Keeler & Nadler Financial Planning & Wealth Management Reduced Holdings in Q1 2025

Keeler & Nadler Financial Planning & Wealth Management

  • $222 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
-33.1K
- 32.77%
$71.17 - $73.66 $2.35M - $2.44M
67.8K $4.97B
VUG
Vanguard Growth ETF

ETFs
-1.24K
- 3.19%
$369.1 - $427.61 $457K - $529K
37.5K $13.9B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-9.9K
- 36.03%
$85.29 - $92.57 $844K - $916K
17.6K $1.58B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-2.27K
- 8.03%
$77.33 - $90.16 $176K - $205K
26.1K $2.04B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-2.27K
- 15.48%
$80.73 - $94.96 $183K - $215K
12.4K $1.02B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-8.33K
- 10.19%
$21.23 - $23.75 $177K - $198K
73.5K $1.57B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-79
- 0.14%
$40.03 - $46.81 $3.16K - $3.7K
56.7K $2.3B
VBK
Vanguard Small Cap Growth ETF

ETFs
-17
- 0.25%
$247.97 - $296.33 $4.22K - $5.04K
6.89K $1.74B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-3.89K
- 23.29%
$69.81 - $78.9 $271K - $307K
12.8K $1B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-223
- 1.57%
$196.12 - $229.48 $43.7K - $51.2K
13.9K $2.8B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.89K
- 5.6%
$87.68 - $94.52 $429K - $462K
82.5K $7.65B
SCHA
Schwab Strategic Tr Us Small C

ETFs
-481
- 1.4%
$23.16 - $27.04 $11.1K - $13K
33.8K $794M
VBR
Vanguard Small Cap Value ETF

ETFs
-22
- 0.62%
$183.02 - $207.75 $4.03K - $4.57K
3.55K $659M
XITK
Spdr Ser Tr Factset Innovative

ETFs
-114
- 4.77%
$159.89 - $195.54 $18.2K - $22.3K
2.28K $369M
VB
Vanguard Small Cap ETF

ETFs
-20
- 0.97%
$217.89 - $252.64 $4.36K - $5.05K
2.05K $455M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-1.92K
- 11.56%
$25.81 - $28.52 $49.7K - $54.9K
14.7K $406M
META
Meta Platforms, Inc.

Communication Services
-4
- 1.03%
$576.36 - $736.67 $2.31K - $2.95K
385 $222M
MEAR
Blackrock Short Maturity Munic

ETFs
-57
- 0.68%
$49.97 - $50.36 $2.85K - $2.87K
8.29K $416M
VDC
Vanguard Consumer Staples ETF

ETFs
-333
- 1.68%
$206.54 - $226.16 $68.8K - $75.3K
19.5K $4.21B
SO
Southern CO

Utilities
-56
- 2.19%
$80.96 - $92.96 $4.53K - $5.21K
2.5K $227M
VTV
Vanguard Value ETF

ETFs
-126
- 0.23%
$167.73 - $179.21 $21.1K - $22.6K
55.7K $9.52B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-654
- 0.55%
$18.36 - $20.51 $12K - $13.4K
118K $2.36B
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
Track This Portfolio

Track Keeler & Nadler Financial Planning & Wealth Management Portfolio

Follow Keeler & Nadler Financial Planning & Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Keeler & Nadler Financial Planning & Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Keeler & Nadler Financial Planning & Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email