StockDriftsStockDriftsTop 50 Kiley Juergens Wealth Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 7.32% | 112.1K | $41.5M | -0.68%(-772) | $198.14(+104.50%) | 2026-03-31 | |
| AAPL | APPLE INC | 6.39% | 142.8K | $36.2M | -0.40%(-568) | $91.98(+224.92%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.9% | 33.5K | $33.4M | -0.29%(-97) | $404.10(+155.65%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 5.25% | 51.6K | $29.8M | -0.73%(-380) | $266.01(+168.68%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.8% | 155.9K | $27.2M | +0.12%(+180) | $26.84(+741.46%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.55% | 96.5K | $20.1M | +1.04%(+990) | $141.47(+90.95%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.4% | 67.0K | $19.3M | -1.15%(-777) | $104.17(+286.50%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.26% | 38.6K | $18.5M | -2.67%(-1.06K) | $236.62(+105.19%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 3.13% | 577.8K | $17.7M | +0.25%(+1.46K) | $24.36(+30.32%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.87% | 52.6K | $16.3M | -1.07%(-569) | $166.58(+150.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.36% | +70.03% |
| Top 20 Holdings Unweighted | +21.15% | +77.81% |
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