Lee Financial
Latest statistics and disclosures from Lee Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, IJH, FNDX, FNDF, BRK.B, and represent 39.45% of Lee Financial's stock portfolio.
- Added to shares of these 10 stocks: Invesco Qqq Tr (+$6.7M), IVW (+$5.2M), SHV, IVV, IJR, IJH, STE, SPGI, SCHH, BRK.B.
- Started 76 new stock positions in Travelers Companies, M, ANET, SPDR Gold MiniShares Trust, Raytheon Technologies Corp, KFY, DFEM, HIW, Equitable Hldgs, ACWX.
- Reduced shares in these 10 stocks: QQQ, FNDF, AGG, IBMO, STIP, IBDQ, SHY, EEMV, IEUS, FNDX.
- Sold out of its positions in ABM, AGNC, Abiomed, AA, AMH, AR, BNS, BBY, BMBL, CM.
- Lee Financial was a net buyer of stock by $3.3M.
- Lee Financial has $586M in assets under management (AUM), dropping by 9.67%.
- Central Index Key (CIK): 0001391166
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Portfolio Holdings for Lee Financial
Lee Financial holds 930 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Lee Financial has 930 total positions. Only the first 250 positions are shown.
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- Download the Lee Financial December 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 10.7 | $63M | +3% | 163k | 384.21 | |
| Ishares Tr Core S&p Mcp Etf (IJH) | 10.3 | $61M | +2% | 250k | 241.89 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 6.8 | $40M | 748k | 53.44 | ||
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 6.4 | $38M | -8% | 1.3M | 29.07 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.2 | $30M | 98k | 308.90 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 4.2 | $25M | -3% | 307k | 81.17 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 4.1 | $24M | 901k | 26.69 | ||
| Select Sector Spdr Tr Energy (XLE) | 3.6 | $21M | 241k | 87.47 | ||
| Ishares Tr Msci Usa Mmentm (MTUM) | 3.4 | $20M | -2% | 137k | 145.93 | |
| Spdr Gold Tr Gold Shs (GLD) | 3.4 | $20M | 116k | 169.64 | ||
| Ishares Tr Core S&p Scp Etf (IJR) | 3.2 | $19M | +9% | 198k | 94.64 | |
| Apple (AAPL) | 2.6 | $15M | 116k | 129.93 | ||
| Ishares Tr Select Divid Etf (DVY) | 2.4 | $14M | 116k | 120.60 | ||
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 2.3 | $14M | -7% | 139k | 96.96 | |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 1.6 | $9.1M | +131% | 156k | 58.50 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.2 | $7.1M | 109k | 65.61 | ||
| Ishares Tr Core Msci Eafe (IEFA) | 1.2 | $6.8M | 110k | 61.64 | ||
| Invesco Qqq Tr Unit Ser 1 | 1.1 | $6.7M | NEW | 25k | 266.28 | |
| Microsoft Corporation (MSFT) | 1.0 | $6.1M | 25k | 239.81 | ||
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.0 | $5.6M | 124k | 45.15 | ||
| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.9 | $5.1M | -4% | 61k | 83.60 | |
| Broadstone Net Lease (BNL) | 0.6 | $3.2M | -5% | 200k | 16.21 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $2.9M | 90k | 32.21 | ||
| Broadcom (AVGO) | 0.5 | $2.9M | 5.1k | 559.13 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $2.8M | -18% | 50k | 56.48 | |
| Ishares Tr Short Treas Bd (SHV) | 0.5 | $2.8M | NEW | 25k | 109.92 | |
