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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46428Q109
Shares:19.2K
Value:$594.8K
14021D107
Shares:11.3K
Value:$351.5K
808524508
Shares:12.0K
Value:$314.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
33.0K | All Managers (Combined) | $729.1K | |||
11.5K | QoQ +2.12% (+240)YoY -6.56% (-811) | All Managers (Combined) | $716.7K | ||
Kenvue Inc.(KVUEcusip49177J102) | 25.6K | All Managers (Combined) | $612.9K | ||
(cusip46428Q109)✕ | 19.2K | QoQ +1.91% (+360)YoY +2.70% (+505) | All Managers (Combined) | $594.8K | |
COMCAST CORP(CMCSAcusip20030N101) | 14.8K | All Managers (Combined) | $544.3K | ||
11.7K | QoQ -0.09% (-11)YoY -0.25% (-30) | All Managers (Combined) | $422.3K | ||
PFIZER INC(PFEcusip717081103) | 15.4K | All Managers (Combined) | $391.3K | ||
(cusip14021D107)✕ | 11.3K | QoQ NEW(+11.3K) YoY NEW(+11.3K) | All Managers (Combined) | $351.5K | QoQ NEW(+$351.5K) YoY NEW(+$351.5K) |
FORD MOTOR CO(Fcusip345370860) | 32.2K | All Managers (Combined) | $323.4K | ||
10.8K | All Managers (Combined) | $317.3K | |||
(cusip808524508)✕ | 12.0K | YoY NEW(+12.0K) | All Managers (Combined) | $314.1K | YoY NEW(+$314.1K) |
10.6K | QoQ NEW(+10.6K) YoY NEW(+10.6K) | All Managers (Combined) | $301.8K | QoQ NEW(+$301.8K) YoY NEW(+$301.8K) | |
10.9K | All Managers (Combined) | $271.1K |