Lee Financial
Latest statistics and disclosures from Lee Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IJH, IVV, FNDF, FNDX, BRK.B, and represent 41.64% of Lee Financial's stock portfolio.
- Added to shares of these 10 stocks: FNDF (+$40M), SHY (+$13M), IVV (+$9.8M), IJR (+$6.2M), FNDX, SCHX, EVA, EMLP, MTUM, VOO.
- Started 71 new stock positions in SCU, JBL, DNUT, JLS, RHI, DAR, COKE, Constellation Energy, EVA, EL.
- Reduced shares in these 10 stocks: FNDE (-$39M), EMB, EEMV, , IEMG, GLD, TLT, VXX, NEE, SCHE.
- Sold out of its positions in AAON, WMS, AGIO, APD, ARE, ALHC, ALGM, ALLO, ALNY, AMRC.
- Lee Financial was a net buyer of stock by $31M.
- Lee Financial has $559M in assets under management (AUM), dropping by 4.98%.
- Central Index Key (CIK): 0001391166
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Portfolio Holdings for Lee Financial
Companies in the Lee Financial portfolio as of the March 2022 quarterly 13F filing
Lee Financial has 779 total positions. Only the first 250 positions are shown.
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- Download the Lee Financial March 2022 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p Mcp Etf (IJH) | 11.3 | $63M | 235k | 268.34 | ||
| Ishares Tr Core S&p500 Etf (IVV) | 11.1 | $62M | +18% | 137k | 453.69 | |
| Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) | 7.2 | $40M | NEW | 1.2M | 32.24 | |
| Schwab Strategic Tr Schwab Fdt Us Lg (FNDX) | 6.1 | $34M | +12% | 587k | 58.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.9 | $33M | +2% | 94k | 352.91 | |
| Ishares Tr Msci Usa Mmentm (MTUM) | 4.3 | $24M | +5% | 142k | 168.27 | |
| Spdr Gold Tr Gold Shs (GLD) | 4.1 | $23M | -4% | 127k | 180.65 | |
| First Tr Exchange-traded No Amer Energy (EMLP) | 3.8 | $21M | +7% | 763k | 27.69 | |
| Select Sector Spdr Tr Energy (XLE) | 2.9 | $16M | 210k | 76.44 | ||
| Ishares Tr Select Divid Etf (DVY) | 2.8 | $16M | 122k | 128.13 | ||
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 2.4 | $14M | +2390% | 164k | 83.35 | |
| Apple (AAPL) | 2.3 | $13M | 74k | 174.52 | ||
| Ishares Core Msci Emkt (IEMG) | 1.6 | $9.0M | -11% | 163k | 55.55 | |
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 1.6 | $8.8M | 116k | 75.86 | ||
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| Microsoft Corporation (MSFT) | 1.3 | $7.5M | +10% | 24k | 308.27 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 1.3 | $7.4M | +97% | 138k | 53.85 | |
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 1.2 | $6.5M | -13% | 49k | 132.09 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $6.4M | +4176% | 59k | 107.88 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 1.0 | $5.7M | +3% | 54k | 104.94 | |
| Ishares Tr Core Msci Eafe (IEFA) | 0.9 | $5.2M | 75k | 69.50 | ||
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.9 | $4.8M | 63k | 76.39 | ||
