Lee Financial
Latest statistics and disclosures from Lee Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJH, FNDX, BRK.B, EMLP, and represent 47.84% of Lee Financial's stock portfolio.
- Added to shares of these 10 stocks: IVV, IVW, SHV, VNOM, MS, VTI, SCI, COST, FNDX, MUB.
- Started 112 new stock positions in APO, IEF, ANDE, ALL, DAL, TXT, SIG, VNOM, PATK, DHI.
- Reduced shares in these 10 stocks: IJR (-$13M), SHY, STIP, FNDF, IJH, BRK.B, MSFT, BIPC, MTUM, Viper Energy Partners.
- Sold out of its positions in AMN, Aegon, AMH, BBWI, BIPC, CNP, CFG, Crestwood Equity Partners master ltd part, CCK, DXC.
- Lee Financial was a net seller of stock by $-13M.
- Lee Financial has $570M in assets under management (AUM), dropping by 6.18%.
- Central Index Key (CIK): 0001391166
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Lee Financial holds 861 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Lee Financial has 861 total positions. Only the first 250 positions are shown.
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- Download the Lee Financial December 2023 csv data
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
Ishares Tr Core S&p500 Etf (IVV) | 18.2 | $104M | +3% | 217k | 477.63 |
|
Ishares Tr Core S&p Mcp Etf (IJH) | 11.5 | $66M | -2% | 237k | 277.15 |
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Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 8.9 | $51M | 816k | 61.94 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.5 | $31M | -4% | 88k | 356.66 |
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First Tr Exchange-traded No Amer Energy (EMLP) | 3.8 | $21M | 773k | 27.69 |
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Ishares Tr Short Treas Bd (SHV) | 3.6 | $21M | +9% | 186k | 110.13 |
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Ishares Tr S&p 500 Grwt Etf (IVW) | 3.4 | $20M | +14% | 262k | 75.10 |
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Spdr Gold Tr Gold Shs (GLD) | 3.1 | $18M | -3% | 92k | 191.17 |
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Select Sector Spdr Tr Energy (XLE) | 3.1 | $18M | 210k | 83.84 |
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Apple (AAPL) | 2.5 | $14M | 73k | 192.53 |
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Ishares Tr Core S&p Scp Etf (IJR) | 2.4 | $13M | -48% | 124k | 108.25 |
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Ishares Tr Select Divid Etf (DVY) | 2.3 | $13M | -2% | 114k | 117.22 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.3 | $13M | 32k | 409.67 |
|
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Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 1.8 | $10M | -16% | 309k | 33.73 |
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Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.5 | $8.5M | +5% | 113k | 75.32 |
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.2 | $6.8M | -3% | 121k | 56.40 |
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Microsoft Corporation (MSFT) | 1.1 | $6.4M | -17% | 17k | 376.03 |
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Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.0 | $5.6M | -33% | 69k | 82.04 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.9 | $5.1M | 49k | 104.46 |
|
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Ishares Tr Msci Acwi Etf (ACWI) | 0.7 | $3.9M | 38k | 101.77 |
|
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Broadcom (AVGO) | 0.6 | $3.2M | 2.8k | 1116.25 |
|
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Broadstone Net Lease (BNL) | 0.5 | $2.9M | 168k | 17.48 |
|
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Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.5 | $2.8M | -45% | 29k | 98.59 |
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $2.5M | 100k | 24.79 |
|
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Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $2.3M | 32k | 70.35 |
|
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $2.1M | +7% | 45k | 47.24 |
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Home Depot (HD) | 0.4 | $2.0M | 5.9k | 346.55 |
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Abbvie (ABBV) | 0.4 | $2.0M | 13k | 154.93 |
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Watsco, Incorporated (WSO) | 0.4 | $2.0M | 4.7k | 428.48 |
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Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $2.0M | -11% | 11k | 173.89 |
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Exxon Mobil Corporation (XOM) | 0.3 | $1.9M | -3% | 19k | 99.98 |
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Broadridge Financial Solutions (BR) | 0.3 | $1.7M | 8.1k | 206.55 |
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UnitedHealth (UNH) | 0.3 | $1.7M | 3.1k | 526.47 |
