KILEY JUERGENS WEALTH MANAGEMENT, LLC
KILEY JUERGENS WEALTH MANAGEMENT, LLC runs KILEY JUERGENS WEALTH MANAGEMENT, LLC and currently holds 241 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $638.57M. Their top holdings are MSFT, AAPL, QQQ, COST, NVDA. The top five represent 28.6% of reported portfolio weight. KILEY JUERGENS WEALTH MANAGEMENT, LLC ranks #437 out of 1000 investors tracked by Alpha Score. They added to 43 existing positions. They trimmed 51 positions. Their current best-performing preview position is MU with returns of +241.67%.
241 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
MSFT MICROSOFT CORP | 6.62% | $196.37 | $483.24 | +146.09% | Added +1.07% |
AAPL APPLE INC | 6.38% | $86.79 | $309.35 | +256.44% | Trimmed -1.48% |
QQQ INVESCO QQQ TR | 5.89% | $268.74 | $713.44 | +165.48% | Trimmed -0.93% |
COST COSTCO WHOLESALE CORPORATION | 4.88% | $406.09 | $947.74 | +133.38% | Trimmed -0.61% |
NVDA NVIDIA CORPORATION | 4.87% | $27.26 | $214.76 | +687.82% | Trimmed -0.27% |
GOOGL ALPHABET INC | 3.72% | $98.14 | $344.82 | +251.36% | Trimmed -0.84% |
AMZN AMAZON COM INC | 3.54% | $117.53 | $258.63 | +120.05% | Trimmed -1.71% |
AVGO BROADCOM INC | 3.08% | $172.49 | $368.45 | +113.61% | Trimmed -0.86% |
BRK-B BERKSHIRE HATHAWAY INC DEL | 3.03% | $229.07 | $495.77 | +116.43% | Added +0.15% |
CAT CATERPILLAR INC | 2.87% | $157.53 | $827.65 | +425.39% | Trimmed -2.14% |
Showing 1-10 of 241