Kiley Juergens Wealth Management, LLC Top Holdings and 13F Report (2024) → This Weight Loss Company Can't Make Enough Product (From Behind the Markets) (Ad) About Kiley Juergens Wealth Management, LLCInvestment ActivityKiley Juergens Wealth Management, LLC has $323.28 million in total holdings as of March 31, 2024.Kiley Juergens Wealth Management, LLC owns shares of 66 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 2.41% of the portfolio was purchased this quarter.About 1.78% of the portfolio was sold this quarter.This quarter, Kiley Juergens Wealth Management, LLC has purchased 65 new stocks and bought additional shares in 26 stocks.Kiley Juergens Wealth Management, LLC sold shares of 36 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $45,969,221Apple $27,281,032Costco Wholesale $24,177,445Invesco QQQ $24,003,771Berkshire Hathaway $17,094,979 Largest New Holdings this Quarter Novo Nordisk A/S $2,126,176 HoldingWalmart $921,820 HoldingOccidental Petroleum $733,997 HoldingSchwab U.S. Aggregate Bond ETF $596,298 Holding Largest Purchases this Quarter Novo Nordisk A/S 16,559 shares (about $2.13M)Walmart 15,320 shares (about $921.82K)Schwab US Dividend Equity ETF 10,932 shares (about $881.45K)Vanguard Short-Term Bond ETF 11,393 shares (about $873.50K)Occidental Petroleum 11,294 shares (about $734.00K) Largest Sales this Quarter Microsoft 3,410 shares (about $1.43M)Apple 2,933 shares (about $502.95K)Johnson & Johnson 2,605 shares (about $412.09K)Amazon.com 742 shares (about $133.84K)iShares Morningstar Growth ETF 1,601 shares (about $120.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofKiley Juergens Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$45,969,221$1,434,658 ▼-3.0%109,26314.2%Computer and TechnologyAAPLApple$27,281,032$502,950 ▼-1.8%159,0928.4%Computer and TechnologyCOSTCostco Wholesale$24,177,445$5,128 ▼0.0%33,0017.5%Retail/WholesaleQQQInvesco QQQ$24,003,771$67,046 ▲0.3%54,0617.4%FinanceBRK.BBerkshire Hathaway$17,094,979$18,082 ▲0.1%40,6525.3%FinanceAMZNAmazon.com$16,640,330$133,841 ▼-0.8%92,2525.1%Retail/WholesaleNVDANVIDIA$14,651,847$21,685 ▼-0.1%16,2164.5%Computer and TechnologyILCGiShares Morningstar Growth ETF$11,697,325$120,843 ▼-1.0%154,9733.6%ETFSCHDSchwab US Dividend Equity ETF$11,361,472$881,446 ▲8.4%140,9093.5%ETFSBUXStarbucks$10,988,307$1,097 ▼0.0%120,2353.4%Retail/WholesaleGOOGLAlphabet$10,477,862$116,367 ▼-1.1%69,4223.2%Computer and TechnologyBSVVanguard Short-Term Bond ETF$7,230,431$873,500 ▲13.7%94,3062.2%ETFCATCaterpillar$6,837,032$111,398 ▼-1.6%18,6582.1%Industrial ProductsILCViShares Morningstar Value ETF$6,216,583$109,218 ▲1.8%80,8821.9%ETFHFWAHeritage Financial$4,645,769$33,758 ▲0.7%239,5961.4%FinanceBABoeing$4,592,465$163,465 ▲3.7%23,7961.4%AerospaceVEUVanguard FTSE All-World ex-US ETF$3,868,239$113,311 ▲3.0%65,9551.2%ETFVTVVanguard Value ETF$3,685,765$23,941 ▲0.7%22,6311.1%ETFPCARPACCAR$3,667,482$24,406 ▼-0.7%29,6031.1%Auto/Tires/TrucksSCHBSchwab US Broad Market ETF$3,620,971$21,917 ▼-0.6%59,3121.1%ETFVIGVanguard Dividend Appreciation ETF$3,612,834$14,609 ▼-0.4%19,7841.1%ETFGLDSPDR Gold Shares$3,410,220$115,409 ▲3.5%16,5771.1%FinanceTSBKTimberland Bancorp$3,292,962$296 ▲0.0%122,3241.0%FinancePGProcter & Gamble$3,289,206$8,275 ▼-0.3%20,2721.0%Consumer StaplesJNJJohnson & Johnson$3,081,732$412,089 ▼-11.8%19,4811.0%MedicalTSLATesla$3,030,105$6,504 ▲0.2%17,2370.9%Auto/Tires/TrucksMCDMcDonald's$3,001,255$27,630 ▼-0.9%10,6450.9%Retail/WholesaleJPMJPMorgan Chase & Co.