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Canadian Natural Resources (CNQ) | 0.3 | $1.6M | 25k | 66.27 |
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Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.6M | 7.6k | 213.33 |
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Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $1.6M | -21% | 43k | 36.96 |
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Philip Morris International (PM) | 0.3 | $1.6M | 17k | 95.38 |
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Merck & Co (MRK) | 0.3 | $1.6M | +44% | 14k | 109.33 |
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Paychex (PAYX) | 0.3 | $1.6M | 13k | 119.11 |
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Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.3 | $1.5M | 20k | 78.68 |
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Morgan Stanley Com New (MS) | 0.3 | $1.5M | +200% | 16k | 93.25 |
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Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.3 | $1.5M | 11k | 127.91 |
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BlackRock (BLK) | 0.3 | $1.4M | +10% | 1.8k | 811.83 |
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Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.3 | $1.4M | -18% | 23k | 61.90 |
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Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.4M | +240% | 5.9k | 237.22 |
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American Tower Reit (AMT) | 0.2 | $1.4M | 6.3k | 217.58 |
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Linde SHS (LIN) | 0.2 | $1.4M | 3.3k | 410.71 |
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Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $1.3M | -47% | 8.6k | 156.89 |
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SYSCO Corporation (SYY) | 0.2 | $1.3M | 18k | 73.13 |
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Coca-Cola Company (KO) | 0.2 | $1.3M | 22k | 58.93 |
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Texas Instruments Incorporated (TXN) | 0.2 | $1.3M | 7.7k | 170.46 |
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Enterprise Products Partners (EPD) | 0.2 | $1.3M | 49k | 26.35 |
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S&p Global (SPGI) | 0.2 | $1.3M | 2.9k | 440.54 |
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Costco Wholesale Corporation (COST) | 0.2 | $1.3M | +129% | 1.9k | 664.72 |
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Cisco Systems (CSCO) | 0.2 | $1.2M | 24k | 50.52 |
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Ferguson SHS (FERG) | 0.2 | $1.2M | +26% | 6.3k | 193.07 |
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Canadian Natl Ry (CNI) | 0.2 | $1.1M | +20% | 9.1k | 125.63 |
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Viper Energy Cl A (VNOM) | 0.2 | $1.1M | NEW | 36k | 31.38 |
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Amgen (AMGN) | 0.2 | $1.1M | 3.8k | 288.02 |
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Compass Diversified Sh Ben Int (CODI) | 0.2 | $1.1M | 49k | 22.45 |
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Mastercard Incorporated Cl A (MA) | 0.2 | $1.1M | 2.5k | 426.51 |
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Old Republic International Corporation (ORI) | 0.2 | $1.1M | 36k | 29.40 |
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Vici Pptys (VICI) | 0.2 | $1.1M | 33k | 32.30 |
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Steris Shs Usd (STE) | 0.2 | $1.0M | 4.8k | 219.86 |
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Enbridge (ENB) | 0.2 | $997k | +13% | 28k | 36.02 |
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Fidelity National Financial Fnf Group Com (FNF) | 0.2 | $982k | 19k | 51.02 |
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Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.2 | $981k | 81k | 12.16 |
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Fastenal Company (FAST) | 0.2 | $970k | +87% | 15k | 64.78 |
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Oneok (OKE) | 0.2 | $968k | +8% | 14k | 70.22 |
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Amazon (AMZN) | 0.2 | $924k | +4% | 6.1k | 151.94 |
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Visa Com Cl A (V) | 0.1 | $843k | +82% | 3.2k | 260.35 |
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Eli Lilly & Co. (LLY) | 0.1 | $842k | +3% | 1.4k | 582.92 |
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JPMorgan Chase & Co. (JPM) | 0.1 | $837k | 4.9k | 170.10 |
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Sun Communities (SUI) | 0.1 | $834k | 6.2k | 133.65 |
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Ishares Core Msci Emkt (IEMG) | 0.1 | $810k | -3% | 16k | 50.58 |
