Keeler & Nadler Financial Planning & Wealth Management Purchases in Q3 2024

Keeler & Nadler Financial Planning & Wealth Management

  • $205 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
14.2K
+ 16.73%
$162.64 - $179.3 $2.31M - $2.55M
99.1K $17.8B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
37.3K
+ 27.17%
$60.84 - $67.51 $2.27M - $2.52M
174K $11.8B
BND
Vanguard Bd Index Fd Inc Total

ETFs
27.1K
+ 33.32%
$71.45 - $75.64 $1.94M - $2.05M
109K $8.16B
SCHV
Schwab Strategic Tr Us Large C

ETFs
12.3K
+ 7.82%
$73.43 - $80.37 $900K - $985K
169K $13.6B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
13.1K
+ 11.38%
$80.13 - $88.89 $1.05M - $1.16M
128K $11.3B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
18.4K
+ 27.23%
$56.04 - $62.99 $1.03M - $1.16M
86K $5.25B
FNDF
Schwab Fundamental Intl Large

ETFs
5.78K
+ 1.38%
$33.67 - $37.71 $195K - $218K
423K $15.8B
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.26K
+ 3.94%
$92.63 - $105.69 $580K - $662K
165K $17.2B
IFRA
Ishares Tr

ETFs
14.5K
+ 25.35%
$41.55 - $46.97 $601K - $679K
71.5K $3.36B
TLT
Ishares Barclays 20+ Year Trea

ETFs
7.86K
+ 36.48%
$89.91 - $101.33 $707K - $796K
29.4K $2.88B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.84K
+ 9.39%
$105.53 - $118.34 $406K - $455K
44.8K $5.24B
SPY
Spdr S&P 500 ETF Trust

ETFs
869
+ 9.05%
$517.38 - $573.86 $450K - $499K
10.5K $6B
CGMU
Capital Group Core Plus Income
20.1K
New
N/A
20.1K $551M
VUG
Vanguard Growth ETF

ETFs
27
+ 0.07%
$341.08 - $391.94 $9.21K - $10.6K
39.5K $15.2B
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.74K
New
$42.54 - $47.97 $287K - $323K
6.74K $320M
Capital Grp Fixed Incm ETF T
11.5K
+ 129.59%
N/A
20.4K $534M
UPST
Upstart Holdings, Inc.

Financial Services
7.01K
New
$22.9 - $44.11 $160K - $309K
7.01K $280M
SO
Southern CO

Utilities
2.55K
New
$77.0 - $90.52 $197K - $231K
2.55K $230M
META
Meta Platforms, Inc.

Communication Services
397
New
$453.41 - $572.44 $180K - $227K
397 $227M
ABBV
Abb Vie Inc.

Healthcare
1.15K
New
$163.84 - $199.33 $188K - $229K
1.15K $226M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.64K
New
$117.9 - $128.2 $194K - $211K
1.64K $211M
AEE
Ameren Corp

Utilities
2.4K
New
$70.45 - $87.46 $169K - $210K
2.4K $210M
PG
Procter & Gamble CO

Consumer Defensive
1.19K
New
$160.76 - $177.82 $191K - $212K
1.19K $206M
VO
Vanguard Mid Cap ETF

ETFs
773
New
$237.84 - $263.83 $184K - $204K
773 $204M
MUB
Ishares National Muni Bond ETF

ETFs
1.71K
+ 42.09%
$106.13 - $108.7 $181K - $186K
5.77K $627M
AAPL
Apple Inc.

Technology
9
+ 0.11%
$207.23 - $234.82 $1.87K - $2.11K
8.41K $1.96B
XITK
Spdr Ser Tr Factset Innovative

ETFs
260
+ 12.05%
$133.46 - $155.93 $34.7K - $40.5K
2.42K $374M
AMZN
Amazon Com Inc

Consumer Cyclical
381
+ 11.98%
$161.02 - $200.0 $61.3K - $76.2K
3.56K $663M
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.24%
$99.55 - $123.34 $498 - $617
2.11K $255M
AVGO
Broadcom Inc.

Technology
2.15K
+ 914.89%
$136.27 - $1745.86 $293K - $3.75M
2.39K $411M
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.53%
$194.9 - $224.8 $1.95K - $2.25K
1.88K $397M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
11
+ 0.28%
$58.03 - $65.37 $638 - $719
3.88K $251M
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.3%
$261.88 - $288.1 $786 - $864
1.02K $287M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.4%
$520.18 - $576.82 $1.04K - $1.15K
508 $293M
V
Visa Inc.

Financial Services
1
+ 0.13%
$253.74 - $291.56 $254 - $292
775 $213M
MSFT
Microsoft Corp

Technology
8
+ 0.33%
$395.15 - $467.56 $3.16K - $3.74K
2.42K $1.04B
GOOGL
Alphabet Inc.

Communication Services
7
+ 0.29%
$148.65 - $191.18 $1.04K - $1.34K
2.46K $407M
TTC
Toro CO

Industrials
13
+ 0.2%
$81.82 - $99.44 $1.06K - $1.29K
6.58K $571M
Activity Summary
Buys All Purchases 39 New Holdings 10 Increased Positions 29 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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