$180 Million is the total value of KELLEHER FINANCIAL ADVISORS's 139 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 17.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PKOH | Sell | PARK-OHIO HLDGS CORPCOM | $9,399,000 | +16.3% | 220,640 | -0.5% | 5.23% | +14.3% |
| MSFT | Buy | MICROSOFT CORP COM | $7,209,000 | +30.6% | 116,028 | +21.0% | 4.01% | +28.3% |
| FNF | Sell | FIDELITY NATL FINL INC NEW FN | $6,227,000 | -9.3% | 183,364 | -1.5% | 3.46% | -10.9% |
| EXP | Sell | EAGLE MATERIALS INC COM | $5,808,000 | +22.4% | 58,950 | -4.0% | 3.23% | +20.3% |
| FIS | Sell | FIDELITY NATL INFORMATIO | $5,285,000 | -3.6% | 69,875 | -1.9% | 2.94% | -5.3% |
| MAIN | MAIN STR CAP CORP COM | $4,668,000 | +7.1% | 126,956 | 0.0% | 2.60% | +5.3% | |
| ABBV | Sell | ABBVIE INC COM | $4,564,000 | -1.3% | 72,900 | -0.5% | 2.54% | -3.0% |
| LMNX | Sell | LUMINEX CORP DEL COM | $4,422,000 | -20.4% | 218,619 | -10.6% | 2.46% | -21.8% |
| DDD | Sell | 3D SYS CORP DEL COM NEW | $4,270,000 | -35.0% | 321,330 | -12.2% | 2.37% | -36.1% |
| XOM | Sell | EXXON MOBIL CORP COM | $3,966,000 | +2.4% | 43,950 | -1.0% | 2.20% | +0.6% |
| PG | Sell | PROCTER & GAMBLE CO COM | $3,938,000 | -10.6% | 46,841 | -4.6% | 2.19% | -12.2% |
| CSCO | Buy | CISCO SYSTEMS INC | $3,780,000 | -4.7% | 125,105 | +0.0% | 2.10% | -6.4% |
| SCHL | Sell | SCHOLASTIC CORP | $3,765,000 | +20.3% | 79,300 | -0.3% | 2.09% | +18.2% |
| ES | EVERSOURCE ENERGY COM | $3,277,000 | +2.0% | 59,338 | 0.0% | 1.82% | +0.2% | |
| PMD | Sell | PSYCHEMEDICS CORP COM NEW | $3,239,000 | +21.4% | 131,257 | -2.5% | 1.80% | +19.3% |
| KMI | Sell | KINDER MORGAN INC DEL COM | $3,170,000 | -22.3% | 153,106 | -13.2% | 1.76% | -23.6% |
| BP | Sell | BP PLC SPONS ADR | $3,151,000 | +0.9% | 84,310 | -5.1% | 1.75% | -0.8% |
| MFC | Buy | MANULIFE FINL CORP COM | $3,047,000 | +27.1% | 170,997 | +0.6% | 1.69% | +24.8% |
| GGT | Buy | GABELLI MULTIMEDIA TR INC COM | $3,023,000 | +1.1% | 417,618 | +7.4% | 1.68% | -0.7% |
| FNFV | Sell | FIDELITY NATL FINL INC NEW FN | $2,941,000 | +9.1% | 214,711 | -0.6% | 1.64% | +7.2% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE I | $2,850,000 | +4.7% | 50,515 | +400.0% | 1.58% | +2.9% |
| PFE | Buy | PFIZER INC COM | $2,822,000 | -3.9% | 86,877 | +0.2% | 1.57% | -5.5% |
| WY | WEYERHAEUSER CO | $2,789,000 | -5.8% | 92,720 | 0.0% | 1.55% | -7.4% | |
| AVY | Sell | AVERY DENNISON CORP COM | $2,577,000 | -10.9% | 36,702 | -1.3% | 1.43% | -12.5% |
| CHMT | Sell | CHEMTURA CORP COM NEW | $2,531,000 | -8.6% | 76,250 | -9.7% | 1.41% | -10.2% |
