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Martin Juergens

@Kiley Juergens Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$399.153MTotal holdings72
Assets growth rate3.61%Assets growth rate (2-Q avg)5.31%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Kiley Juergens Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 72 positions.

Assets under management

The assets under management (AUM) of Kiley Juergens Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 399.153M in assets, with a quarterly growth rate of 3.61% and a 2-quarter average growth rate of 5.31%. The portfolio is managed by Martin Juergens, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MSFTMicrosoft Corp
Recent Activity
Decreased -0.16%
12.12%
$48.353M
114,717 shares@ $421.51 avg price
AAPLApple Inc
Recent Activity
Decreased -0.67%
9.89%
$39.458M
157,568 shares@ $250.43 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.4%
6.85%
$27.329M
53,458 shares@ $511.24 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -2.07%
5.31%
$21.172M
96,506 shares@ $219.39 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -0.45%
4.59%
$18.288M
40,345 shares@ $453.29 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1%
3.36%
$13.396M
70,767 shares@ $189.3 avg price
ILCGIshares Tr
Recent Activity
Decreased -0.46%
3.33%
$13.289M
148,317 shares@ $89.6 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -1.72%
3.31%
$13.181M
56,853 shares@ $231.84 avg price
SBUXStarbucks Corp
Recent Activity
Decreased -0.44%
2.67%
$10.646M
116,673 shares@ $91.25 avg price
CATCaterpillar Inc
Recent Activity
Decreased -1.03%
1.68%
$6.678M
18,410 shares@ $362.76 avg price