Kiley Juergens Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alaska Air
ALK
|
+$505K |
| 2 |
Tesla
TSLA
|
+$312K |
| 3 |
Johnson & Johnson
JNJ
|
+$277K |
| 4 |
IBM
IBM
|
+$241K |
| 5 |
Microsoft
MSFT
|
+$230K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$5.28M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
+$201K |
| 3 |
Heritage Financial
HFWA
|
+$51.8K |
| 4 |
Caterpillar
CAT
|
+$26K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$18.8K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 18.11% |
| 2 | Financials | 11.02% |
| 3 | Consumer Discretionary | 10.74% |
| 4 | Communication Services | 8.44% |
| 5 | Industrials | 7.42% |
Similar funds
Kiley Juergens Wealth Management's Q2 2018 Portfolio in Review
As of Q2 2018, Kiley Juergens Wealth Management held 736 positions worth $112M, up 22% from $92.2M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Kiley Juergens Wealth Management deployed $18.8M of net new capital in Q2 2018, opening 654 new positions and adding to 51 existing holdings. Its largest new stake was Alaska Air: 8,153 shares worth $492K.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Vanguard Short-Term Bond ETF, an estimated $201K trimmed.
- Kiley Juergens Wealth Management's largest Q2 2018 buy was Alaska Air: 8,153 shares worth $492K.
- Kiley Juergens Wealth Management added most to Johnson & Johnson in Q2 2018, an estimated $277K increase.
- Kiley Juergens Wealth Management's biggest Q2 2018 reduction was Vanguard Short-Term Bond ETF, cutting an estimated $201K.
- Kiley Juergens Wealth Management fully exited Invesco QQQ Trust in Q2 2018, selling an estimated $5.28M.
- Kiley Juergens Wealth Management's ten largest holdings make up 44% of its $112M portfolio in Q2 2018.
- Kiley Juergens Wealth Management opened 654 new positions and closed 1 in Q2 2018.
- Kiley Juergens Wealth Management's portfolio value rose 22% quarter-over-quarter to $112M.
Based on Kiley Juergens Wealth Management's 13F filing for Q2 2018, filed 23 Jul 2018.