Lee-Kelleher Wealth Management has disclosed 36 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $136.00 Mil. The turnover rate is 2%.
In Lee-Kelleher Wealth Management's current portfolio as of 2025-03-31, the top 5 holdings are
WisdomTree U.S. LargeCap Dividend Fund (DLN), iShares Core S&P 500 ETF (IVV), SPDR S&P 500 ETF Trust (SPY), iShares S&P 500 Growth ETF (IVW), WisdomTree U.S. MidCap Dividend Fund (DON), not including call and put options.
Lee-Kelleher Wealth Management did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for Lee-Kelleher Wealth Management, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for Lee-Kelleher Wealth Management, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for Lee-Kelleher Wealth Management.