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CIK: 0001723223
Total reported value
$638.6M
$638.6M
73 檔
24.3%
During the Q1 2025 filing period, Kiley Juergens Wealth Management, LLC (CIK: 0001723223) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $638.6M across 73 reported positions.
In Q1 2025, Kiley Juergens Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, COST) accounted for 24.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
MSFT
市值: $43.0M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 11.45% | -0.70% | -0.04% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 9.05% | -0.01% | -2.82% | |
| 3 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 8.48% | -1.02% | +1.46% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 6.58% | +0.64% | -1.31% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.71% | -0.23% | -0.02% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.94% | +0.07% | +1.97% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.69% | -0.01% | -3.90% | |
| 8 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.01% | -0.26% | +5.44% | |
| 9 | ILCG | Ishares Morningstar Growth E | ETF-Other | 3.20% | +0.19% | +0.30% | |
| 10 | SBUX | Starbucks CORP | Stock-Consumer Disc | 3.08% | +0.01% | +1.21% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.85% | +0.32% | -2.14% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 2.54% | +0.21% | +0.15% | |
| 13 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.92% | -0.04% | +1.28% | |
| 14 | CAT | Caterpillar Inc | Stock-Industrials | 1.61% | +0.67% | -0.46% | |
| 15 | HFWA | Heritage Financial CORP | Stock-Other | 1.51% | +0.01% | -0.83% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.48% | -0.08% | -8.46% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.26% | -0.34% | -1.44% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 1.26% | -0.03% | +3.85% | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.22% | -0.01% | +6.39% | |
| 20 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.07% | +0.01% | -4.33% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.01% | -0.03% | -0.01% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.00% | -0.09% | +5.44% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.00% | +0.04% | +4.04% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.97% | -0.06% | -5.05% | |
| 25 | TSBK | Timberland Bancorp Inc | Stock-Other | 0.97% | — | -0.36% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | -0.02% | +1.87% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.91% | -0.16% | +2.31% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.06% | +2.49% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.78% | — | +2.80% | |
| 30 | PCAR | Paccar Inc | Stock-Industrials | 0.75% | -0.07% | +1.09% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.71% | +0.08% | +3.98% | |
| 32 | UBER | Uber Technologies Inc | Stock-Industrials | 0.69% | -0.10% | +24.83% | |
| 33 | BA | Boeing Co/the | Stock-Industrials | 0.66% | +0.02% | -16.46% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.16% | -2.60% | |
| 35 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.18% | +5.14% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.58% | -0.12% | +2.44% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.54% | +0.05% | -6.56% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.47% | -0.15% | -11.92% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.02% | -0.15% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | -0.03% | -4.09% | |
| 41 | CSCO | Cisco Systems Inc | Stock-Tech | 0.40% | +0.11% | +1.62% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.36% | -0.02% | +1.68% | |
| 43 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.34% | — | +19.06% | |
| 44 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.34% | -0.02% | +1.02% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.34% | +0.14% | +18.22% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.33% | — | +11.24% | |
| 47 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.30% | — | +6.46% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.30% | +0.02% | +7.20% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.29% | -0.01% | -1.57% | |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.28% | — | -0.83% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 4 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 6 | NVDA | Nvidia CORP | — | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 8 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 9 | ILCG | Ishares Morningstar Growth E | — | NEW | New buy |
| 10 | SBUX | Starbucks CORP | — | NEW | New buy |
| 11 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 12 | AVGO | Broadcom Inc | — | NEW | New buy |
| 13 | ILCV | Ishares Morningstar Value Et | — | NEW | New buy |
| 14 | CAT | Caterpillar Inc | — | NEW | New buy |
| 15 | HFWA | Heritage Financial CORP | — | NEW | New buy |
| 16 | BSV | Vanguard Short-term Bond ETF | — | NEW | New buy |
| 17 | GLD | Spdr Gold Shares | — | NEW | New buy |
| 18 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 19 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | New buy |
| 20 | TSLA | Tesla Inc | — | NEW | New buy |
| 21 | VIG | Vanguard Dividend Apprec ETF | — | NEW | New buy |
| 22 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 23 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 24 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 25 | TSBK | Timberland Bancorp Inc | — | NEW | New buy |
| 26 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 27 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 30 | PCAR | Paccar Inc | — | NEW | New buy |
| 31 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 32 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 33 | BA | Boeing Co/the | — | NEW | New buy |
| 34 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 35 | CVX | Chevron CORP | — | NEW | New buy |
| 36 | WMT | Walmart Inc | — | NEW | New buy |
| 37 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 38 | PLTR | Palantir Technologies Inc-a | — | NEW | New buy |
| 39 | ORCL | Oracle CORP | — | NEW | New buy |
| 40 | BAC | Bank Of America CORP | — | NEW | New buy |
| 41 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 42 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 43 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 44 | IEF | Ishares 7-10 Year Treasury B | — | NEW | New buy |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | New buy |
| 46 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 47 | SCHV | Schwab US Large-cap Value | — | NEW | New buy |
| 48 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 49 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 50 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | New buy |
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 73 disclosed positions in Q1 2025.
During Q1 2025, Kiley Juergens Wealth Management, LLC's top holdings by market value included MSFT (11.4%)、AAPL (9.1%)、COST (8.5%). The largest single position, MSFT, represented 11.4% of total portfolio value.
In Q1 2025, Kiley Juergens Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 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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