KELLEHER FINANCIAL ADVISORS
Q4 2024 13F Holdings
- Locationnew york, NY
- Num holdings
114
- Value ($000)
$264,944
- Date Filed01/17/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $47.12M | 18 % | 80,036 | ||
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $39.49M | 15 % | 58 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $17.00M | 6 % | 40,321 | ||
AAPL APPLE INC | COM | 037833100 | $15.05M | 6 % | 60,034 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $13.61M | 5 % | 30,023 | ||
AMZN AMAZON COM INC | COM | 023135106 | $11.78M | 4 % | 53,686 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $11.17M | 4 % | 58,648 | ||
META META PLATFORMS INC | CL A | 30303M102 | $7.27M | 3 % | 12,415 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $5.02M | 2 % | 29,642 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $4.83M | 2 % | 11,759 |
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