Keeler & Nadler Financial Planning & Wealth Management Purchases in Q4 2024

Keeler & Nadler Financial Planning & Wealth Management

  • $213 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
36.6K
+ 20.97%
$66.77 - $71.52 $2.44M - $2.62M
211K $14.6B
Vanguard Malvern Fds
31.4K
New
N/A
31.4K $2.38B
SCHG
Schwab Strategic Tr Us Large C

ETFs
525K
+ 318.33%
$25.93 - $105.3 $13.6M - $55.3M
691K $19.2B
Capital Grp Fixed Incm ETF T
73.7K
New
N/A
73.7K $1.9B
QUAL
Ishares Msci Usa Quality Facto

ETFs
9.68K
+ 9.77%
$176.42 - $186.91 $1.71M - $1.81M
109K $19.4B
IYW
Ishares Dj Us Tech ETF

ETFs
4.96K
+ 15.05%
$148.14 - $166.23 $734K - $824K
37.9K $6.04B
SCHV
Schwab Strategic Tr Us Large C

ETFs
387K
+ 229.18%
$25.79 - $80.4 $9.98M - $31.1M
556K $14.5B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
17.8K
+ 20.66%
$55.45 - $61.08 $985K - $1.08M
104K $5.75B
IFRA
Ishares Tr

ETFs
11.4K
+ 15.98%
$45.94 - $51.71 $525K - $591K
82.9K $3.84B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.16K
+ 9.29%
$113.92 - $127.38 $474K - $530K
49K $5.64B
CGMU
Capital Group Core Plus Income
11.8K
+ 58.74%
N/A
31.9K $857M
SPY
Spdr S&P 500 ETF Trust

ETFs
294
+ 2.81%
$567.81 - $607.81 $167K - $179K
10.8K $6.31B
TSLA
Tesla, Inc.

Consumer Cyclical
718
New
$213.65 - $479.86 $153K - $345K
718 $290M
Middlefield Banc Corp
10.1K
New
N/A
10.1K $282M
QQQ
Invesco Qqq Trust, Series 1

ETFs
411
New
$481.22 - $538.17 $198K - $221K
411 $210M
GOOGL
Alphabet Inc.

Communication Services
225
+ 9.16%
$161.86 - $196.66 $36.4K - $44.2K
2.68K $508M
JPM
Jpmorgan Chase & CO

Financial Services
97
+ 5.15%
$205.18 - $250.29 $19.9K - $24.3K
1.98K $475M
NVDA
Nvidia Corp

Technology
20
+ 0.35%
$117.0 - $148.88 $2.34K - $2.98K
5.66K $760M
MUB
Ishares National Muni Bond ETF

ETFs
343
+ 5.95%
$105.78 - $108.7 $36.3K - $37.3K
6.11K $651M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.39%
$570.51 - $610.59 $1.14K - $1.22K
510 $300M
MEAR
Blackrock Short Maturity Munic

ETFs
90
+ 1.09%
$49.94 - $50.28 $4.49K - $4.53K
8.34K $417M
CVX
Chevron Corp

Energy
4
+ 0.19%
$141.15 - $162.53 $565 - $650
2.09K $303M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
15
+ 0.39%
$58.88 - $64.8 $883 - $972
3.9K $230M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
64.7K
+ 203.15%
$26.93 - $84.95 $1.74M - $5.5M
96.6K $2.64B
SCHA
Schwab Strategic Tr Us Small C

ETFs
14.5K
+ 73.11%
$25.33 - $51.16 $367K - $741K
34.3K $887M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
11.3K
+ 8.81%
$79.93 - $88.06 $900K - $991K
139K $11.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
59.5K
+ 100.37%
$18.41 - $40.87 $1.1M - $2.43M
119K $2.2B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
49.4K
+ 152.68%
$22.01 - $66.82 $1.09M - $3.3M
81.8K $1.86B
FNDF
Schwab Fundamental Intl Large

ETFs
24.1K
+ 5.7%
$32.92 - $37.15 $794K - $896K
447K $14.9B
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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