KILEY JUERGENS WEALTH MANAGEMENT, LLC Portfolio Holdings
Q3 2025•76 long positions•$452.9M portfolio value
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Holding80 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $58.6M 12.93% | -$320.1K Sold | 0.002% 113.1K shares | 113.7K → 113.1K −$320.1K | -0.54% | $3.85T Mega Cap | Q4 2017 Held for 7y 11m | |
Consumer Electronics Technology | $37.3M 8.23% | -$2.9M Sold | 0.001% 146.4K shares | 157.9K → 146.4K −$2.9M | -7.27% | $3.78T Mega Cap | Q4 2017 Held for 7y 11m | |
Semiconductors Technology | $31.7M 7.0% | -$478.8K Sold | 0.001% 170.0K shares | 172.6K → 170.0K −$478.8K | -1.49% | $4.54T Mega Cap | Q3 2021 Held for 4y 2m | |
ETF ETF | $31.0M 6.86% | -$497.7K Sold | — 51.7K shares | 52.5K → 51.7K −$497.7K | -1.58% | — — | Q4 2022 Held for 2y 11m | |
Discount Stores Consumer Defensive | $30.9M 6.82% | -$257.3K Sold | 0.008% 33.4K shares | 33.6K → 33.4K −$257.3K | -0.83% | $410.27B Mega Cap | Q4 2017 Held for 7y 11m | |
Specialty Retail Consumer Cyclical | $20.6M 4.56% | -$5.1K Sold | 0.001% 94.0K shares | 94.0K → 94.0K −$5.1K | -0.02% | $2.34T Mega Cap | Q2 2022 Held for 3y 5m | |
Insurance - Diversified Financial Services | $20.0M 4.41% | -$177.5K Sold | 0.002% 39.7K shares | 40.1K → 39.7K −$177.5K | -0.88% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $18.2M 4.02% | -$429.2K Sold | 0.001% 55.2K shares | 56.5K → 55.2K −$429.2K | -2.3% | $1.56T Mega Cap | Q3 2024 Held for 1y 2m | |
Internet Content & Information Communication Services | $16.6M 3.67% | -$133.9K Sold | 0.001% 68.4K shares | 68.9K → 68.4K −$133.9K | -0.8% | $2.95T Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $15.3M 3.39% | -$113.1K Sold | — 147.0K shares | 148.1K → 147.0K −$113.1K | -0.73% | — — | Q4 2017 Held for 7y 11m | |
ETF ETF | $15.2M 3.35% | -$122.3K Sold | — 555.8K shares | 560.3K → 555.8K −$122.3K | -0.8% | — — | Q2 2019 Held for 6y 5m | |
Restaurants Consumer Cyclical | $10.1M 2.22% | -$46.5K Sold | 0.01% 118.9K shares | 119.4K → 118.9K −$46.5K | -0.46% | $96.2B Large Cap | Q4 2017 Held for 7y 11m | |
Agricultural - Machinery Industrials | $8.6M 1.89% | -$147.4K Sold | 0.004% 17.9K shares | 18.2K → 17.9K −$147.4K | -1.69% | $223.53B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $7.9M 1.75% | -$108.2K Sold | — 88.0K shares | 89.2K → 88.0K −$108.2K | -1.35% | — — | Q4 2017 Held for 7y 11m | |
Auto - Manufacturers Consumer Cyclical | $6.7M 1.47% | -$340.2K Sold | 0.0% 15.0K shares | 15.8K → 15.0K −$340.2K | -4.85% | $1.48T Mega Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $6.3M 1.39% | +$363.1K Bought | — 88.3K shares | 83.2K → 88.3K +$363.1K | +6.12% | — — | Q2 2019 Held for 6y 5m | |
Unknown Unknown | $6.0M 1.33% | +$113.4K Bought | — 17.0K shares | 16.7K → 17.0K +$113.4K | +1.91% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $5.3M 1.17% | -$144.1K Sold | — 67.0K shares | 68.8K → 67.0K −$144.1K | -2.65% | — — | Q2 2020 Held for 5y 5m | |
ETF ETF | $5.0M 1.11% | -$59.9K Sold | — 27.0K shares | 27.3K → 27.0K −$59.9K | -1.18% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $4.5M 1.0% | -$56.8K Sold | — 176.6K shares | 178.8K → 176.6K −$56.8K | -1.24% | — — | Q4 2020 Held for 4y 11m | |
Banks - Diversified Financial Services | $4.5M 0.989% | -$89.3K Sold | 0.001% 14.2K shares | 14.5K → 14.2K −$89.3K | -1.95% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Regional Financial Services | $4.3M 0.948% | -$1.3M Sold | 0.523% 177.4K shares | 232.9K → 177.4K −$1.3M | -23.81% | $821.3M Small Cap | Q4 2017 Held for 7y 11m | |
Unknown Unknown | $4.2M 0.924% | -$8.0K Sold | — 19.4K shares | 19.4K → 19.4K −$8.0K | -0.19% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $4.0M 0.89% | -$1.8M Sold | 0.0% 16.5K shares | 23.8K → 16.5K −$1.8M | -30.45% | $2.95T Mega Cap | Q3 2022 Held for 3y 2m | |
