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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
PEPPepsico Inc
Recent Activity
New Position
0.4%
$1.56M
10,261 shares@ $152.06 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -5.52%
0.38%
$1.489M
14,973 shares@ $99.48 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -0.62%
0.36%
$1.409M
23,802 shares@ $59.21 avg price
IEFIshares Tr
Recent Activity
New Position
0.31%
$1.217M
13,160 shares@ $92.46 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 97.91%
0.3%
$1.165M
45,037 shares@ $25.87 avg price
NKENike Inc
Recent Activity
Decreased -12.1%
0.29%
$1.131M
14,945 shares@ $75.68 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.15%
0.27%
$1.064M
24,152 shares@ $44.05 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