Lee Kelleher Wealth Management Portfolio Holdings by Sector

Lee Kelleher Wealth Management

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV DLN SPY IVW DON IJH GSLC DES 33 stocks	$158 Million 97.22% of portfolio	10	12	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$3.08 Million 1.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL 2 stocks	$468,349 0.29% of portfolio	1	1	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$396,204 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$311,356 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Railroads \| Industrials CSX 1 stocks	$255,672 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts

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