Keeler & Nadler Financial Planning & Wealth Management Portfolio Holdings

Keeler & Nadler Financial Planning & Wealth Management

  • $205 Billion
  • Q3 2024

Keeler & Nadler Financial Planning & Wealth Management has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $205 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $17.8B, Schwab Strategic Tr Us Large C with a value of $17.2B, Schwab Fundamental Intl Large with a value of $15.8B, Vanguard Growth ETF with a value of $15.2B, and Schwab Strategic Tr Us Large C with a value of $13.6B.

Examining the 13F form we can see an increase of $23.2B in the current position value, from $182B to 205B.

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.

Portfolio value $205 Billion
ETFs: $191 Billion
Technology: $4.1 Billion
Financial Services: $3.18 Billion
Communication Services: $917 Million
Industrials: $826 Million
Consumer Cyclical: $805 Million
Utilities: $440 Million
Healthcare: $428 Million
Other: $514 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$285M
$141 Million 0.07% of portfolio
19,166
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $205 Billion
  • Prior Value $182 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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