| Abbvie (ABBV) | 0.5 | $2.7M | 17k | 161.61 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $2.7M | -7% | 32k | 84.88 | |
| UnitedHealth (UNH) | 0.4 | $2.6M | 4.8k | 530.18 | ||
| Nextera Energy (NEE) | 0.4 | $2.4M | 29k | 83.60 | ||
| Canadian Natural Resources (CNQ) | 0.4 | $2.4M | 44k | 55.53 | ||
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $2.4M | +4% | 13k | 183.54 | |
| Vici Pptys (VICI) | 0.4 | $2.2M | 69k | 32.40 | ||
| Exxon Mobil Corporation (XOM) | 0.4 | $2.2M | 20k | 110.30 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.4 | $2.2M | +5% | 93k | 23.67 | |
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.4 | $2.1M | 54k | 38.90 | ||
| Ishares Core Msci Emkt (IEMG) | 0.4 | $2.1M | -21% | 45k | 46.70 | |
| Philip Morris International (PM) | 0.4 | $2.1M | 20k | 101.21 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.3 | $2.0M | +33% | 14k | 145.07 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.3 | $2.0M | 19k | 104.52 | ||
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $2.0M | 165k | 11.87 | ||
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.3 | $1.9M | 30k | 64.67 | ||
| Paychex (PAYX) | 0.3 | $1.8M | 16k | 115.56 | ||
| Ishares Tr Ibonds Dec (IBMM) | 0.3 | $1.7M | 68k | 25.75 | ||
| Ishares Tr Ibonds Dec2023 (IBML) | 0.3 | $1.7M | -22% | 69k | 25.35 | |
| Linde SHS (LIN) | 0.3 | $1.7M | -12% | 5.3k | 326.18 | |
| SYSCO Corporation (SYY) | 0.3 | $1.7M | 22k | 76.45 | ||
| Nextera Energy Partners Com Unit Part In (NEP) | 0.3 | $1.7M | 24k | 70.09 | ||
| Broadridge Financial Solutions (BR) | 0.3 | $1.6M | 12k | 134.13 | ||
| Enviva (EVA) | 0.3 | $1.6M | +15% | 29k | 52.97 | |
| Texas Instruments Incorporated (TXN) | 0.3 | $1.5M | 9.1k | 165.22 | ||
| Viper Energy Partners Com Unt Rp Int (VNOM) | 0.2 | $1.5M | +9% | 46k | 31.79 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $1.4M | -18% | 35k | 40.51 | |
| Watsco, Incorporated (WSO) | 0.2 | $1.4M | 5.8k | 249.40 | ||
| Wells Fargo & Company (WFC) | 0.2 | $1.4M | 34k | 41.29 | ||
| Cisco Systems (CSCO) | 0.2 | $1.4M | 29k | 47.64 | ||
| American Tower Reit (AMT) | 0.2 | $1.4M | 6.4k | 211.87 | ||
| Altria (MO) | 0.2 | $1.3M | 29k | 45.71 | ||
| Vaneck Etf Trust Oil Services Etf (OIH) | 0.2 | $1.2M | 4.0k | 304.05 | ||
| Comerica Incorporated (CMA) | 0.2 | $1.1M | 17k | 66.85 | ||
| Advance Auto Parts (AAP) | 0.2 | $1.1M | -16% | 7.4k | 147.03 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $1.1M | +12% | 23k | 46.44 | |
| Enterprise Products Partners (EPD) | 0.2 | $1.1M | 44k | 24.12 | ||
| Compass Diversified Sh Ben Int (CODI) | 0.2 | $1.0M | 55k | 18.23 | ||
| Dorchester Minerals Com Unit (DMLP) | 0.2 | $966k | +16% | 32k | 29.93 | |
| Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.2 | $955k | 78k | 12.30 | ||
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $939k | +30% | 6.7k | 141.25 | |
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.2 | $933k | 22k | 43.10 | ||
| Global Partners Com Units (GLP) | 0.2 | $897k | 26k | 34.77 | ||
| Mastercard Incorporated Cl A (MA) | 0.1 | $860k | 2.5k | 347.73 | ||
| Ishares Tr Devsmcp Exna Etf (IEUS) | 0.1 | $827k | -48% | 17k | 49.40 | |
| Martin Midstream Prtnrs Unit L P Int (MMLP) | 0.1 | $814k | 271k | 3.00 | ||
