Fund HoldingsKELLEHER FINANCIAL ADVISORS

Total Portfolio Value
$262.43M
Total Bought
$11.25M
Total Sold
$10.86M
Net Transaction
+$391.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BERKSHIRE HATHAWAY INC DEL058+58040,08815.28%+40,088
ISHARES TR78,07180,483+2,41242,72346,42417.69%+3,701
BUILDERS FIRSTSOURCE INC(BLDR)023,243+23,24304,5061.72%+4,506
BERKSHIRE HATHAWAY INC DEL030,002+30,002013,8095.26%+13,809
APPLE INC(AAPL)62,94861,486-1,46213,25814,3265.46%+1,068
META PLATFORMS INC(META)12,40812,306-1026,2577,0442.68%+788
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
39,63448,285+8,6512,3813,1321.19%+751
BROWN & BROWN INC(BRO)42,04842,04803,7604,3561.66%+597
AMERICAN CENTY ETF TR06,073+6,07305830.22%+583
LENZ THERAPEUTICS INC020,773+20,77304930.19%+493
VANGUARD SPECIALIZED FUNDS16,34317,543+1,2002,9833,4751.32%+491
ALIBABA GROUP HLDG LTD(BABA)10,05310,05307241,0670.41%+343
ABBVIE INC(ABBV)011,261+11,26102,2240.85%+2,224
VANGUARD WORLD FD
HEALTH CAR ETF
1,6962,744+1,0484517740.30%+323
SPDR DOW JONES INDL AVERAGE(DIA)9,3939,39303,6743,9741.51%+300
NIKE INC(NKE)021,728+21,72801,9210.73%+1,921
INTERNATIONAL BUSINESS MACHS(IBM)01,273+1,27302810.11%+281
VANGUARD INDEX FDS5,8896,399+5101,4261,6880.64%+263
VANGUARD INDEX FDS10,25010,514+2642,2352,4940.95%+259
PROGRESSIVE CORP(PGR)0950+95002410.09%+241
UNITEDHEALTH GROUP INC(UNH)3,2873,272-151,6741,9130.73%+239
CUMMINS INC(CMI)0700+70002270.09%+227
CORTEVA INC(CTVA)03,828+3,82802250.09%+225
DOW INC(DOW)04,081+4,08102230.08%+223
ORACLE CORP(ORCL)01,278+1,27802180.08%+218
TORONTO DOMINION BK ONT(TD)03,363+3,36302130.08%+213
BOOKING HOLDINGS INC(BKNG)050+5002110.08%+211
TESLA INC(TSLA)4,6274,302-3259161,1250.43%+210
CONSOLIDATED EDISON INC(ED)01,973+1,97302050.08%+205
GE AEROSPACE(GE)01,082+1,08202040.08%+204
BROADCOM INC(AVGO)01,180+1,18002040.08%+204
AUTOMATIC DATA PROCESSING IN0729+72902020.08%+202
SPDR S&P 500 ETF TR(SPY)6,3596,353-63,4613,6451.39%+184
VANGUARD INDEX FDS31,18529,677-1,5085,0025,1811.97%+178
VANGUARD INDEX FDS011,837+11,83701,1530.44%+1,153
GOLUB CAP BDC INC(GBDC)010,004+10,00401510.06%+151
MCDONALDS CORP(MCD)3,2433,196-478269730.37%+147
GILEAD SCIENCES INC(GILD)8,1068,244+1385566910.26%+135
VANGUARD INDEX FDS4,1174,344+2271,1011,2300.47%+129
EXXON MOBIL CORP06,629+6,62907770.30%+777
VANGUARD INDEX FDS11,75911,75904,3984,5151.72%+117
JOHNSON & JOHNSON(JNJ)06,351+6,35101,0290.39%+1,029
CARVANA CO(CVNA)2,5002,50003224350.17%+113
COCA COLA CO(KO)8,7779,277+5005596670.25%+108
EAGLE MATLS INC(EXP)1,5001,50003264310.16%+105
CISCO SYS INC(CSCO)18,09918,09908609630.37%+103
JPMORGAN CHASE & CO.(JPM)6,4366,640+2041,3021,4000.53%+98
