Keeler & Nadler Financial Planning & Wealth Management Portfolio Holdings by Sector
Keeler & Nadler Financial Planning & Wealth Management
- $182 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
SCHG VUG FNDF QUAL SCHV USMV VIGI VTV 42 stocks |
$171 Million
94.6% of portfolio
|
  20  
|
  23  
|
  2  
|
  1  
|
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.77 Million
0.98% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.21 Million
0.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$1.1 Million
0.61% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.08 Million
0.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG 2 stocks |
$755,822
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Tools & Accessories | Industrials
TTC 1 stocks |
$614,400
0.34% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$614,250
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$379,081
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
SF 1 stocks |
$376,740
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$328,421
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PFG 1 stocks |
$261,395
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$258,900
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
NVO 1 stocks |
$241,231
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$212,894
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$211,079
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$203,192
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
DBI 1 stocks |
$130,904
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|