KELLEHER FINANCIAL ADVISORS
CIK
1507971
City
NEW YORK
State / Country
NY
Top Portfolio Positions
369 positions ·
$164,825,504 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
68,074 | $17,276,499 | 10.48% | |
| MSFT |
Microsoft Corp
Technology
|
38,519 | $14,258,576 | 8.65% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
55,363 | $11,530,450 | 7.00% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
20,470 | $9,809,224 | 5.95% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,727 | $6,137,237 | 3.72% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
18,680 | $5,371,619 | 3.26% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
8,113 | $3,757,860 | 2.28% | |
| NVDA |
Nvidia Corp
Technology
|
19,262 | $3,359,292 | 2.04% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,512 | $3,181,416 | 1.93% | |
| TFC |
Truist Financial Corp
Financial Services
|
63,415 | $2,915,186 | 1.77% |
Portfolio Trend
25 quarters · across all stocks
Holdings in HIO
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $124,538 | 34,308 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $124,047 | 33,436 | Shares | Sole | 2026-01-20 | |
| 2025-06-30 | $124,828 | 31,364 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $105,433 | 26,033 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $96,537 | 25,338 | Shares | Sole | 2024-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||