Lee Financial

Latest statistics and disclosures from Lee Financial's latest quarterly 13F-HR filing:

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Portfolio Holdings for Lee Financial

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.

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
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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
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Vanguard Admiral Fds Smllcp 600 Idx (VIOO) 0.0 $63k 634.00 99.19
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EOG Resources (EOG) 0.0 $63k +4% 519.00 120.94
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Ishares Tr Msci Eafe Etf (EFA) 0.0 $63k +30% 833.00 75.35
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Kimberly-Clark Corporation (KMB) 0.0 $62k +7% 501.00 122.69
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Regeneron Pharmaceuticals (REGN) 0.0 $60k +9% 68.00 878.30
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Cheniere Energy Partners Com Unit (CQP) 0.0 $58k +535% 1.2k 49.79
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Eaton Corp SHS (ETN) 0.0 $58k 239.00 240.82
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Halliburton Company (HAL) 0.0 $56k 1.6k 36.15
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Rivian Automotive Com Cl A (RIVN) 0.0 $56k NEW 2.4k 23.46
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MetLife (MET) 0.0 $56k +10% 850.00 66.13
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American Express Company (AXP) 0.0 $56k -17% 300.00 187.34
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Dimensional Etf Trust Intl Small Cap V (DISV) 0.0 $56k 2.2k 25.79
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Nucor Corporation (NUE) 0.0 $56k 318.00 174.58
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $56k 539.00 102.88
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AFLAC Incorporated (AFL) 0.0 $55k 669.00 82.50
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Toyota Motor Corp Ads (TM) 0.0 $55k 300.00 183.38
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Vertex Pharmaceuticals Incorporated (VRTX) 0.0 $54k +209% 133.00 406.89
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Ishares Msci Eurzone Etf (EZU) 0.0 $54k -8% 1.1k 47.44
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Ishares Tr Sp Smcp600vl Etf (IJS) 0.0 $54k 521.00 103.07
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MercadoLibre (MELI) 0.0 $53k 34.00 1571.56
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Zoetis Cl A (ZTS) 0.0 $53k -2% 266.00 197.37
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ConocoPhillips (COP) 0.0 $52k 447.00 116.07
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Novo-nordisk A S Adr (NVO) 0.0 $52k +25% 500.00 103.45
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Alcon Ord Shs (ALC) 0.0 $51k 650.00 78.12
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Starbucks Corporation (SBUX) 0.0 $50k -17% 522.00 96.01
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.0 $50k NEW 505.00 98.88
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Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) 0.0 $50k 815.00 61.10
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PPG Industries (PPG) 0.0 $50k 331.00 149.55
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Caterpillar (CAT) 0.0 $49k +7% 167.00 295.68
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Vaneck Etf Trust Bdc Income Etf (BIZD) 0.0 $48k 3.0k 16.04
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Schwab Strategic Tr Us Aggregate B (SCHZ) 0.0 $48k 1.0k 46.62
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Jpmorgan Chase & Co Alerian Ml Etn (AMJ) 0.0 $47k 1.9k 25.36
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Exelon Corporation (EXC) 0.0 $47k 1.3k 35.90
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Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.0 $46k 1.6k 29.23
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Icahn Enterprises Depositary Unit (IEP) 0.0 $45k 2.6k 17.19
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.0 $44k 1.1k 40.21
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Clorox Company (CLX) 0.0 $43k 300.00 142.59
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Entergy Corporation (ETR) 0.0 $42k +5% 412.00 101.19
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $41k 700.00 57.96
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RPM International (RPM) 0.0 $40k 361.00 111.63
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Past Filings by Lee Financial

SEC 13F filings are viewable for Lee Financial going back to 2016

View all past filings