Lee-Kelleher Wealth Management
Q1 2025 13F Holdings
- Locationfulton, MD
- Num holdings
36
- Value ($000)
$135,926
- Date Filed05/08/2025
- Form type13F-HR
- CIK0002063827
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DLN WISDOMTREE TR | US LARGECAP DIVD | 97717W307 | $25.26M | 19 % | 318,315 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $24.25M | 18 % | 43,162 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $10.77M | 8 % | 19,255 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $10.01M | 7 % | 107,841 | ||
DON WISDOMTREE TR | US MIDCAP DIVID | 97717W505 | $9.06M | 7 % | 182,936 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $7.98M | 6 % | 136,750 | ||
GSLC GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 | $7.04M | 5 % | 63,940 | ||
DES WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 | $4.37M | 3 % | 136,739 | ||
IJR ISHARES TR | CORE S&P SCP ETF | 464287804 | $3.57M | 3 % | 34,166 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $3.48M | 3 % | 68,825 |
Rows Per Page
10
- 10
- 50
- 100