Long-term investor
Kiley Juergens Wealth Management, LLC @kileyjuergenswealthmanag
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001723223).
Record
- Tracked since 2025-06-30 (434 days), 156 trades recorded
- Returns: week n/a · month n/a · 90 days +10.8% · 6 months +9.2% · 1 year +19.0% · all +19.0%
- Max drawdown -3.7% · Sharpe 0.98 · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- MSFT · 6.6% · long · since 2025-06-30
- AAPL · 6.4% · long · since 2025-06-30
- QQQ · 5.9% · long · since 2025-06-30
- COST · 4.9% · long · since 2025-06-30
- NVDA · 4.9% · long · since 2025-06-30
- GOOGL · 3.7% · long · since 2025-06-30
- AMZN · 3.5% · long · since 2025-06-30
- AVGO · 3.1% · long · since 2025-06-30
- BRK-B · 3.0% · long · since 2025-06-30
- CAT · 2.9% · long · since 2025-06-30
- 808524797 · 2.9% · long · since 2025-06-30
- 464287119 · 2.6% · long · since 2025-06-30
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