| Broadstone Net Lease (BNL) | 0.8 | $4.6M | 212k | 21.78 | ||
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.6 | $3.5M | -13% | 127k | 27.77 | |
| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $3.2M | -7% | 30k | 107.09 | |
| Broadcom (AVGO) | 0.6 | $3.1M | -12% | 4.9k | 629.65 | |
| Ishares Tr Devsmcp Exna Etf (IEUS) | 0.5 | $3.1M | 50k | 61.03 | ||
| Ishares Tr Msci Acwi Etf (ACWI) | 0.5 | $2.9M | +4% | 29k | 99.80 | |
| Ishares Msci Emerg Mrkt (EEMV) | 0.5 | $2.9M | -41% | 48k | 61.04 | |
| Abbvie (ABBV) | 0.5 | $2.7M | -9% | 17k | 162.06 | |
| Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) | 0.5 | $2.7M | 36k | 75.44 | ||
| Canadian Natural Resources (CNQ) | 0.5 | $2.7M | -13% | 43k | 61.99 | |
| Nextera Energy (NEE) | 0.4 | $2.4M | -19% | 29k | 84.70 | |
| UnitedHealth (UNH) | 0.4 | $2.4M | -13% | 4.7k | 509.94 | |
| First Horizon National Corporation (FHN) | 0.4 | $2.3M | 98k | 23.49 | ||
| Paychex (PAYX) | 0.4 | $2.1M | +6% | 16k | 136.47 | |
| Nextera Energy Partners Com Unit Part In (NEP) | 0.3 | $1.9M | 23k | 83.40 | ||
| Philip Morris International (PM) | 0.3 | $1.9M | -2% | 20k | 93.95 | |
| Linde SHS (LIN) | 0.3 | $1.9M | 6.0k | 319.38 | ||
| Vici Pptys (VICI) | 0.3 | $1.9M | 67k | 28.46 | ||
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.3 | $1.8M | +13% | 165k | 11.20 | |
| SYSCO Corporation (SYY) | 0.3 | $1.8M | 22k | 81.66 | ||
| Broadridge Financial Solutions (BR) | 0.3 | $1.8M | 11k | 155.69 | ||
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.3 | $1.7M | 29k | 58.38 | ||
| Watsco, Incorporated (WSO) | 0.3 | $1.7M | 5.6k | 304.61 | ||
| Exxon Mobil Corporation (XOM) | 0.3 | $1.7M | 20k | 82.99 | ||
| Texas Instruments Incorporated (TXN) | 0.3 | $1.7M | -5% | 9.1k | 183.47 | |
| Enviva (EVA) | 0.3 | $1.7M | NEW | 21k | 79.14 | |
| American Tower Reit (AMT) | 0.3 | $1.6M | 6.4k | 251.18 | ||
| Wells Fargo & Company (WFC) | 0.3 | $1.6M | 33k | 48.45 | ||
| Comerica Incorporated (CMA) | 0.3 | $1.5M | +16% | 17k | 90.38 | |
| Cisco Systems (CSCO) | 0.3 | $1.5M | -7% | 27k | 55.76 | |
| Advance Auto Parts (AAP) | 0.3 | $1.5M | 7.2k | 206.97 | ||
| Altria (MO) | 0.3 | $1.5M | -5% | 28k | 52.23 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.3 | $1.4M | +18% | 16k | 87.84 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $1.4M | -4% | 38k | 36.71 | |
| Ishares Tr Ibonds Dec 26 (IBMO) | 0.2 | $1.3M | 51k | 25.52 | ||
| Newmont Mining Corporation (NEM) | 0.2 | $1.3M | 16k | 79.45 | ||
| Ishares Tr S&p 500 Val Etf (IVE) | 0.2 | $1.3M | 8.1k | 155.76 | ||
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.2M | +403% | 3.0k | 415.23 | |
| Enterprise Products Partners (EPD) | 0.2 | $1.2M | +9% | 46k | 25.86 | |
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.2M | -5% | 23k | 50.58 | |
| Amazon (AMZN) | 0.2 | $1.1M | -6% | 352.00 | 3259.26 | |
| Martin Midstream Prtnrs Unit L P Int (MMLP) | 0.2 | $1.1M | 271k | 4.20 | ||