| DMRC | Sell | DIGIMARC CORP NEW COM | $2,476,000 | -22.7% | 82,550 | -1.2% | 1.38% | -24.0% |
| CECE | Sell | CECO ENVIRONMENTAL CORP | $2,368,000 | +21.7% | 169,783 | -1.6% | 1.32% | +19.6% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DEL CL | $2,189,000 | +12.0% | 13,437 | -0.7% | 1.22% | +10.0% |
| AAPL | Buy | APPLE INC COM | $2,124,000 | +2.7% | 18,345 | +0.3% | 1.18% | +0.9% |
| PCYO | Sell | PURE CYCLE CORP COM | $2,096,000 | -4.2% | 381,255 | -0.1% | 1.17% | -5.9% |
| FLML | Buy | FLAMEL TECHNOLOGIES SA SPONSOR | $2,014,000 | -13.2% | 193,924 | +3.6% | 1.12% | -14.7% |
| BRKA | BERKSHIRE HATHAWAY INC DEL CL | $1,952,000 | +12.9% | 8 | 0.0% | 1.08% | +10.9% | |
| OXLC | Sell | OXFORD LANE CAP CORPCOM | $1,789,000 | -12.4% | 170,281 | -12.7% | 1.00% | -13.9% |
| CINF | Sell | CINCINNATI FINL CORPCOM | $1,742,000 | -1.4% | 23,000 | -1.8% | 0.97% | -3.1% |
| CB | Sell | CHUBB LTD COM | $1,685,000 | +3.9% | 12,756 | -1.2% | 0.94% | +2.2% |
| GE | Buy | GENERAL ELECTRIC CO COM | $1,653,000 | +106.9% | 52,329 | +93.9% | 0.92% | +103.3% |
| SPH | Sell | SUBURBAN PROPANE PARTNERS L | $1,485,000 | -34.6% | 49,417 | -27.5% | 0.83% | -35.7% |
| C | Buy | CITIGROUP INC COM NEW | $1,476,000 | +425.3% | 24,836 | +317.0% | 0.82% | +416.4% |
| CVX | Sell | CHEVRON CORP NEW COM | $1,454,000 | +13.4% | 12,360 | -0.8% | 0.81% | +11.6% |
| T | Buy | AT&T INC COM | $1,367,000 | +177.3% | 32,154 | +164.6% | 0.76% | +172.4% |
| JNJ | Buy | JOHNSON & JOHNSON COM | $1,366,000 | -1.4% | 11,859 | +1.1% | 0.76% | -3.1% |
| DAR | Sell | DARLING INGREDIENTS INC COM | $1,359,000 | -27.7% | 105,300 | -24.3% | 0.76% | -28.9% |
| BAC | New | BANK AMER CORP COM | $1,296,000 | – | 58,678 | +100.0% | 0.72% | – |
| VZ | Buy | VERIZON COMMUNICAT | $1,295,000 | +291.2% | 24,269 | +281.0% | 0.72% | +285.0% |
| HBAN | Sell | HUNTINGTON BANCSHARES | $1,254,000 | +32.1% | 94,891 | -1.5% | 0.70% | +29.8% |
| TNP | Buy | TSAKOS ENERGY NAVIGATION | $1,109,000 | -2.5% | 236,500 | +0.2% | 0.62% | -4.0% |
| PBCT | PEOPLES UTD FINL INCCOM | $1,107,000 | +22.2% | 57,281 | 0.0% | 0.62% | +20.1% | |
| INTC | Buy | INTEL CORP COM | $1,107,000 | +178.8% | 30,531 | +189.9% | 0.62% | +173.8% |
| BIDU | Buy | BAIDU COM INC SPONS ADR REPSTG | $1,056,000 | -0.2% | 6,429 | +10.6% | 0.59% | -2.0% |
| BIIB | Buy | BIOGEN IDEC INC COM | $1,038,000 | +38.2% | 5,026 | +109.4% | 0.58% | +35.8% |
| COP | Sell | CONOCOPHILLIPS COM | $1,029,000 | +14.2% | 20,538 | -1.0% | 0.57% | +12.2% |
| TWX | TIME WARNER INC NEW COM NEW | $1,016,000 | +21.2% | 10,534 | 0.0% | 0.56% | +19.2% | |
