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Value $
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$140M
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Signature - Title
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Will Kelleher - Chief Compliance Officer
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Location
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Fulton, MD
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Summary
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This page shows a list of all the recent 13F filings made by Lee-Kelleher Wealth Management. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Lee-Kelleher Wealth Management reported 40 stock holdings with total value $140M as of Q4 2024. Top holdings included IVV, DLN, SPY, IVW, and DON.