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
MGYMagnolia Oil & Gas Corp Cl A
$9K
AHIFXAMERICAN HIGH INCOME TRUST FUND CLASS F2
$9K
NY MTATRN 3.62 11/15/2037METROPOLITAN TRANSN AUTH N Y REV TRANSN BDS 2012H 3.625 11/15/37 B/E DTD 11/15/12 CLB
$9K
TMTOYOTA MTR CO SPON ADR ISIN#US8923313071
$9K
TSCOTractor Supply Co
$9K
VWOVANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF
$8K
NEFFXAMERICAN NEW ECONOMY FUND CLASS F2
$8K
JNBSXJPMORGAN INCOME BUILDER FUND CLASS I
$8K
YETIYETI HLDGS INC COM
$8K
4I1Philip Morris International Inc
$8K
T7DTRANSDIGM GROUP INC COM
$8K
NAKED WINES PLC REGISTERED SHS ISIN#GB00B021F836
$8K
NEONEOGENOMICS INC COM NEW
$8K
ZZILLOW GROUP INC CL C CAP STK
$8K
XFEBFIRST TR EXCHANGE-TRADED FD III FIRST TR PFD SECS & INCOME ETF
$8K
VRTVertiv Holdings Co
$8K
TLSTELOS CORP MD COM
$8K
CPCanadian Pacific Kansas City Limited
$7K
BATRAATLANTA BRAVES HLDGS INC COM SER C
$7K
UALUNITED AIRLS HLDGS INC COM
$7K
NOKNOKIA CORP SPONSORED ADR
$7K
MALOXBLACKROCK GLOBAL ALLOCATION FUND INSTITUTIONAL CLASS
$7K
CAGConagra Foods Inc
$7K
ICLIsrael Chemicals Ltd
$7K
LSIIXLOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS Y
$7K
TGADXTEMPLETON GROWTH FUND ADVISOR CLASS
$7K
BAYABAYER AG SPONS ADR ISIN#US0727303028
$7K
AMLPALPS ETF TR ALERIAN MLP ETF NEW
$7K
OPENOPENDOOR TECHNOLOGIES ORD
$7K
EWJISHARES INC MSCI JAPAN ETF NEW
$6K
KDKyndryl Holdings ORD WI
$6K
WBDWarner Bro. Discovery SRS A ORD WI
$6K
IEMGISHARES INC CORE MSCI EMERGING MKTS ETF
$6K
SEDGSolarEdge Technologies Inc
$6K
GILDGilead Sciences Inc
$6K
FRIAXFRANKLIN INCOME FUND ADVISOR CLASS
$6K
RBLXRoblox Corp Com Cl A
$6K
OKTAOKTA INC CL A
$6K
BAXBAXTER INTL INC COM
$5K
BSXBoston Scientific Corp
$5K
JDJD COM INC SPONS ADR REPSTG COM CL A
$5K
TYLTyler Technologies Inc
$5K
UNMUnum Group
$5K
REMYYRemy Cointreau Sa Adr
$5K
XPOXPO INC COM
$5K
NY NYSGEN 3.25 02/15/2040NEW YORK ST DORM AUTH ST PERS INCOME TAX REV REV BDS 2017 A 3.250 02/15/40 B/E DTD 07/13/17 PRF
$5K
PFIUXPIMCO DYNAMIC BOND FUND INSTITUTIONAL CLASS
$5K
CCKCrown Holdings Inc
$5K
DOWDOW INC COM
$4K
NY NYSGEN 3.25 02/15/2040NEW YORK ST DORM AUTH ST PERS INCOME TAX REV REV BDS 2017 A 3.250 02/15/40 B/E DTD 07/13/17 CLB
$4K
Salmon Evolution Asa Nok0.05
$4K
URCURANIUM ROYALTY ORD
$4K
UPSUnited Parcel Service B
$4K
EPIWISDOMTREE TR INDIA EARNINGS FD
$4K
DGROISHARES TR CORE DIVID GROWTH ETF
$4K
ZGZILLOW GROUP INC CL A
$4K
GMLPXGOLDMAN SACHS MLP ENERGY INFRASTRUCTURE FUND INSTITUTIONAL CLASS
$4K
SCHRSchwab Intermediate-Term US Trs ETFA(TM)
$4K
NOWServiceNow Inc
$4K
GSGiShares S&P GSCI Commodity-Indexed Trust
$4K
TAKTakeda Pharmaceutical Co Ltd
$4K
IEMGiShares Core MSCI EM ETF
$4K
CAVACava Group Inc
$4K
TWLOTWILIO INC CL A
$4K
SEEGXJPMORGAN LARGE-CAP GROWTH FUND CLASS I
$3K
30R0MULTICHOICE GROUP LIMITED SHS AMERICAN DEPOSITARY RECEIPT REPR SHS ISIN#US62548D1000
$3K
SNAPSnap Inc Cl A
$3K
MCKMcKesson Corp
$3K
VTRSVIATRIS INC COM
$3K
WABWABTEC COM
$3K
TXRHTexas Roadhouse Inc
$3K
GSKGSK PLC SPONSORED ADR NEW
$3K
JBLUJetBlue Airways Corp
$2K
DANOYDANONE SPONSORED ADR ISIN#US23636T1007
$2K
VWOVanguard Emerging Market
$2K
Mitsubishi Corp
$2K
SDZNYSANDOZ GROUP AG SPONSORED ADS ISIN#US7999261008
$2K
ZMZoom video communications-A
$2K
LYFTLyft Inc
$2K
AQLTiShares Core MSCI EAFE ETF
$2K
YPFYpf Sa
$2K
VMBSVanguard Mortgage-Backed Secs ETF
$2K
DYHTarget Corporation
$2K
ZMZOOM COMMUNICATIONS INC CL A
$2K
MRPMILLROSE PPTYS INC CL A
$2K
WMBWilliams Companies
$2K
PTONPeloton Interactive Inc
$2K
VIGVanguard Dividend Appreciation ETF
$2K
Otsuka Corp
$2K
FDPFresh Del Monte Produce Inc
$1K
AQLTiShares Dj Select Div Fd
$1K
CCCHEMOURS CO COM
$1K
SOLVSolventum Corp Com Shs
$1K
ARKTARK Next Generation Internet ETF
$1K
BLOKAmplify Transformational Data Shrg ETF
$1K
ARKFARK Fintech Innovation ETF
$1K
ETHEGrayscale Ethereum Trust (ETH)
$1K
IRBTQiRobot Corp
$1K
COFCapital One Financial Corp
$1K
THCTenet Healthcare Corp
$1K
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