Lee Kelleher Wealth Management has filed its 13F form on July 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $151 Billion distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $28.3B, Wisdomtree Tr U.S Largecap Div with a value of $27B, Ishares S&P 500 Growth ETF with a value of $11.8B, Spdr S&P 500 ETF Trust with a value of $11.6B, and Wisdomtree Tr U.S. Midcap Divi with a value of $9.56B.
Examining the 13F form we can see an increase of $14.6B in the current position value, from $136B to 151B.
Lee Kelleher Wealth Management is based out at Fulton, MD
Below you can find more details about Lee Kelleher Wealth Management portfolio as well as his latest detailed transactions.
