IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Kellett Wealth Advisors, LLC

Q3 2022 Holdings

Filed 2022-11-10 | 52 holdings | $82.1K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Berkshire Hathaway Inc del(BRK/B)CL B NEW084670702$5.9K19,9047.2%
Schwab Strategic TR(SCHD)US DIVIDEND EQ808524797$32.9K444,82840.0%
PreviousPage 2 of 2