KILEY JUERGENS WEALTH MANAGEMENT, LLC
Q1 2025 13F Holdings
- Locationolympia, WA
- Num holdings
73
- Value ($000)
$375,971
- Date Filed04/21/2025
- Form type13F-HR
- CIK0001723223
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $43.05M | 11 % | 114,669 | ||
AAPL APPLE INC | COM | 037833100 | $34.01M | 9 % | 153,121 | ||
COST COSTCO WHSL CORP NEW | COM | 22160K105 | $31.87M | 9 % | 33,693 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $24.74M | 7 % | 52,759 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $21.48M | 6 % | 40,336 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $18.57M | 5 % | 171,342 | ||
AMZN AMAZON COM INC | COM | 023135106 | $17.64M | 5 % | 92,739 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $15.07M | 4 % | 539,060 | ||
ILCG ISHARES TR | MORNINGSTAR GRWT | 464287119 | $12.05M | 3 % | 148,760 | ||
SBUX STARBUCKS CORP | COM | 855244109 | $11.58M | 3 % | 118,081 |
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