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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 $145,484,563
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 54,836 $32,138,270 22.09%
2.
Innovator Etfs Trust - US EQTY ULTRA B
 863,238 $30,382,438 20.88%
3.
Procter & Gamble Co
 PG 57,215 $9,592,154 6.59%
4.
Invesco Qqq Tr
 13,704 $7,006,022 4.81%
5.
Schwab Strategic Trust
 FNDF 176,862 $4,831,857 3.32%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)