test

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
NVONovo-nordisk A S
Recent Activity
Decreased -38.89%
0.26%
$1.026M
11,930 shares@ $86.03 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
WFCWells Fargo Co New
Recent Activity
Decreased -1.11%
0.25%
$974,018
13,867 shares@ $70.24 avg price
INTCIntel Corp
Recent Activity
Decreased -1.84%
0.22%
$868,109
43,297 shares@ $20.06 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200.48%
0.21%
$822,154
35,468 shares@ $23.19 avg price
VZVerizon Communications Inc
Recent Activity
Decreased -0.53%
0.2%
$772,597
19,320 shares@ $39.99 avg price
TAt&t Inc
Recent Activity
Decreased -3.49%
0.19%
$731,037
32,105 shares@ $22.78 avg price
KOCoca Cola Co
Recent Activity
Decreased -3.3%
0.17%
$676,823
10,871 shares@ $62.26 avg price