StockDriftsStockDriftsTop 50 Kelleher Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Trust S&P | 11.86% | 75.3K | $46.9M | +25.01%(+15.07K) | $362.60(+106.41%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL CL A | 8.72% | 48 | $34.5M | +0.00%(+0) | $575242.92(+32.39%) | 2026-03-31 | |
| AAPL | Apple, Inc. | 4.08% | 68.1K | $16.1M | +0.73%(+493) | $92.85(+232.39%) | 2026-03-31 | |
| GOOG | Alphabet Inc Class C | 3.96% | 56.6K | $15.6M | +2.37%(+1.31K) | $93.34(+281.60%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.82% | 38.5K | $15.1M | +1.38%(+523) | $227.95(+71.31%) | 2026-03-31 | |
| AMZN | Amazon Com Inc | 2.99% | 55.4K | $11.8M | +60.10%(+20.78K) | $161.28(+50.47%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc B | 2.5% | 20.5K | $9.9M | +11.85%(+2.17K) | $277.06(+83.27%) | 2026-03-31 | |
| META | Meta Platforms Inc Class A | 1.63% | 10.7K | $6.4M | +15.22%(+1.42K) | $293.31(+98.73%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS VANGUARD VALUE ETF | 1.34% | 27.1K | $5.3M | +0.09%(+25) | $140.42(+56.08%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 1.27% | 18.7K | $5.0M | +6.43%(+1.13K) | $150.23(+139.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.72% | +63.16% |
| Top 20 Holdings Unweighted | +16.77% | +59.23% |
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