- New Purchases: PYPL, QCOM, FNDF,
- Added Positions: SCHD, VEU, BA, CAT, T, DIS, VZ, COST, PG, GLD, INTC, JNJ, NKE, COP, PFE, TSBK, WY, CMCSA, BAC, SLV, BP, CVX, WFC, SCHW,
- Reduced Positions: JKE, VEA, HFWA, JKF, VXUS, JPM, PCAR, CSCO, VWO,
- Sold Out: EEM, FLR, GE,
For the details of KILEY JUERGENS WEALTH MANAGEMENT, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kiley+juergens+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of KILEY JUERGENS WEALTH MANAGEMENT, LLC- Microsoft Corp (MSFT) - 112,801 shares, 18.35% of the total portfolio. Shares added by 0.33%
- Apple Inc (AAPL) - 43,379 shares, 11.38% of the total portfolio. Shares reduced by 0.05%
- iShares Morningstar Large-Cap Growth (JKE) - 47,454 shares, 9.09% of the total portfolio. Shares reduced by 5.02%
- Starbucks Corp (SBUX) - 129,898 shares, 8.81% of the total portfolio. Shares reduced by 0.69%
- Berkshire Hathaway Inc (BRK.B) - 33,736 shares, 6.36% of the total portfolio. Shares reduced by 0.21%
Kiley Juergens Wealth Management, Llc initiated holding in PayPal Holdings Inc. The purchase prices were between $85.26 and $123.91, with an estimated average price of $110.65. The stock is now traded at around $110.43. The impact to a portfolio due to this purchase was 1.01%. The holding were 10,211 shares as of .
New Purchase: Qualcomm Inc (QCOM)Kiley Juergens Wealth Management, Llc initiated holding in Qualcomm Inc. The purchase prices were between $60.91 and $95.91, with an estimated average price of $82.41. The stock is now traded at around $75.77. The impact to a portfolio due to this purchase was 0.85%. The holding were 12,170 shares as of .
New Purchase: Schwab Fundamental International Large Company Ind (FNDF)Kiley Juergens Wealth Management, Llc initiated holding in Schwab Fundamental International Large Company Ind. The purchase prices were between $18.2 and $29.21, with an estimated average price of $26.02. The stock is now traded at around $21.51. The impact to a portfolio due to this purchase was 0.27%. The holding were 12,489 shares as of .
Added: Schwab US Dividend Equity (SCHD)Kiley Juergens Wealth Management, Llc added to a holding in Schwab US Dividend Equity by 137.10%. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $49.46. The impact to a portfolio due to this purchase was 0.67%. The holding were 25,088 shares as of .
Added: Vanguard FTSE All World Ex US (VEU)Kiley Juergens Wealth Management, Llc added to a holding in Vanguard FTSE All World Ex US by 26.83%. The purchase prices were between $35.86 and $54.78, with an estimated average price of $49.6. The stock is now traded at around $42.84. The impact to a portfolio due to this purchase was 0.39%. The holding were 44,048 shares as of .
Sold Out: iShares MSCI Emerging Index Fund (EEM)Kiley Juergens Wealth Management, Llc sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $30.61 and $46.3, with an estimated average price of $41.03.
Sold Out: General Electric Co (GE)Kiley Juergens Wealth Management, Llc sold out a holding in General Electric Co. The sale prices were between $6.11 and $13.16, with an estimated average price of $10.75.
Sold Out: Fluor Corp (FLR)Kiley Juergens Wealth Management, Llc sold out a holding in Fluor Corp. The sale prices were between $3.4 and $20.79, with an estimated average price of $14.22.
Here is the complete portfolio of KILEY JUERGENS WEALTH MANAGEMENT, LLC. Also check out:
1. KILEY JUERGENS WEALTH MANAGEMENT, LLC's Undervalued Stocks
2. KILEY JUERGENS WEALTH MANAGEMENT, LLC's Top Growth Companies, and
3. KILEY JUERGENS WEALTH MANAGEMENT, LLC's High Yield stocks
4. Stocks that KILEY JUERGENS WEALTH MANAGEMENT, LLC keeps buying