| CNQ | CANADIAN NATURAL RESLTD | $1,009,000 | -0.5% | 31,650 | 0.0% | 0.56% | -2.3% | |
| DIS | Sell | DISNEY WALT CO DISNEY COM | $971,000 | +3.5% | 9,321 | -7.8% | 0.54% | +1.7% |
| AESPRC | AES TR III TR PFD CONV SECSpfd | $970,000 | -1.1% | 19,250 | 0.0% | 0.54% | -2.9% | |
| GOOG | Buy | ALPHABET INC CAP STKCL C | $957,000 | +17.1% | 1,228 | +16.7% | 0.53% | +15.2% |
| BAX | Sell | BAXTER INTL INC COM | $952,000 | -8.2% | 21,490 | -1.4% | 0.53% | -9.9% |
| IBM | Buy | INTERNATIONAL BUSINESS M | $880,000 | +6.5% | 5,303 | +1.9% | 0.49% | +4.7% |
| TICC | Sell | TICC CAP CORP COM | $814,000 | +4.6% | 123,260 | -7.8% | 0.45% | +3.0% |
| NFBK | NORTHFIELD BANCORP INC DEL CO | $799,000 | +24.1% | 40,055 | 0.0% | 0.44% | +22.0% | |
| NTG | TORTOISE MLP FD INC COM | $788,000 | -4.6% | 41,331 | 0.0% | 0.44% | -6.2% | |
| APO | New | APOLLO GLOBAL MGMT LLC CL A S | $774,000 | – | 40,000 | +100.0% | 0.43% | – |
| IWN | Sell | ISHARES TR RUSSELL 2000 VALUE | $772,000 | +12.7% | 6,498 | -0.7% | 0.43% | +10.6% |
| OHI | Sell | OMEGA HEALTHCARE INVS INC C | $733,000 | -20.3% | 23,466 | -9.6% | 0.41% | -21.7% |
| GS | Sell | GOLDMAN SACHS GROUP INC COM | $686,000 | +34.5% | 2,865 | -9.5% | 0.38% | +31.8% |
| BR | New | BROADRIDGE FINL SOLUTIONS | $663,000 | – | 10,000 | +100.0% | 0.37% | – |
| MDLZ | Buy | MONDELEZ INTL INC CLA | $610,000 | +4.8% | 13,771 | +3.8% | 0.34% | +3.0% |
| HUN | Buy | HUNTSMAN CORP | $590,000 | +17.3% | 30,919 | +0.0% | 0.33% | +15.1% |
| BMY | Sell | BRISTOL MYERS SQUIBBCO COM | $583,000 | +6.4% | 9,981 | -2.0% | 0.32% | +4.5% |
| MSCACL | MAIN STR CAP CORP SR NTS CPNpfd | $574,000 | -1.0% | 22,350 | 0.0% | 0.32% | -2.7% | |
| TIP | ISHARES TR TIPS BD ETF | $565,000 | -2.9% | 5,000 | 0.0% | 0.31% | -4.6% | |
| JPM | Buy | JP MORGAN CHASE & CO COM | $552,000 | +36.0% | 6,397 | +4.9% | 0.31% | +33.5% |
| AIG | AMERICAN INTL GROUP INC COM NE | $539,000 | +10.0% | 8,264 | 0.0% | 0.30% | +8.3% | |
| MTLS | Sell | MATERIALISE NV SPONSORED | $527,000 | -15.9% | 68,700 | -15.7% | 0.29% | -17.5% |
| ANWWQ | AEGEAN MARINE PETROLEUM | $527,000 | +1.3% | 52,000 | 0.0% | 0.29% | -0.3% | |
| NYCB | Buy | NEW YORK CMNTY BANCORP IN | $526,000 | +11.9% | 33,060 | +110.4% | 0.29% | +9.8% |
| PFF | Sell | ISHARES TR S&P U S PFD STK IN | $508,000 | -17.1% | 13,675 | -12.0% | 0.28% | -18.7% |
| AMGN | Buy | AMGEN INC | $490,000 | -12.2% | 3,349 | +0.0% | 0.27% | -13.9% |
| AMOREPACIFIC CORP PFD SHS NOpfd | $484,000 | -11.7% | 2,850 | 0.0% | 0.27% | -13.2% | ||
