Keeler & Nadler Financial Planning & Wealth Management Portfolio Holdings by Sector
Keeler & Nadler Financial Planning & Wealth Management
- $250 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SCHG QUAL FNDF SPLG SCHV VUG VIGI VTV 43 stocks |
$211 Million
92.19% of portfolio
|
27
|
14
|
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$6.35 Million
2.78% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.7 Million
0.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V UPST MA 3 stocks |
$1.65 Million
0.72% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.44 Million
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$1.24 Million
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$1.1 Million
0.48% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$957,972
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$577,567
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
AEE SO 2 stocks |
$460,255
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD ABBV 2 stocks |
$444,020
0.19% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
TTC 1 stocks |
$372,067
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$306,117
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$298,837
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PFG 1 stocks |
$264,661
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG 1 stocks |
$235,928
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$225,524
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$207,545
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Apparel Retail | Consumer Cyclical
DBI 1 stocks |
$45,615
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|