Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Lee-kelleher Wealth Management > Profile

Instuitional Investor - Lee-kelleher Wealth Management

Fund Profile
Filing Period:
Fund Name: Lee-kelleher Wealth Management
Portfolio Value $135,925,631
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Wisdomtree Trust
 318,315 $25,264,662 18.59%
2.
Ishares Trust
 IEF 43,162 $24,252,728 17.84%
3.
Spdr S & P 500 Etf Trust
 SPY 19,255 $10,771,054 7.92%
4.
Ishares Trust
 IEF 107,841 $10,010,880 7.36%
5.
Wisdomtree Trust
 182,936 $9,058,991 6.66%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
Subscribe Now

Returns since its inception in May 2014 (through February 19th, 2025)