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.1M | +12% | 3.1k | 362.48 | |
| Viper Energy Partners Com Unt Rp Int (VNOM) | 0.2 | $1.1M | 36k | 29.58 | ||
| Ishares Tr Ibonds Dec25 Etf (IBDQ) | 0.2 | $1.1M | +53% | 42k | 25.25 | |
| Compass Diversified Sh Ben Int (CODI) | 0.2 | $1.0M | +66% | 44k | 23.77 | |
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.2 | $1.0M | 21k | 48.46 | ||
| Mastercard Incorporated Cl A (MA) | 0.2 | $910k | 2.5k | 368.42 | ||
| Sunoco Lp/sunoco Fin Corp Com Ut Rep Lp (SUN) | 0.2 | $884k | 22k | 40.83 | ||
| Oneok (OKE) | 0.1 | $823k | 12k | 70.61 | ||
| Leggett & Platt (LEG) | 0.1 | $772k | 22k | 34.78 | ||
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.1 | $761k | 29k | 26.33 | ||
| Enlink Midstream Com Unit Rep Ltd (ENLC) | 0.1 | $750k | +7% | 77k | 9.69 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $744k | +11% | 266.00 | 2795.45 | |
| Dorchester Minerals Com Unit (DMLP) | 0.1 | $722k | 28k | 25.96 | ||
| Veritex Hldgs (VBTX) | 0.1 | $721k | 19k | 38.15 | ||
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $717k | 2.6k | 277.69 | ||
| Global Partners Com Units (GLP) | 0.1 | $704k | 26k | 27.29 | ||
| Spdr Ser Tr Dj Reit Etf (RWR) | 0.1 | $697k | 5.9k | 117.38 | ||
| Wal-Mart Stores (WMT) | 0.1 | $696k | +8% | 4.7k | 148.81 | |
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.1 | $687k | 28k | 24.65 | ||
| Ishares Tr Ibonds Dec24 Etf (IBDP) | 0.1 | $676k | 27k | 25.11 | ||
| Sun Communities (SUI) | 0.1 | $675k | +61% | 3.9k | 175.00 | |
| Ishares Tr Ibonds Dec2023 (IBML) | 0.1 | $662k | 26k | 25.47 | ||
| UMH Properties (UMH) | 0.1 | $622k | 25k | 24.60 | ||
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $610k | 47k | 13.10 | ||
| JPMorgan Chase & Co. (JPM) | 0.1 | $593k | +4% | 4.3k | 136.50 | |
| Home Depot (HD) | 0.1 | $590k | -19% | 2.0k | 301.20 | |
| Hca Holdings (HCA) | 0.1 | $581k | 2.3k | 257.58 | ||
| Stag Industrial (STAG) | 0.1 | $540k | -46% | 13k | 41.36 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $529k | 1.00 | 529000.00 | ||
| Oracle Corporation (ORCL) | 0.1 | $507k | -2% | 6.1k | 82.75 | |
| Southwest Airlines (LUV) | 0.1 | $498k | +3% | 11k | 47.62 | |
| Vaneck Etf Trust Intrmdt Muni Etf (ITM) | 0.1 | $497k | 11k | 47.33 | ||
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $490k | +8% | 7.4k | 66.37 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $450k | -2% | 2.0k | 227.50 | |
| Johnson & Johnson (JNJ) | 0.1 | $446k | -12% | 2.5k | 180.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $440k | -23% | 158.00 | 2781.82 | |
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $422k | 7.7k | 54.89 | ||
| Boeing Company (BA) | 0.1 | $396k | +20% | 2.2k | 181.82 | |
| Abbott Laboratories (ABT) | 0.1 | $395k | 3.2k | 121.74 | ||
| Crossamerica Partners Ut Ltd Ptn Int (CAPL) | 0.1 | $393k | 18k | 21.83 | ||
