Keeler & Nadler Financial Planning & Wealth Management Portfolio Holdings
Keeler & Nadler Financial Planning & Wealth Management
- $182 Billion
- Q2 2024
Keeler & Nadler Financial Planning & Wealth Management has filed its 13F form on October 03, 2024 for Q2 2024 where it was disclosed a total value porftolio of $182 Billion distributed in 64 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $16B, Vanguard Growth ETF with a value of $14.8B, Schwab Fundamental Intl Large with a value of $14.6B, Ishares Msci Usa Quality Facto with a value of $14.5B, and Schwab Strategic Tr Us Large C with a value of $11.6B.
Examining the 13F form we can see an increase of $15.6B in the current position value, from $166B to 182B. Also it can be appreciated an additional of 3 stocks purchases and 3 closed positions.
Keeler & Nadler Financial Planning & Wealth Management is based out at Dublin, OH
Below you can find more details about Keeler & Nadler Financial Planning & Wealth Management portfolio as well as his latest detailed transactions.