Kellett Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Cincinnati, OH
CIK
0001910381
Alternate names
Kellett Schaffner Wealth Advisors LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 80 134,392 IJR, VO, XLK, SCHD 13F-HR 1/31/2024 000108514624000597
Q3 2023 62 116,697 SCHD, IJR, RSP, VO 13F-HR 11/6/2023 000108514623004129
Q2 2023 58 110,091 SCHD, RSP, QQQ, BRK-B 13F-HR 8/7/2023 000108514623003128
Q1 2023 55 103,977 SCHD, RSP, BRK-B, QQQ 13F-HR 5/4/2023 000108514623002059
Q4 2022 54 103,054 SCHD, RSP, BRK-B, PG 13F-HR 2/2/2023 000108514623000606
Q3 2022 52 82,084 SCHD, BRK-B, QQQ, PG 13F-HR 11/10/2022 000108514622003897
Q2 2022 57 77,366 SCHD, PG, QQQ, BRK-B 13F-HR 8/8/2022 000108514622002869
Q1 2022 65 126,663 SCHD, IYF, FLOT, EWU 13F-HR 4/25/2022 000108514622001526
Q4 2021 71 130,656 SCHD, QQQ, IJR, IYF 13F-HR 2/10/2022 000108514622000756