LEE-KELLEHER WEALTH MANAGEMENT 13F Portfolio
LEE-KELLEHER WEALTH MANAGEMENT runs LEE-KELLEHER WEALTH MANAGEMENT and currently holds 48 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $194.36M. Their top holdings are IVV, DLN, IVW, SPY, DON. The top five represent 60.2% of reported portfolio weight. LEE-KELLEHER WEALTH MANAGEMENT ranks #932 out of 1000 investors tracked by Alpha Score. They added to 15 existing positions. They trimmed 14 positions. Their current best-performing preview position is MSFT with returns of +37.50%.
Portfolio Value
$194.36M
Alpha Score
19.2
#932 of 1000
Holdings
48
LEE-KELLEHER WEALTH MANAGEMENT Current 13F Holdings
Reported holdings from LEE-KELLEHER WEALTH MANAGEMENT's latest SEC 13F filing, ranked by portfolio weight.
48 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IVV ISHARES TR | 20.05% | $602.18 | $781.99 | +29.86% | Added +3.23% |
 DLN WISDOMTREE TR | 19.56% | $79.87 | $99.07 | +24.04% | Added +2.59% |
 IVW ISHARES TR | 7.17% | $104.87 | $145.24 | +38.50% | Added +5.73% |
 SPY STATE STR SPDR S&P 500 ETF T | 7.07% | $586.01 | $778.54 | +32.85% | Trimmed -0.41% |
 DON WISDOMTREE TR | 6.37% | $51.13 | $54.67 | +6.92% | Added +2.92% |
 IJH ISHARES TR | 6.37% | $63.13 | $73.41 | +16.28% | Added +3.72% |
 GSLC GOLDMAN SACHS ETF TR | 4.22% | $115.18 | $148.23 | +28.69% | Trimmed -3.30% |
 DES WISDOMTREE TR | 3.26% | $34.34 | $38.20 | +11.24% | Added +3.06% |
 IJR ISHARES TR | 3.23% | $117.95 | $137.51 | +16.58% | Added +7.69% |
 IJK ISHARES TR | 2.30% | $92.15 | $112.04 | +21.58% | Added +4.10% |
Showing 1-10 of 48