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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
MCDMcdonalds Corp
Recent Activity
Increased 0.13%
0.79%
$3.119M
10,758 shares@ $289.89 avg price
GOOGAlphabet Inc
Recent Activity
Increased 0.01%
0.79%
$3.118M
16,374 shares@ $190.45 avg price
WMTWalmart Inc
Recent Activity
Increased 0.4%
0.55%
$2.184M
24,173 shares@ $90.36 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 97.91%
0.3%
$1.165M
45,037 shares@ $25.87 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 1.53%
0.27%
$1.06M
22,167 shares@ $47.82 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 150.19%
0.27%
$1.053M
40,402 shares@ $26.07 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 283.72%
0.27%
$1.046M
46,096 shares@ $22.7 avg price
SCHESchwab Strategic Tr
Recent Activity
Increased 4.54%
0.26%
$1.024M
38,468 shares@ $26.63 avg price
SCHGSchwab Strategic Tr
Recent Activity
Increased 218.36%
0.26%
$1.024M
36,725 shares@ $27.87 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 105.55%
0.26%
$1.013M
54,746 shares@ $18.51 avg price