StockDriftsStockDriftsTop 41 Lee-Kelleher Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DLN | WISDOMTREE TR | 20.42% | 384.2K | $34.3M | +3.30%(+12.29K) | $79.48(+18.34%) | 2026-03-31 | |
| IVV | ISHARES TR | 18.94% | 48.7K | $31.8M | +1.47%(+707) | $588.17(+23.60%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 7.07% | 18.3K | $11.9M | -0.58%(-106) | $580.30(+24.72%) | 2026-03-31 | |
| DON | WISDOMTREE TR | 6.92% | 221.3K | $11.6M | +3.52%(+7.53K) | $51.03(+8.18%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.66% | 165.7K | $11.2M | +4.07%(+6.47K) | $62.61(+17.02%) | 2026-03-31 | |
| IVW | ISHARES TR | 6.11% | 90.8K | $10.3M | +4.57%(+3.96K) | $99.49(+32.12%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 4.47% | 60.0K | $7.5M | -3.47%(-2.15K) | $114.06(+21.06%) | 2026-03-31 | |
| DES | WISDOMTREE TR | 3.48% | 162.7K | $5.8M | +5.79%(+8.91K) | $34.21(+13.08%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.07% | 41.6K | $5.2M | +6.84%(+2.66K) | $115.88(+19.18%) | 2026-03-31 | |
| IJK | ISHARES TR | 2.3% | 38.5K | $3.9M | -0.69%(-268) | $91.44(+20.91%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.50% | +14.10% |
| Top 20 Holdings Unweighted | +4.47% | +14.01% |
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