KELLEHER FINANCIAL ADVISORS
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
138
- Value ($000)
$288,165
- Date Filed08/08/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $46.74M | 16 % | 75,274 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $41.54M | 14 % | 57 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $19.63M | 7 % | 39,461 | ||
AAPL APPLE INC | COM | 037833100 | $12.66M | 4 % | 61,692 | ||
AMZN AMAZON COM INC | COM | 023135106 | $11.82M | 4 % | 53,861 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $11.42M | 4 % | 23,517 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $10.76M | 4 % | 60,645 | ||
META META PLATFORMS INC | CL A | 30303M102 | $9.22M | 3 % | 12,497 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.74M | 2 % | 32,462 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $5.23M | 2 % | 11,937 |
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