| Dbx Etf Tr Xtrack Hrvst Csi (ASHR) | 0.1 | $386k | -45% | 12k | 33.12 | |
| Chevron Corporation (CVX) | 0.1 | $383k | +3% | 2.3k | 164.10 | |
| Cohen & Steers Quality Income Realty (RQI) | 0.1 | $377k | 23k | 16.72 | ||
| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.1 | $377k | -3% | 6.2k | 60.74 | |
| Lennar Corp Cl A (LEN) | 0.1 | $372k | 5.6k | 66.67 | ||
| Constellation Brands Cl A (STZ) | 0.1 | $369k | 1.6k | 230.62 | ||
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.1 | $365k | -8% | 8.3k | 43.98 | |
| Coca-Cola Company (KO) | 0.1 | $360k | -10% | 5.8k | 61.68 | |
| Ishares Tr Ibonds Dec 29 (IBDU) | 0.1 | $357k | NEW | 15k | 24.54 | |
| Costco Wholesale Corporation (COST) | 0.1 | $340k | 591.00 | 575.30 | ||
| Visa Com Cl A (V) | 0.1 | $332k | -7% | 1.5k | 216.22 | |
| Ford Motor Company (F) | 0.1 | $330k | +25% | 22k | 15.00 | |
| J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) | 0.1 | $329k | -2% | 6.6k | 50.21 | |
| Moderna (MRNA) | 0.1 | $326k | 2.6k | 125.00 | ||
| ConocoPhillips (COP) | 0.1 | $319k | 3.2k | 98.71 | ||
| Tc Energy Corp (TRP) | 0.1 | $314k | +22% | 5.6k | 56.48 | |
| Magellan Midstream Prtnrs Com Unit Rp Lp (MMP) | 0.1 | $313k | +31% | 6.4k | 49.15 | |
| SM Energy (SM) | 0.1 | $312k | 8.0k | 39.00 | ||
| Spdr Ser Tr Prtflo S&p500 Hi (SPYD) | 0.1 | $297k | 6.8k | 44.00 | ||
| Merck & Co (MRK) | 0.1 | $295k | +115% | 3.2k | 90.91 | |
| NVIDIA Corporation (NVDA) | 0.1 | $294k | -11% | 1.1k | 265.62 | |
| Procter & Gamble Company (PG) | 0.1 | $291k | -18% | 1.9k | 152.17 | |
| Genesis Energy Unit Ltd Partn (GEL) | 0.1 | $288k | +3% | 25k | 11.65 | |
| Eli Lilly & Co. (LLY) | 0.1 | $286k | 966.00 | 296.30 | ||
| Crossfirst Bankshares (CFB) | 0.0 | $276k | 18k | 15.73 | ||
| Proshares Tr Ii Ultra Vix Short (UVXY) | 0.0 | $273k | NEW | 20k | 13.44 | |
| Meta Platforms Cl A (FB) | 0.0 | $269k | -13% | 1.2k | 222.13 | |
| Ishares Tr Ibonds Dec2022 (IBMK) | 0.0 | $264k | 10k | 25.93 | ||
| Walt Disney Company (DIS) | 0.0 | $255k | 1.5k | 166.67 | ||
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 0.0 | $247k | -8% | 4.9k | 50.60 | |
| Ishares Tr Msci Lw Crb Tg (CRBN) | 0.0 | $244k | +7% | 1.5k | 163.32 | |
| Ishares Tr Europe Etf (IEV) | 0.0 | $243k | 4.8k | 50.26 | ||
| FedEx Corporation (FDX) | 0.0 | $242k | 1.0k | 231.14 | ||
| Targa Res Corp (TRGP) | 0.0 | $235k | 3.1k | 75.66 | ||
| Alphatec Hldgs Com New (ATEC) | 0.0 | $235k | 20k | 11.50 | ||
| Kinder Morgan (KMI) | 0.0 | $235k | 12k | 19.02 | ||
| Proshares Tr Ultr 7-10 Trea (UST) | 0.0 | $223k | -60% | 3.8k | 59.25 | |
| Lockheed Martin Corporation (LMT) | 0.0 | $210k | +367% | 477.00 | 440.25 | |
| International Business Machines (IBM) | 0.0 | $207k | -25% | 1.6k | 130.19 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $205k | 6.2k | 33.27 | ||
| Cheniere Energy Com New (LNG) | 0.0 | $205k | 1.5k | 138.61 | ||
