add |
| 28 | KO | Coca-cola Co/the | 0% | -3.30% | Trim |
| 29 | WY | Weyerhaeuser Co | 0% | +1.47% | Add |
| 30 | VZ | Verizon Communications Inc | 0% | -0.54% | Trim |
| 31 | SCHG | Schwab US Large-cap Growth | -0.1% | +218.35% | Add |
| 32 | INTC | Intel CORP | -0.1% | -1.84% | Trim |
| 33 | MCD | Mcdonald's CORP | -0.1% | +0.12% | Add |
| 34 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | +5.82% | Add |
| 35 | SCHV | Schwab US Large-cap Value | -0.1% | +150.18% | Add |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -0.41% | Trim |
| 37 | SCHB | Schwab US Broad Market ETF | -0.1% | +180.64% | Add |
| 38 | PG | Procter & Gamble Co/the | -0.1% | -1.39% | Trim |
| 39 | PFF | Ishares Preferred & Income S | -0.1% | EXIT | Sold out |
| 40 | MRK | Merck & Co. Inc. | -0.1% | -5.52% | Trim |
| 41 | NKE | Nike Inc -cl B | -0.1% | -12.11% | Trim |
| 42 | QCOM | Qualcomm Inc | -0.1% | -4.88% | Trim |
| 43 | JNJ | Johnson & Johnson | -0.1% | -1.63% | Trim |
| 44 | UBER | Uber Technologies Inc | -0.2% | -4.95% | Trim |
| 45 | CAT | Caterpillar Inc | -0.2% | -1.04% | Trim |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -0.46% | Trim |
| 47 | BSV | Vanguard Short-term Bond ETF | -0.3% | -11.89% | Trim |
| 48 | SBUX | Starbucks CORP | -0.3% | -0.44% | Trim |
| 49 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -38.90% | Trim |
| 50 | MSFT | Microsoft CORP | -0.7% | -0.16% | 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 72 disclosed positions in Q4 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 26.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
PEP
市值: $1.6M
Top Position Liquidated / Trimmed
PFF
前期市值: $367.9K
During Q4 2024, Kiley Juergens Wealth Management, LLC's top holdings by market value included MSFT (12.1%)、AAPL (9.9%)、COST (7.6%). The largest single position, MSFT, represented 12.1% of total portfolio value.
In Q4 2024, Kiley Juergens Wealth Management, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 13 positions, trimming 33 holdings, and fully liquidating 1 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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