Holdings
Lee, Kelleher & Klein Wealth Management
As of Sep 30, 2026, Lee, Kelleher & Klein Wealth Management reported 8 positions worth US$2.44M. Largest: Apple Inc, Chevron Corporation and Csx Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 1,635 | US$544K | −3 | Sep 30, 2026 |
| Chevron Corporation | 2,033 | US$415K | no change | Sep 30, 2026 |
| Csx Corporation | 7,363 | US$342K | no change | Sep 30, 2026 |
| Microsoft Corp. | 642 | US$329K | no change | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 844 | US$290K | no change | Sep 30, 2026 |
| Amazon.com, Inc. | 868 | US$216K | no change | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 615 | US$203K | no change | Sep 30, 2026 |
| Brand Engagement Network Inc. | 17,003 | US$103K | no change | Sep 30, 2026 |