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Service Corporation International (SCI) | 0.1 | $780k | +66929% | 11k | 68.45 |
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $754k | -25% | 4.8k | 157.80 |
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NVIDIA Corporation (NVDA) | 0.1 | $731k | -2% | 1.5k | 495.33 |
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Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $725k | 29k | 25.09 |
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Oracle Corporation (ORCL) | 0.1 | $719k | 6.8k | 105.43 |
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Alphabet Cap Stk Cl C (GOOG) | 0.1 | $705k | 5.0k | 140.93 |
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Dorchester Minerals Com Unit (DMLP) | 0.1 | $677k | 21k | 31.83 |
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Newmont Mining Corporation (NEM) | 0.1 | $665k | 16k | 41.39 |
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Wal-Mart Stores (WMT) | 0.1 | $644k | +2% | 4.1k | 158.07 |
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Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $593k | +8% | 43k | 13.80 |
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Vail Resorts (MTN) | 0.1 | $587k | 2.7k | 215.55 |
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Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $582k | -25% | 28k | 20.71 |
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $554k | 1.8k | 303.17 |
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Ishares Tr National Mun Etf (MUB) | 0.1 | $548k | +9090% | 5.1k | 108.41 |
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Wells Fargo & Company (WFC) | 0.1 | $537k | 11k | 49.23 |
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Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $530k | +120% | 5.3k | 99.25 |
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Abbott Laboratories (ABT) | 0.1 | $528k | +61% | 4.8k | 110.07 |
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Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $517k | 5.4k | 95.32 |
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Meta Platforms Cl A (META) | 0.1 | $500k | +6% | 1.4k | 353.96 |
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Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $494k | 11k | 47.03 |
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Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $485k | 1.1k | 436.63 |
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Anthem (ELV) | 0.1 | $473k | +4915% | 1.0k | 471.56 |
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Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $467k | NEW | 5.3k | 88.37 |
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Ishares Tr Ibonds 27 Etf (IBDS) | 0.1 | $465k | 19k | 23.93 |
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Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $462k | 19k | 23.90 |
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Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.1 | $458k | 19k | 24.76 |
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Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $456k | +2% | 3.3k | 139.69 |
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Veritex Hldgs (VBTX) | 0.1 | $448k | 19k | 23.27 |
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $434k | -13% | 8.6k | 50.47 |
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Constellation Brands Cl A (STZ) | 0.1 | $387k | 1.6k | 241.75 |
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Chevron Corporation (CVX) | 0.1 | $372k | -4% | 2.5k | 149.17 |
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Johnson & Johnson (JNJ) | 0.1 | $362k | 2.3k | 156.74 |
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Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $349k | 7.3k | 47.56 |
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Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $336k | 15k | 23.07 |
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Procter & Gamble Company (PG) | 0.1 | $335k | +6% | 2.3k | 146.54 |
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Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $330k | -17% | 6.3k | 52.00 |
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Ford Motor Company (F) | 0.1 | $303k | +3% | 25k | 12.19 |
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Cohen & Steers Quality Income Realty (RQI) | 0.1 | $302k | +3% | 25k | 12.24 |
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Southwest Airlines (LUV) | 0.1 | $299k | 10k | 29.06 |
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Boeing Company (BA) | 0.1 | $289k | -9% | 1.1k | 260.66 |
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Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.1 | $287k | 19k | 15.15 |
