KELLEHER FINANCIAL ADVISORS

Institutional investor profile sourced from SEC Form 13F-HR filings, parsed and aggregated by FilingIQ.

Total AUM
$1.05B
13F filings
6
Latest filing
Apr 25, 2024

Top 10 holdings

IVV $35.04M
16.45% of AUM
BRK.A $31.47M
14.78% of AUM
BRK.A $30.83M
15.80% of AUM
IVV $30.75M
17.72% of AUM
IVV $29.98M
15.37% of AUM
IVV $25.68M
16.96% of AUM
IVV $25.29M
19.00% of AUM
BRK.A $17.37M
13.06% of AUM
MSFT $16.14M
7.58% of AUM
MSFT $15.46M
8.91% of AUM

About this filer

FilingIQ has indexed 6 quarterly Form 13F filings from KELLEHER FINANCIAL ADVISORS. Reported assets under management total $1.05B.

View live KELLEHER FINANCIAL ADVISORS filings on FilingIQ Raw 13F on SEC EDGAR

Frequently asked

How much does KELLEHER FINANCIAL ADVISORS have under management?
Per KELLEHER FINANCIAL ADVISORS's most recent SEC Form 13F filing dated Apr 25, 2024, total assets under management are $1.05B. 13F filings cover long-only equity positions above the SEC reporting threshold.
How many 13F filings has KELLEHER FINANCIAL ADVISORS submitted?
FilingIQ has indexed 6 quarterly Form 13F filings from KELLEHER FINANCIAL ADVISORS. Filings are due 45 days after quarter-end.
Where does KELLEHER FINANCIAL ADVISORS's holdings data come from?
Every position shown on this page sources back to KELLEHER FINANCIAL ADVISORS's public SEC Form 13F-HR filing. The raw filing is on EDGAR at the link below. FilingIQ normalizes ticker mapping and computes percent-of-AUM at filing date.

Methodology & sources

All 13F data parsed from public SEC Form 13F-HR XML filings. AUM is the sum of reported position values at filing date. See methodology. Compiled by Thomas Kraaibeek. Not investment advice; see disclaimer.