KJ

KILEY JUERGENS WEALTH MANAGEMENT, LLC

13F
KILEY JUERGENS WEALTH MANAGEMENT, LLC
Last update 2025-04-21 73 Stocks (2 new)
Value $376.00 Mil Turnover 1 %
Countries:
Top Holdings: MSFT(11.45%)AAPL(9.05%)COST(8.48%)QQQ(6.58%)BRK.B(5.71%)
Summary Stock Picks Current Portfolio
KILEY JUERGENS WEALTH MANAGEME... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT
Microsoft Corp
114,669
43,045.4
-0.04%
11.450
-0.01%
0.000
+29.81%
+19.87%
3,740,948.0
Software
AAPL
Apple Inc
153,121
34,012.7
-2.82%
9.050
-0.28%
0.000
+6.71%
-15.47%
3,153,849.0
Hardware
COST
Costco Wholesale Corp
33,693
31,866.6
+1.46%
8.480
+0.12%
0.010
+0.85%
+6.16%
430,319.1
Retail - Defensive
QQQ
INVESCO QQQ Trust
52,759
24,740.0
-1.31%
6.580
-0.09%
0.010
+22.10%
+8.69%
355,935.0
 
BRK.B
Berkshire Hathaway Inc
40,336
21,482.2
-0.02%
5.710
0%
0.000
-9.21%
+4.98%
1,026,074.7
Insurance
NVDA
NVIDIA Corp
171,342
18,570.1
+1.97%
4.940
+0.10%
0.000
+48.68%
+22.83%
4,021,995.9
Semiconductors
AMZN
Amazon.com Inc
92,739
17,644.4
-3.90%
4.690
-0.21%
0.000
+21.72%
+2.57%
2,388,891.6
Retail - Cyclical
SCHD
Schwab US Dividend Equity ETF
539,060
15,072.1
+5.44%
4.010
+0.21%
0.020
+9.08%
+1.93%
71,198.8
 
JKE
BTC iShares Morningstar Large-Cap Growth ETF
BTC iShares Morningstar Large-Cap Growth ETF
148,760
12,048.1
+0.30%
3.200
+0.01%
-
+25.39%
+9.00%
0
 
SBUX
Starbucks Corp
118,081
11,582.6
+1.21%
3.080
+0.04%
0.010
+11.91%
+5.34%
107,889.8
Restaurants

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PEP
PepsiCo Inc
2025-03-31
Sold Out
Sold Out
-0.39%
●
142.64 ($148.84) 156.42
$135.26
-9.12%
Sold Out
0
-10,261
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.28%
●
209.68 ($231.67) 247.1
$211.16
-8.85%
Reduce -2.82%
153,121
-4,447
NVO
Novo Nordisk AS
2025-03-31
Sold Out
Sold Out
-0.26%
●
69.3 ($82.59) 90.95
$68.93
-16.54%
Sold Out
0
-11,930
AMZN
Amazon.com Inc
2025-03-31
Reduce
Reduce
-0.21%
●
190.26 ($217) 242.06
$225.02
3.70%
Reduce -3.9%
92,739
-3,767
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Add
Add
+0.21%
●
27.01 ($27.88) 28.54
$27.33
-1.97%
Add 5.44%
539,060
27,798
UBER
Uber Technologies Inc
2025-03-31
Add
Add
+0.14%
●
63.17 ($72.04) 81.49
$95.39
32.41%
Add 24.83%
35,348
7,031
BA
Boeing Co
2025-03-31
Reduce
Reduce
-0.13%
●
148.15 ($173.09) 186.25
$226.84
31.05%
Reduce -16.46%
14,511
-2,860
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Reduce
Reduce
-0.13%
●
76.94 ($77.63) 78.28
$78.22
0.76%
Reduce -8.46%
71,260
-6,590
COST
Costco Wholesale Corp
2025-03-31
Add
Add
+0.12%
●
890.62 ($974.97) 1076.86
$970.33
-0.48%
Add 1.46%
33,693
486
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.10%
●
106.98 ($126.74) 149.43
$164.92
30.12%
Add 1.97%
171,342
3,312

KILEY JUERGENS WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Asset Allocation

To

KILEY JUERGENS WEALTH MANAGEMENT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Holdings Heat Map

Size field:

KILEY JUERGENS WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

KILEY JUERGENS WEALTH MANAGEMENT, LLC News

  • 1

Discussions on KILEY JUERGENS WEALTH MANAGEMENT, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.