Lee-Kelleher Wealth Management
Q3 2025 13F Holdings
Location
Fulton, MD
Holdings as of
9/30/2025
Value ($000)
$162,358
Num holdings
40
Date filed
10/23/2025
Form type
13F-HR
Prev filing
7/14/2025
Next filing
SEC
View on sec.gov
Compare Q3 2025 to
2025 Q2
2025 Q1
2024 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type