| SPY | Sell | SPDR S&P 500 ETF TR TR UNIT | $483,000 | -1.2% | 2,162 | -4.4% | 0.27% | -2.9% |
| AJRD | AEROJET ROCKETDYNE HOLDINGS IN | $477,000 | +2.1% | 26,588 | 0.0% | 0.26% | +0.4% | |
| PSX | PHILLIPS 66 COM | $473,000 | +7.3% | 5,478 | 0.0% | 0.26% | +5.2% | |
| TWI | TITAN INTL INC IL | $459,000 | +10.6% | 40,980 | 0.0% | 0.26% | +8.5% | |
| NLY | Buy | ANNALY CAP MGMT INC | $456,000 | +0.7% | 45,783 | +6.2% | 0.25% | -0.8% |
| DOW | DOW CHEMICAL CO | $428,000 | +10.3% | 7,481 | 0.0% | 0.24% | +8.2% | |
| GOOGL | Sell | ALPHABET INC CAP STKCL A | $420,000 | -51.9% | 530 | -51.2% | 0.23% | -52.6% |
| AGN | Buy | ALLERGAN PLC | $419,000 | +9.4% | 1,995 | +19.8% | 0.23% | +7.4% |
| MRK | MERCK & CO INC NEW COM | $407,000 | -5.6% | 6,920 | 0.0% | 0.23% | -7.4% | |
| MO | ALTRIA GROUP INC COM | $402,000 | +6.9% | 5,950 | 0.0% | 0.22% | +5.2% | |
| STNG | Sell | SCORPIO TANKERS INC SHS | $399,000 | -19.7% | 88,250 | -17.9% | 0.22% | -21.0% |
| GM | Buy | GENERAL MTRS CO COM | $387,000 | +16.2% | 11,109 | +5.7% | 0.22% | +14.4% |
| WFC | WELLS FARGO & CO NEW COM | $377,000 | +24.4% | 6,850 | 0.0% | 0.21% | +22.8% | |
| AMP | Sell | AMERIPRISE FINL INC COM | $375,000 | +6.2% | 3,389 | -4.2% | 0.21% | +4.5% |
| RWT | Sell | REDWOOD TR INC COM | $375,000 | +5.3% | 24,700 | -2.0% | 0.21% | +4.0% |
| CMG | Buy | CHIPOTLE MEXICAN GRILL INC | $364,000 | -8.3% | 967 | +3.0% | 0.20% | -10.2% |
| YHOO | YAHOO INC | $362,000 | -10.2% | 9,360 | 0.0% | 0.20% | -11.8% | |
| APU | AMERIGAS PARTNERS L P UNIT LTD | $352,000 | +5.1% | 7,350 | 0.0% | 0.20% | +3.2% | |
| OLED | UNIVERSAL DISPLAY CORP COM | $350,000 | +1.4% | 6,226 | 0.0% | 0.20% | 0.0% | |
| CAT | CATERPILLAR INC | $344,000 | +4.2% | 3,712 | 0.0% | 0.19% | +2.1% | |
| IJK | Sell | ISHARES TR S&P MIDCAP 400 | $328,000 | +3.1% | 1,803 | -1.0% | 0.18% | +1.1% |
| KBR | Buy | KBR INC | $321,000 | +12.6% | 19,245 | +2.0% | 0.18% | +11.2% |
| FB | Buy | FACEBOOK INC CL A | $303,000 | -3.2% | 2,641 | +8.0% | 0.17% | -5.1% |
| BA | Sell | BOEING CO COM | $299,000 | -54.1% | 1,925 | -61.1% | 0.17% | -55.0% |
| MCD | MCDONALDS CORP | $294,000 | +5.8% | 2,418 | 0.0% | 0.16% | +3.8% | |
| MON | Sell | MONSANTO CO NEW COM | $288,000 | -5.3% | 2,745 | -7.7% | 0.16% | -7.0% |
| VNQ | New | VANGUARD INDEX FDS VANGUARD R | $282,000 | – | 3,422 | +100.0% | 0.16% | – |
| CMD | New | CANTEL MEDICAL CORP | $283,000 | – | 3,600 | +100.0% | 0.16% | – |
| IGSB | ISHARES TR 1-3 YR CRBD ETF | $274,000 | -0.7% | 2,613 | 0.0% | 0.15% | -2.6% | |
| GILD | Buy | GILEAD SCIENCES INC | $270,000 | -6.6% | 3,765 | +2.9% | 0.15% | -8.5% |
