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TIMOTHY BURKETT

@Keeler & Nadler Financial Planning & Wealth Management

Latest period2024 - Q4ReportedManaged Assets$213.446MTotal holdings70
Assets growth rate3.99%Assets growth rate (2-Q avg)8.36%Continuous growth in asset value6 quarters

Portfolio positions

This chart displays the top 10 holdings in Keeler & Nadler Financial Planning & Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 70 positions.

Assets under management

The assets under management (AUM) of Keeler & Nadler Financial Planning & Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 213.446M in assets, with a quarterly growth rate of 3.99% and a 2-quarter average growth rate of 8.36%. The portfolio is managed by TIMOTHY BURKETT, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VCRBVanguard Malvern Fds
Recent Activity
New Position
1.12%
$2.381M
31,409 shares@ $75.81 avg price
CGCBCapital Grp Fixed Incm Etf T
Recent Activity
New Position
0.9%
$1.9M
73,663 shares@ $25.79 avg price
TSLATesla Inc
Recent Activity
New Position
0.14%
$289,938
718 shares@ $403.82 avg price
MBCNMiddlefield Banc Corp
Recent Activity
New Position
0.14%
$282,127
10,058 shares@ $28.06 avg price
QQQInvesco Qqq Tr
Recent Activity
New Position
0.1%
$210,067
411 shares@ $511.12 avg price