0001085146-23-004129.txt : 20231107 0001085146-23-004129.hdr.sgml : 20231107 20231106180043 ACCESSION NUMBER: 0001085146-23-004129 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231107 DATE AS OF CHANGE: 20231106 EFFECTIVENESS DATE: 20231107 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Kellett Wealth Advisors, LLC CENTRAL INDEX KEY: 0001910381 IRS NUMBER: 461665391 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21740 FILM NUMBER: 231380999 BUSINESS ADDRESS: STREET 1: 8944 BLUE ASH ROAD CITY: CINCINNATI STATE: OH ZIP: 45242 BUSINESS PHONE: 513-554-1472 MAIL ADDRESS: STREET 1: 8944 BLUE ASH ROAD CITY: CINCINNATI STATE: OH ZIP: 45242 FORMER COMPANY: FORMER CONFORMED NAME: Kellett Schaffner Wealth Advisors LLC DATE OF NAME CHANGE: 20220210 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001910381 XXXXXXXX 09-30-2023 09-30-2023 false Kellett Wealth Advisors, LLC

8944 BLUE ASH ROAD CINCINNATI OH 45242

13F HOLDINGS REPORT 028-21740 000287571 801-120400 N Brian Kellett 513-554-1472 /s/Brian Kellett Cincinnati OH 11-06-2023 0 62 116697920 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ABBOTT LABS COM 002824100 BBG001S5N9M6 220617 2278 SH SOLE 0 0 2278 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 622623 4177 SH SOLE 0 0 4177 ALPHABET INC CAP STK CL A 02079K305 BBG009S39JY5 321915 2460 SH SOLE 0 0 2460 AMAZON COM INC COM 023135106 BBG001S5PQL7 756872 5954 SH SOLE 0 0 5954 AMERICAN FINL GROUP INC OHIO COM 025932104 BBG001S8JK86 272132 2437 SH SOLE 0 0 2437 APPLE INC COM 037833100 BBG001S5N8V8 2577898 15057 SH SOLE 0 0 15057 AT&T INC COM 00206R102 BBG001S5VWH2 283583 18880 SH SOLE 0 0 18880 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 BBG001S90346 7070105 20183 SH SOLE 0 0 20183 BLACKSTONE INC COM 09260D107 BBG001S7H949 304360 2841 SH SOLE 0 0 2841 BRISTOL-MYERS SQUIBB CO COM 110122108 BBG001S8N8J6 294804 5079 SH SOLE 0 0 5079 CALAMOS STRATEGIC TOTAL RETU COM SH BEN INT 128125101 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