KELLEHER FINANCIAL ADVISORS
Q1 2025 13F Holdings
- Locationnew york, NY
- Num holdings
127
- Value ($000)
$250,920
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001507971
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $41.19M | 16 % | 73,297 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $34.33M | 14 % | 43 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $14.23M | 6 % | 37,897 | ||
AAPL APPLE INC | COM | 037833100 | $13.51M | 5 % | 60,812 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $13.36M | 5 % | 25,084 | ||
AMZN AMAZON COM INC | COM | 023135106 | $10.06M | 4 % | 52,874 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $9.15M | 4 % | 58,540 | ||
META META PLATFORMS INC | CL A | 30303M102 | $7.07M | 3 % | 12,268 | ||
BRO BROWN & BROWN INC | COM | 115236101 | $5.23M | 2 % | 42,048 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $4.91M | 2 % | 28,443 |
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