KILEY JUERGENS WEALTH MANAGEMENT, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Olympia, WA
CIK
0001723223
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 65 298,921 MSFT, AAPL, QQQ, COST 13F-HR 1/30/2024 000117266124000398
Q3 2023 72 276,998 MSFT, AAPL, QQQ, COST 13F-HR 10/17/2023 000117266123003421
Q2 2023 72 289,934 MSFT, AAPL, QQQ, COST 13F-HR 7/26/2023 000117266123002623
Q1 2023 74 267,252 MSFT, AAPL, QQQ, COST 13F-HR 5/2/2023 000117266123001785
Q4 2022 71 238,627 MSFT, AAPL, COST, QQQ 13F-HR 2/6/2023 000117266123000448
Q3 2022 70 212,612 MSFT, AAPL, COST, BRK-B 13F-HR 10/11/2022 000160658722001834
Q2 2022 72 211,219 MSFT, AAPL, COST, BRK-B 13F-HR 7/29/2022 000160658722001542
Q1 2022 52 207,187 MSFT, AAPL, BSV, SBUX RESTATEMENT 4/27/2022 000160658722000767
Q4 2021 71 263,638 MSFT, AAPL, QQQ, COST 13F-HR 1/20/2022 000160658722000049
Q3 2021 66 228,111 MSFT, AAPL, QQQ, COST 13F-HR 10/13/2021 000160658721001272
Q2 2021 63 218,186 MSFT, AAPL, QQQ, SBUX 13F-HR 7/22/2021 000160658721000819
Q1 2021 58 191,494 MSFT, AAPL, QQQ, SBUX 13F-HR 4/29/2021 000160658721000468
Q4 2020 52 169,078 MSFT, AAPL, QQQ, SBUX 13F-HR 1/19/2021 000160658721000048
Q3 2020 45 136,827 MSFT, AAPL, QQQ, JKE 13F-HR 10/23/2020 000160658720001109
Q2 2020 47 119,770 MSFT, AAPL, JKE, SBUX 13F-HR 7/14/2020 000160658720000727
Q1 2020 43 96,950 MSFT, AAPL, JKE, SBUX 13F-HR 4/17/2020 000160658720000368
Q4 2019 44 113,855 MSFT, AAPL, SBUX, JKE 13F-HR 1/21/2020 000160658720000073
Q3 2019 40 91,364 MSFT, AAPL, JKE, SBUX 13F-HR 10/15/2019 000160658719000855
Q2 2019 40 88,855 MSFT, JKE, AAPL, SBUX 13F-HR 7/11/2019 000160658719000603
Q1 2019 37 80,277 MSFT, JKE, AAPL, SBUX 13F-HR 4/12/2019 000160658719000351
Q4 2018 38 71,433 MSFT, JKE, AAPL, SBUX 13F-HR 1/15/2019 000160658719000033
Q3 2018 785 133,918 MSFT, AAPL, JKE, SBUX 13F-HR 10/10/2018 000160658718000719
Q2 2018 735 112,003 MSFT, JKE, AAPL, SBUX 13F-HR 7/23/2018 000160658718000519
Q1 2018 81 92,164 JKE, MSFT, AAPL, SBUX 13F-HR 4/23/2018 000160658718000328
Q4 2017 719 111,093 JKE, MSFT, AAPL, SBUX 13F-HR 2/12/2018 000160658718000173
Additional filings from Kiley Juergens Wealth Management, LLC that have since been restated