Keeler & Nadler Financial Planning & Wealth Management Portfolio Holdings

Keeler & Nadler Financial Planning & Wealth Management

  • $222 Billion
  • Q1 2025

Keeler & Nadler Financial Planning & Wealth Management has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $222 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 $19.7B, Schwab Strategic Tr Us Large C with a value of $18.4B, Schwab Fundamental Intl Large with a value of $17B, Schwab Strategic Tr Us Large C with a value of $15.8B, and Spdr Portfolio S&P 500 ETF (Ma with a value of $15.4B.

Examining the 13F form we can see an increase of $8.37B in the current position value, from $213B to 222B.

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 $222 Billion
ETFs: $192 Billion
Technology: $7.14 Billion
Financial Services: $3.13 Billion
Communication Services: $896 Million
Consumer Cyclical: $893 Million
Industrials: $737 Million
Healthcare: $467 Million
Utilities: $467 Million
Other: $549 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19.7 Billion 8.9% of portfolio
116,406
Q1 2025 Added 7.04%
$0
$18.4 Billion 8.31% of portfolio
736,441
Q1 2025 Added 6.64%
$0
$17 Billion 7.66% of portfolio
465,943
Q1 2025 Added 4.14%
$0
$15.8 Billion 7.11% of portfolio
599,243
Q1 2025 Added 7.79%
$0
$15.4 Billion 6.93% of portfolio
235,310
Q1 2025 Added 11.48%
$0
$13.9 Billion 6.26% of portfolio
37,486
Q1 2025 Reduced 3.19%
$0
$12.5 Billion 5.62% of portfolio
149,732
Q1 2025 Added 7.68%
$0
$9.52 Billion 4.29% of portfolio
55,710
Q1 2025 Reduced 0.23%
$0
$7.65 Billion 3.45% of portfolio
82,472
Q1 2025 Reduced 5.6%
$0
$6.28 Billion 2.83% of portfolio
113,860
Q1 2025 Added 9.76%
Vanguard Malvern Fds
-
$6.11 Billion 2.75% of portfolio
-
Q1 2025 Added 151.85%
$0
$6.08 Billion 2.74% of portfolio
10,943
Q1 2025 Added 1.7%
$0
$5.71 Billion 2.57% of portfolio
40,591
Q1 2025 Added 7.19%
$0
$5.52 Billion 2.49% of portfolio
53,043
Q1 2025 Added 8.35%
$0
$4.97 Billion 2.24% of portfolio
67,831
Q1 2025 Reduced 32.77%
Capital Grp Fixed Incm ETF T
-
$4.84 Billion 2.18% of portfolio
-
Q1 2025 Added 150.44%
$338B
$4.08 Billion 1.84% of portfolio
37,204
Q1 2025 Added 557.78%
$0
$4.04 Billion 1.82% of portfolio
89,626
Q1 2025 Added 8.08%
$0
$2.8 Billion 1.26% of portfolio
13,947
Q1 2025 Reduced 1.57%
$0
$2.72 Billion 1.23% of portfolio
98,738
Q1 2025 Added 2.21%
$0
$2.36 Billion 1.06% of portfolio
118,184
Q1 2025 Reduced 0.55%
$0
$2.3 Billion 1.04% of portfolio
56,702
Q1 2025 Reduced 0.14%
$0
$2.04 Billion 0.92% of portfolio
26,061
Q1 2025 Reduced 8.03%
$3.22T
$1.8 Billion 0.81% of portfolio
8,242
Q1 2025 Added 0.01%
$0
$1.74 Billion 0.79% of portfolio
6,886
Q1 2025 Reduced 0.25%
$662B
$1.57 Billion 0.71% of portfolio
2,982
Q1 2025 Added 0.17%
$0
$1.57 Billion 0.71% of portfolio
73,460
Q1 2025 Reduced 10.19%
$0
$1.58 Billion 0.71% of portfolio
17,569
Q1 2025 Reduced 36.03%
$0
$1.17 Billion 0.53% of portfolio
6,115
Q1 2025 Added 0.38%
$0
$1.02 Billion 0.46% of portfolio
12,392
Q1 2025 Reduced 15.48%
-
$1 Billion 0.45% of portfolio
-
Q1 2025 Added 17.41%
$0
$1 Billion 0.45% of portfolio
12,801
Q1 2025 Reduced 23.29%
Capital Grp Fixed Incm ETF T
-
$974 Million 0.44% of portfolio
-
Q1 2025 Added 11.93%
$0
$912 Million 0.41% of portfolio
25,411
Q4 2023 Reduced 36.82%
$3.43T
$859 Million 0.39% of portfolio
2,266
Q1 2025 Reduced 2.91%
$2.1T
$825 Million 0.37% of portfolio
4,280
Q1 2025 Added 20.9%
$0
$794 Million 0.36% of portfolio
33,834
Q1 2025 Reduced 1.4%
$0
$759 Million 0.34% of portfolio
7,220
Q1 2025 Added 18.13%
$0
$659 Million 0.3% of portfolio
3,549
Q1 2025 Reduced 0.62%
Richmond Mut Bancorporation
-
$556 Million 0.25% of portfolio
-
Q4 2023 Added 31.91%
$778B
$481 Million 0.22% of portfolio
1,982
Q1 2025 Added 0.05%
$7.91B
$459 Million 0.21% of portfolio
6,266
Q1 2025 Added 0.22%
$0
$455 Million 0.21% of portfolio
2,052
Q1 2025 Reduced 0.97%
$0
$416 Million 0.19% of portfolio
8,286
Q1 2025 Reduced 0.68%
$1.03T
$414 Million 0.19% of portfolio
2,681
Q4 2024 Added 9.16%
T Rowe Price ETF Inc
-
$425 Million 0.19% of portfolio
-
Q1 2025 New
$0
$406 Million 0.18% of portfolio
14,721
Q1 2025 Reduced 11.56%
$95.4B
$403 Million 0.18% of portfolio
2,385
Q3 2024 Added 914.89%
$0
$369 Million 0.17% of portfolio
2,276
Q1 2025 Reduced 4.77%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $222 Billion
  • Prior Value $213 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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