Keeler & Nadler Financial Planning & Wealth Management Portfolio Holdings

Keeler & Nadler Financial Planning & Wealth Management

  • $182 Billion
  • Q2 2024

Keeler & Nadler Financial Planning & Wealth Management has filed its 13F form on October 03, 2024 for Q2 2024 where it was disclosed a total value porftolio of $182 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $16B, Vanguard Growth ETF with a value of $14.8B, Schwab Fundamental Intl Large with a value of $14.6B, Ishares Msci Usa Quality Facto with a value of $14.5B, and Schwab Strategic Tr Us Large C with a value of $11.6B.

Examining the 13F form we can see an increase of $15.6B in the current position value, from $166B to 182B. Also it can be appreciated an additional of 3 stocks purchases and 3 closed positions.

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 $182 Billion
ETFs: $171 Billion
Technology: $3.95 Billion
Financial Services: $2.65 Billion
Consumer Cyclical: $1 Billion
Industrials: $825 Million
Communication Services: $756 Million
Energy: $328 Million
Healthcare: $241 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.63T
$1.77 Billion 0.97% of portfolio
8,400
Q2 2024 Reduced 4.7%
$589B
$1.21 Billion 0.67% of portfolio
2,980
Q2 2024 Reduced 0.83%
$3.11T
$1.08 Billion 0.59% of portfolio
2,410
Q2 2024 Reduced 1.99%
$306B
$723 Million 0.4% of portfolio
5,850
Q2 2024 Added 673.81%
$9.08B
$614 Million 0.34% of portfolio
6,570
Q2 2024 Added 0.2%
$1.85T
$614 Million 0.34% of portfolio
3,179
Q2 2024 Reduced 3.05%
$991B
$446 Million 0.24% of portfolio
2,449
Q1 2024 Added 4.75%
$602B
$379 Million 0.21% of portfolio
1,874
Q2 2024 Added 0.05%
$10.1B
$377 Million 0.21% of portfolio
4,477
Q4 2023 Reduced 17.14%
$69.6B
$377 Million 0.21% of portfolio
235
Q1 2024 New
$296B
$328 Million 0.18% of portfolio
2,100
Q2 2024 Reduced 0.47%
$1.02T
$310 Million 0.17% of portfolio
1,689
Q2 2024 Added 0.06%
$17.1B
$259 Million 0.14% of portfolio
6,000
Q2 2024 Reduced 41.18%
$21.1B
$261 Million 0.14% of portfolio
3,332
Q4 2023 Reduced 6.8%
$260B
$241 Million 0.13% of portfolio
1,690
Q2 2024 Reduced 0.71%
$182B
$211 Million 0.12% of portfolio
2,103
Q2 2024 Reduced 2.23%
$453B
$203 Million 0.11% of portfolio
774
Q2 2024 Added 0.13%
$381M
$131 Million 0.07% of portfolio
19,166
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $182 Billion
  • Prior Value $166 Billion
  • Filing
  • Period Q2 2024
  • Filing Date October 03, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 3 stocks
  • Reduced holdings in 30 stocks
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