KELLEHER FINANCIAL ADVISORS Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$400.4M

Holdings

657

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (657 positions)

StockValue
DEDEERE & CO COM
$21K
AXP 4.75 03/29/28Am Ex Bk 4.750 03/29/28 03/29/2028 4.750
$21K
BLPEXAMERICAN MODERATE GROWTH AND INCOME PORTFOLIO CLASS F2
$20K
BSMBlack Stone Minerals LP
$20K
CHWYCHEWY INC CL A
$20K
FLOFlowers Foods Inc
$20K
IAU*iShares Gold Trust
$20K
PSXPhillips
$20K
7HPHP INC COM
$20K
CMCSAComcast Corp New Cl A
$20K
ABBVABBVIE INC COM
$19K
FRERXFRANKLIN TOTAL RETURN FUND CLASS R6
$19K
CARRCarrier Global Corp-Wi
$19K
VYMVANGUARD WHITEHALL FDS HIGH DIVIDEND YIELD ETF SHS
$19K
AQLTISHARES TR SELECT DIVID ETF FD
$19K
RSGRepublic Services Inc
$19K
CFGCITIZENS FINL GROUP INC COM
$19K
DHID.R. Horton Inc
$19K
SPHSuburban Propane Partners LP
$18K
CMCSACOMCAST CORP NEW CL A
$18K
HPEHEWLETT PACKARD ENTERPRISE CO COM
$18K
NAMYANG DIARY PRODUCTS CO LTD PFD SHS NON VOTING ISIN#KR7003921004
$18K
SOThe Southern Company
$18K
BLKCHFBlackRock Inc
$17K
IWRISHARES TR RUSSELL MID-CAP ETF
$17K
VLOValero Energy Corp
$17K
WYWEYERHAEUSER CO COM
$17K
ADBEAdobe Systems Inc
$17K
SYFSynchrony Financial Com Usd0.001
$17K
AZOAUTOZONE INC COM
$17K
DOCNDigitalOcean Holdings Inc COM USD0.000025
$17K
LMTLockheed Martin Corp
$17K
STESTERIS PLC
$17K
PYPLPAYPAL HLDGS INC COM
$17K
DEODIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057
$17K
BKBANK NEW YORK MELLON CORP COM
$17K
BABAAlibaba Group Hldg Ltd
$16K
DDDUPONT DE NEMOURS INC COM
$16K
PCEFINVESCO EXCHANGE-TRADED FD TR II CEF INCOME COMPOSITE ETF
$16K
PTSHXPIMCO Short-Term Instl
$16K
DCGODOCGO INC COM
$16K
WFRDWeatherford International PLC
$16K
GMGENERAL MTRS CO COM
$15K
NMCIXVOYA MID-CAP OPPORTUNITIES FUND CLASS I
$15K
DMLDenison Mines Corp
$15K
SBUXSTARBUCKS CORP COM
$15K
CVXCHEVRON CORP NEW COM
$15K
SDYSPDR SER TR STATE STREET SPDR S&P DIVID ETF
$15K
IORYXINVESCO ROCHESTER MUNICIPAL OPPORTUNITIES FUND CLASS R6
$14K
OEFISHARES TR S&P 100 ETF
$14K
BGBunge Limited
$14K
IMXIINTERNATIONAL MONEY EXPRESS INC COM
$14K
VLTOVERALTO CORP COM
$14K
FFord Mtr Co Del Com
$14K
MMDNYLI MACKAY DEFINEDTERM MUN OPPORTUNITIES FD COM
$14K
ENBEnbridge Inc.
$14K
NSRGYNESTLE SA SPONSORED ADR REPSTG REG SHS ISIN#US6410694060
$14K
GMGeneral Motors Co
$14K
TRVCCitigroup Inc
$13K
ISRGIntuitive Surgical Inc
$13K
PYPLPaypal Hldgs Inc Com
$13K
VNV GLOBAL AB REGISTERED SHS ISIN#SE0014428835
$13K
ZBHZIMMER BIOMET HLDGS INC COM
$13K
FISVFISERV INC COM
$13K
MHKMOHAWK INDS INC COM
$13K
PCWIXPRINCIPAL SAM CONSERVATIVE GROWTH PORTFOLIO INSTITUTIONAL CLASS
$13K
SFLSFL Corp Ltd
$12K
SBUXStarbucks Corp
$12K
AMAntero Midstream Corp
$12K
HUNHuntsman Corp
$12K
U6ZUranium Energy Corp
$12K
FGORXFRANKLIN U.S. GOVERNMENT SECURITIES FUND CLASS R6
$12K
AMGAFFILIATED MANAGERS GROUP INC COM
$12K
DFASDIMENSIONAL ETF TR U S SM CAP ETF
$12K
LENLENNAR CORP CL B
$12K
ALBALBEMARLE CORP COM
$12K
CVSCVS HEALTH CORP COM
$11K
BKRBAKER HUGHES CO CL A
$11K
INTUIntuit Inc
$11K
OXYOCCIDENTAL PETE CORP COM
$11K
VGSHVANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD
$11K
IVNIvanhoe Mines Ltd
$11K
QC10FLAGSTAR BK NATL ASSN HICKSVILLE N Y COM NEW
$10K
LOWLowe s Companies Inc
$10K
VOTVANGUARD INDEX FDS MID-CAP GROWTH ETF
$10K
WEXWEX Inc
$10K
SPGSimon Property Group Inc
$10K
FKNRXFRANKLIN NEW YORK INTERMEDIATE-TERM TAX-FREE INCOME FUND CLASS R6
$10K
CDLVICTORY PORTFOLIOS II VICTORYSHARES US LARGE CAP HIGH DIVID VOLATILITY WTD ETF ETF
$10K
Salini Impregilo Spa Shs Post Raggruppam
$10K
RIOTRIOT PLATFORMS INC COM
$10K
BMYBRISTOL MYERS SQUIBB CO COM
$9K
GUNRFLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD
$9K
VTWGVanguard Russell 2000 Growth ETF
$9K
SPTSSPDR SER TR STATE STREET SPDR BLOOMBERG BARCLAYS 1-3 YR U S TREAS INDEX
$9K
STLASTELLANTIS N V SHS ISIN#NL00150001Q9
$9K
ZTSZOETIS INC COM
$9K
HBLIXHARTFORD BALANCED INCOME FUND CLASS I
$9K
AAXJISHARES TR MSCI ALL COUNTRY ASIA EX JAPAN ETF
$9K
TRTootsie Roll Inds Inc
$9K
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