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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 $194,357,958
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 50,890 $38,973,982 20.05%
2.
Watford Holdings Ltd.
 WTREP 391,195 $38,024,107 19.56%
3.
Ishares Trust
 IEF 97,899 $13,927,151 7.17%
4.
Spdr S & P 500 Etf Trust
 SPY 18,021 $13,743,355 7.07%
5.
Watford Holdings Ltd.
 WTREP 229,463 $12,379,532 6.37%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.