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Kiley Juergens Wealth Management LLC Top Holdings
As of  09/30/2022, 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.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
Microsoft Corp 112,072 +903 $26,101
     MSFT112,072+903$26,101
Apple Inc 178,726 -1,641 $24,699
     AAPL178,726-1,641$24,699
Costco Whsl Corp New 30,164 +68 $14,245
     COST30,164+68$14,245
Berkshire Hathaway Cl B      $10,863
     BRK.B40,683+734$10,863
Amazon Com Inc 89,121 +2,467 $10,070
     AMZN89,121+2,467$10,070
Starbucks Corp 117,998 +4,760 $9,942
     SBUX117,998+4,760$9,942
Ishares Morningstar Fund (ILCG) 174,581 -2,219 $8,425
     ILCG174,581-2,219$8,425
Sch US Div Equity Etf (SCHD) 107,964 +7,793 $7,172
     SCHD107,964+7,793$7,172
Alphabet Inc. Class A 72,461 +72,461 $6,930
     GOOGL72,461+72,461$6,930
Vanguard Bond Index Fund (BSV) 87,007 -7,874 $6,509
     BSV87,007-7,874$6,509
Heritage Financial Cp Wa 204,365 -6,284 $5,409
     HFWA204,365-6,284$5,409
Tesla Motors Inc 17,930 +17,930 $4,755
     TSLA17,930+17,930$4,755
Ishares Morningstar Fund (ILCV) 80,344 +276 $4,537
     ILCV80,344+276$4,537
Johnson & Johnson 25,787 +281 $4,212
     JNJ25,787+281$4,212
Caterpillar Inc 19,878 -182 $3,261
     CAT19,878-182$3,261
Boeing Co 23,670 -888 $2,866
     BA23,670-888$2,866
Spdr Gold TRUST (GLD) 17,740 +2,184 $2,743
     GLD17,740+2,184$2,743
Vanguard Value (VTV) 22,094 +323 $2,728
     VTV22,094+323$2,728
Vanguard Intl Eqty Index (VEU) 60,969 -6,738 $2,704
     VEU60,969-6,738$2,704
Procter & Gamble 19,218 +196 $2,426
     PG19,218+196$2,426
Schwab US Broad Market 56,685 -5,825 $2,380
     SCHB56,685-5,825$2,380
Timberland Bancorp 83,619 +9 $2,312
     TSBK83,619+9$2,312
Qualcomm Inc 19,240 +266 $2,173
     QCOM19,240+266$2,173
Vanguard Div Apprciation (VIG) 15,934 -262 $2,153
     VIG15,934-262$2,153
United Parcel Service B 12,481 -107 $2,016
     UPS12,481-107$2,016
Nvidia Corp 16,550 -20 $2,009
     NVDA16,550-20$2,009
Chevron Corporation 13,665 +105 $1,963
     CVX13,665+105$1,963
Abbvie Inc 13,716 +10 $1,840
     ABBV13,716+10$1,840
Disney Walt Co 19,270 -22 $1,817
     DIS19,270-22$1,817
Paccar Inc 19,195 -110 $1,606
     PCAR19,195-110$1,606
Alphabet Inc. Class C 15,998 +15,998 $1,538
     GOOG15,998+15,998$1,538
Sysco Corporation 20,223 -392 $1,429
     SYY20,223-392$1,429
Jpmorgan Chase & Co 13,231 +1,012 $1,382
     JPM13,231+1,012$1,382
Verizon Communications 35,171 -2,367 $1,335
     VZ35,171-2,367$1,335
Pfizer Incorporated 28,836 +2,572 $1,261
     PFE28,836+2,572$1,261
Intel Corp 46,430 +70 $1,196
     INTC46,430+70$1,196
Nextera Energy Inc 15,214 -119 $1,192
     NEE15,214-119$1,192
Merck & Co Inc 12,636 +172 $1,088
     MRK12,636+172$1,088
Oracle Corporation 17,485 +62 $1,067
     ORCL17,485+62$1,067
C V S Caremark Corp 11,117 -20 $1,060
     CVS11,117-20$1,060
Cisco Systems Inc 26,197 +940 $1,047
     CSCO26,197+940$1,047
Nike Inc Class B 11,959 -27 $994
     NKE11,959-27$994
Exxon Mobil Corporation 11,269 -1,578 $983
     XOM11,269-1,578$983
Bank Of America Corp 31,903 +2,250 $963
     BAC31,903+2,250$963
Comcast Corp New Cl A 30,945 -1,556 $907
     CMCSA30,945-1,556$907
Ishares TRUST Dow Jones (IYW) 12,144 UNCH $891
     IYW12,144UNCH$891
A T & T Inc New 55,313 +4,725 $848
     T55,313+4,725$848
Schwab US Large Cap 13,763 +521 $805
     SCHV13,763+521$805
Devon Energy Cp New 13,000 +2,530 $781
     DVN13,000+2,530$781
Schwab US Small Cap Etf (SCHA) 20,156 -3,319 $761
     SCHA20,156-3,319$761

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

Size ($ in 1000's)
At 09/30/2022: $212,612
At 06/30/2022: $211,219

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

Kiley Juergens Wealth Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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