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Home > Institutional Investor > Kellett Schaffner Wealth Advisors Llc > Profile

Instuitional Investor - Kellett Schaffner Wealth Advisors Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Kellett Schaffner Wealth Advisors Llc
Portfolio Value	$153,299,317

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	55,126	$34,059,713	22.22%
2.	Innovator Etfs Trust - US EQTY ULTRA B		607,034	$22,372,299	14.59%
3.	Invesco Exch Traded Fd Tr Ii		233,060	$11,338,347	7.4%
4.	Procter & Gamble Co	PG	55,373	$8,822,041	5.75%
5.	Invesco Qqq Tr		14,414	$7,951,079	5.19%