Lee Kelleher Wealth Management Portfolio Holdings by Sector

Lee Kelleher Wealth Management

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV DLN SPY IVW DON IJH GSLC DES 34 stocks	$136 Million 96.83% of portfolio	34	-	34	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.04 Million 2.17% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TENB MSFT 2 stocks	$466,769 0.33% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$352,341 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$351,816 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$232,344 0.17% of portfolio	1	-	1	-	0 Calls 0 Puts

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