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Goldman Sachs shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of Goldman Sachs (GS) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in Goldman Sachs

Tip: Access up to 7 years of quarterly data

All positions including Goldman Sachs held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Goldman Sachs by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $275k 313 879.95

More positions owned by Kellett Schaffner Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Innovator Etfs Trust Us Eqty Ultra B (USEP)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Microsoft Corporation (MSFT)
Innovator Etfs Trust Us Eqty Ultra Bu (UNOV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqt Ultra Bf (UAPR)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding Goldman Sachs

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Jpmorgan Chase & Co
Fisher Investments
Geode Capital Management
Citadel Advisors
Capital World Investors
FMR
Northern Trust
Bank of New York Mellon
Norges Bank Investment Management
Invesco
UBS Group

View all funds holding Goldman Sachs