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Size ($ in 1000's)
At 03/31/2024: $323,271
At 12/31/2023: $298,922
Kiley Juergens Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kiley Juergens Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Kiley Juergens Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Kiley Juergens Wealth Management LLC.
In the Kiley Juergens Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kiley Juergens Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Kiley Juergens Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| MICROSOFT CORP |
109,263 |
-3,410 |
$45,969 | | MSFT | 109,263 | -3,410 | $45,969 | | APPLE INC |
159,092 |
-2,933 |
$27,281 | | AAPL | 159,092 | -2,933 | $27,281 | | COSTCO WHSL CORP NEW |
33,001 |
-7 |
$24,177 | | COST | 33,001 | -7 | $24,177 | | INVESCO QQQ TR |
54,061 |
+151 |
$24,004 | | QQQ | 54,061 | +151 | $24,004 |  BERKSHIRE HATHAWAY INC DEL |
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$17,095 | | BRK.B | 40,652 | +43 | $17,095 | | AMAZON COM INC |
92,252 |
-742 |
$16,640 | | AMZN | 92,252 | -742 | $16,640 | | NVIDIA CORPORATION |
16,216 |
-24 |
$14,652 | | NVDA | 16,216 | -24 | $14,652 | | ISHARES TR (ILCG) |
154,973 |
-1,601 |
$11,697 | | ILCG | 154,973 | -1,601 | $11,697 | | SCHWAB STRATEGIC TR |
140,909 |
+10,932 |
$11,361 | | SCHD | 140,909 | +10,932 | $11,361 | | STARBUCKS CORP |
120,235 |
-12 |
$10,988 | | SBUX | 120,235 | -12 | $10,988 | | ALPHABET INC |
69,422 |
-771 |
$10,478 | | GOOGL | 69,422 | -771 | $10,478 | | VANGUARD BD INDEX FDS (BSV) |
94,306 |
+11,393 |
$7,230 | | BSV | 94,306 | +11,393 | $7,230 | | CATERPILLAR INC |
18,658 |
-304 |
$6,837 | | CAT | 18,658 | -304 | $6,837 | | ISHARES TR (ILCV) |
80,882 |
+1,421 |
$6,217 | | ILCV | 80,882 | +1,421 | $6,217 | | HERITAGE FINL CORP WASH |
239,596 |
+1,741 |
$4,646 | | HFWA | 239,596 | +1,741 | $4,646 | | BOEING CO |
23,796 |
+847 |
$4,592 | | BA | 23,796 | +847 | $4,592 | | VANGUARD INTL EQUITY INDEX F (VEU) |
65,955 |
+1,932 |
$3,868 | | VEU | 65,955 | +1,932 | $3,868 | | VANGUARD INDEX FDS (VTV) |
22,631 |
+147 |
$3,686 | | VTV | 22,631 | +147 | $3,686 | | PACCAR INC |
29,603 |
-197 |
$3,667 | | PCAR | 29,603 | -197 | $3,667 | | SCHWAB STRATEGIC TR |
59,312 |
-359 |
$3,621 | | SCHB | 59,312 | -359 | $3,621 | | VANGUARD SPECIALIZED FUNDS (VIG) |
19,784 |
-80 |
$3,613 | | VIG | 19,784 | -80 | $3,613 | | SPDR GOLD TR (GLD) |
16,577 |
+561 |
$3,410 | | GLD | 16,577 | +561 | $3,410 | | TIMBERLAND BANCORP INC |
122,324 |
+11 |
$3,293 | | TSBK | 122,324 | +11 | $3,293 | | PROCTER AND GAMBLE CO |
20,272 |
-51 |
$3,289 | | PG | 20,272 | -51 | $3,289 | | JOHNSON & JOHNSON |
19,481 |
-2,605 |
$3,082 | | JNJ | 19,481 | -2,605 | $3,082 | | TESLA INC |
17,237 |
+37 |
$3,030 | | TSLA | 17,237 | +37 | $3,030 | | MCDONALDS CORP |
10,645 |
-98 |
$3,001 | | MCD | 10,645 | -98 | $3,001 | | JPMORGAN CHASE & CO |
13,829 |
+662 |
$2,770 | | JPM | 13,829 | +662 | $2,770 | | QUALCOMM INC |
15,366 |
-532 |
$2,602 | | QCOM | 15,366 | -532 | $2,602 | | ALPHABET INC |
15,857 |
-158 |
$2,414 | | GOOG | 15,857 | -158 | $2,414 | | CHEVRON CORP NEW |
13,733 |
-434 |
$2,166 | | CVX | 13,733 | -434 | $2,166 | | NOVO NORDISK A S |
16,559 |
+16,559 |
$2,126 | | NVO | 16,559 | +16,559 | $2,126 | | INTEL CORP |
42,911 |
-709 |
$1,895 | | INTC | 42,911 | -709 | $1,895 | | NIKE INC |
18,048 |
+2,975 |
$1,696 | | NKE | 18,048 | +2,975 | $1,696 | | MERCK & CO INC |
12,142 |
-249 |
$1,602 | | MRK | 12,142 | -249 | $1,602 | | BANK AMERICA CORP |
40,204 |
+7,953 |
$1,525 | | BAC | 40,204 | +7,953 | $1,525 | | ORACLE CORP |
11,207 |
-457 |
$1,408 | | ORCL | 11,207 | -457 | $1,408 | | EXXON MOBIL CORP |
10,460 |
-865 |
$1,216 | | XOM | 10,460 | -865 | $1,216 | | CISCO SYS INC |
23,873 |
-894 |
$1,192 | | CSCO | 23,873 | -894 | $1,192 | | SCHWAB STRATEGIC TR |
15,373 |
+971 |
$1,168 | | SCHV | 15,373 | +971 | $1,168 | | COMCAST CORP NEW |
23,446 |
-1,175 |
$1,016 | | CMCSA | 23,446 | -1,175 | $1,016 | | SCHWAB STRATEGIC TR |
20,417 |
-252 |
$1,005 | | SCHA | 20,417 | -252 | $1,005 | | SCHWAB STRATEGIC TR |
10,108 |
-90 |
$937 | | SCHG | 10,108 | -90 | $937 | | WALMART INC |
15,320 |
+15,320 |
$922 | | WMT | 15,320 | +15,320 | $922 | | SCHWAB STRATEGIC TR |
23,019 |
-2,159 |
$898 | | SCHF | 23,019 | -2,159 | $898 | | SCHWAB STRATEGIC TR |
32,499 |
+1,224 |
$821 | | SCHE | 32,499 | +1,224 | $821 | | WELLS FARGO CO NEW |
14,070 |
+340 |
$815 | | WFC | 14,070 | +340 | $815 | | WEYERHAEUSER CO MTN BE |
22,683 |
-632 |
$815 | | WY | 22,683 | -632 | $815 | | VANGUARD INTL EQUITY INDEX F (VWO) |
18,900 |
-1,065 |
$789 | | VWO | 18,900 | -1,065 | $789 | | SCHWAB STRATEGIC TR |
12,502 |
+56 |
$776 | | SCHX | 12,502 | +56 | $776 |
See Full List: All Stocks Held By Kiley Juergens Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kiley Juergens Wealth Management LLC
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