KILEY JUERGENS WEALTH MANAGEMENT, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KJ KILEY JUERGENS WEALTH MANAGEMENT, LLC | Institutional Filer | ▲ 22.43% | $566.7M | 235 |
Current Portfolio Holdings
Showing all 235 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corporation | Technology | 112K | $41.5M | 7.32% |
| 2 | AAPL | Apple Inc. | Technology | 143K | $36.2M | 6.39% |
| 3 | COST | Costco Wholesale Corporation | Consumer Defensive | 34K | $33.4M | 5.90% |
| 4 | QQQ | Invesco QQQ Trust | — | 52K | $29.8M | 5.25% |
| 5 | NVDA | NVIDIA Corporation | Technology | 156K | $27.2M | 4.80% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 96K | $20.1M | 3.55% |
| 7 | GOOGL | Alphabet Inc. | Technology | 67K | $19.3M | 3.40% |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 39K | $18.5M | 3.26% |
| 9 | SCHD | SCHWAB STRATEGIC TR | — | 578K | $17.7M | 3.13% |
| 10 | AVGO | Broadcom Inc. | Technology | 53K | $16.3M | 2.87% |
| 11 | ILCG | ISHARES TR | — | 143K | $13.6M | 2.41% |
| 12 | CAT | Caterpillar Inc. | Industrials | 18K | $12.5M | 2.20% |
| 13 | SBUX | Starbucks Corporation | Consumer Cyclical | 115K | $10.3M | 1.81% |
| 14 | ILCV | ISHARES TR | — | 88K | $8.2M | 1.44% |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | — | 102K | $7.7M | 1.35% |
Showing 1 to 15 of 235 holdings