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Palantir Technologies shares owned by Kellett Schaffner Wealth Advisors

Quarter-by-quarter ownership of Palantir Technologies (PLTR) shares owned by Kellett Schaffner Wealth Advisors from 13F filings

Historical chart of Kellett Schaffner Wealth Advisors investment in Palantir Technologies

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All positions including Palantir Technologies 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 Palantir Technologies by Kellett Schaffner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $245k 1.4k 177.75
2025-03-31 $302k 3.6k 84.40
2024-12-31 $227k 3.0k 75.63

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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)
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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 Palantir Technologies

Vanguard Group
BlackRock
State Street Corporation
Susquehanna International
Geode Capital Management
Jane Street
Citadel Advisors
Jpmorgan Chase & Co
Norges Bank Investment Management
FMR
Invesco
Northern Trust
Amundi
Charles Schwab Investment Management
D. E. Shaw & Co

View all funds holding Palantir Technologies