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 (473 days), 156 trades recorded
- Returns: week n/a · month n/a · 90 days -8.9% · 6 months +5.2% · 1 year +19.8% · all +19.8%
- Max drawdown n/a · data quality Good
- 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
- 46090E103 · 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
- 149123101 · 2.9% · long · since 2025-06-30
- 808524797 · 2.9% · long · since 2025-06-30
- 464287119 · 2.6% · long · since 2025-06-30