Lee Kelleher Wealth Management Purchases and Sells in Q4 2025

Lee Kelleher Wealth Management

$168 Billion
Q4 2025

Top Buys

Incresed Positions

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DLN	22.6K + 6.46%	$85.3 - $88.17 $1.92M - $1.99M	372K $32.8B
IVV	1.27K + 2.72%	$656.2 - $690.71 $835K - $879K	48K $32.9B
IJH	7.5K + 4.95%	$63.25 - $66.24 $475K - $497K	159K $10.5B
DON	9.91K + 4.86%	$50.22 - $52.54 $498K - $521K	214K $11B
SPY	108 + 0.59%	$653.02 - $687.39 $70.5K - $74.2K	18.4K $12.5B
IJR	918 + 2.42%	$114.27 - $121.15 $105K - $111K	38.9K $4.68B

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLV	4K New	$42.4 - $49.17 $169K - $196K	4K $257M
INCY	2.32K New	$83.8 - $108.26 $195K - $252K	2.32K $230M
IAU	2.57K New	$72.65 - $82.5 $187K - $212K	2.57K $209M
AMZN	884 New	$213.04 - $254.0 $188K - $225K	884 $204M
BRAND ENGAGEMENT NETWORK INC	15K New	N/A	15K $34.8M

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	-7.21K - 7.67%	$118.29 - $126.28 $853K - $910K	86.8K $10.7B
VTI	-1.62K - 17.26%	$321.8 - $337.95 $521K - $547K	7.77K $2.6B
SPSM	-3.62K - 11.07%	$44.53 - $47.25 $161K - $171K	29K $1.36B
VONG	-922 - 10.54%	$118.2 - $126.51 $109K - $117K	7.82K $953M
IWF	-181 - 2.49%	$459.47 - $491.71 $83.2K - $89K	7.08K $3.35B
JPST	-229 - 0.32%	$50.57 - $50.77 $11.6K - $11.6K	72K $3.64B

Activity Summary All Purchases 14 New Holdings 5 Increased Positions 9 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 0

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