Kellett Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| SELECT SECTOR SPDR TR | $382.7K | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $375.9K | 0.2% |
| AMERICAN FINANCIAL GROUP INC | $371.9K | 0.2% |
| ELI LILLY & Co | $366.5K | 0.2% |
| ISHARES TR | $365.8K | 0.2% |
| PEPSICO INC | $359.4K | 0.2% |
| ISHARES TR | $358.9K | 0.2% |
| COCA COLA CO | $346.6K | 0.2% |
| VANGUARD WORLD FD | $311.2K | 0.2% |
| CISCO SYSTEMS, INC. | $303.5K | 0.2% |
| Meta Platforms Inc | $298.4K | 0.2% |
| THE GOLDMAN SACHS GROUP, INC. | $275.4K | 0.2% |
| Merck & Co., Inc. | $264.1K | 0.2% |
| HOME DEPOT, INC. | $260.5K | 0.1% |
| CALAMOS STRATEGIC TOTAL RETU | $258.8K | 0.1% |
| Blackstone Inc | $253.9K | 0.1% |
| SELECT SECTOR SPDR TR | $252.5K | 0.1% |
| Williams Cos Inc/The | $252.5K | 0.1% |
| Palantir Technologies Inc | $244.6K | 0.1% |
| INNOVATOR ETFS TRUST | $234.8K | 0.1% |
| ALTRIA GROUP, INC. | $234.2K | 0.1% |
| Elevance Health Inc | $225.4K | 0.1% |
| ANALOG DEVICES INC | $225.4K | 0.1% |
| ISHARES TR | $223.0K | 0.1% |
| WASTE MANAGEMENT INC | $220.1K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $208.8K | 0.1% |
| PEMBINA PIPELINE CORP | $205.5K | 0.1% |
| Morgan Stanley | $203.3K | 0.1% |
| Hyperscale Data, Inc. | $1.8K | 0.0% |