Keeler & Nadler Financial Planning & Wealth Management Portfolio Holdings by Sector
Keeler & Nadler Financial Planning & Wealth Management
- $222 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
QUAL SCHG FNDF SCHV SPLG VUG VIGI VTV 40 stocks |
$192 Million
93.1% of portfolio
|
18
|
20
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$4.48 Million
2.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.8 Million
0.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.57 Million
0.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$895,727
0.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$858,513
0.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$824,750
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
UPST V 2 stocks |
$549,236
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$481,294
0.23% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV GILD 2 stocks |
$467,370
0.23% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEE SO 2 stocks |
$466,740
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TTC 1 stocks |
$459,177
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$347,812
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$277,663
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PFG 1 stocks |
$276,756
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$250,799
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$200,749
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Apparel Retail | Consumer Cyclical
DBI 1 stocks |
$68,423
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|