Long-term investor
Keeler & Nadler Financial Planning & Wealth Management @keelernadlerfinancialpla
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002035883).
Record
- Tracked since 2025-06-30 (448 days), 53 trades recorded
- Returns: week n/a · month n/a · 90 days +13.4% · 6 months n/a · 1 year +21.1% · all +21.1%
- Max drawdown n/a · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524755 · 8.5% · long · since 2025-06-30
- 808524300 · 8.3% · long · since 2025-06-30
- 78464A854 · 7.1% · long · since 2025-06-30
- 808524409 · 6.9% · long · since 2025-06-30
- 922908736 · 5.6% · long · since 2025-06-30
- 922020748 · 5.4% · long · since 2025-06-30
- 09290C103 · 4.6% · long · since 2025-12-31
- 46432F339 · 4.0% · long · since 2025-06-30
- 922908744 · 3.8% · long · since 2025-06-30
- 09290C780 · 3.5% · long · since 2025-06-30
- 808524771 · 3.5% · long · since 2025-12-31
- 921909768 · 3.2% · long · since 2025-06-30