LEE-KELLEHER WEALTH MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CSX | 7K | $349.96K |
 | CVX | 2K | $336.99K |
 | AAPL | 2K | $473.97K |
 | AMZN | 868 | $206.88K |
 | GOOGL | 844 | $301.62K |
 | MSFT | 642 | $239.48K |
 | JPM | 615 | $201.31K |
 | CAT | 209 | $222.56K |
CSX Corporation
CSX
Shares Held
7K
Value
$349.96K
Chevron Corporation
CVX
Shares Held
2K
Value
$336.99K
Apple Inc.
AAPL
Shares Held
2K
Value
$473.97K
Amazon.com, Inc.
AMZN
Shares Held
868
Value
$206.88K
Alphabet Inc.
GOOGL
Shares Held
844
Value
$301.62K
Microsoft Corporation
MSFT
Shares Held
642
Value
$239.48K
JPMorgan Chase & Co.
JPM
Shares Held
615
Value
$201.31K
Caterpillar Inc.
CAT
Shares Held
209
Value
$222.56K