| Steris Shs Usd (STE) | 0.1 | $812k | +7349% | 4.4k | 184.68 | |
| S&p Global (SPGI) | 0.1 | $808k | +8213% | 2.4k | 334.94 | |
| Newmont Mining Corporation (NEM) | 0.1 | $758k | 16k | 47.20 | ||
| Oneok (OKE) | 0.1 | $757k | 12k | 65.70 | ||
| J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) | 0.1 | $749k | +2% | 15k | 50.13 | |
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $743k | +564% | 39k | 19.29 | |
| Leggett & Platt (LEG) | 0.1 | $714k | 22k | 32.23 | ||
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $702k | 29k | 24.29 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $697k | -2% | 2.0k | 351.29 | |
| Home Depot (HD) | 0.1 | $694k | 2.2k | 315.86 | ||
| Wal-Mart Stores (WMT) | 0.1 | $666k | 4.7k | 141.79 | ||
| Sun Communities (SUI) | 0.1 | $663k | +20% | 4.6k | 143.00 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $658k | 4.9k | 134.12 | ||
| Costco Wholesale Corporation (COST) | 0.1 | $636k | +40% | 1.4k | 456.50 | |
| UMH Properties (UMH) | 0.1 | $617k | 38k | 16.10 | ||
| Ishares Tr Europe Etf (IEV) | 0.1 | $594k | +63% | 13k | 45.29 | |
| Amazon (AMZN) | 0.1 | $575k | 6.8k | 84.00 | ||
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $573k | -58% | 11k | 53.05 | |
| Oracle Corporation (ORCL) | 0.1 | $555k | 6.8k | 81.74 | ||
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $553k | +97% | 12k | 45.65 | |
| Veritex Hldgs (VBTX) | 0.1 | $531k | 19k | 28.08 | ||
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $518k | 5.8k | 88.73 | ||
| Lennar Corp Cl A (LEN) | 0.1 | $507k | 5.6k | 90.50 | ||
| Johnson & Johnson (JNJ) | 0.1 | $494k | 2.8k | 176.65 | ||
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $480k | -73% | 5.0k | 96.99 | |
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $480k | -3% | 5.5k | 87.15 | |
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $479k | 11k | 45.61 | ||
| Moderna (MRNA) | 0.1 | $470k | 2.6k | 179.62 | ||
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $469k | 1.00 | 468711.00 | ||
| Visa Com Cl A (V) | 0.1 | $438k | 2.1k | 207.76 | ||
| Chevron Corporation (CVX) | 0.1 | $437k | -10% | 2.4k | 179.49 | |
| Stag Industrial (STAG) | 0.1 | $421k | 13k | 32.31 | ||
| Coca-Cola Company (KO) | 0.1 | $413k | 6.5k | 63.61 | ||
| Boeing Company (BA) | 0.1 | $398k | -16% | 2.1k | 190.44 | |
| Eli Lilly & Co. (LLY) | 0.1 | $391k | +4% | 1.1k | 365.84 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $391k | 2.0k | 191.23 | ||
| ConocoPhillips (COP) | 0.1 | $382k | 3.2k | 118.00 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $382k | 1.8k | 214.24 | ||
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $381k | 7.7k | 49.51 | ||
| Black Stone Minerals Com Unit (BSM) | 0.1 | $377k | +46% | 22k | 16.87 | |
| Constellation Brands Cl A (STZ) | 0.1 | $371k | 1.6k | 231.75 | ||
| Abbott Laboratories (ABT) | 0.1 | $360k | 3.3k | 109.79 | ||
| Crossamerica Partners Ut Ltd Ptn Int (CAPL) | 0.1 | $357k | 18k | 19.83 | ||
| Southwest Airlines (LUV) | 0.1 | $341k | 10k | 33.67 | ||
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $334k | 3.8k | 88.23 | ||
| Procter & Gamble Company (PG) | 0.1 | $332k | 2.2k | 151.56 | ||