| Williams Companies (WMB) | 0.0 | $204k | +30% | 6.2k | 32.97 | |
| Texas Pacific Land Corp (TPL) | 0.0 | $204k | 151.00 | 1350.99 | ||
| Black Stone Minerals Com Unit (BSM) | 0.0 | $202k | 15k | 13.47 | ||
| Chipotle Mexican Grill (CMG) | 0.0 | $202k | 101.00 | 2000.00 | ||
| United Parcel Service CL B (UPS) | 0.0 | $196k | +10% | 912.00 | 214.91 | |
| Intel Corporation (INTC) | 0.0 | $188k | +46% | 3.7k | 51.40 | |
| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.0 | $188k | +7% | 18k | 10.74 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $185k | -10% | 410.00 | 451.22 | |
| Applied Materials (AMAT) | 0.0 | $185k | -6% | 1.2k | 157.89 | |
| Marathon Petroleum Corp (MPC) | 0.0 | $179k | 2.1k | 84.91 | ||
| Holly Energy Partners Com Ut Ltd Ptn (HEP) | 0.0 | $177k | 10k | 17.70 | ||
| Icahn Enterprises Depositary Unit (IEP) | 0.0 | $174k | 3.4k | 51.85 | ||
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.0 | $173k | 2.2k | 79.58 | ||
| MGM Resorts International. (MGM) | 0.0 | $171k | -4% | 4.1k | 41.90 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $167k | 7.3k | 22.84 | ||
| At&t (T) | 0.0 | $161k | -5% | 6.2k | 25.97 | |
| Walker & Dunlop (WD) | 0.0 | $153k | 1.2k | 129.33 | ||
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.0 | $151k | 2.5k | 59.92 | ||
| Tyson Foods Cl A (TSN) | 0.0 | $149k | 1.6k | 92.20 | ||
| Ishares Tr Pfd And Incm Sec (PFF) | 0.0 | $146k | 4.0k | 36.32 | ||
| McDonald's Corporation (MCD) | 0.0 | $145k | -40% | 588.00 | 246.60 | |
| Sabine Rty Tr Unit Ben Int (SBR) | 0.0 | $144k | 2.5k | 57.60 | ||
| Dcp Midstream Com Ut Ltd Ptn (DCP) | 0.0 | $143k | 4.3k | 33.51 | ||
| Bristol Myers Squibb (BMY) | 0.0 | $143k | -9% | 1.9k | 74.07 | |
| Raytheon Technologies Corp (RTX) | 0.0 | $142k | +380% | 1.4k | 99.66 | |
| Verizon Communications (VZ) | 0.0 | $135k | +36% | 2.7k | 50.81 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $133k | 1.1k | 117.65 | ||
| TETRA Technologies (TTI) | 0.0 | $132k | 32k | 4.12 | ||
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $124k | 2.9k | 43.43 | ||
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $124k | +27% | 2.7k | 45.21 | |
| Netflix (NFLX) | 0.0 | $120k | -32% | 322.00 | 373.04 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $120k | 1.4k | 84.21 | ||
| Vaneck Etf Trust Bdc Income Etf (BIZD) | 0.0 | $119k | 6.6k | 17.94 | ||
| CSX Corporation (CSX) | 0.0 | $118k | 3.2k | 37.46 | ||
| General Mills (GIS) | 0.0 | $115k | 1.7k | 67.65 | ||
| Pepsi (PEP) | 0.0 | $111k | -4% | 652.00 | 170.00 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $111k | +120% | 1.8k | 60.98 | |
| Amgen (AMGN) | 0.0 | $109k | 450.00 | 242.22 | ||
| Vanguard Index Fds Mid Cap Etf (VO) | 0.0 | $106k | -19% | 444.00 | 238.74 | |
| Deere & Company (DE) | 0.0 | $99k | +16% | 233.00 | 424.24 | |
| Host Hotels & Resorts (HST) | 0.0 | $98k | -9% | 5.9k | 16.53 | |