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Ishares Tr Europe Etf (IEV) | 0.0 | $270k | +2% | 5.1k | 52.86 |
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Targa Res Corp (TRGP) | 0.0 | $270k | 3.1k | 86.87 |
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International Business Machines (IBM) | 0.0 | $269k | 1.6k | 163.55 |
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Chipotle Mexican Grill (CMG) | 0.0 | $261k | +12% | 114.00 | 2286.96 |
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Moderna (MRNA) | 0.0 | $259k | 2.6k | 99.45 |
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Williams Companies (WMB) | 0.0 | $257k | +5% | 7.4k | 34.83 |
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Metropcs Communications (TMUS) | 0.0 | $257k | +10566% | 1.6k | 160.33 |
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Blackstone Group Inc Com Cl A (BX) | 0.0 | $254k | -6% | 1.9k | 130.93 |
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World Gold Tr Spdr Gld Minis (GLDM) | 0.0 | $253k | 6.2k | 40.91 |
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MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $251k | 6.8k | 36.72 |
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Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $249k | 6.3k | 39.19 |
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Cdw (CDW) | 0.0 | $245k | +1265% | 1.1k | 227.32 |
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Delta Air Lines Inc Del Com New (DAL) | 0.0 | $243k | NEW | 6.0k | 40.23 |
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Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $242k | 2.4k | 100.35 |
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McDonald's Corporation (MCD) | 0.0 | $242k | 816.00 | 296.65 |
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Pioneer Natural Resources (PXD) | 0.0 | $242k | 1.1k | 224.95 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $241k | NEW | 1.2k | 200.71 |
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Crossfirst Bankshares (CFB) | 0.0 | $236k | 17k | 13.58 |
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Citigroup Com New (C) | 0.0 | $230k | +636% | 4.5k | 51.44 |
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Hca Holdings (HCA) | 0.0 | $212k | 782.00 | 270.83 |
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Kinder Morgan (KMI) | 0.0 | $201k | 11k | 17.64 |
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Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $195k | 2.5k | 77.02 |
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Tesla Motors (TSLA) | 0.0 | $194k | +5% | 782.00 | 248.48 |
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Bank of America Corporation (BAC) | 0.0 | $191k | +359% | 5.7k | 33.67 |
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Nextera Energy (NEE) | 0.0 | $183k | +7% | 3.0k | 60.74 |
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Walt Disney Company (DIS) | 0.0 | $178k | -7% | 2.0k | 90.58 |
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Cheniere Energy Com New (LNG) | 0.0 | $176k | -23% | 1.0k | 170.71 |
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Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE) | 0.0 | $174k | +315% | 6.4k | 27.14 |
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Ishares Tr Core Div Grwth (DGRO) | 0.0 | $171k | +337% | 3.2k | 53.82 |
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Charles Schwab Corporation (SCHW) | 0.0 | $171k | -5% | 2.5k | 68.81 |
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Crown Castle Intl (CCI) | 0.0 | $165k | 1.4k | 115.18 |
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Ishares Silver Tr Ishares (SLV) | 0.0 | $164k | -10% | 7.5k | 21.78 |
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Lockheed Martin Corporation (LMT) | 0.0 | $164k | -2% | 361.00 | 453.24 |
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Analog Devices (ADI) | 0.0 | $157k | +2% | 788.00 | 198.56 |
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Applied Materials (AMAT) | 0.0 | $155k | -2% | 953.00 | 162.07 |
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TJX Companies (TJX) | 0.0 | $151k | +3% | 1.6k | 93.81 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $145k | 305.00 | 475.59 |
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Honeywell International (HON) | 0.0 | $145k | 689.00 | 209.71 |
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Stryker Corporation (SYK) | 0.0 | $143k | 477.00 | 300.18 |
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Parker-Hannifin Corporation (PH) | 0.0 | $141k | 305.00 | 460.70 |
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Hess Midstream Cl A Shs (HESM) | 0.0 | $140k | +198% | 4.4k | 31.63 |
