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Kiley Juergens Wealth Management LLC Raises Holdings in Heritage Financial Co (NASDAQ:HFWA)

Kiley Juergens Wealth Management LLC increased its stake in shares of Heritage Financial Co. (NASDAQ:HFWA – Free Report) by 12.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 239,743 shares of the financial services provider’s stock after purchasing an additional 27,464 shares […]

NIKE, Inc (NYSE:NKE) Shares Acquired by B O S S Retirement Advisors LLC

B.O.S.S. Retirement Advisors LLC lifted its position in shares of NIKE, Inc. (NYSE:NKE – Free Report) by 18.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 22,050 shares of the footwear maker’s stock after buying an additional 3,477 shares during the quarter. B.O.S.S. Retirement […]

Kiley Juergens Wealth Management LLC Has $9 39 Million Position in iShares Morningstar Growth ETF (NYSEARCA:ILCG)

Kiley Juergens Wealth Management LLC reduced its position in iShares Morningstar Growth ETF (NYSEARCA:ILCG – Free Report) by 0.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 157,335 shares of the company’s stock after selling 736 shares during the quarter. […]

Kiley Juergens Wealth Management LLC Has $1 57 Million Position in United Parcel Service, Inc (NYSE:UPS)

Kiley Juergens Wealth Management LLC lowered its stake in shares of United Parcel Service, Inc. (NYSE:UPS – Free Report) by 15.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 10,085 shares of the transportation company’s stock after selling 1,907 shares during […]

Schwab US Broad Market ETF (NYSEARCA:SCHB) Shares Purchased by Kiley Juergens Wealth Management LLC

Kiley Juergens Wealth Management LLC boosted its stake in shares of Schwab US Broad Market ETF (NYSEARCA:SCHB – Free Report) by 3.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 59,914 shares of the company’s stock after acquiring an additional 1,862 shares during […]

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