Keeler & Nadler Financial Planning & Wealth Management Purchases in Q2 2025

Keeler & Nadler Financial Planning & Wealth Management

  • $250 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
38.4K
+ 5.22%
$22.27 - $29.21 $856K - $1.12M
775K $22.6B
Vanguard Malvern Fds
42.3K
+ 53.51%
N/A
121K $9.42B
IEMG
Ishares Inc

ETFs
42.6K
New
N/A
42.6K $2.56B
Blackrock ETF Trust
82.1K
New
N/A
82.1K $2.37B
FNDF
Schwab Fundamental Intl Large

ETFs
14.7K
+ 3.16%
$32.25 - $40.02 $475K - $590K
481K $19.2B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.47K
+ 1.9%
$58.41 - $72.69 $261K - $325K
240K $17.4B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.74K
+ 2.36%
$152.42 - $182.82 $418K - $501K
119K $21.8B
SCHV
Schwab Strategic Tr Us Large C

ETFs
18.8K
+ 3.14%
$23.55 - $27.67 $444K - $521K
618K $17.1B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
2.94K
+ 1.97%
$75.29 - $91.16 $222K - $268K
153K $13.8B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
42.5K
+ 43.01%
$24.32 - $27.87 $1.03M - $1.18M
141K $3.74B
SPY
Spdr S&P 500 ETF Trust

ETFs
287
+ 2.62%
$496.48 - $617.85 $142K - $177K
11.2K $6.94B
V
Visa Inc.

Financial Services
2.19K
+ 283.18%
$308.27 - $373.31 $675K - $817K
2.96K $1.05B
Capital Grp Fixed Incm ETF T
27.8K
+ 74.12%
N/A
65.2K $1.7B
VTV
Vanguard Value ETF

ETFs
2.17K
+ 3.9%
$153.67 - $176.74 $334K - $384K
57.9K $10.2B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.35K
+ 2.54%
$90.56 - $109.49 $122K - $148K
54.4K $5.94B
MSFT
Microsoft Corp

Technology
219
+ 9.66%
$354.56 - $497.45 $77.6K - $109K
2.49K $1.24B
AVGO
Broadcom Inc.

Technology
10
+ 0.42%
$146.29 - $275.65 $1.46K - $2.76K
2.4K $660M
MUB
Ishares National Muni Bond ETF

ETFs
2.45K
+ 33.91%
$102.31 - $105.8 $250K - $259K
9.67K $1.01B
QQQ
Invesco Qqq Trust, Series 1

ETFs
451
New
$416.06 - $551.64 $188K - $249K
451 $249M
TSLA
Tesla, Inc.

Consumer Cyclical
710
New
$221.86 - $362.89 $158K - $258K
710 $226M
VLUE
Ishares Msci Usa Value Factor

ETFs
1.88K
New
$93.5 - $113.21 $175K - $212K
1.88K $212M
MA
Mastercard Inc

Financial Services
370
New
$479.92 - $590.74 $178K - $219K
370 $208M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
619
+ 0.84%
$19.1 - $23.83 $11.8K - $14.8K
74.1K $1.77B
VIG
Vanguard Dividend Appreciation

ETFs
347
+ 5.67%
N/A
6.46K $1.32B
AMZN
Amazon Com Inc

Consumer Cyclical
87
+ 2.03%
$167.32 - $223.3 $14.6K - $19.4K
4.37K $958M
VB
Vanguard Small Cap ETF

ETFs
404
+ 19.69%
$193.73 - $237.37 $78.3K - $95.9K
2.46K $582M
META
Meta Platforms, Inc.

Communication Services
60
+ 15.58%
$484.66 - $738.09 $29.1K - $44.3K
445 $328M
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.5%
$210.28 - $289.91 $2.1K - $2.9K
1.99K $578M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
161
+ 1.26%
$73.0 - $85.5 $11.8K - $13.8K
13K $1.09B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
32
+ 0.26%
$72.61 - $88.75 $2.32K - $2.84K
12.4K $1.1B
VDC
Vanguard Consumer Staples ETF

ETFs
46
+ 0.24%
$204.89 - $224.73 $9.42K - $10.3K
19.6K $4.29B
SCHA
Schwab Strategic Tr Us Small C

ETFs
190
+ 0.56%
$20.42 - $25.3 $3.88K - $4.81K
34K $861M
GOOGL
Alphabet Inc.

Communication Services
17
+ 0.63%
$144.7 - $178.6 $2.46K - $3.04K
2.7K $475M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
126
+ 0.48%
$67.03 - $80.35 $8.45K - $10.1K
26.2K $2.09B
GOOG
Alphabet Inc.

Communication Services
13
+ 0.78%
$146.58 - $180.01 $1.91K - $2.34K
1.68K $298M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.2%
$498.8 - $620.9 $499 - $621
513 $319M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
8
+ 0.2%
$55.54 - $69.09 $444 - $553
3.92K $271M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
8
+ 0.5%
$114.78 - $133.31 $918 - $1.07K
1.6K $213M
PG
Procter & Gamble CO

Consumer Defensive
108
+ 9.04%
$157.66 - $172.39 $17K - $18.6K
1.3K $208M
MEAR
Blackrock Short Maturity Munic

ETFs
61
+ 0.74%
$49.74 - $50.27 $3.03K - $3.07K
8.35K $420M
SO
Southern CO

Utilities
6
+ 0.24%
$84.91 - $92.56 $509 - $555
2.5K $230M
GILD
Gilead Sciences, Inc.

Healthcare
4
+ 0.19%
$96.91 - $113.0 $388 - $452
2.08K $230M
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.31%
$236.71 - $261.92 $710 - $786
967 $240M
AJG
Arthur J. Gallagher & Co.

Financial Services
1
+ 0.14%
$310.86 - $348.77 $311 - $349
737 $236M
ABBV
Abb Vie Inc.

Healthcare
3
+ 0.26%
$170.16 - $206.27 $510 - $619
1.15K $214M
AAPL
Apple Inc.

Technology
40
+ 0.49%
$172.42 - $223.89 $6.9K - $8.96K
8.28K $1.7B
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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