Kiley-Juergens-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "FNDF", "GOOGL", "T", "CAT", "AVGO", "BA-PA", "MCD", "QCOM", null, null, "KMI", null, null, "MSFT", "PCAR", "ORCL", "AAPL", "NVDA", "INTC", "PLTR", "PFE", "PG", "MRK", "VZ", "KVUE", null, "SCHX", null, null, "GLD", "SBUX", "UBER", "VWO", "TSBK", "VIG", "WY", "IEF", "F", "HFWA", "AMZN", "SCHB", null, "VEU", "VEA", "VXUS", "BSV", "VTV", "WMT", "WFC", "SCHD", "SCHG", null, "SCHF", "SCHA", "BAC", "BRK-B", "BA", "CVX", "CSCO", "KO", "CMCSA", "COLB", "COST", "CSX", "NKE", "QQQ", "GOOG", "XOM", "JNJ", "TSLA", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-21
- Total Holdings
- 73
- Total Value
- 375971495
- Accession Number
- 0001172661-25-001517
- Form Type
- 13F-HR
- Manager Name
- Kiley-Juergens-Wealth-Management
Data Enrichment
86% identified63 identified10 unidentified
Holdings
73 positions
Manager:
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464287432
Shares:40.1K
Value:$3.6M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
19.5K | QoQ -0.01% (-2)YoY -1.39% (-276) | All Managers (Combined) | $3.8M | ||
22.1K | All Managers (Combined) | $3.8M | |||
174.4K | All Managers (Combined) | $3.8M | |||
(cusip464287432)✕ | 40.1K | YoY NEW(+40.1K) | All Managers (Combined) | $3.6M | YoY NEW(+$3.6M) |
120.8K | All Managers (Combined) | $3.6M | |||
14.4K | QoQ +1.86% (+264)YoY +4.14% (+573) | All Managers (Combined) | $3.5M | ||
MCDONALDS CORP(MCDcusip580135101) | 11.0K | QoQ +2.30% (+248)YoY +3.39% (+361) | All Managers (Combined) | $3.4M | |
17.9K | All Managers (Combined) | $3.0M | |||
10.7K | QoQ +2.79% (-291)YoY NEW(+10.7K) | All Managers (Combined) | $2.9M | YoY NEW(+$2.9M) | |
PACCAR INC(PCARcusip693718108) | 28.9K | QoQ +1.09% (-313)YoY -2.32% (-687) | All Managers (Combined) | $2.8M | |
Alphabet Inc.(GOOGcusip02079K107) | 17.0K | All Managers (Combined) | $2.7M | ||
35.3K | YoY NEW(+35.3K) | All Managers (Combined) | $2.6M | YoY NEW(+$2.6M) | |
14.5K | All Managers (Combined) | $2.5M | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 20.3K | All Managers (Combined) | $2.4M | ||
CHEVRON CORP(CVXcusip166764100) | 14.1K | QoQ +5.13% (+690)YoY +2.84% (+391) | All Managers (Combined) | $2.4M | |
Walmart Inc.(WMTcusip931142103) | 24.8K | All Managers (Combined) | $2.2M | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 13.3K | All Managers (Combined) | $2.0M | ||
21.1K | All Managers (Combined) | $1.8M | |||
ORACLE CORP(ORCLcusip68389X105) | 11.3K | QoQ -0.15% (-17)YoY +0.75% (+85) | All Managers (Combined) | $1.6M | |
37.3K | All Managers (Combined) | $1.6M |