Keeler & Nadler Financial Planning & Wealth Management Reduced Holdings in Q4 2024

Keeler & Nadler Financial Planning & Wealth Management

  • $213 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-13.1K
- 13.07%
$88.59 - $94.57 $1.16M - $1.24M
87.4K $7.76B
BND
Vanguard Bd Index Fd Inc Total

ETFs
-7.72K
- 7.11%
$71.75 - $75.11 $554K - $580K
101K $7.26B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.94K
- 6.59%
$87.1 - $98.49 $169K - $191K
27.5K $2.4B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-3.9K
- 21.03%
$89.9 - $100.66 $351K - $393K
14.7K $1.32B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
-3.94K
- 19.1%
$70.1 - $76.53 $276K - $301K
16.7K $1.18B
VDC
Vanguard Consumer Staples ETF

ETFs
-1.13K
- 5.36%
$210.96 - $223.62 $237K - $252K
19.9K $4.2B
VTV
Vanguard Value ETF

ETFs
-321
- 0.57%
$168.32 - $181.87 $54K - $58.4K
55.8K $9.45B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.9K
- 12.1%
$84.34 - $95.14 $329K - $371K
28.3K $2.47B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-3.99K
- 6.56%
$44.33 - $49.55 $177K - $198K
56.8K $2.55B
VIG
Vanguard Dividend Appreciation

ETFs
-880
- 12.62%
N/A
6.09K $1.19B
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-1.05K
- 22.79%
$105.45 - $117.99 $111K - $124K
3.56K $377M
VB
Vanguard Small Cap ETF

ETFs
-519
- 20.03%
$233.76 - $261.58 $121K - $136K
2.07K $498M
TTC
Toro CO

Industrials
-331
- 5.03%
$80.1 - $88.44 $26.5K - $29.3K
6.25K $501M
MSFT
Microsoft Corp

Technology
-84
- 3.47%
$406.35 - $454.46 $34.1K - $38.2K
2.33K $984M
VBR
Vanguard Small Cap Value ETF

ETFs
-237
- 6.22%
$197.36 - $217.3 $46.8K - $51.5K
3.57K $708M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-360
- 2.12%
$26.63 - $30.23 $9.59K - $10.9K
16.6K $443M
VHT
Vanguard Health Care ETF

ETFs
-57
- 5.6%
$250.81 - $283.3 $14.3K - $16.1K
960 $244M
ABBV
Abb Vie Inc.

Healthcare
-1
- 0.09%
$164.99 - $203.87 $165 - $204
1.15K $204M
AJG
Arthur J. Gallagher & Co.

Financial Services
-85
- 10.35%
$278.49 - $315.16 $23.7K - $26.8K
736 $209M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-61
- 3.71%
$126.68 - $134.74 $7.73K - $8.22K
1.58K $202M
META
Meta Platforms, Inc.

Communication Services
-8
- 2.02%
$554.08 - $632.68 $4.43K - $5.06K
389 $228M
V
Visa Inc.

Financial Services
-2
- 0.26%
$273.87 - $320.91 $548 - $642
773 $244M
GOOG
Alphabet Inc.

Communication Services
-24
- 1.42%
$163.08 - $198.16 $3.91K - $4.76K
1.67K $317M
XITK
Spdr Ser Tr Factset Innovative

ETFs
-28
- 1.16%
$151.89 - $190.48 $4.25K - $5.33K
2.39K $416M
VBK
Vanguard Small Cap Growth ETF

ETFs
-89
- 1.27%
$264.18 - $304.19 $23.5K - $27.1K
6.9K $1.93B
UPST
Upstart Holdings, Inc.

Financial Services
-1K
- 14.27%
$37.78 - $84.46 $37.8K - $84.5K
6.01K $370M
AAPL
Apple Inc.

Technology
-168
- 2.0%
$221.69 - $259.02 $37.2K - $43.5K
8.24K $2.06B
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 0.56%
$180.88 - $232.93 $3.62K - $4.66K
3.54K $777M
VUG
Vanguard Growth ETF

ETFs
-793
- 2.01%
$378.79 - $428.11 $300K - $339K
38.7K $15.9B
Activity Summary
Buys All Purchases 30 New Holdings 5 Increased Positions 25 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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