Lee Kelleher Wealth Management Portfolio Holdings by Sector

Lee Kelleher Wealth Management

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DLN IVV SPY IVW DON IJH GSLC DES 30 stocks	$132 Million 97.05% of portfolio	11	8	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2.89 Million 2.12% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$406,347 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$285,437 0.21% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology TENB 1 stocks	$221,423 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$211,896 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts

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