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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
XITKSpdr Ser Tr
Recent Activity
Decreased -1.15%
0.2%
$415,888
2,390 shares@ $174.02 avg price
VIOOVanguard Admiral Fds Inc
Recent Activity
Decreased -22.79%
0.18%
$377,175
3,557 shares@ $106.04 avg price
UPSTUpstart Hldgs Inc
Recent Activity
Decreased -14.27%
0.18%
$369,851
6,007 shares@ $61.58 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.42%
0.15%
$317,085
1,665 shares@ $190.45 avg price
VVisa Inc
Recent Activity
Decreased -0.25%
0.12%
$244,212
773 shares@ $315.93 avg price
VHTVanguard World Fd
Recent Activity
Decreased -5.6%
0.12%
$243,621
960 shares@ $253.78 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -2.01%
0.11%
$227,569
389 shares@ $585.02 avg price
AJGGallagher Arthur J & Co
Recent Activity
Decreased -10.35%
0.1%
$208,914
736 shares@ $283.86 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -0.08%
0.1%
$203,696
1,146 shares@ $177.75 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -3.71%
0.1%
$201,951
1,583 shares@ $127.58 avg price