Kelleher Financial Advisors
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NEW 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 | $5.0K | 0.0% |
| CROWN HOLDINGS, INC. | $5.0K | 0.0% |
| PIMCO DYNAMIC BOND FUND INSTITUTIONAL CLASS | $5.1K | 0.0% |
| BOSTON SCIENTIFIC CORP | $5.1K | 0.0% |
| Okta, Inc. | $5.2K | 0.0% |
| UNUM GROUP | $5.2K | 0.0% |
| XPO Inc | $5.4K | 0.0% |
| TELOS CORPTLS | $5.6K | 0.0% |
| HALLIBURTON CO | $5.7K | 0.0% |
| DOMINION ENERGY, INC | $5.9K | 0.0% |
| NH STABLE VALUE PORTFOLIO | $5.9K | 0.0% |
| TEMPLETON GROWTH FUND ADVISOR CLASS | $6.0K | 0.0% |
| Kyndryl Holdings, Inc. | $6.2K | 0.0% |
| Riot Platforms, Inc. | $6.3K | 0.0% |
| ISHARES INC MSCI JAPAN ETF NEW | $6.5K | 0.0% |
| ISHARES INC CORE MSCI EMERGING MKTS ETF | $6.6K | 0.0% |
| FRANKLIN INCOME FUND ADVISOR CLASS | $6.7K | 0.0% |
| LOOMIS SAYLES INVESTMENT GRADE BOND FUND CLASS Y | $6.7K | 0.0% |
| ALPS ETF TR ALERIAN MLP ETF NEW | $6.8K | 0.0% |
| ZILLOW GROUP, INC. | $6.8K | 0.0% |
| Atlanta Braves Holdings, Inc. | $7.1K | 0.0% |
| NAKED WINES PLC REGISTERED SHS ISIN#GB00B021F836 | $7.3K | 0.0% |
| BLACKROCK GLOBAL ALLOCATION FUND INSTITUTIONAL CLASS | $7.4K | 0.0% |
| TRACTOR SUPPLY CO /DE | $7.5K | 0.0% |
| FIRST TR EXCHANGE-TRADED FD III FIRST TR PFD SECS & INCOME ETF | $7.5K | 0.0% |
| TOOTSIE ROLL INDUSTRIES INC | $7.8K | 0.0% |
| Zoetis Inc. | $7.9K | 0.0% |
| TransDigm Group Inc. | $8.0K | 0.0% |
| VNV GLOBAL AB REGISTERED SHS ISIN#SE0014428835 | $8.3K | 0.0% |
| United Airlines Holdings Inc | $8.4K | 0.0% |
| Canadian Pacific Kansas City Limited | $8.4K | 0.0% |
| JPMORGAN INCOME BUILDER FUND CLASS I | $8.5K | 0.0% |
| BAYER AG SPONS ADR ISIN#US0727303028 | $8.7K | 0.0% |
| AMERICAN HIGH INCOME TRUST FUND CLASS F2 | $8.9K | 0.0% |
| METROPOLITAN TRANSN AUTH N Y REV TRANSN BDS 2012H 3.625 11/15/37 B/E DTD 11/15/12 CLB | $9.0K | 0.0% |
| AMERICAN NEW ECONOMY FUND CLASS F2 | $9.1K | 0.0% |
| LENNAR CORP CL B | $9.1K | 0.0% |
| SPDR SER TR STATE STREET SPDR BLOOMBERG BARCLAYS 1-3 YR U S TREAS INDEX | $9.3K | 0.0% |
| ISHARES TR MSCI ALL COUNTRY ASIA EX JAPAN ETF | $9.3K | 0.0% |
| HARTFORD BALANCED INCOME FUND CLASS I | $9.3K | 0.0% |
| OCCIDENTAL PETROLEUM CORP /DE | $9.4K | 0.0% |
| Vanguard Russell 2000 Growth ETF | $9.4K | 0.0% |
| Simon Property Group Inc | $9.6K | 0.0% |
| Toyota Motor CorporationTM | $9.6K | 0.0% |
| VICTORY PORTFOLIOS II VICTORYSHARES US LARGE CAP HIGH DIVID VOLATILITY WTD ETF ETF | $9.6K | 0.0% |
| Warner Bros. Discovery, Inc. | $9.7K | 0.0% |
| WEX Inc | $9.7K | 0.0% |
| VANGUARD INDEX FDS MID-CAP GROWTH ETF | $9.8K | 0.0% |
| FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD | $9.8K | 0.0% |
| LOWES COMPANIES INC | $9.9K | 0.0% |