Lee Kelleher Wealth Management Purchases in Q4 2024

Lee Kelleher Wealth Management

  • $140 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
42.2K
New
$570.51 - $610.59 $24.1M - $25.8M
42.2K $24.8B
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
308K
New
$77.23 - $82.11 $23.8M - $25.3M
308K $24B
SPY
Spdr S&P 500 ETF Trust

ETFs
18.8K
New
$567.81 - $607.81 $10.7M - $11.4M
18.8K $11B
IVW
Ishares S&P 500 Growth ETF

ETFs
108K
New
$94.43 - $105.47 $10.2M - $11.4M
108K $11B
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
169K
New
$50.53 - $55.55 $8.53M - $9.38M
169K $8.61B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
134K
New
$61.68 - $67.87 $8.28M - $9.11M
134K $8.36B
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
64.3K
New
$111.85 - $120.71 $7.19M - $7.76M
64.3K $7.41B
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
133K
New
$33.7 - $37.69 $4.5M - $5.03M
133K $4.58B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
33.3K
New
$113.92 - $127.38 $3.79M - $4.24M
33.3K $3.83B
IJK
Ishares S&P Midcap 400 Growth

ETFs
38.8K
New
$90.66 - $99.46 $3.52M - $3.86M
38.8K $3.53B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.01K
New
$521.84 - $558.82 $3.14M - $3.36M
6.01K $3.24B
IWF
Ishares Russell 1000 Gr ETF

ETFs
7.86K
New
$370.24 - $418.94 $2.91M - $3.29M
7.86K $3.16B
VTI
Vanguard Total Stock Market Et

ETFs
10.5K
New
$280.04 - $302.45 $2.94M - $3.18M
10.5K $3.04B
IWR
Ishares Russell Mid Cap ETF

ETFs
30K
New
$87.25 - $95.52 $2.62M - $2.87M
30K $2.65B
IJT
Ishares S&P Small Cap 600 Grow

ETFs
17K
New
$134.53 - $150.65 $2.29M - $2.57M
17K $2.31B
VONV
Vanguard Russell 1000 Value Et

ETFs
23.8K
New
$80.87 - $87.69 $1.93M - $2.09M
23.8K $1.94B
IJS
Ishares S&P Smallcap 600 Value

ETFs
14.1K
New
$104.59 - $118.05 $1.48M - $1.67M
14.1K $1.54B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
32.6K
New
$44.33 - $49.55 $1.45M - $1.62M
32.6K $1.47B
VONG
Vanguard Russell 1000 Growth E

ETFs
10.5K
New
$95.27 - $107.82 $1M - $1.13M
10.5K $1.09B
VO
Vanguard Mid Cap ETF

ETFs
3.95K
New
$261.5 - $284.63 $1.03M - $1.12M
3.95K $1.04B
IEFA
Ishares Tr

ETFs
14.5K
New
$70.06 - $77.43 $1.02M - $1.13M
14.5K $1.02B
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
30.3K
New
N/A
30.3K $1.01B
IWP
Ishares Russell Mid Cap Growth

ETFs
6.89K
New
$116.4 - $138.52 $801K - $954K
6.89K $873M
CWB
Spdr Bloomberg Convertible Sec

ETFs
9.5K
New
$76.21 - $82.24 $724K - $781K
9.5K $740M
IVE
Ishares S&P 500 Value ETF

ETFs
3.65K
New
$189.5 - $206.17 $691K - $752K
3.65K $696M
VUG
Vanguard Growth ETF

ETFs
944
New
$378.79 - $428.11 $358K - $404K
944 $387M
IWD
Ishares Russell 1000 Val ETF

ETFs
2.08K
New
$183.23 - $199.79 $381K - $416K
2.08K $385M
AAPL
Apple Inc.

Technology
1.41K
New
$221.69 - $259.02 $312K - $364K
1.41K $352M
CVX
Chevron Corp

Energy
2.43K
New
$141.15 - $162.53 $343K - $395K
2.43K $352M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.04K
New
$311.11 - $335.64 $324K - $350K
1.04K $336M
VTV
Vanguard Value ETF

ETFs
1.86K
New
$168.32 - $181.87 $313K - $339K
1.86K $315M
IWS
Ishares Russell Midcap Value E

ETFs
2.14K
New
$128.08 - $140.32 $273K - $300K
2.14K $276M
VEA
Vanguard Ftse Developed Market

ETFs
5.74K
New
$47.57 - $52.44 $273K - $301K
5.74K $274M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.11K
New
$121.89 - $135.52 $257K - $286K
2.11K $264M
TENB
Tenable Holdings, Inc.

Technology
6.33K
New
$38.71 - $43.44 $245K - $275K
6.33K $249M
CSX
Csx Corp

Industrials
7.2K
New
$31.58 - $36.88 $227K - $266K
7.2K $232M
MSFT
Microsoft Corp

Technology
516
New
$406.35 - $454.46 $210K - $235K
516 $217M
VOT
Vanguard Mid Cap Growth Index

ETFs
850
New
$241.48 - $274.89 $205K - $234K
850 $216M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
1.98K
New
$105.45 - $117.99 $209K - $234K
1.98K $210M
Activity Summary
Buys All Purchases 40 New Holdings 40 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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