Institutions / Kiley Juergens Wealth Management, LLC / Activity
Activity — Kiley Juergens Wealth Management, LLC
240 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | GE Vernova Inc. Common stock | $8.19M | +7K | 6,971 1.28% of portfolio | medium |
| Q2 2026 as of | New | ELI LILLY & Co Common stock | $6.87M | +6K | 5,724 1.08% of portfolio | medium |
| Q2 2026 as of | New | CrowdStrike Holdings, Inc. Common stock | $5.46M | +7K | 7,149 0.85% of portfolio | medium |
| Q2 2026 as of | New | Meta Platforms Inc Common stock | $3.57M | +6K | 6,344 0.56% of portfolio | low |
| Q2 2026 as of | New | Eaton Corp plc Common stock | $3.49M | +8K | 8,184 0.55% of portfolio | low |
| Q2 2026 as of | New | 78462F103 Common stock | $3.20M | +4K | 4,281 0.50% of portfolio | low |
| Q2 2026 as of | New | Advanced Micro Devices Inc Common stock | $3.16M | +5K | 5,438 0.49% of portfolio | low |
| Q2 2026 as of | New | Visa Inc Common stock | $2.75M | +8K | 8,010 0.43% of portfolio | low |
| Q2 2026 as of | New | Applied Materials Inc /De Common stock | $2.68M | +4K | 3,710 0.42% of portfolio | low |
| Q2 2026 as of | New | 922908363 Common stock | $2.38M | +3K | 3,464 0.37% of portfolio | low |
| Q2 2026 as of | New | 464287622 Common stock | $2.34M | +6K | 5,709 0.37% of portfolio | low |
| Q2 2026 as of | New | United Rentals Inc Common stock | $2.27M | +2K | 2,007 0.36% of portfolio | low |
| Q2 2026 as of | New | 464287655 Common stock | $2.27M | +8K | 7,544 0.35% of portfolio | low |
| Q2 2026 as of | New | Cloudflare, Inc. Common stock | $2.19M | +9K | 8,943 0.34% of portfolio | low |
| Q2 2026 as of | New | Waste Management Inc Common stock | $2.17M | +10K | 9,753 0.34% of portfolio | low |
| Q2 2026 as of | New | Home Depot, Inc. Common stock | $2.10M | +6K | 5,961 0.33% of portfolio | low |
| Q2 2026 as of | New | 922908629 Common stock | $2.00M | +25K | 24,771 0.31% of portfolio | low |
| Q2 2026 as of | New | 922908736 Common stock | $1.95M | +23K | 22,654 0.31% of portfolio | low |
| Q2 2026 as of | New | General Electric Co Common stock | $1.93M | +5K | 5,157 0.30% of portfolio | low |
| Q2 2026 as of | New | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $1.92M | +4K | 4,013 0.30% of portfolio | low |
| Q2 2026 as of | New | 464287721 Common stock | $1.89M | +8K | 7,509 0.30% of portfolio | low |
| Q2 2026 as of | Add | 46137V357 Common stock | $1.85M | +9K +38.50% | 31,265 1.04% of portfolio | low |
| Q2 2026 as of | New | AbbVie Inc. Common stock | $1.83M | +7K | 7,258 0.29% of portfolio | low |
| Q2 2026 as of | New | 92204A702 Common stock | $1.69M | +14K | 14,176 0.27% of portfolio | low |
| Q2 2026 as of | New | Union Pacific Corp Common stock | $1.67M | +6K | 6,143 0.26% of portfolio | low |
| Q2 2026 as of | New | Lam Research Corp Common stock | $1.66M | +4K | 3,835 0.26% of portfolio | low |
| Q2 2026 as of | New | Deere & Co Common stock | $1.54M | +2K | 2,424 0.24% of portfolio | low |
| Q2 2026 as of | New | 084670108 Common stock | $1.50M | +2 | 2 0.23% of portfolio | low |
| Q2 2026 as of | New | 92204A504 Common stock | $1.48M | +5K | 4,963 0.23% of portfolio | low |
| Q2 2026 as of | New | Lockheed Martin Corp Common stock | $1.48M | +3K | 2,904 0.23% of portfolio | low |
| Q2 2026 as of | New | 922908751 Common stock | $1.42M | +5K | 4,670 0.22% of portfolio | low |
| Q2 2026 as of | Add | 808524839 Common stock | $1.35M | +58K +89.78% | 123,338 0.45% of portfolio | low |
| Q2 2026 as of | New | Oracle Corp Common stock | $1.28M | +9K | 8,731 0.20% of portfolio | low |
| Q2 2026 as of | New | RTX Corp Common stock | $1.28M | +7K | 6,736 0.20% of portfolio | low |
| Q2 2026 as of | Add | The Boeing Company Common stock | $1.25M | +6K +32.33% | 23,722 0.80% of portfolio | low |
| Q2 2026 as of | New | Amgen Inc Common stock | $1.25M | +3K | 3,459 0.20% of portfolio | low |
| Q2 2026 as of | New | Corning Inc /Ny Common stock | $1.23M | +5K | 4,797 0.19% of portfolio | low |
| Q2 2026 as of | New | Palo Alto Networks Inc Common stock | $1.21M | +4K | 3,542 0.19% of portfolio | low |
| Q2 2026 as of | New | 464287309 Common stock | $1.08M | +8K | 7,851 0.17% of portfolio | low |
| Q2 2026 as of | New | Danaher Corp /De Common stock | $1.04M | +5K | 5,484 0.16% of portfolio | low |
| Q2 2026 as of | New | Micron Technology Inc Common stock | $1.03M | +896 | 896 0.16% of portfolio | low |
| Q2 2026 as of | New | 464287408 Common stock | $965.5K | +4K | 4,252 0.15% of portfolio | low |
| Q2 2026 as of | New | Consolidated Edison Inc Common stock | $946.9K | +9K | 8,559 0.15% of portfolio | low |
| Q2 2026 as of | New | Nextera Energy Inc Common stock | $943.4K | +11K | 10,749 0.15% of portfolio | low |
| Q2 2026 as of | New | 464287648 Common stock | $938.4K | +2K | 2,382 0.15% of portfolio | low |
| Q2 2026 as of | New | 464287465 Common stock | $936.2K | +9K | 9,013 0.15% of portfolio | low |
| Q2 2026 as of | New | 464287440 Common stock | $932.4K | +10K | 9,859 0.15% of portfolio | low |
| Q2 2026 as of | New | Duke Energy Corp Common stock | $911.4K | +7K | 7,200 0.14% of portfolio | low |
| Q2 2026 as of | New | 921946406 Common stock | $882.8K | +6K | 5,586 0.14% of portfolio | low |
| Q2 2026 as of | New | Marriott International Inc/MD Common stock | $857.3K | +2K | 2,313 0.13% of portfolio | low |