TIMOTHY BURKETT

@Keeler & Nadler Financial Planning & Wealth Management

Latest period2024 - Q4

Reported4d ago

Managed Assets$213.446M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SFStifel Finl Corp Recent Activity Exited	0%	$396,915 4,227 shares@ $93.9 avg price	Exited
VNQVanguard Index Fds Recent Activity Exited	0%	$305,054 3,131 shares@ $97.44 avg price	Exited
VLUEIshares Tr Recent Activity Exited	0%	$244,492 2,242 shares@ $109.06 avg price	Exited
PGProcter And Gamble Co Recent Activity Exited	0%	$206,305 1,191 shares@ $173.22 avg price	Exited
VOVanguard Index Fds Recent Activity Exited	0%	$203,859 773 shares@ $263.73 avg price	Exited
NVONovo-nordisk A S Recent Activity Exited	0%	$201,228 1,690 shares@ $119.07 avg price	Exited