All Stocks Held By Kiley Juergens Wealth Management LLC

As of 03/31/2024, we find all stocks held by Kiley Juergens Wealth Management LLC to be as follows, presented in the table below with each row detailing each Kiley Juergens Wealth Management LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Kiley Juergens Wealth Management LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Kiley Juergens Wealth Management LLC as of the latest filing.

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			$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
VERIZON COMMUNICATIONS INC	18,025	-162	$756
VZ	18,025	-162	$756
COCA COLA CO	12,226	+200	$748
KO	12,226	+200	$748
VANGUARD STAR FDS (VXUS)	12,352	-250	$745
VXUS	12,352	-250	$745
OCCIDENTAL PETE CORP	11,294	+11,294	$734
OXY	11,294	+11,294	$734
AT&T INC	41,610	-632	$732
T	41,610	-632	$732
KENVUE INC	30,485	+2,899	$654
KVUE	30,485	+2,899	$654
VANGUARD TAX MANAGED FDS (VEA)	13,006	+565	$652
VEA	13,006	+565	$652
PALANTIR TECHNOLOGIES INC	26,920	+1,785	$619
PLTR	26,920	+1,785	$619
SCHWAB STRATEGIC TR	12,963	+12,963	$596
SCHZ	12,963	+12,963	$596
SELECT SECTOR SPDR TR (XLF)	13,821	-674	$582
XLF	13,821	-674	$582
PFIZER INC	17,769	-660	$493
PFE	17,769	-660	$493
CSX CORP	12,244	-400	$454
CSX	12,244	-400	$454
ISHARES SILVER TR (SLV)	18,688	+970	$425
SLV	18,688	+970	$425
FORD MTR CO DEL	31,504	-205	$418
F	31,504	-205	$418
SCHWAB STRATEGIC TR	11,716	+115	$417
FNDF	11,716	+115	$417
COLUMBIA BKG SYS INC	12,818	+250	$248
COLB	12,818	+250	$248
DISNEY WALT CO			$0 (exited)
DIS	0	-11,055	$0
SNAP INC			$0 (exited)
SNAP	0	-15,561	$0
SYSCO CORP	0	-10,589	$0 (exited)
SYY	0	-10,589	$0

See Summary: Kiley Juergens Wealth Management LLC Top Holdings
See Details: Top 10 Stocks Held By Kiley Juergens Wealth Management LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
NVO	+16,559	+$2,126
WMT	+15,320	+$922
OXY	+11,294	+$734
SCHZ	+12,963	+$596

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
DIS	-11,055	-$998
SYY	-10,589	-$774
SNAP	-15,561	-$263

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
BSV	+11,393	+$844
SCHD	+10,932	+$1,466
BAC	+7,953	+$439
NKE	+2,975	+$60
KVUE	+2,899	+$60
VEU	+1,932	+$274
PLTR	+1,785	+$187
HFWA	+1,741	-$442
ILCV	+1,421	+$605
SCHE	+1,224	+$46

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
MSFT	-3,410	+$3,600
AAPL	-2,933	-$3,914
JNJ	-2,605	-$380
SCHF	-2,159	-$33
ILCG	-1,601	+$1,078
CMCSA	-1,175	-$64
VWO	-1,065	-$32
CSCO	-894	-$59
XOM	-865	+$84

Kiley Juergens Wealth Management LLC Info

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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