Keeler & Nadler Financial Planning & Wealth Management Incresed Positions in Q1 2025

Keeler & Nadler Financial Planning & Wealth Management

  • $222 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
47.7K
+ 151.85%
N/A
79.1K $6.11B
NVDA
Nvidia Corp

Technology
31.5K
+ 557.78%
$106.98 - $149.43 $3.38M - $4.71M
37.2K $4.08B
Capital Grp Fixed Incm ETF T
111K
+ 150.44%
N/A
184K $4.84B
FNDF
Schwab Fundamental Intl Large

ETFs
18.5K
+ 4.14%
$32.9 - $37.45 $609K - $694K
466K $17B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
10.7K
+ 7.68%
$78.97 - $85.82 $843K - $917K
150K $12.5B
SCHV
Schwab Strategic Tr Us Large C

ETFs
43.3K
+ 7.79%
$25.77 - $27.6 $1.12M - $1.19M
599K $15.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
24.2K
+ 11.48%
$64.88 - $72.1 $1.57M - $1.75M
235K $15.4B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.1K
+ 9.76%
$54.25 - $57.64 $549K - $584K
114K $6.28B
QUAL
Ishares Msci Usa Quality Facto

ETFs
7.66K
+ 7.04%
$168.16 - $186.21 $1.29M - $1.43M
116K $19.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
5
+ 0.17%
$442.66 - $534.52 $2.21K - $2.67K
2.98K $1.57B
CGMU
Capital Group Core Plus Income
5.54K
+ 17.41%
N/A
37.4K $1B
MUB
Ishares National Muni Bond ETF

ETFs
1.11K
+ 18.13%
$104.71 - $107.69 $116K - $119K
7.22K $759M
Capital Grp Fixed Incm ETF T
3.99K
+ 11.93%
N/A
37.5K $974M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.13K
+ 2.21%
$27.01 - $28.54 $57.6K - $60.8K
98.7K $2.72B
AMZN
Amazon Com Inc

Consumer Cyclical
740
+ 20.9%
$190.26 - $242.06 $141K - $179K
4.28K $825M
CVX
Chevron Corp

Energy
3
+ 0.14%
$146.71 - $167.97 $440 - $504
2.09K $348M
ABBV
Abb Vie Inc.

Healthcare
1
+ 0.09%
$169.2 - $216.66 $169 - $217
1.15K $235M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
12
+ 0.31%
$58.01 - $64.46 $696 - $774
3.91K $244M
VHT
Vanguard Health Care ETF

ETFs
4
+ 0.42%
$254.06 - $273.83 $1.02K - $1.1K
964 $253M
JPM
Jpmorgan Chase & CO

Financial Services
1
+ 0.05%
$225.19 - $279.95 $225 - $280
1.98K $481M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
7
+ 0.44%
$126.11 - $135.06 $883 - $945
1.59K $203M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.39%
$554.06 - $615.85 $1.11K - $1.23K
512 $286M
VIG
Vanguard Dividend Appreciation

ETFs
23
+ 0.38%
N/A
6.12K $1.17B
TTC
Toro CO

Industrials
14
+ 0.22%
$71.86 - $87.28 $1.01K - $1.22K
6.27K $459M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.06%
$156.06 - $207.71 $156 - $208
1.67K $260M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.09K
+ 8.35%
$102.49 - $119.96 $419K - $490K
53K $5.52B
SPY
Spdr S&P 500 ETF Trust

ETFs
183
+ 1.7%
$551.42 - $612.93 $101K - $112K
10.9K $6.08B
AAPL
Apple Inc.

Technology
1
+ 0.01%
$209.68 - $247.1 $210 - $247
8.24K $1.8B
IYW
Ishares Dj Us Tech ETF

ETFs
2.72K
+ 7.19%
$140.44 - $166.79 $382K - $454K
40.6K $5.71B
SCHG
Schwab Strategic Tr Us Large C

ETFs
45.9K
+ 6.64%
$24.91 - $29.02 $1.14M - $1.33M
736K $18.4B
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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