| Ishares Tr Ibonds Dec 29 | 0.1 | $323k | NEW | 15k | 22.17 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $319k | 6.4k | 50.21 | ||
| SM Energy (SM) | 0.0 | $289k | +3% | 8.3k | 34.83 | |
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.0 | $280k | 7.1k | 39.58 | ||
| Ford Motor Company (F) | 0.0 | $279k | 24k | 11.63 | ||
| McDonald's Corporation (MCD) | 0.0 | $277k | -12% | 1.1k | 263.44 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.0 | $273k | +5% | 24k | 11.50 | |
| Pfizer (PFE) | 0.0 | $261k | -3% | 5.1k | 51.23 | |
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.0 | $254k | NEW | 3.0k | 84.75 | |
| Alphatec Hldgs Com New (ATEC) | 0.0 | $252k | 20k | 12.35 | ||
| Lockheed Martin Corporation (LMT) | 0.0 | $250k | 514.00 | 486.49 | ||
| Marathon Petroleum Corp (MPC) | 0.0 | $246k | 2.1k | 116.39 | ||
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $243k | -2% | 2.6k | 95.02 | |
| Genesis Energy Unit Ltd Partn (GEL) | 0.0 | $241k | 24k | 10.21 | ||
| Texas Pacific Land Corp (TPL) | 0.0 | $239k | 102.00 | 2344.23 | ||
| NVIDIA Corporation (NVDA) | 0.0 | $239k | -3% | 1.6k | 146.16 | |
| Targa Res Corp (TRGP) | 0.0 | $237k | 3.2k | 73.50 | ||
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $231k | +3% | 4.6k | 50.65 | |
| Sabine Rty Tr Unit Ben Int (SBR) | 0.0 | $230k | 2.7k | 85.22 | ||
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $227k | 19k | 11.76 | ||
| International Business Machines (IBM) | 0.0 | $225k | 1.6k | 140.89 | ||
| World Gold Tr Spdr Gld Minis | 0.0 | $224k | NEW | 6.2k | 36.19 | |
| Kinder Morgan (KMI) | 0.0 | $224k | 12k | 18.08 | ||
| Tc Energy Corp (TRP) | 0.0 | $220k | 5.5k | 39.86 | ||
| Williams Companies (WMB) | 0.0 | $218k | 6.6k | 32.90 | ||
| Crossfirst Bankshares (CFB) | 0.0 | $218k | 18k | 12.41 | ||
| Ishares Silver Tr Ishares (SLV) | 0.0 | $209k | 9.5k | 22.02 | ||
| Cheniere Energy Com New (LNG) | 0.0 | $204k | 1.4k | 149.93 | ||
| Merck & Co (MRK) | 0.0 | $204k | +14% | 1.8k | 110.95 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $203k | 6.2k | 32.84 | ||
| Hca Holdings (HCA) | 0.0 | $198k | 825.00 | 240.08 | ||
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $192k | +70% | 4.9k | 39.48 | |
| Walt Disney Company (DIS) | 0.0 | $191k | 2.2k | 86.88 | ||
| Barclays Bank Ipth Sr B S&p (VXX) | 0.0 | $184k | +29% | 13k | 14.12 | |
| FedEx Corporation (FDX) | 0.0 | $182k | 1.1k | 173.20 | ||
| Holly Energy Partners Com Ut Ltd Ptn (HEP) | 0.0 | $181k | 10k | 18.12 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $180k | -46% | 2.5k | 71.84 | |
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $178k | 2.4k | 75.28 | ||
| Kimbell Rty Partners Unit (KRP) | 0.0 | $174k | +179% | 10k | 16.70 | |
| Dcp Midstream Com Ut Ltd Ptn (DCP) | 0.0 | $166k | 4.3k | 38.79 | ||
| Northrop Grumman Corporation (NOC) | 0.0 | $163k | 299.00 | 545.61 | ||
| Verizon Communications (VZ) | 0.0 | $160k | +14% | 4.1k | 39.40 | |
| Meta Platforms Cl A (META) | 0.0 | $160k | 1.3k | 120.34 | ||
| Netflix (NFLX) | 0.0 | $160k | +57% | 542.00 | 294.88 | |
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.0 | $154k | 3.8k | 40.89 | ||
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.0 | $150k | 2.9k | 51.79 | ||