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Graniteshares Etf Tr Bbg Commd K 1 (COMB) | 0.0 | $134k | -21% | 6.9k | 19.43 |
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United Parcel Service CL B (UPS) | 0.0 | $134k | 852.00 | 157.26 |
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Walker & Dunlop (WD) | 0.0 | $131k | 1.2k | 111.01 |
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Pfizer (PFE) | 0.0 | $123k | 4.3k | 28.79 |
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Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $119k | +22% | 512.00 | 232.64 |
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Pepsi (PEP) | 0.0 | $118k | -3% | 687.00 | 171.16 |
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Host Hotels & Resorts (HST) | 0.0 | $118k | -4% | 6.0k | 19.47 |
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CSX Corporation (CSX) | 0.0 | $117k | -4% | 3.4k | 34.67 |
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Goldman Sachs (GS) | 0.0 | $116k | +14% | 301.00 | 385.30 |
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First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.0 | $116k | 2.0k | 57.84 |
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Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $114k | -2% | 2.2k | 52.20 |
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Black Stone Minerals Com Unit (BSM) | 0.0 | $113k | 7.1k | 15.96 |
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Comcast Corp Cl A (CMCSA) | 0.0 | $112k | +3% | 2.6k | 43.85 |
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General Mills (GIS) | 0.0 | $111k | 1.7k | 65.14 |
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Check Point Software Tech Lt Ord (CHKP) | 0.0 | $109k | 711.00 | 152.79 |
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Mobileye Global Common Class A (MBLY) | 0.0 | $108k | NEW | 2.5k | 43.32 |
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Elbit Sys Ord (ESLT) | 0.0 | $107k | NEW | 500.00 | 213.25 |
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.0 | $106k | 1.3k | 84.87 |
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Kimbell Rty Partners Unit (KRP) | 0.0 | $101k | 6.7k | 15.05 |
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Valero Energy Corporation (VLO) | 0.0 | $100k | 772.00 | 130.00 |
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Bristol Myers Squibb (BMY) | 0.0 | $100k | +2% | 1.9k | 51.31 |
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Deere & Company (DE) | 0.0 | $97k | 242.00 | 401.29 |
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Netflix (NFLX) | 0.0 | $97k | +22% | 199.00 | 486.89 |
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Occidental Petroleum Corporation (OXY) | 0.0 | $96k | -5% | 1.6k | 59.89 |
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Astrazeneca Sponsored Adr (AZN) | 0.0 | $94k | 1.4k | 67.36 |
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Oaktree Specialty Lending Corp (OCSL) | 0.0 | $92k | 4.5k | 20.42 |
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Lam Research Corporation (LRCX) | 0.0 | $92k | 117.00 | 784.24 |
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Qualcomm (QCOM) | 0.0 | $90k | 623.00 | 144.63 |
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Verizon Communications (VZ) | 0.0 | $89k | +4% | 2.4k | 37.70 |
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $87k | 1.3k | 65.06 |
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Microchip Technology (MCHP) | 0.0 | $86k | 957.00 | 90.18 |
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First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $86k | 1.3k | 64.09 |
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Tyson Foods Cl A (TSN) | 0.0 | $86k | +3% | 1.6k | 53.75 |
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Diamondback Energy (FANG) | 0.0 | $84k | +1402% | 541.00 | 155.08 |
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United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $80k | 2.7k | 29.26 |
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Phillips 66 (PSX) | 0.0 | $79k | +4% | 592.00 | 133.14 |
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Apartment Invt & Mgmt Cl A (AIV) | 0.0 | $78k | 10k | 7.83 |
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Target Corporation (TGT) | 0.0 | $78k | +20% | 547.00 | 142.42 |
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Corning Incorporated (GLW) | 0.0 | $78k | +4% | 2.6k | 30.45 |
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Si-bone (SIBN) | 0.0 | $78k | 3.7k | 20.99 |
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Cummins (CMI) | 0.0 | $76k | 316.00 | 239.57 |
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Intel Corporation (INTC) | 0.0 | $75k | 1.5k | 50.25 |
