KELLEHER FINANCIAL ADVISORS Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$400.4B

Holdings

657

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (657 positions)

#StockSharesValue% PortfolioType
101
KOCoca Cola Company
8,575$568.7M0.14%
102
AMRFXAMERICAN MUTUAL FUND CLASS F2
9,108$567.2M0.14%
103
VXUSVANGUARD STAR FDS VANGUARD TOTAL INTL STOCK INDEX FD ETF SHS
7,720$567.1M0.14%
104
GOOGLAlphabet Inc Class A
2,316$562.9M0.14%
105
METAMeta Platforms Inc Class A
764$561.1M0.14%
106
NVDANvidia Corp
3,001$559.9M0.14%
107
SCHDSCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF
20,040$547.1M0.14%
108
PACLXT. ROWE PRICE CAPITAL APPRECIATION FUND ADVISOR CLASS
14,403$541.1M0.14%
109
PEPPepsico Inc
3,827$537.5M0.13%
110
PPGPPG INDS INC COM
5,067$532.6M0.13%
111
IDXXIdexx Labs Inc
832$531.8M0.13%
112
GOGIXJOHN HANCOCK INTERNATIONAL GROWTH FUND CLASS I
15,534$527.4M0.13%
113
LLYLILLY ELI & CO COM
682$520.4M0.13%
114
ABJAABB Ltd
7,162$515.3M0.13%
115
DFCEXDFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTITUTIONAL CLASS
17,918$507.6M0.13%
116
PLTRPALANTIR TECHNOLOGIES INC CL A
2,750$501.7M0.13%
117
FWMIXAMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F3
7,387$494.4M0.12%
118
B 0 12/11/25UNITED STATES TREAS BILLS 0.000 12/11/25 B/E DTD 06/12/25
450,000$446.6M0.11%
119
SCHWSCHWAB CHARLES CORP NEW COM
4,655$444.4M0.11%
120
GDGeneral Dynamics Corp
1,300$443.3M0.11%
121
QCOMQualcomm Inc
2,587$430.4M0.11%
122
PANWPalo Alto Networks Inc
2,099$427.4M0.11%
123
ETNEaton Corporation
1,133$424.0M0.11%
124
COSTCOSTCO WHSL CORP NEW COM
452$418.8M0.10%
125
BPBP PLC Sponsored ADR
12,053$415.3M0.10%
126
ABTAbbott Laboratories Inc.
3,071$411.3M0.10%
127
BACVerizon Communications
9,202$404.4M0.10%
128
RTXRaytheon Technologies Ord
2,397$401.1M0.10%
129
MCDMcDonalds Corp
1,277$388.1M0.10%
130
MMM3M Company
2,408$373.7M0.09%
131
NFBKNORTHFIELD BANCORP INC DEL COM
31,592$372.8M0.09%
132
BABOEING CO COM
1,713$369.7M0.09%
133
PFEPfizer Inc
14,496$369.3M0.09%
134
BHPBhp Billiton Ltd
6,542$364.7M0.09%
135
ORCLOracle Corporation
1,278$359.4M0.09%
136
WMFFXAMERICAN WASHINGTON MUTUAL INVESTORS FUND CLASS F2
5,365$358.8M0.09%
137
ADPAutomatic Data Processing
1,221$358.4M0.09%
138
DDDupont De Nemours Inc
4,553$354.7M0.09%
139
GLWCORNING INC COM
4,322$354.5M0.09%
140
TXNTEXAS INSTRS INC COM
1,929$354.4M0.09%
141
T 4.625 02/28/26UNITED STATES TREAS NTS 4.625 02/28/26 B/E DTD 02/29/24
350,000$351.0M0.09%
142
EXPEagle Materials Inc.
1,500$349.6M0.09%
143
JNJJOHNSON & JOHNSON COM
1,874$347.5M0.09%
144
TBCIXT. ROWE PRICE BLUE CHIP GROWTH FUND CLASS I
1,586$346.3M0.09%
145
CSCOCisco Systems Inc
5,040$344.8M0.09%
146
AEPFXAMERICAN EUPAC FUND CLASS F2
5,261$338.2M0.08%
147
MRSHMARSH & MCLENNAN COS INC COM
1,644$331.4M0.08%
148
SCHASCHWAB STRATEGIC TR US SMALL-CAP ETF
11,550$322.2M0.08%
149
BACVERIZON COMMUNICATIONS INC COM
7,306$321.1M0.08%
150
SYKStryker Corp
862$318.5M0.08%
151
T 4.125 02/28/27UNITED STATES TREAS NTS 4.125 02/28/27 B/E DTD 02/28/25
315,000$316.9M0.08%
152
PGPROCTER & GAMBLE CO COM
2,006$308.3M0.08%
153
FUFRXFRANKLIN UTILITIES FUND CLASS R6
