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Kellett Wealth Advisors, LLC

Q2 2022 Holdings

Filed 2022-08-08 | 57 holdings | $1.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Ishares TR(IJR)CORE S&P SCP ETF464287804$4.2K45,0090.3%
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$5.0K18,3150.4%
Invesco QQQ TR(QQQ)UNIT SER 146090E103$5.4K19,2250.4%
Procter and Gamble Co(PG)COM742718109$5.6K38,9270.4%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$30.1K419,5532.3%
Abbvie Inc(ABBV)COM00287Y109$529.0K3,45041.2%
Amazon COM Inc(AMZN)COM023135106$680.0K6,40052.9%
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