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Home > Institutional Investor > Kiley Juergens Wealth Management, Llc > Profile

Instuitional Investor - Kiley Juergens Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Kiley Juergens Wealth Management, Llc
Portfolio Value $454,246,472
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 113,053 $58,555,571 12.89%
2.
Apple Inc.
 AAPL 146,417 $37,282,140 8.21%
3.
Nvidia Corp
 NVDA 170,019 $31,722,218 6.98%
4.
Invesco Qqq Tr
 51,717 $31,049,142 6.84%
5.
Costco Wholesale Corp W
 COST 33,358 $30,876,831 6.8%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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