| DD | DU PONT E I DE NEMOURS & | $264,000 | +9.5% | 3,606 | 0.0% | 0.15% | +8.1% | |
| LUK | Buy | LEUCADIA NATL CORP | $262,000 | +24.8% | 11,262 | +1.9% | 0.15% | +22.7% |
| ABT | Buy | ABBOTT LABS COM | $245,000 | -4.7% | 6,400 | +4.9% | 0.14% | -6.2% |
| TGI | Buy | TRIUMPH GROUP INC | $245,000 | +271.2% | 9,241 | +289.9% | 0.14% | +267.6% |
| HES | Buy | HESS CORP | $242,000 | +19.2% | 3,892 | +2.8% | 0.14% | +17.4% |
| MUB | Sell | ISHARES TR NATL MUN BD ETF FD | $238,000 | -29.8% | 2,209 | -26.6% | 0.13% | -31.2% |
| RDSA | ROYAL DUTCH SHELL PLC SPONSO | $233,000 | +8.4% | 4,300 | 0.0% | 0.13% | +6.6% | |
| GOLD | BARRICK GOLD CORP COM | $230,000 | -9.8% | 14,420 | 0.0% | 0.13% | -11.1% | |
| STRS | New | STRATUS PPTYS INC COM NEW | $229,000 | – | 7,000 | +100.0% | 0.13% | – |
| VOO | New | VANGUARD INDEX FDS S&P 500 ET | $226,000 | – | 1,102 | +100.0% | 0.13% | – |
| MMM | 3M CO COM | $223,000 | +1.4% | 1,250 | 0.0% | 0.12% | 0.0% | |
| SHY | ISHARES TR 1-3 YR TREAS BD E | $223,000 | -0.9% | 2,652 | 0.0% | 0.12% | -2.4% | |
| NFG | Buy | NATIONAL FUEL GAS CO NJ | $221,000 | +6.8% | 3,897 | +1.6% | 0.12% | +5.1% |
| HSBC | Buy | HSBC HOLDINGS PLC SP ADRadr | $216,000 | +8.0% | 5,385 | +1.1% | 0.12% | +6.2% |
| XLE | SELECT SECTOR SPDR TR ENERGY | $215,000 | +7.0% | 2,856 | 0.0% | 0.12% | +5.3% | |
| VTI | Sell | VANGUARD INDEX FDS VANGUARD T | $216,000 | +1.4% | 1,876 | -2.1% | 0.12% | -0.8% |
| RSTK NORTHFIELD BANCORP IN | $213,000 | +23.8% | 10,700 | 0.0% | 0.12% | +21.6% | ||
| KHC | Buy | KRAFT HEINZ CO COM STK | $210,000 | +4.0% | 2,414 | +6.6% | 0.12% | +2.6% |
| NRK | Sell | NUVEEN NEW YORK AMT-FREE QUALI | $208,000 | -25.2% | 16,305 | -17.5% | 0.12% | -26.1% |
| EMN | EASTMAN CHEM CO | $207,000 | +11.3% | 2,755 | 0.0% | 0.12% | +9.5% | |
| MMC | MARSH & MCLENNAN COS INC CO | $202,000 | +0.5% | 2,994 | 0.0% | 0.11% | -1.8% | |
| BLDR | New | BUILDERS FIRSTSOURCEINC COM | $131,000 | – | 12,000 | +100.0% | 0.07% | – |
| GLW | New | CORNING INC | $109,000 | – | 4,500 | +100.0% | 0.06% | – |
| Sell | ROLLS-ROYCE HOLDINGSPLC LONDON | $85,000 | -36.1% | 10,300 | -28.0% | 0.05% | -37.3% | |
| SAN | Buy | BANCO SANTANDER SA ADR | $74,000 | +19.4% | 14,313 | +1.1% | 0.04% | +17.1% |
| TEVA | Sell | TEVA PHARMACEUTICAL INDUSTRIES | $72,000 | -97.7% | 67,600 | -2.6% | 0.04% | -97.8% |
| NM | Sell | NAVIOS MARITME HLDGSINC COM | $59,000 | +13.5% | 42,000 | -2.3% | 0.03% | +13.8% |
| MOSY | MOSYS INC COM | $18,000 | -61.7% | 63,500 | 0.0% | 0.01% | -63.0% | |
