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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
EFAVIshares Tr
Recent Activity
Decreased -19.09%
0.56%
$1.18M
16,687 shares@ $70.72 avg price
TGRWT Rowe Price Etf Inc
Recent Activity
0.48%
$1.011M
25,411 shares@ $39.8 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -3.47%
0.47%
$983,586
2,334 shares@ $421.42 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 73.11%
0.42%
$887,376
34,315 shares@ $25.86 avg price
CGSMCapital Grp Fixed Incm Etf T
Recent Activity
Increased 64.45%
0.41%
$869,131
33,467 shares@ $25.97 avg price
CGMUCapital Grp Fixed Incm Etf T
Recent Activity
Increased 58.75%
0.41%
$857,445
31,852 shares@ $26.92 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.56%
0.37%
$776,537
3,540 shares@ $219.37 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.36%
0.36%
$759,547
5,656 shares@ $134.3 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -6.22%
0.34%
$707,745
3,571 shares@ $198.2 avg price
MUBIshares Tr
Recent Activity
Increased 5.95%
0.31%
$651,241
6,112 shares@ $106.56 avg price