11,371$296.9M0.07%
154
CMICummins Inc
700$295.7M0.07%
155
FUNFXAMERICAN FUNDAMENTAL INVESTORS FUND CLASS F3
3,163$295.4M0.07%
156
CTVACorteva Inc com
4,213$284.9M0.07%
157
MOALTRIA GROUP INC COM
4,310$284.7M0.07%
158
FNWFXAMERICAN NEW WORLD FUND CLASS F3
2,993$284.4M0.07%
159
HONHONEYWELL INTL INC COM
1,289$271.4M0.07%
160
CVXChevron Corporation
1,728$268.3M0.07%
161
T 3.625 08/31/27UNITED STATES TREAS NTS 3.625 08/31/27 B/E DTD 08/31/25
265,000$265.0M0.07%
162
B 0 04/16/26UNITED STATES TREAS BILLS 0.000 04/16/26 B/E DTD 04/17/25
270,000$264.6M0.07%
163
BKNGBOOKING HLDGS INC COM
49$264.6M0.07%
164
NBISNEBIUS GROUP NV SHS CL A ISIN#NL0009805522
2,350$263.8M0.07%
165
ADBEADOBE SYS INC COM
739$260.7M0.07%
166
JPMJPMorgan Chase & Co
826$260.5M0.07%
167
IWFISHARES TR RUSSELL 1000 GROWTH ETF
554$259.5M0.06%
168
PINSPINTEREST INC CL A
8,000$257.4M0.06%
169
B 0 10/02/25UNITED STATES TREAS BILLS 0.000 10/02/25 B/E DTD 10/03/24
254,000$254.0M0.06%
170
DELIVERY HERO AG NAMEN-AKT 144 A / REG S ISIN#DE000A2E4K43
8,725$250.2M0.06%
171
DEDeere & Co
545$249.2M0.06%
172
B 0 03/12/26UNITED STATES TREAS BILLS 0.000 03/12/26 B/E DTD 09/11/25
250,000$245.8M0.06%
173
SCHMSCHWAB STRATEGIC TR US MID-CAP ETF
8,175$242.3M0.06%
174
TDToronto-Dominion Bank
2,982$238.4M0.06%
175
AVYAVERY DENNISON CORP COM
1,460$236.8M0.06%
176
PGRPROGRESSIVE CORP OH COM
950$234.6M0.06%
177
WMT 7.55 02/15/30WALMART INC SR NT 7.550 02/15/30 B/E DTD 02/15/00
200,000$228.7M0.06%
178
MLAIXNYLI WINSLOW LARGE-CAP GROWTH FUND CLASS I
16,732$226.5M0.06%
179
FMACXAMERICAN AMCAP FUND CLASS F3
4,618$218.9M0.05%
180
RLBAXAMERICAN BALANCED FUND CLASS R1
5,664$216.6M0.05%
181
NEENextera Energy Inc.
2,862$216.1M0.05%
182
PG 5.5 02/01/34PROCTER & GAMBLE CO NT 5.500 02/01/34 B/E DTD 01/27/04
200,000$215.1M0.05%
183
4I1PHILIP MORRIS INTL INC COM
1,310$212.5M0.05%
184
AZNAstrazeneca Plc Each Ads Representing 1/2 Of An Or
2,764$212.1M0.05%
185
COLUMBIA DIVIDEND INCOME FUND INST2 CLASS
5,595$210.2M0.05%
186
GQ9SPDR GOLD TR GOLD SHS
590$209.7M0.05%
187
TAT&T Inc New
7,276$205.5M0.05%
188
EPDEnterprise Products Pptns Lp
6,553$204.9M0.05%
189
VHCAXVANGUARD CAPITAL OPPORTUNITY FUND ADMIRAL SHARES
913$201.6M0.05%
190
MAMastercard Inc
353$200.8M0.05%
191
NY NYCUTL 3.12 06/15/2027NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV SECOND GEN REV BDS 2013 DD 3.125 06/15/27 B/E DTD 03/21/13 CLB
200,000$200.1M0.05%
192
NY SFKWTR 3 06/01/2032SUFFOLK CNTY N Y WTR AUTH WTRWKS REV REV REF BDS 2015 3.000 06/01/32 B/E DTD 11/17/15 CLB
200,000$200.1M0.05%
193
T 3.5 09/30/27UNITED STATES TREAS NTS 3.500 09/30/27 B/E DTD 09/30/25
200,000$199.6M0.05%
194
NFLXNetflix Inc
166$199.0M0.05%
195
B 0 12/26/25UNITED STATES TREAS BILLS 0.000 12/26/25 B/E DTD 12/26/24
200,000$198.2M0.05%
196
GBTCGRAYSCALE BITCOIN TR ETF SHS REPSTG COM UNIT
2,195$197.0M0.05%
197
MRKMERCK & CO INC NEW COM
2,330$195.6M0.05%
198
ACNAccenture
791$195.1M0.05%
199
EMGAXALLSPRING EMERGING MARKETS EQUITY FUND CLASS A
5,927$192.5M0.05%
200
IQVIQVIA HLDGS INC COM
1,000$189.9M0.05%
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