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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 $140,429,547
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 42,201 $24,842,885 17.69%
2.
Wisdomtree Trust
 307,922 $23,953,252 17.06%
3.
Spdr S & P 500 Etf Trust
 SPY 18,798 $11,017,132 7.85%
4.
Ishares Trust
 IEF 108,180 $10,983,515 7.82%
5.
Wisdomtree Trust
 168,872 $8,607,406 6.13%
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%
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Returns since its inception in May 2014 (through February 19th, 2025)