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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808524839
Shares:54.5K
Value:$1.3M
808524409
Shares:43.0K
Value:$1.1M
808524706
Shares:38.1K
Value:$1.1M
81369Y605
Shares:16.8K
Value:$837.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
24.2K | QoQ +1.62% (+386)YoY +1.31% (+315) | All Managers (Combined) | $1.5M | ||
15.2K | All Managers (Combined) | $1.4M | |||
65.2K | All Managers (Combined) | $1.3M | |||
13.3K | QoQ +1.01% (+134)YoY NEW(+13.3K) | All Managers (Combined) | $1.3M | YoY NEW(+$1.3M) | |
(cusip808524839)✕ | 54.5K | All Managers (Combined) | $1.3M | ||
24.7K | All Managers (Combined) | $1.3M | |||
(cusip808524409)✕ | 43.0K | All Managers (Combined) | $1.1M | ||
48.3K | All Managers (Combined) | $1.1M | |||
23.8K | All Managers (Combined) | $1.1M | |||
(cusip808524706)✕ | 38.1K | All Managers (Combined) | $1.1M | ||
16.9K | QoQ NEW(+16.9K) YoY NEW(+16.9K) | All Managers (Combined) | $1.0M | QoQ NEW(+$1.0M) YoY NEW(+$1.0M) | |
INTEL CORP(INTCcusip458140100) | 42.9K | QoQ -0.80% (-348)YoY +0.08% (-38) | All Managers (Combined) | $975.4K | |
38.4K | All Managers (Combined) | $962.4K | |||
NIKE, Inc.(NKEcusip654106103) | 14.9K | QoQ -0.06% (-9) | All Managers (Combined) | $948.1K | |
32.3K | All Managers (Combined) | $914.8K | |||
19.0K | All Managers (Combined) | $863.6K | |||
(cusip81369Y605)✕ | 16.8K | All Managers (Combined) | $837.9K | ||
COCA COLA CO(KOcusip191216100) | 11.6K | QoQ +6.43% (+700)YoY -5.35% (-655) | All Managers (Combined) | $828.7K | |
11.4K | All Managers (Combined) | $816.8K | |||
WEYERHAEUSER CO(WYcusip962166104) | 25.3K | All Managers (Combined) | $740.7K |