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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
COSTCostco Whsl Corp New
Recent Activity
Increased 0.07%
7.63%
$30.427M
33,207 shares@ $916.28 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.31%
5.66%
$22.565M
168,030 shares@ $134.3 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 209.37%
3.5%
$13.968M
511,262 shares@ $27.33 avg price
ILCVIshares Tr
Recent Activity
Increased 0.86%
1.78%
$7.082M
87,455 shares@ $80.99 avg price
VTVVanguard Index Fds
Recent Activity
Increased 3.43%
1.12%
$4.453M
26,304 shares@ $169.31 avg price
VEUVanguard Intl Equity Index F
Recent Activity
Increased 5.82%
1.03%
$4.097M
71,365 shares@ $57.42 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 1.56%
1.02%
$4.043M
16,697 shares@ $242.14 avg price
SCHBSchwab Strategic Tr
Recent Activity
Increased 180.64%
0.96%
$3.805M
167,615 shares@ $22.7 avg price
TSBKTimberland Bancorp Inc
Recent Activity
Increased 0.07%
0.93%
$3.699M
121,236 shares@ $30.51 avg price
TLTIshares Tr
Recent Activity
Increased 17.96%
0.93%
$3.687M
42,218 shares@ $87.34 avg price