Lee-Kelleher Wealth Management

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Will Kelleher - Chief Compliance Officer
Location
Fulton, MD
Holdings as of
31 Dec 2024
Value $
$140,429,547
Num holdings
40
Filing time
17 Apr 2025, 11:00:20 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included IVV, DLN, SPY, IVW, and DON.
Next filing
Q1 2025 - 08 May 2025
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Will Kelleher Chief Compliance Officer Fulton, Maryland 17 Apr 2025