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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
PCARPaccar Inc
Recent Activity
Decreased -1.64%
0.75%
$2.975M
28,603 shares@ $104.02 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -1.63%
0.64%
$2.527M
17,474 shares@ $144.62 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -0.41%
0.57%
$2.244M
20,863 shares@ $107.57 avg price
WMTWalmart Inc
Recent Activity
Increased 0.4%
0.55%
$2.184M
24,173 shares@ $90.36 avg price
QCOMQualcomm Inc
Recent Activity
Decreased -4.88%
0.55%
$2.179M
14,182 shares@ $153.62 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.68%
0.49%
$1.946M
13,434 shares@ $144.84 avg price
ORCLOracle Corp
Recent Activity
Decreased -0.44%
0.48%
$1.885M
11,309 shares@ $166.65 avg price
PLTRPalantir Technologies Inc
Recent Activity
Decreased -5.72%
0.46%
$1.809M
23,913 shares@ $75.63 avg price
BACBank America Corp
Recent Activity
Decreased -3.12%
0.43%
$1.711M
38,937 shares@ $43.96 avg price
UBERUber Technologies Inc
Recent Activity
Decreased -4.95%
0.43%
$1.708M
28,317 shares@ $60.32 avg price