Holdings

Keeler & Nadler Financial Planning & Wealth Management

As of Jun 30, 2026, Keeler & Nadler Financial Planning & Wealth Management reported 30 positions worth US$26.3M. Largest: Nvidia Corporation, Apple Inc and Alphabet Inc (google) Class C. What it bought and sold, with each filing.

CompanySharesValue as reportedChangeAs of
Nvidia Corporation34,645US$6.93M+98Jun 30, 2026
Apple Inc16,738US$4.84M+53Jun 30, 2026
Alphabet Inc (google) Class C4,825US$1.72M+95Jun 30, 2026
Amazon.com, Inc.6,212US$1.48M+196Jun 30, 2026
Berkshire Hathaway Inc.2,796US$1.4M−98Jun 30, 2026
Broadcom Inc.2,528US$955K+69Jun 30, 2026
Corning Incorporated3,615US$923Kno changeJun 30, 2026
Microsoft Corp.2,454US$916K+120Jun 30, 2026
Richmond Mutual Bancorporation, Inc.43,004US$683Kno changeJun 30, 2026
Jp Morgan Chase & Co.1,982US$649K+1Jun 30, 2026