Fund HoldingsKellett Wealth Advisors, LLC

Total Portfolio Value
$134.39M
Total Bought
$54.51M
Total Sold
$37.97M
Net Transaction
+$16.54M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9,07753,869+44,7921,48810,3697.72%+8,881
ISHARES TR101,077162,873+61,7969,53517,63113.12%+8,096
VANGUARD INDEX FDS37,96563,000+25,0357,90614,65610.91%+6,751
SELECT SECTOR SPDR TR
ST STR FINL ETF
19,363119,548+100,1856424,4953.34%+3,853
ISHARES TR7,08854,713+47,6254754,1463.08%+3,671
VANGUARD WORLD FDS
INDUSTRIAL ETF
2,48315,287+12,8044843,3702.51%+2,886
VANGUARD WORLD FDS
COMM SRVC ETF
3,46124,535+21,0743642,8882.15%+2,524
VANGUARD WORLD FDS
CONSUM STP ETF
2,00312,689+10,6863662,4231.80%+2,057
PROSHARES TR
S&P 500 DV ARIST
017,588+17,58801,6741.25%+1,674
ISHARES TR08,653+8,65301,1950.89%+1,195
PROCTER AND GAMBLE CO(PG)43,65651,042+7,3866,3687,4805.57%+1,112
ISHARES TR011,337+11,33701,0360.77%+1,036
SELECT SECTOR SPDR TR
ST STR ENERG ETF
3,49015,945+12,4553151,3370.99%+1,021
ISHARES TR011,909+11,90909520.71%+952
INVESCO QQQ TR15,87615,890+145,6886,5074.84%+819
ISHARES TR
MSCI USA QLT FCT
04,020+4,02005920.44%+592
VANGUARD WORLD FDS
INF TECH ETF
2,4193,283+8641,0041,5891.18%+585
SELECT SECTOR SPDR TR
ST STR DISCR ETF
02,882+2,88205150.38%+515
SELECT SECTOR SPDR TR
ST STR CARE ETF
38,60140,129+1,5284,9705,4734.07%+503
MICROSOFT CORP(MSFT)5,9306,187+2571,8722,3271.73%+454
SELECT SECTOR SPDR TR
ST STR INDL ETF
03,459+3,45903940.29%+394
ISHARES TR3,9237,887+3,9642936740.50%+380
ISHARES TR7791,948+1,1692105580.41%+347
ISHARES TR015,184+15,18403460.26%+346
SELECT SECTOR SPDR TR
ST STR STAPL ETF
04,069+4,06902930.22%+293
BROADCOM INC(AVGO)0261+26102910.22%+291
REALTY INCOME CORP(O)04,890+4,89002810.21%+281
PACER FDS TR
US SM CAP CA ETF
04,820+4,82002320.17%+232
MGM RESORTS INTERNATIONAL(MGM)05,100+5,10002280.17%+228
SPDR GOLD TR(GLD)01,123+1,12302150.16%+215
HOME DEPOT INC(HD)0611+61102120.16%+212
ALPHABET INC(GOOG)01,440+1,44002030.15%+203
APPLE INC(AAPL)15,05714,268-7892,5782,7472.04%+169
US BANCORP DEL(USB)14,01014,034+244636070.45%+144
SPDR S&P 500 ETF TR(SPY)539784+2452303730.28%+142
GABELLI UTIL TR026,200+26,20001420.11%+142
DOUBLELINE INCOME SOLUTIONS(DSL)011,000+11,00001350.10%+135
PACER FDS TR
US CASH COWS 100
10,52512,555+2,0305206530.49%+132
CINTAS CORP(CTAS)752818+663624930.37%+131
AMAZON COM INC(AMZN)5,9545,814-1407578830.66%+127
ISHARES TR
CORE DIVID ETF
19,64920,461+8127328400.62%+108
ELI LILLY & CO(LLY)1,3011,371+706997990.59%+100
UNITEDHEALTH GROUP INC(UNH)1,7601,860+1008879790.73%+92
OLD REP INTL CORP(ORI)33,28333,562+2798979870.73%+90
NVIDIA CORPORATION(NVDA)635735+1002763640.27%+88
DUKE ENERGY CORP NEW(DUK)10,38610,318-689171,0010.75%+85
ENBRIDGE INC(ENB)7,9289,546+1,6182663440.26%+78
INVESCO EXCH TRADED FD TR II28,45828,668+2109981,0730.80%+75
VANGUARD INDEX FDS586686+1002303000.22%+70
ISHARES TR2,7702,77004905560.41%+66
VANGUARD WORLD FDS
HEALTH CAR ETF
2,3222,437+1155466110.45%+65
ISHARES TR
CORE HIGH DV ETF
2,2602,810+5502232870.21%+63
VANGUARD WORLD FDS
UTILITIES ETF
5,6185,644+267177740.58%+57
BERKSHIRE HATHAWAY INC DEL20,18319,950-2337,0707,1155.29%+45
B2GOLD CORP(BTG)012,500+12,5000400.03%+40
ALPHABET INC(GOOG)2,4602,558+983223570.27%+35
COCA COLA CO(KO)5,1745,492+3182903240.24%+34
VISA INC(V)98198102262550.19%+30
SPROTT PHYSICAL GOLD & SILVE(CEF)15,80315,802-12743030.23%+29
BLACKSTONE INC(BX)2,8412,544-2973043330.25%+29
AT&T INC(T)18,88018,387-4932843090.23%+25
ABBVIE INC(ABBV)4,1774,17706236470.48%+25
AMERICAN FINL GROUP INC OHIO2,4372,485+482722950.22%+23
ELEVANCE HEALTH INC(ELV)61361302672890.22%+22
BIOLASE INC019,060+19,0600210.02%+21
VANGUARD SPECIALIZED FUNDS1,3261,328+22062260.17%+20
MERCK & CO INC(MRK)2,6972,698+12782940.22%+17
JOHNSON & JOHNSON(JNJ)1,8801,883+32932950.22%+2
WALMART INC(WMT)1,8971,89703032990.22%-4
ABBOTT LABS2,2781,878-4002212070.15%-14
CISCO SYS INC(CSCO)4,5124,412-1002432230.17%-20
BRISTOL-MYERS SQUIBB CO(BMY)5,0794,579-5002952350.17%-60
PEPSICO INC(PEP)2,3051,936-3693913290.24%-62
CALAMOS STRATEGIC TOTAL RETU(CSQ)22,66715,967-6,7003192370.18%-81
TESLA INC(TSLA)2,3871,969-4185974890.36%-108
EXXON MOBIL CORP6,5396,426-1137696420.48%-126
SPDR DOW JONES INDL AVERAGE(DIA)1,7561,021-7355883850.29%-203
PIMCO DYNAMIC INCOME FD(PDI)16,3940-16,3942830-283
PROSHARES TR
S&P MDCP 400 DIV
70,95514,092-56,8634,7361,0370.77%-3,699
VANECK ETF TRUST
EMERGING MRKT HI
261,5740-261,5744,6610-4,661
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
59,2544,016-55,2388,3966340.47%-7,762
SCHWAB STRATEGIC TR415,824118,796-297,02829,4249,0446.73%-20,380
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