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Kiley Juergens Wealth Management, Llc Buys JPMorgan Chase, Oracle Corp, Schwab U.S. Small-Cap ETF, Sells Uber Technologies Inc

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Jan 20, 2022
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Investment company Kiley Juergens Wealth Management, Llc (Current Portfolio) buys JPMorgan Chase, Oracle Corp, Schwab U.S. Small-Cap ETF, Lyft Inc, Schwab U.S. Tips ETF, sells Uber Technologies Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Kiley Juergens Wealth Management, Llc. As of 2021Q4, Kiley Juergens Wealth Management, Llc owns 71 stocks with a total value of $264 million. These are the details of the buys and sells.

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
  1. Microsoft Corp (MSFT) - 108,550 shares, 13.85% of the total portfolio. Shares added by 1.20%
  2. Apple Inc (AAPL) - 167,738 shares, 11.30% of the total portfolio. Shares added by 3.13%
  3. PowerShares QQQ Trust Ser 1 (QQQ) - 56,068 shares, 8.46% of the total portfolio. Shares added by 0.03%
  4. Costco Wholesale Corp (COST) - 29,617 shares, 6.38% of the total portfolio. Shares reduced by 0.11%
  5. BTC iShares Morningstar Large-Cap Growth ETF (JKE) - 195,107 shares, 5.32% of the total portfolio. Shares reduced by 0.15%
New Purchase: JPMorgan Chase & Co (JPM)

Kiley Juergens Wealth Management, Llc initiated holding in JPMorgan Chase & Co. The purchase prices were between $153.94 and $171.78, with an estimated average price of $164.11. The stock is now traded at around $147.660000. The impact to a portfolio due to this purchase was 0.62%. The holding were 10,383 shares as of 2021-12-31.

New Purchase: Oracle Corp (ORCL)

Kiley Juergens Wealth Management, Llc initiated holding in Oracle Corp. The purchase prices were between $87.21 and $103.65, with an estimated average price of $93.89. The stock is now traded at around $82.720000. The impact to a portfolio due to this purchase was 0.49%. The holding were 14,725 shares as of 2021-12-31.

New Purchase: Schwab U.S. Small-Cap ETF (SCHA)

Kiley Juergens Wealth Management, Llc initiated holding in Schwab U.S. Small-Cap ETF. The purchase prices were between $97.28 and $109.61, with an estimated average price of $103.15. The stock is now traded at around $93.230000. The impact to a portfolio due to this purchase was 0.4%. The holding were 10,232 shares as of 2021-12-31.

New Purchase: Lyft Inc (LYFT)

Kiley Juergens Wealth Management, Llc initiated holding in Lyft Inc. The purchase prices were between $37.46 and $56.26, with an estimated average price of $46.58. The stock is now traded at around $37.600000. The impact to a portfolio due to this purchase was 0.19%. The holding were 11,415 shares as of 2021-12-31.

New Purchase: Enterprise Products Partners LP (EPD)

Kiley Juergens Wealth Management, Llc initiated holding in Enterprise Products Partners LP. The purchase prices were between $20.73 and $24.69, with an estimated average price of $22.42. The stock is now traded at around $24.040000. The impact to a portfolio due to this purchase was 0.11%. The holding were 12,728 shares as of 2021-12-31.

New Purchase: Ford Motor Co (F)

Kiley Juergens Wealth Management, Llc initiated holding in Ford Motor Co. The purchase prices were between $14.12 and $21.45, with an estimated average price of $18.53. The stock is now traded at around $21.650000. The impact to a portfolio due to this purchase was 0.1%. The holding were 12,257 shares as of 2021-12-31.

Added: Schwab U.S. Tips ETF (SCHP)

Kiley Juergens Wealth Management, Llc added to a holding in Schwab U.S. Tips ETF by 53.33%. The purchase prices were between $61.62 and $63.22, with an estimated average price of $62.39. The stock is now traded at around $61.020000. The impact to a portfolio due to this purchase was 0.16%. The holding were 19,151 shares as of 2021-12-31.

Added: Snap Inc (SNAP)

Kiley Juergens Wealth Management, Llc added to a holding in Snap Inc by 21.16%. The purchase prices were between $44.42 and $77.34, with an estimated average price of $55.77. The stock is now traded at around $34.990000. The impact to a portfolio due to this purchase was 0.06%. The holding were 19,808 shares as of 2021-12-31.

Added: Vanguard Short-Term Inflation-Protected Securities (VTIP)

Kiley Juergens Wealth Management, Llc added to a holding in Vanguard Short-Term Inflation-Protected Securities by 20.70%. The purchase prices were between $50.87 and $51.64, with an estimated average price of $51.18. The stock is now traded at around $50.940000. The impact to a portfolio due to this purchase was 0.05%. The holding were 13,909 shares as of 2021-12-31.

Added: Palantir Technologies Inc (PLTR)

Kiley Juergens Wealth Management, Llc added to a holding in Palantir Technologies Inc by 34.30%. The purchase prices were between $17.96 and $26.75, with an estimated average price of $21.99. The stock is now traded at around $14.620000. The impact to a portfolio due to this purchase was 0.05%. The holding were 29,365 shares as of 2021-12-31.

Sold Out: Uber Technologies Inc (UBER)

Kiley Juergens Wealth Management, Llc sold out a holding in Uber Technologies Inc. The sale prices were between $35.73 and $48.36, with an estimated average price of $43.04.



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
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