Banks - Regional Financial Services | $4.0M 0.887% | -$2.1K Sold | 1.53% 120.7K shares | 120.8K → 120.7K −$2.1K | -0.05% | $262.8M Micro Cap | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $3.7M 0.816% | -$109.5K Sold | 0.001% 20.2K shares | 20.8K → 20.2K −$109.5K | -2.88% | $432.76B Mega Cap | Q2 2021 Held for 4y 5m | |
Software - Application Technology | $3.6M 0.794% | +$39.2K Bought | 0.002% 36.7K shares | 36.3K → 36.7K +$39.2K | +1.1% | $204.31B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.5M 0.778% | -$473.9K Sold | — 10.7K shares | 12.2K → 10.7K −$473.9K | -11.85% | — — | Q2 2024 Held for 1y 5m | |
Aerospace & Defense Industrials | $3.4M 0.746% | +$153.7K Bought | 0.002% 15.7K shares | 14.9K → 15.7K +$153.7K | +4.77% | $163.20B Large Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.3M 0.73% | +$31.0K Bought | — 37.0K shares | 36.7K → 37.0K +$31.0K | +0.95% | — — | Q2 2024 Held for 1y 5m | |
Restaurants Consumer Cyclical | $3.2M 0.711% | -$40.4K Sold | 0.001% 10.6K shares | 10.7K → 10.6K −$40.4K | -1.24% | $216.86B Mega Cap | Q1 2023 Held for 2y 8m | |
Household & Personal Products Consumer Defensive | $3.2M 0.7% | -$216.3K Sold | 0.001% 20.6K shares | 22.0K → 20.6K −$216.3K | -6.39% | $359.62B Mega Cap | Q4 2017 Held for 7y 11m | |
Software - Infrastructure Technology | $3.1M 0.688% | -$43.0K Sold | 0.0% 11.1K shares | 11.2K → 11.1K −$43.0K | -1.36% | $801.76B Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $3.0M 0.657% | -$353.2K Sold | 0.001% 16.1K shares | 18.0K → 16.1K −$353.2K | -10.61% | $446.55B Mega Cap | Q4 2017 Held for 7y 11m | |
Agricultural - Machinery Industrials | $2.8M 0.615% | -$59.3K Sold | 0.005% 28.3K shares | 28.9K → 28.3K −$59.3K | -2.08% | $51.6B Large Cap | Q4 2017 Held for 7y 11m | |
Discount Stores Consumer Defensive | $2.5M 0.557% | -$38.9K Sold | 0.0% 24.5K shares | 24.9K → 24.5K −$38.9K | -1.52% | $821.68B Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.5M 0.547% | +$2.5M Bought | — 13.1K shares | — | — | — — | Q3 2025 Held for 2 months | |
Oil & Gas Integrated Energy | $2.1M 0.473% | -$1.1M Sold | 0.0% 19.0K shares | 29.2K → 19.0K −$1.1M | -34.88% | $480.68B Mega Cap | Q2 2022 Held for 3y 5m | |
Oil & Gas Integrated Energy | $2.1M 0.47% | -$63.7K Sold | 0.001% 13.7K shares | 14.1K → 13.7K −$63.7K | -2.9% | $312.88B Mega Cap | Q2 2022 Held for 3y 5m | |
Semiconductors Technology | $2.0M 0.447% | -$665.4 Sold | 0.001% 12.2K shares | 12.2K → 12.2K −$665.4 | -0.03% | $179.50B Large Cap | Q1 2020 Held for 5y 8m | |
ETF ETF | $1.8M 0.39% | -$4.0K Sold | — 75.9K shares | 76.0K → 75.9K −$4.0K | -0.23% | — — | Q2 2020 Held for 5y 5m | |
Banks - Diversified Financial Services | $1.7M 0.385% | -$194.5K Sold | 0.0% 33.8K shares | 37.5K → 33.8K −$194.5K | -10.05% | $382.12B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.7M 0.369% | +$83.9K Bought | — 52.4K shares | 49.8K → 52.4K +$83.9K | +5.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.7M 0.367% | +$128.4K Bought | — 27.7K shares | 25.6K → 27.7K +$128.4K | +8.38% | — — | Q4 2017 Held for 7y 11m | |
Communication Equipment Technology | $1.6M 0.358% | -$32.2K Sold | 0.001% 23.7K shares | 24.2K → 23.7K −$32.2K | -1.95% | $270.48B Mega Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.5M 0.332% | +$20.5K Bought | — 53.9K shares | 53.2K → 53.9K +$20.5K | +1.38% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.307% | +$98.7K Bought | — 59.3K shares | 55.1K → 59.3K +$98.7K | +7.64% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $1.4M 0.302% | -$6.6K Sold | 0.001% 40.8K shares | 41.0K → 40.8K −$6.6K | -0.48% | $159.60B Large Cap | Q4 2017 Held for 7y 11m | |
ETF ETF | $1.3M 0.287% | +$40.9K Bought | — 39.0K shares | 37.8K → 39.0K +$40.9K | +3.25% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.3M 0.282% | -$48.5K Sold | — 43.9K shares | 45.5K → 43.9K −$48.5K | -3.66% | — — | Q1 2021 Held for 4y 8m |