| MGM Resorts International. (MGM) | 0.0 | $148k | 4.4k | 33.53 | ||
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $145k | 378.00 | 382.55 | ||
| United Parcel Service CL B (UPS) | 0.0 | $144k | 831.00 | 173.75 | ||
| General Mills (GIS) | 0.0 | $143k | 1.7k | 83.85 | ||
| Chipotle Mexican Grill (CMG) | 0.0 | $140k | 101.00 | 1387.49 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $140k | 1.9k | 71.95 | ||
| MetLife (MET) | 0.0 | $138k | 1.9k | 72.37 | ||
| Pepsi (PEP) | 0.0 | $128k | 707.00 | 180.66 | ||
| Analog Devices (ADI) | 0.0 | $128k | 778.00 | 164.03 | ||
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $128k | -70% | 923.00 | 138.15 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $124k | 1.5k | 83.26 | ||
| Bank of America Corporation (BAC) | 0.0 | $124k | +9% | 3.7k | 33.12 | |
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $123k | -17% | 4.0k | 30.53 | |
| Amgen (AMGN) | 0.0 | $122k | 464.00 | 262.64 | ||
| Applied Materials (AMAT) | 0.0 | $121k | +6% | 1.2k | 97.38 | |
| Honeywell International (HON) | 0.0 | $117k | 546.00 | 214.30 | ||
| Occidental Petroleum Corporation (OXY) | 0.0 | $117k | 1.9k | 62.99 | ||
| TJX Companies (TJX) | 0.0 | $114k | +2% | 1.4k | 79.58 | |
| Nike CL B (NKE) | 0.0 | $113k | 965.00 | 117.01 | ||
| Stryker Corporation (SYK) | 0.0 | $112k | 458.00 | 244.49 | ||
| TETRA Technologies (TTI) | 0.0 | $111k | 32k | 3.46 | ||
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $109k | -3% | 2.2k | 50.33 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.0 | $109k | NEW | 2.4k | 45.50 | |
| Apa Corporation (APA) | 0.0 | $107k | 2.3k | 46.68 | ||
| Deere & Company (DE) | 0.0 | $106k | 247.00 | 428.76 | ||
| CSX Corporation (CSX) | 0.0 | $105k | 3.4k | 30.98 | ||
| At&t (T) | 0.0 | $104k | -30% | 5.6k | 18.41 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.0 | $103k | NEW | 2.2k | 47.43 | |
| Host Hotels & Resorts (HST) | 0.0 | $101k | +2% | 6.3k | 16.05 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $100k | 4.2k | 23.77 | ||
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $100k | 1.4k | 74.18 | ||
| Raytheon Technologies Corp | 0.0 | $100k | NEW | 988.00 | 100.92 | |
| Valero Energy Corporation (VLO) | 0.0 | $98k | 772.00 | 126.86 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $96k | 469.00 | 203.81 | ||
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $94k | 6.6k | 14.15 | ||
| Tyson Foods Cl A (TSN) | 0.0 | $94k | -3% | 1.5k | 62.26 | |
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $93k | 2.7k | 33.80 | ||
| Walker & Dunlop (WD) | 0.0 | $93k | 1.2k | 78.48 | ||
| Oaktree Specialty Lending Corp (OCSL) | 0.0 | $93k | 14k | 6.87 | ||
| Union Pacific Corporation (UNP) | 0.0 | $90k | 435.00 | 207.07 | ||
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $90k | 711.00 | 126.16 | ||
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.0 | $88k | 2.0k | 44.12 | ||
| Comcast Corp Cl A (CMCSA) | 0.0 | $88k | 2.5k | 34.97 | ||
| American Express Company (AXP) | 0.0 | $88k | +7% | 593.00 | 147.75 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $86k | 294.00 | 291.00 | ||
