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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	$175,066,890

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf Trust	SPY	56,074	$38,238,118	21.84%
2.	Innovator Etfs Trust - US EQTY ULTRA B		589,233	$23,175,005	13.24%
3.	Invesco Exch Traded Fd Tr Ii		246,102	$13,676,510	7.81%
4.	Invesco Qqq Tr		14,767	$9,071,535	5.18%
5.	Procter & Gamble Co	PG	54,247	$7,774,137	4.44%