Kiley Juergens Wealth Management, Llc

Q3 2020 13F Holdings Report, Stock Holdings

Signature - Title
Martin Juergens - Member, Chief Executive Officer, Compliance Officer
Location
Olympia
Holdings as of
September 30, 2020
Value $
$137M
Num holdings
45
Date filed
10/23/2020, 12:44 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included MSFT, AAPL, QQQ, ILCG, and SBUX.
Previous filing
Q2 2020 - Jul 14, 2020
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2020 Q3 compared to 2020 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Martin Juergens Member, Chief Executive Officer, Compliance Officer Olympia, Washington 10/23/2020