Keeler & Nadler Financial Planning & Wealth Management Portfolio Holdings

Keeler & Nadler Financial Planning & Wealth Management

  • $213 Billion
  • Q4 2024

Keeler & Nadler Financial Planning & Wealth Management has filed its 13F form on January 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $213 Billion distributed in 70 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 $19.4B, Schwab Strategic Tr Us Large C with a value of $19.2B, Vanguard Growth ETF with a value of $15.9B, Schwab Fundamental Intl Large with a value of $14.9B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $14.6B.

Examining the 13F form we can see an increase of $8.18B in the current position value, from $205B to 213B.

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 $213 Billion
ETFs: $194 Billion
Technology: $4.36 Billion
Financial Services: $2.91 Billion
Consumer Cyclical: $1.17 Billion
Communication Services: $1.05 Billion
Industrials: $745 Million
Utilities: $424 Million
Energy: $303 Million
Other: $204 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$323M
$102 Million 0.05% of portfolio
19,166
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $213 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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