A Look into Kiley Juergens Wealth Management's Q3 to Q4 2022 Holdings Comparison

Investors are always curious about how their portfolios are performing, including the changes in holdings of their invested funds. In particular, Kiley Juergens Wealth Management, LLC 13F quarterly reports provide information on stock holdings and trades made by the fund. In this blog post, we take a deep dive into the Q3 to Q4 2022 holdings comparison of Kiley Juergens Wealth Management to help investors understand the changes made by the fund and evaluate its performance.

Microsoft Corporation and Apple Inc. Remain at the Top

According to the 13F quarterly report, Kiley Juergens Wealth Management increased its holdings in Microsoft Corporation (MSFT) and Apple Inc. (AAPL) in Q4 2022 compared to Q3 2022. MSFT's shares increased by 2,295 while AAPL's shares decreased by 817. However, these changes did not seem to affect the value of AAPL much, with only a 6.4% decrease in value. On the other hand, MSFT's value increased by 5.1% from Q3 2022 to Q4 2022, indicating that Kiley Juergens Wealth Management had positive leverage on Microsoft.

Berkshire Hathaway Inc. and Starbucks Corp. Show Promising Growth

Kiley Juergens Wealth Management saw promising changes in holdings with Berkshire Hathaway Inc. (BRK-B) and Starbucks Corp. (SBUX). BRK-B's shares decreased by 1.5%, but the value of shares increased by 14.2%. Meanwhile, SBUX's shares slightly decreased by 0.2%, but its value increased by 17.5%. These results indicate that these investments seemingly outperformed the overall stock market and exhibited steady growth over time.

Amazon.com Inc. Suffers from the Economic Impact of the Pandemic

Kiley Juergens Wealth Management's holdings in Amazon.com Inc. (AMZN) decreased in Q4 2022 compared to Q3 2022. With AMZN's shares decreasing by 1,379, their value dropped by 26.8%. Many analysts attribute this to the impact of the pandemic on global commerce, leading to changes in the financial performance of many companies, including AMZN.

Tesla Inc. Shows Significant Decrease

Another prominent company that Kiley Juergens Wealth Management holds shares in is Tesla Inc. (TSLA). In this comparison, TSLA's shares decreased by 339, and its value dropped by a staggering 54.4%. Once seen as a promising investment, TSLA showed poor performance during this period, which might raise investor concerns.

Other Companies' Changes

Kiley Juergens Wealth Management showed positive changes in holdings with Caterpillar Inc. (CAT), Johnson & Johnson (JNJ), and Boeing Co. (BA), with their shares and values all increasing. Conversely, investors might be wary of investing in companies such as Walt Disney Co. (DIS) and Ford Motor Co. (F) due to their poor performance and lack of positive changes in comparison to other companies.

Final Thoughts

From this comparison of company holdings detailed in the 13F quarterly report of Kiley Juergens Wealth Management, we can gain insight into how a professional wealth management firm evaluates its investments. The results indicate promising growth for some companies, while others struggle to perform amidst the pandemic's economic shifts. Investors should always consult with professional firms and do their research in evaluating investments before making any decisions.