KILEY JUERGENS WEALTH MANAGEMENT, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 15, 2024
Value $
$385M
Signature - Title
Martin Juergens - Member, Chief Executive Officer, Compliance Officer
Location
Olympia, WA
Summary
This page shows a list of all the recent 13F filings made by KILEY JUERGENS WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. KILEY JUERGENS WEALTH MANAGEMENT, LLC reported 70 stock holdings with total value $385M as of Q3 2024. Top holdings included MSFT, AAPL, COST, QQQ, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 70 $385M +$17.1M -$6.26M +$10.8M MSFT, AAPL, COST, QQQ, NVDA 13F-HR 10/15/2024, 10:24 AM
Q2 2024 71 $360M +$35.7M -$1.43M +$34.2M MSFT, AAPL, COST, QQQ, NVDA 13F-HR 7/23/2024, 03:15 PM
Q1 2024 66 $323M +$7.8M -$5.76M +$2.04M MSFT, AAPL, COST, QQQ, BRKB 13F-HR 4/18/2024, 09:23 PM
Q4 2023 65 $299M +$2.51M -$13.3M -$10.8M MSFT, AAPL, QQQ, COST, BRKB 13F-HR 1/30/2024, 05:07 PM
Q3 2023 72 $277M +$3.93M -$6.91M -$2.98M MSFT, AAPL, QQQ, COST, BRKB 13F-HR 10/17/2023, 04:30 PM
Q2 2023 72 $290M +$3.24M -$4.88M -$1.64M MSFT, AAPL, QQQ, COST, BRKB 13F-HR 7/26/2023, 03:35 PM
Q1 2023 74 $267M +$8.96M -$1.82M +$7.13M MSFT, AAPL, QQQ, COST, SBUX 13F-HR 5/2/2023, 02:12 PM
Q4 2022 71 $239M +$19.4M -$4.06M +$15.4M MSFT, AAPL, COST, QQQ, BRKB 13F-HR 2/6/2023, 12:43 PM
Q3 2022 70 $213M +$16.1M -$5.03M +$11.1M MSFT, AAPL, COST, BRKB, AMZN 13F-HR 10/11/2022, 01:35 PM
Q2 2022 72 $211M +$77.2M -$44.4M +$32.8M MSFT, AAPL, COST, BRKB, AMZN 13F-HR 7/29/2022, 12:52 PM
Q1 2022 52 $207M +$29.1M -$71.8M -$42.8M MSFT, AAPL, BSV, SBUX, QQQ Restatement 4/27/2022, 02:31 PM
Q4 2021 71 $264M +$11.9M -$1.64M +$10.3M MSFT, AAPL, QQQ, COST, ILCG 13F-HR 1/20/2022, 03:06 PM
Q3 2021 66 $228M +$14.9M -$5.77M +$9.16M MSFT, AAPL, QQQ, COST, ILCG 13F-HR 10/13/2021, 02:50 PM
Q2 2021 63 $218M +$25.9M -$658K +$25.2M MSFT, AAPL, QQQ, SBUX, ILCG 13F-HR 7/22/2021, 11:21 AM
Q1 2021 58 $191M +$19.1M -$2.13M +$17M MSFT, AAPL, QQQ, SBUX, ILCG 13F-HR 4/29/2021, 09:18 AM
Q4 2020 52 $169M +$16M -$2.09M +$14M MSFT, AAPL, QQQ, SBUX, ILCG 13F-HR 1/19/2021, 05:10 PM
Q3 2020 45 $137M +$34.6M -$15.2M +$19.4M MSFT, AAPL, QQQ, ILCG, SBUX 13F-HR 10/23/2020, 12:44 PM
Q2 2020 47 $120M +$6.49M -$2.26M +$4.23M MSFT, AAPL, ILCG, SBUX, BRKB 13F-HR 7/14/2020, 07:18 AM
Q1 2020 43 $97M +$4.97M -$1.81M +$3.16M MSFT, AAPL, ILCG, SBUX, BRKB 13F-HR 4/17/2020, 01:46 PM
Q4 2019 44 $114M +$15.8M -$2.59M +$13.2M MSFT, AAPL, SBUX, ILCG, BRKB 13F-HR 1/21/2020, 01:53 PM
Q3 2019 40 $91.4M +$2.29M -$1.69M +$601K MSFT, AAPL, ILCG, SBUX, BRKB 13F-HR 10/15/2019, 08:13 AM
Q2 2019 40 $88.9M +$3.74M -$292K +$3.45M MSFT, ILCG, AAPL, SBUX, BRKB 13F-HR 7/11/2019, 01:23 PM
Q1 2019 37 $80.3M +$1.73M -$1.4M +$338K MSFT, ILCG, AAPL, SBUX, BRKB 13F-HR 4/12/2019, 02:33 PM
Q4 2018 38 $71.4M +$5.22M -$59.5M -$54.3M MSFT, ILCG, AAPL, SBUX, BRKB 13F-HR 1/15/2019, 12:29 PM
Q3 2018 624 $134M +$14.5M -$1.58M +$12.9M MSFT, AAPL, ILCG, SBUX, BRKB 13F-HR 10/10/2018, 02:57 PM
Q2 2018 563 $112M +$22.7M -$5.61M +$17.1M MSFT, ILCG, AAPL, SBUX, BRKB 13F-HR 7/23/2018, 08:43 AM
Q1 2018 81 $92.2M +$2.28M -$21.7M -$19.4M ILCG, MSFT, AAPL, SBUX, QQQ 13F-HR 4/23/2018, 01:36 PM
Q4 2017 663 $111M $0 $0 ILCG, MSFT, AAPL, SBUX, QQQ 13F-HR 2/12/2018, 12:14 PM