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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
XLFSelect Sector Spdr Tr
Recent Activity
0.17%
$667,969
13,821 shares@ $48.34 avg price
VXUSVanguard Star Fds
Recent Activity
Decreased -6.4%
0.17%
$665,968
11,301 shares@ $58.94 avg price
WYWeyerhaeuser Co Mtn Be
Recent Activity
Increased 1.48%
0.17%
$643,902
22,874 shares@ $28.15 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -3.09%
0.16%
$636,886
16,970 shares@ $37.54 avg price
KVUEKenvue Inc
Recent Activity
Increased 1.88%
0.15%
$578,799
27,110 shares@ $21.36 avg price
SLVIshares Silver Tr
Recent Activity
Decreased -0.81%
0.13%
$495,873
18,833 shares@ $26.34 avg price
PFEPfizer Inc
Recent Activity
Decreased -5.2%
0.11%
$421,400
15,884 shares@ $26.53 avg price
FNDFSchwab Strategic Tr
Recent Activity
Decreased -0.33%
0.1%
$388,457
11,697 shares@ $33.21 avg price
CSXCsx Corp
Recent Activity
Decreased -4.7%
0.1%
$367,297
11,382 shares@ $32.27 avg price
FFord Mtr Co
Recent Activity
Increased 5.86%
0.1%
$363,447
36,712 shares@ $9.9 avg price