SPDR GOLD TR(GLD)3,4433,439-47408360.32%+95
DUPONT DE NEMOURS INC(DD)9,0039,275+2727338260.31%+94
IQVIA HLDGS INC(IQV)3,6223,62207668580.33%+92
VERIZON COMMUNICATIONS INC(VZ)017,756+17,75607970.30%+797
GOLDMAN SACHS GROUP INC(GS)1,9191,922+38689520.36%+84
APOLLO GLOBAL MGMT INC(APO)10,74810,74801,2691,3430.51%+74
BROADRIDGE FINL SOLUTIONS IN(BR)4,0054,00507898610.33%+72
NORTHFIELD BANCORP INC DEL31,59231,59202993660.14%+67
SCHWAB STRATEGIC TR9,7409,74007227830.30%+61
AT&T INC(T)21,51421,453-614114720.18%+61
EXPEDITORS INTL WASH INC(EXPD)7,6007,60009489990.38%+50
INVESCO QQQ TR5,4545,455+12,6132,6631.01%+50
HOME DEPOT INC(HD)81181102793290.13%+49
SCHWAB STRATEGIC TR11,92411,92405666140.23%+48
SCHWAB STRATEGIC TR6,6806,68005195650.22%+45
CATERPILLAR INC(CAT)1,2901,214-764304750.18%+45
ABBOTT LABS4,4084,40804585030.19%+45
RTX CORPORATION(RTX)2,1202,12002132570.10%+44
FLUOR CORP NEW(FLR)10,01710,01704364780.18%+42
ACCENTURE PLC IRELAND
SHS CLASS A
83083002522930.11%+42
PROCTER AND GAMBLE CO(PG)4,9704,97008208610.33%+41
VANGUARD TAX-MANAGED FDS10,36510,36505125470.21%+35
VANGUARD STAR FDS7,7207,72004665000.19%+34
THERMO FISHER SCIENTIFIC INC(TMO)52152102883220.12%+34
HUNTSMAN CORP(HUN)20,97321,142+1694785120.19%+34
PEPSICO INC(PEP)06,535+6,53501,1110.42%+1,111
UBER TECHNOLOGIES INC(UBER)12,76912,76909289600.37%+32
ISHARES TR8,2258,22504815130.20%+31
SCHWAB STRATEGIC TR8,6808,68008759040.34%+29
AMGEN INC(AMGN)2,4162,429+137557830.30%+28
GSK PLC(GSK)9,93410,030+963824100.16%+28
IDEXX LABS INC(IDXX)1,4821,48207227490.29%+27
PFIZER INC(PFE)34,66134,269-3929709920.38%+22
TARGET CORP(TGT)4,1084,035-736086290.24%+21
COSTCO WHSL CORP NEW(COST)56156104774970.19%+20
STRYKER CORPORATION(SYK)97597503323520.13%+20
HILTON WORLDWIDE HLDGS INC(HLT)1,6501,65003603800.14%+20
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
1,2671,26702082270.09%+19
GENERAL DYNAMICS CORP(GD)1,5461,54604494670.18%+19
VISA INC(V)1,3091,30903443600.14%+16
SCHWAB STRATEGIC TR2,7252,72502122260.09%+14
PURE CYCLE CORP10,00010,0000961080.04%+12
WESTERN ASSET HIGH INCOME OP(HIO)25,33826,033+695971050.04%+9
LIBERTY MEDIA CORP DEL(FWONA)6,9156,515-4004975040.19%+8
ISHARES TR61361302232300.09%+7
SPHERE ENTERTAINMENT CO(SPHR)6,4515,231-1,2202262310.09%+5
AVERY DENNISON CORP1,9671,96704304340.17%+4
DOCGO INC11,61311,613036390.01%+3
BANK AMERICA CORP35,19635,200+41,4001,3970.53%-3
CITIGROUP INC(C)6,9696,970+14424360.17%-6
ELI LILLY & CO(LLY)36636603313240.12%-7
SLR INVESTMENT CORP14,46514,660+1952332210.08%-12
ENERGY TRANSFER L P(ET)80,00080,00001,2981,2840.49%-14
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