KILEY JUERGENS WEALTH MANAGEMENT, LLC 13F Portfolio
KILEY JUERGENS WEALTH MANAGEMENT, LLC runs KILEY JUERGENS WEALTH MANAGEMENT, LLC and currently holds 241 stock positions, which is more than the average of 231 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 #444 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%.
Portfolio Value
$638.57M
Alpha Score
60.9
#444 of 1000
Holdings
241
KILEY JUERGENS WEALTH MANAGEMENT, LLC Current 13F Holdings
Reported holdings from KILEY JUERGENS WEALTH MANAGEMENT, LLC's latest SEC 13F filing, ranked by portfolio weight.
241 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
MSFT MICROSOFT CORP | 6.62% | $196.37 | $535.07 | +172.48% | Added +1.07% |
AAPL APPLE INC | 6.38% | $86.79 | $336.68 | +287.93% | Trimmed -1.48% |
QQQ INVESCO QQQ TR | 5.89% | $268.74 | $751.27 | +179.55% | Trimmed -0.93% |
COST COSTCO WHOLESALE CORPORATION | 4.88% | $406.09 | $946.92 | +133.18% | Trimmed -0.61% |
NVDA NVIDIA CORPORATION | 4.87% | $27.26 | $229.28 | +741.09% | Trimmed -0.27% |
GOOGL ALPHABET INC | 3.72% | $98.14 | $351.66 | +258.32% | Trimmed -0.84% |
AMZN AMAZON COM INC | 3.54% | $117.53 | $262.43 | +123.29% | Trimmed -1.71% |
AVGO BROADCOM INC | 3.08% | $172.49 | $361.54 | +109.60% | Trimmed -0.86% |
BRK-B BERKSHIRE HATHAWAY INC DEL | 3.03% | $229.07 | $515.44 | +125.01% | Added +0.15% |
CAT CATERPILLAR INC | 2.87% | $157.53 | $800.60 | +408.22% | Trimmed -2.14% |
Showing 1-10 of 241