| ABHD | Sell | ABTECH HLDGS INC COM | $1,000 | -83.3% | 75,000 | -66.7% | 0.00% | -66.7% |
| KMIWS | Sell | KINDER MORGAN INC DEL WT EXPwarrants | $0 | -100.0% | 91,176 | -69.5% | 0.00% | -100.0% |
| NIMU | Exit | NON INVASIVE MONITORING SYS IN | $0 | – | -40,000 | -100.0% | -0.00% | – |
| CTSO | Exit | CYTOSORBENTS CORP | $0 | – | -2,500 | -100.0% | -0.01% | – |
| COCP | Exit | COCRYSTAL PHARMA INC COM | $0 | – | -50,000 | -100.0% | -0.01% | – |
| MT | Exit | ARCELORMITTAL SA LUXEMBOURG NY | $0 | – | -6,000 | -100.0% | -0.02% | – |
| XPLR | Exit | XPLORE TECHNOLOGIES CORP COM P | $0 | – | -20,000 | -100.0% | -0.03% | – |
| RIG | Exit | TRANSOCEAN LTD REG | $0 | – | -4,705 | -100.0% | -0.03% | – |
| ADM | Exit | ARCHER DANIELS MIDLAND CO | $0 | – | -1,360 | -100.0% | -0.03% | – |
| Exit | KINNEVIK ABM B | $0 | – | -2,800 | -100.0% | -0.04% | – | |
| ARII | Exit | AMERICAN RAILCAR INDUSTRIES IN | $0 | – | -2,475 | -100.0% | -0.06% | – |
| Exit | CENTRAL PARK GROUP CARLYLE EQU | $0 | – | -102,458 | -100.0% | -0.06% | – | |
| Exit | CENTRAL PARK GROUP CARLYLE FUN | $0 | – | -115,763 | -100.0% | -0.07% | – | |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,755 | -100.0% | -0.07% | – |
| EEM | Exit | ISHARES TR MSCI EMERGING MKTS | $0 | – | -5,541 | -100.0% | -0.12% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC COM NEW | $0 | – | -300 | -100.0% | -0.12% | – |
| EOG | Exit | EOG RES INC COM | $0 | – | -2,300 | -100.0% | -0.13% | – |
| HYS | Exit | PIMCO ETF TR 0-5 YR HIGH YIELD | $0 | – | -2,295 | -100.0% | -0.13% | – |
| PHG | Exit | KONINKLIJKE PHILIPS NV | $0 | – | -10,060 | -100.0% | -0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP COM | 41 | Q3 2023 | 10.4% |
| CISCO SYSTEMS INC | 41 | Q3 2023 | 2.4% |
| PFIZER INC COM | 41 | Q3 2023 | 1.9% |
| VERIZON COMMUNICATIONS INC COM | 41 | Q3 2023 | 3.2% |
| SPDR S&P 500 ETF TR TR UNIT | 41 | Q3 2023 | 1.4% |
| NORTHFIELD BANCORP INC DEL COM | 41 | Q3 2023 | 1.6% |
| ISHARES TR TIPS BD ETF | 41 | Q3 2023 | 1.2% |
| JP MORGAN CHASE & CO COM ISIN# | 41 | Q3 2023 | 1.2% |
| INTEL CORP COM | 39 | Q3 2023 | 1.8% |
| ACCENTURE | 38 | Q3 2023 | 9.7% |
View KELLEHER FINANCIAL ADVISORS's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-04-25 |
| 13F-HR/A | 2024-04-25 |
| 13F-HR/A | 2024-04-25 |
| 13F-HR/A | 2024-04-25 |
| 13F-HR/A | 2024-04-25 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-06 |
| 13F-HR/A | 2023-10-20 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-11 |
View KELLEHER FINANCIAL ADVISORS's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.