Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Kellett Schaffner Wealth Advisors Llc > Profile

Instuitional Investor - Kellett Schaffner Wealth Advisors Llc

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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)