Kiley Juergens Wealth Management, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Microsoft, Apple, and Amazon Lead the Way in Quarter 2 Vs. Quarter 3 Holdings Comparison

In the ever-evolving world of investing, it is important for wealth managers like Kiley Juergens Wealth Management, LLC to closely monitor the changes in holdings of funds. One way to do this is through the submission of a Form 13F, which provides valuable insights into the buying and selling activities of institutional investors.

In the second quarter of 2023, Kiley Juergens Wealth Management, LLC made some notable changes to their fund holdings. Let's take a closer look at the top holdings that experienced significant changes in terms of shares and value.

Microsoft Corporation (MSFT):

- In Q2 2023, Kiley Juergens Wealth Management, LLC held 115,650 shares of Microsoft Corp. However, in Q3 2023, the number of shares decreased to 112,645, representing a 9.7% decrease.

- The value of the holdings in Q2 2023 was $39,383,000, which decreased to $35,567,000 in Q3 2023.

Apple Inc (AAPL):

- The number of shares held by Kiley Juergens Wealth Management, LLC in Apple Inc decreased from 176,142 in Q2 2023 to 170,877 in Q3 2023, representing a 14.4% decrease.

- The value of the holdings in Q2 2023 was $34,166,000, which decreased to $29,255,000 in Q3 2023.

Amazon.com Inc (AMZN):

- Kiley Juergens Wealth Management, LLC owned 87,772 shares of Amazon.com Inc in Q2 2023. This number increased to 91,169 in Q3 2023, representing a 1.3% increase.

- The value of the holdings in Q2 2023 was $11,441,000, which increased to $11,589,000 in Q3 2023.

These three technology giants have always been popular among investors, and it is interesting to see the changes in their holdings over time. While Microsoft and Apple experienced decreases in the number of shares held by Kiley Juergens Wealth Management, LLC, Amazon had a slight increase.

Another interesting trend is the changing value of the holdings. The value of Microsoft and Apple's holdings decreased in Q3 2023, while Amazon's holdings increased.

Aside from the technology sector, there were also notable changes in holdings from other industries. Here are a few examples:

Costco Wholesale Corporation (COST):

- The number of shares held by Kiley Juergens Wealth Management, LLC in Costco increased from 32,891 in Q2 2023 to 33,484 in Q3 2023, representing a 6.8% increase.

- The value of the holdings in Q2 2023 was $17,707,000, which increased to $18,917,000 in Q3 2023.

Caterpillar Inc (CAT):

- Kiley Juergens Wealth Management, LLC maintained the same number of shares in Caterpillar Inc in both Q2 2023 and Q3 2023, at 18,926.

- The value of the holdings increased from $4,656,000 in Q2 2023 to $5,166,000 in Q3 2023.

These examples highlight the diverse holdings of Kiley Juergens Wealth Management, LLC, as they have investments in technology, retail, and industrial sectors.

It is essential for wealth managers to stay on top of these changes in holdings. By conducting thorough research and analysis, they can make informed investment decisions for their clients.

Kiley Juergens Wealth Management, LLC continues to monitor the market and make adjustments to their holdings based on their expertise and market trends. As the landscape of investing evolves, adaptability becomes crucial for success.

In conclusion, the comparison of Q2 2023 vs. Q3 2023 holdings for Kiley Juergens Wealth Management, LLC reveals some interesting changes in their portfolio. Despite decreases in holdings for some companies, there were also instances of increases in holdings for others. These changes reflect the dynamic nature of investment management and the need to continuously adapt to market conditions.