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Wynn Resorts (WYNN) | 0.0 | $74k | -2% | 807.00 | 91.15 |
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Simon Property (SPG) | 0.0 | $72k | +854% | 506.00 | 142.64 |
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Credit Suisse Ag Nassau Brh X Link Silver (SLVO) | 0.0 | $70k | 945.00 | 73.88 |
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Airbnb Com Cl A (ABNB) | 0.0 | $69k | 504.00 | 136.14 |
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Nustar Energy Unit Com (NS) | 0.0 | $69k | +18% | 3.7k | 18.68 |
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Southern Company (SO) | 0.0 | $69k | +14% | 977.00 | 70.12 |
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $68k | 270.00 | 252.22 |
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Northrop Grumman Corporation (NOC) | 0.0 | $68k | 145.00 | 468.14 |
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Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.0 | $67k | 1.1k | 59.62 |
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Diageo Spon Adr New (DEO) | 0.0 | $66k | 450.00 | 145.66 |
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International Flavors & Fragrances (IFF) | 0.0 | $63k | +3% | 778.00 | 80.97 |
|
Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $63k | 634.00 | 99.19 |
|
|
EOG Resources (EOG) | 0.0 | $63k | +4% | 519.00 | 120.94 |
|
Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $63k | +30% | 833.00 | 75.35 |
|
Kimberly-Clark Corporation (KMB) | 0.0 | $62k | +7% | 501.00 | 122.69 |
|
Regeneron Pharmaceuticals (REGN) | 0.0 | $60k | +9% | 68.00 | 878.30 |
|
Cheniere Energy Partners Com Unit (CQP) | 0.0 | $58k | +535% | 1.2k | 49.79 |
|
Eaton Corp SHS (ETN) | 0.0 | $58k | 239.00 | 240.82 |
|
|
Halliburton Company (HAL) | 0.0 | $56k | 1.6k | 36.15 |
|
|
Rivian Automotive Com Cl A (RIVN) | 0.0 | $56k | NEW | 2.4k | 23.46 |
|
MetLife (MET) | 0.0 | $56k | +10% | 850.00 | 66.13 |
|
American Express Company (AXP) | 0.0 | $56k | -17% | 300.00 | 187.34 |
|
Dimensional Etf Trust Intl Small Cap V (DISV) | 0.0 | $56k | 2.2k | 25.79 |
|
|
Nucor Corporation (NUE) | 0.0 | $56k | 318.00 | 174.58 |
|
|
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $56k | 539.00 | 102.88 |
|
|
AFLAC Incorporated (AFL) | 0.0 | $55k | 669.00 | 82.50 |
|
|
Toyota Motor Corp Ads (TM) | 0.0 | $55k | 300.00 | 183.38 |
|
|
Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $54k | +209% | 133.00 | 406.89 |
|
Ishares Msci Eurzone Etf (EZU) | 0.0 | $54k | -8% | 1.1k | 47.44 |
|
Ishares Tr Sp Smcp600vl Etf (IJS) | 0.0 | $54k | 521.00 | 103.07 |
|
|
MercadoLibre (MELI) | 0.0 | $53k | 34.00 | 1571.56 |
|
|
Zoetis Cl A (ZTS) | 0.0 | $53k | -2% | 266.00 | 197.37 |
|
ConocoPhillips (COP) | 0.0 | $52k | 447.00 | 116.07 |
|
|
Novo-nordisk A S Adr (NVO) | 0.0 | $52k | +25% | 500.00 | 103.45 |
|
Alcon Ord Shs (ALC) | 0.0 | $51k | 650.00 | 78.12 |
|
|
Starbucks Corporation (SBUX) | 0.0 | $50k | -17% | 522.00 | 96.01 |
|
Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.0 | $50k | NEW | 505.00 | 98.88 |
|
Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.0 | $50k | 815.00 | 61.10 |
|
|
PPG Industries (PPG) | 0.0 | $50k | 331.00 | 149.55 |
|
|
Caterpillar (CAT) | 0.0 | $49k | +7% | 167.00 | 295.68 |
|
Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $48k | 3.0k | 16.04 |
|
|
Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $48k | 1.0k | 46.62 |
|
|
Jpmorgan Chase & Co Alerian Ml Etn (AMJ) | 0.0 | $47k | 1.9k | 25.36 |
|
|
Exelon Corporation (EXC) | 0.0 | $47k | 1.3k | 35.90 |
|
|
Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.0 | $46k | 1.6k | 29.23 |
|
|
Icahn Enterprises Depositary Unit (IEP) | 0.0 | $45k | 2.6k | 17.19 |
|
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $44k | 1.1k | 40.21 |
|
|
Clorox Company (CLX) | 0.0 | $43k | 300.00 | 142.59 |
|
|
Entergy Corporation (ETR) | 0.0 | $42k | +5% | 412.00 | 101.19 |
|
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $41k | 700.00 | 57.96 |
|
|
RPM International (RPM) | 0.0 | $40k | 361.00 | 111.63 |
|
Past Filings by Lee Financial
SEC 13F filings are viewable for Lee Financial going back to 2016
- Lee Financial 2023 Q4 filed Feb. 8, 2024
- Lee Financial 2023 Q3 filed Nov. 9, 2023
- Lee Financial 2023 Q2 filed Aug. 8, 2023
- Lee Financial 2023 Q1 filed May 15, 2023
- Lee Financial 2022 Q4 filed Feb. 9, 2023
- Lee Financial 2022 Q3 filed Nov. 2, 2022
- Lee Financial 2022 Q2 filed Aug. 10, 2022
- Lee Financial 2022 Q1 filed May 11, 2022
- Lee Financial 2021 Q4 filed Feb. 8, 2022
- Lee Financial 2021 Q3 filed Nov. 12, 2021
- Lee Financial 2021 Q2 filed Aug. 4, 2021
- Lee Financial 2021 Q1 filed May 13, 2021
- Lee Financial 2020 Q4 filed Feb. 12, 2021
- Lee Financial 2020 Q3 filed Nov. 3, 2020
- Lee Financial 2020 Q2 filed Aug. 11, 2020
- Lee Financial 2020 Q1 filed May 7, 2020