Lee Kelleher Wealth Management Portfolio Holdings by Sector
Lee Kelleher Wealth Management
- $151 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV DLN IVW SPY DON IJH GSLC DES 32 stocks |
$146 Million
96.97% of portfolio
|
10
|
10
|
2
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$3.19 Million
2.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT TENB 2 stocks |
$473,475
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$374,148
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$287,096
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$234,936
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|