Fund HoldingsKellett Wealth Advisors, LLC

Total Portfolio Value
$144.42M
Total Bought
$18.21M
Total Sold
$10.17M
Net Transaction
+$8.04M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
VANGUARD INDEX FDS63,00068,579+5,57914,65617,13511.86%+2,479
SELECT SECTOR SPDR TR
ST STR FINL ETF
119,548145,041+25,4934,4956,1094.23%+1,614
SELECT SECTOR SPDR TR
ST STR TECHN ETF
53,86957,489+3,62010,36911,9738.29%+1,604
ISHARES TR54,71365,878+11,1654,1465,4003.74%+1,254
VANGUARD WORLD FD
INDUSTRIAL ETF
15,28718,692+3,4053,3704,5643.16%+1,194
SELECT SECTOR SPDR TR
ST STR CARE ETF
40,12944,441+4,3125,4736,5654.55%+1,092
VANGUARD WORLD FD
COMM SRVC ETF
24,53529,844+5,3092,8883,9162.71%+1,028
VANGUARD WORLD FD
CONSUM STP ETF
12,68916,617+3,9282,4233,3922.35%+969
SELECT SECTOR SPDR TR
ST STR ENERG ETF
15,94523,506+7,5611,3372,2191.54%+882
PROCTER AND GAMBLE CO(PG)51,04251,108+667,4808,2925.74%+812
ISHARES TR11,90918,690+6,7819521,5801.09%+628
VANGUARD BD INDEX FDS06,305+6,30504560.32%+456
ISHARES TR11,33716,548+5,2111,0361,4881.03%+451
ISHARES TR8,65310,972+2,3191,1951,6211.12%+425
ISHARES TR05,925+5,92503600.25%+360
ISHARES TR162,873162,585-28817,63117,96912.44%+338
ISHARES TR
MSCI USA QLT FCT
4,0205,417+1,3975928900.62%+299
MICROSOFT CORP(MSFT)6,1876,222+352,3272,6181.81%+291
ELI LILLY & CO(LLY)1,3711,37107991,0670.74%+267
ISHARES TR0681+68102290.16%+229
WASTE MGMT INC DEL(WM)01,052+1,05202240.16%+224
VANGUARD WORLD FD
INF TECH ETF
3,2833,402+1191,5891,7841.24%+195
ISHARES TR
CORE DIVID ETF
20,46123,253+2,7928401,0350.72%+195
PACER FDS TR
US SM CAP CA ETF
4,8208,128+3,3082324000.28%+168
AMAZON COM INC(AMZN)5,8145,764-508831,0400.72%+156
ISHARES TR7,8878,383+4966748020.56%+128
ABBVIE INC(ABBV)4,1774,227+506477700.53%+122
EXXON MOBIL CORP6,4266,532+1066427590.53%+117
PROSHARES TR
S&P 500 DV ARIST
17,58817,392-1961,6741,7641.22%+89
NVIDIA CORPORATION(NVDA)735500-2353644520.31%+88
SPDR S&P 500 ETF TR(SPY)784869+853734540.31%+82
CINTAS CORP(CTAS)818819+14935630.39%+70
ISHARES TR1,94810,069+8,1215586230.43%+66
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,4593,628+1693944570.32%+63
MERCK & CO INC(MRK)2,6982,700+22943560.25%+62
PROSHARES TR
S&P MDCP 400 DIV
14,09213,956-1361,0371,0960.76%+60
BROADCOM INC(AVGO)26126102913460.24%+55
OLD REP INTL CORP(ORI)33,56233,858+2969871,0400.72%+53
AMERICAN FINL GROUP INC OHIO2,4852,549+642953480.24%+52
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
4,0164,049+336346860.47%+52
ALPHABET INC(GOOG)2,5582,688+1303574060.28%+48
ISHARES TR2,7702,861+915566020.42%+46
VANGUARD INDEX FDS686714+283003430.24%+44
WALMART INC(WMT)1,8975,692+3,7952993420.24%+43
PACER FDS TR
US CASH COWS 100
12,55511,975-5806536960.48%+43
SELECT SECTOR SPDR TR
ST STR DISCR ETF
2,8823,027+1455155570.39%+41
VANGUARD WORLD FD
UTILITIES ETF
5,6445,694+507748120.56%+38
MGM RESORTS INTERNATIONAL(MGM)5,1005,600+5002282640.18%+37
PEPSICO INC(PEP)1,9362,051+1153293590.25%+30
SELECT SECTOR SPDR TR
ST STR STAPL ETF
4,0694,223+1542933220.22%+29
ELEVANCE HEALTH INC(ELV)61361302893180.22%+29
US BANCORP DEL(USB)14,03414,153+1196076330.44%+25
VANGUARD WORLD FD
HEALTH CAR ETF
2,4372,351-866116360.44%+25
SPDR DOW JONES INDL AVERAGE(DIA)1,0211,030+93854100.28%+25
VISA INC(V)981999+182552790.19%+23
ISHARES TR15,18416,729+1,5453463680.25%+22
HOME DEPOT INC(HD)611607-42122330.16%+21
VANGUARD SPECIALIZED FUNDS1,3281,354+262262470.17%+21
SPDR GOLD TR(GLD)1,1231,12302152310.16%+16
ALPHABET INC(GOOG)1,4401,44002032190.15%+16
BRISTOL-MYERS SQUIBB CO(BMY)4,5794,57902352480.17%+13
COCA COLA CO(KO)5,4925,49203243360.23%+12
QUANTUM COMPUTING INC(QUBT)010,000+10,0000100.01%+10
JETAI INC010,000+10,000090.01%+9
SPROTT PHYSICAL GOLD & SILVE(CEF)15,80215,302-5003033110.22%+9
ABBOTT LABS1,8781,87802072130.15%+7
AT&T INC(T)18,38717,726-6613093120.22%+3
JOHNSON & JOHNSON(JNJ)1,8831,881-22952980.21%+2
ENBRIDGE INC(ENB)9,5469,54603443450.24%+2
CALAMOS STRATEGIC TOTAL RETU(CSQ)15,96714,277-1,6902372340.16%-4
B2GOLD CORP(BTG)12,50012,500040330.02%-7
CISCO SYS INC(CSCO)4,4124,212-2002232100.15%-13
GABELLI UTIL TR26,20022,808-3,3921421270.09%-15
REALTY INCOME CORP(O)4,8904,89002812650.18%-16
BIOLASE INC19,06019,06002140.00%-18
ISHARES TR
CORE HIGH DV ETF
2,8102,348-4622872590.18%-28
BLACKSTONE INC(BX)2,5442,242-3023332950.20%-38
DUKE ENERGY CORP NEW(DUK)10,3189,796-5221,0019470.66%-54
UNITEDHEALTH GROUP INC(UNH)1,8601,86009799200.64%-59
DOUBLELINE INCOME SOLUTIONS(DSL)11,0000-11,0001350-135
INVESCO QQQ TR15,89014,254-1,6366,5076,3294.38%-178
TESLA INC(TSLA)1,9691,759-2104893090.21%-180
APPLE INC(AAPL)14,26814,085-1832,7472,4151.67%-332
INVESCO EXCH TRADED FD TR II28,6687,966-20,7021,0733160.22%-756
SCHWAB STRATEGIC TR118,79687,700-31,0969,0447,0714.90%-1,973
BERKSHIRE HATHAWAY INC DEL19,9503,542-16,4087,1151,4891.03%-5,626
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