$2,770,042$132,603 ▲5.0%13,8290.9%FinanceQCOMQUALCOMM$2,601,522$90,070 ▼-3.3%15,3660.8%Computer and TechnologyGOOGAlphabet$2,414,387$24,057 ▼-1.0%15,8570.7%Computer and TechnologyCVXChevron$2,166,248$68,459 ▼-3.1%13,7330.7%Oils/EnergyNVONovo Nordisk A/S$2,126,176$2,126,176 ▲New Holding16,5590.7%MedicalINTCIntel$1,895,361$31,316 ▼-1.6%42,9110.6%Computer and TechnologyNKENIKE$1,696,142$279,589 ▲19.7%18,0480.5%Consumer DiscretionaryMRKMerck & Co., Inc.$1,602,183$32,856 ▼-2.0%12,1420.5%MedicalBACBank of America$1,524,542$301,579 ▲24.7%40,2040.5%FinanceORCLOracle$1,407,738$57,405 ▼-3.9%11,2070.4%Computer and TechnologyXOMExxon Mobil$1,215,868$100,547 ▼-7.6%10,4600.4%Oils/EnergyCSCOCisco Systems$1,191,502$44,620 ▼-3.6%23,8730.4%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$1,168,016$73,775 ▲6.7%15,3730.4%ETFCMCSAComcast$1,016,379$50,936 ▼-4.8%23,4460.3%Consumer DiscretionarySCHASchwab US Small-Cap ETF$1,005,344$12,409 ▼-1.2%20,4170.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$937,253$8,345 ▼-0.9%10,1080.3%ETFWMTWalmart$921,820$921,820 ▲New Holding15,3200.3%Retail/WholesaleSCHFSchwab International Equity ETF$898,221$84,246 ▼-8.6%23,0190.3%ETFSCHESchwab Emerging Markets Equity ETF$820,599$30,906 ▲3.9%32,4990.3%ETFWFCWells Fargo & Company$815,497$19,706 ▲2.5%14,0700.3%FinanceWYWeyerhaeuser$814,560$22,695 ▼-2.7%22,6830.3%ConstructionVWOVanguard FTSE Emerging Markets ETF$789,468$44,486 ▼-5.3%18,9000.2%ETFSCHXSchwab US Large-Cap ETF$775,900$3,475 ▲0.4%12,5020.2%ETFVZVerizon Communications$756,343$6,798 ▼-0.9%18,0250.2%Computer and TechnologyKOCoca-Cola$747,971$12,236 ▲1.7%12,2260.2%Consumer StaplesVXUSVanguard Total International Stock ETF$744,826$15,075 ▼-2.0%12,3520.2%ETFOXYOccidental Petroleum$733,997$733,997 ▲New Holding11,2940.2%Oils/EnergyTAT&T$732,336$11,123 ▼-1.5%41,6100.2%Computer and TechnologyKVUEKenvue$654,208$62,213 ▲10.5%30,4850.2%Consumer StaplesVEAVanguard FTSE Developed Markets ETF$652,496$28,345 ▲4.5%13,0060.2%ETFPLTRPalantir Technologies$619,429$41,073 ▲7.1%26,9200.2%Business ServicesSCHZSchwab U.S. Aggregate Bond ETF$596,298$596,298 ▲New Holding12,9630.2%ETFXLFFinancial Select Sector SPDR Fund$582,141$28,389 ▼-4.6%13,8210.2%ETFPFEPfizer$493,080$18,315 ▼-3.6%17,7690.2%MedicalCSXCSX$453,885$14,828 ▼-3.2%12,2440.1%TransportationSLViShares Silver Trust$425,152$22,068 ▲5.5%18,6880.1%ETFFFord Motor$418,368$2,722 ▼-0.6%31,5040.1%Auto/Tires/TrucksFNDFSchwab Fundamental International Large Company Index ETF$417,207$4,095 ▲1.0%11,7160.1%ETFCOLBColumbia Banking System$248,028$4,837 ▲2.0%12,8180.1%FinanceDISWalt Disney$0$998,152 ▼-100.0%00.0%Consumer DiscretionarySYYSysco$0$774,395 ▼-100.0%00.0%Consumer StaplesSNAPSnap$0$263,448 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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