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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	$165,698,283

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	55,597	$37,037,745	22.35%
2.	Innovator Etfs Trust - US EQTY ULTRA B		601,321	$23,253,083	14.03%
3.	Invesco Exch Traded Fd Tr Ii		237,436	$12,510,527	7.55%
4.	Invesco Qqq Tr		14,636	$8,786,824	5.3%
5.	Procter & Gamble Co	PG	49,138	$7,549,978	4.56%