Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $433,272,397
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 113,671 $56,541,207 13.05%
2.
Costco Wholesale Corp W
 COST 33,636 $33,297,345 7.69%
3.
Apple Inc.
 AAPL 157,897 $32,395,798 7.48%
4.
Invesco Qqq Tr
 52,546 $28,986,579 6.69%
5.
Nvidia Corp
 NVDA 172,585 $27,266,737 6.29%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)