- New Purchases: PCK,
- Added Positions: BRK.B, CAT, ALK, XLE, AAPL, DIS, JPM, JNJ, VEA, PCAR, PFE, VWO, BP, WFC,
- Reduced Positions: VZ, CSCO, BAC, EEM, PG, XLF,
- Sold Out: BSV, NVG,
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) - 99,460 shares, 14.67% of the total portfolio. Shares added by 0.04%
- iShares Morningstar Large-Cap Growth (JKE) - 49,898 shares, 11.41% of the total portfolio. Shares reduced by 0.66%
- Apple Inc (AAPL) - 45,173 shares, 10.73% of the total portfolio. Shares added by 1.44%
- Starbucks Corp (SBUX) - 104,171 shares, 9.68% of the total portfolio. Shares reduced by 0.52%
- Berkshire Hathaway Inc (BRK.B) - 30,401 shares, 7.64% of the total portfolio. Shares added by 7.98%
Kiley Juergens Wealth Management, Llc initiated holding in PIMCO CA Muni Income Fund II. The purchase prices were between $7.83 and $9.04, with an estimated average price of $8.48. The stock is now traded at around $9.23. The impact to a portfolio due to this purchase was 0.28%. The holding were 25,000 shares as of .
Added: Alaska Air Group Inc (ALK)Kiley Juergens Wealth Management, Llc added to a holding in Alaska Air Group Inc by 24.87%. The purchase prices were between $53.6 and $66.7, with an estimated average price of $61.2. The stock is now traded at around $60.63. The impact to a portfolio due to this purchase was 0.22%. The holding were 15,377 shares as of .
Sold Out: Vanguard Short-Term Bond (BSV)Kiley Juergens Wealth Management, Llc sold out a holding in Vanguard Short-Term Bond. The sale prices were between $78.46 and $79.65, with an estimated average price of $78.91.
Sold Out: Nuveen AMT-Free Municipal Credit Income Fund (NVG)Kiley Juergens Wealth Management, Llc sold out a holding in Nuveen AMT-Free Municipal Credit Income Fund. The sale prices were between $13.98 and $15.13, with an estimated average price of $14.53.
Here is the complete portfolio of KILEY JUERGENS WEALTH MANAGEMENT, LLC. Also check out:
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4. Stocks that KILEY JUERGENS WEALTH MANAGEMENT, LLC keeps buying
