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 $150,505,407
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 45,573 $28,296,276 18.8%
2.
Wisdomtree Trust
 328,329 $26,968,978 17.92%
3.
Ishares Trust
 IEF 106,988 $11,779,379 7.83%
4.
Spdr S & P 500 Etf Trust
 SPY 18,784 $11,605,694 7.71%
5.
Wisdomtree Trust
 190,705 $9,558,149 6.35%
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)