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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
VIGVanguard Specialized Funds
Recent Activity
Decreased -0.4%
0.96%
$3.821M
19,510 shares@ $195.83 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
PGProcter And Gamble Co
Recent Activity
Decreased -1.39%
0.89%
$3.514M
20,962 shares@ $167.66 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -0.42%
0.85%
$3.389M
14,138 shares@ $239.72 avg price
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
BABoeing Co
Recent Activity
Decreased -13.65%
0.78%
$3.075M
17,371 shares@ $177.01 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -2.13%
0.76%
$3.014M
10,401 shares@ $289.82 avg price