KILEY JUERGENS WEALTH MANAGEMENT, LLC
Q4 2024 13F Holdings
- Locationolympia, WA
- Num holdings
72
- Value ($000)
$399,153
- Date Filed01/16/2025
- Form type13F-HR
- CIK0001723223
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $48.35M | 12 % | 114,717 | ||
AAPL APPLE INC | COM | 037833100 | $39.46M | 10 % | 157,568 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $30.43M | 8 % | 33,207 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $27.33M | 7 % | 53,458 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $22.56M | 6 % | 168,030 | ||
AMZN AMAZON COM INC | COM | 023135106 | $21.17M | 5 % | 96,506 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $18.29M | 5 % | 40,345 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $13.97M | 4 % | 511,262 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $13.40M | 3 % | 70,767 | ||
ILCG ISHARES TR | MORNINGSTAR GRWT | 464287119 | $13.29M | 3 % | 148,317 |
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