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $85k | 1.7k | 51.44 | ||
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $85k | 1.2k | 67.82 | ||
| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.0 | $84k | 1.7k | 50.68 | ||
| Credit Suisse Ag Nassau Brh X Link Silver (SLVO) | 0.0 | $84k | 945.00 | 88.41 | ||
| Target Corporation cs | 0.0 | $84k | NEW | 560.00 | 149.04 | |
| PPG Industries (PPG) | 0.0 | $82k | +3% | 653.00 | 125.74 | |
| Nucor Corporation (NUE) | 0.0 | $82k | 618.00 | 131.81 | ||
| Diageo Spon Adr New (DEO) | 0.0 | $80k | 450.00 | 178.19 | ||
| International Flavors & Fragrances (IFF) | 0.0 | $79k | 750.00 | 104.84 | ||
| Kimberly-Clark Corporation (KMB) | 0.0 | $79k | 579.00 | 135.75 | ||
| Cummins (CMI) | 0.0 | $78k | 320.00 | 242.29 | ||
| Corning Incorporated (GLW) | 0.0 | $76k | 2.4k | 31.94 | ||
| Entergy Corporation (ETR) | 0.0 | $75k | 670.00 | 112.50 | ||
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $75k | NEW | 1.0k | 75.19 | |
| Travelers Companies | 0.0 | $75k | NEW | 398.00 | 187.49 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $74k | 1.4k | 52.61 | ||
| Apartment Invt & Mgmt Cl A (AIV) | 0.0 | $71k | 10k | 7.12 | ||
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $69k | -8% | 2.2k | 30.99 | |
| Golar Lng SHS (GLNG) | 0.0 | $68k | 3.0k | 22.79 | ||
| Starbucks Corporation (SBUX) | 0.0 | $67k | +26% | 674.00 | 99.20 | |
| Wynn Resorts (WYNN) | 0.0 | $66k | 801.00 | 82.47 | ||
| American Electric Power Company (AEP) | 0.0 | $66k | 690.00 | 94.95 | ||
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $64k | 1.3k | 47.78 | ||
| Etf Managers Tr Bluestar Israel (ITEQ) | 0.0 | $64k | 1.5k | 44.01 | ||
| Microchip Technology (MCHP) | 0.0 | $64k | -2% | 909.00 | 70.25 | |
| Southern Company (SO) | 0.0 | $62k | -10% | 868.00 | 71.41 | |
| Reata Pharmaceuticals Cl A (RETA) | 0.0 | $62k | 1.6k | 37.99 | ||
| Crestwood Equity Partners Unit Ltd Partner (CEQP) | 0.0 | $61k | 2.3k | 26.19 | ||
| Halliburton Company (HAL) | 0.0 | $61k | +3% | 1.5k | 39.35 | |
| Intel Corporation (INTC) | 0.0 | $60k | -41% | 2.3k | 26.43 | |
| Vaneck Etf Trust Natural Resourc (HAP) | 0.0 | $60k | 1.2k | 49.23 | ||
| AFLAC Incorporated (AFL) | 0.0 | $59k | 820.00 | 71.94 | ||
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $59k | 1.2k | 50.00 | ||
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $58k | 270.00 | 214.52 | ||
| Ameren Corporation (AEE) | 0.0 | $57k | +3% | 641.00 | 88.92 | |
| Exelon Corporation (EXC) | 0.0 | $56k | +7% | 1.3k | 43.23 | |
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $55k | 317.00 | 173.31 | ||
| Royalty Pharma Shs Class A (RPRX) | 0.0 | $54k | 1.4k | 39.52 | ||
| Tesla Motors (TSLA) | 0.0 | $52k | -3% | 425.00 | 123.18 | |
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.0 | $51k | 682.00 | 74.55 | ||
| Si-bone (SIBN) | 0.0 | $50k | 3.7k | 13.60 | ||
Past Filings by Lee Financial
SEC 13F filings are viewable for Lee Financial going back to 2016
- 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
- Lee Financial 2019 Q4 filed Feb. 14, 2020
- Lee Financial 2019 Q3 filed Nov. 8, 2019
- Lee Financial 2019 Q2 filed July 30, 2019
- Lee Financial 2019 Q1 filed April 30, 2019