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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 $638,567,778
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 113,323 $42,271,838 6.62%
2.
Apple Inc.
 AAPL 140,685 $40,708,723 6.38%
3.
Invesco Qqq Tr
 51,106 $37,634,645 5.89%
4.
Costco Wholesale Corp W
 COST 33,346 $31,193,793 4.88%
5.
Nvidia Corp
 NVDA 155,428 $31,099,578 4.87%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.