| International Flavors & Fragrances (IFF) | 0.0 | $98k | 750.00 | 130.67 | ||
| Check Point Software Tech Lt Ord (CHKP) | 0.0 | $98k | 711.00 | 137.83 | ||
| United Cmnty Bks Ga Cap Stk (UCBI) | 0.0 | $96k | NEW | 2.7k | 34.92 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $95k | 307.00 | 307.69 | ||
| Nucor Corporation (NUE) | 0.0 | $93k | -8% | 630.00 | 146.79 | |
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.0 | $91k | 1.7k | 54.79 | ||
| Diageo Spon Adr New (DEO) | 0.0 | $91k | 450.00 | 202.22 | ||
| Corning Incorporated (GLW) | 0.0 | $90k | 2.4k | 36.76 | ||
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $88k | 809.00 | 108.78 | ||
| First Tr Exchange-traded Rba Indl Etf (AIRR) | 0.0 | $85k | NEW | 2.0k | 42.50 | |
| Si-bone (SIBN) | 0.0 | $84k | 3.7k | 22.70 | ||
| Apa Corporation (APA) | 0.0 | $83k | 2.2k | 38.71 | ||
| Ishares Tr Msci Ac Asia Etf (AAXJ) | 0.0 | $83k | +23% | 1.1k | 74.98 | |
| Ishares Tr Esg Awre 1 5 Yr (SUSB) | 0.0 | $83k | -7% | 3.4k | 24.56 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $82k | 1.2k | 66.18 | ||
| TJX Companies (TJX) | 0.0 | $81k | +4% | 1.3k | 63.83 | |
| Etf Managers Tr Bluestar Israel (ITEQ) | 0.0 | $81k | 1.5k | 55.63 | ||
| Airbnb Com Cl A (ABNB) | 0.0 | $81k | +26% | 472.00 | 171.61 | |
| First Tr Exchange-traded Nasd Tech Div (TDIV) | 0.0 | $79k | NEW | 1.3k | 58.78 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $79k | 900.00 | 87.78 | ||
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.0 | $76k | +80% | 3.0k | 24.95 | |
| Entergy Corporation (ETR) | 0.0 | $76k | 650.00 | 116.92 | ||
| Golar Lng SHS (GLNG) | 0.0 | $74k | 3.0k | 24.67 | ||
| American Express Company (AXP) | 0.0 | $73k | +4% | 384.00 | 190.48 | |
| Pfizer (PFE) | 0.0 | $73k | -6% | 1.4k | 54.05 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $72k | +134% | 567.00 | 127.27 | |
| Core Scientific Common Stock | 0.0 | $71k | NEW | 8.6k | 8.26 | |
| Crestwood Equity Partners Unit Ltd Partner (CEQP) | 0.0 | $70k | +30% | 2.3k | 30.13 | |
| Travelers Companies (TRV) | 0.0 | $70k | -4% | 382.00 | 183.10 | |
| Northrop Grumman Corporation (NOC) | 0.0 | $69k | +11% | 161.00 | 428.57 | |
| Reata Pharmaceuticals Cl A (RETA) | 0.0 | $69k | 2.1k | 32.58 | ||
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.0 | $69k | 685.00 | 100.73 | ||
| Microchip Technology (MCHP) | 0.0 | $68k | -2% | 900.00 | 75.56 | |
| American Electric Power Company (AEP) | 0.0 | $68k | 685.00 | 99.27 | ||
| Tesla Motors (TSLA) | 0.0 | $65k | 62.00 | 1052.63 | ||
| Wynn Resorts (WYNN) | 0.0 | $64k | 801.00 | 79.90 | ||
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.0 | $63k | NEW | 317.00 | 198.74 | |
| Southern Company (SO) | 0.0 | $62k | +639% | 850.00 | 72.94 | |
| MercadoLibre (MELI) | 0.0 | $62k | +6% | 52.00 | 1192.31 | |
| Kimbell Rty Partners Unit (KRP) | 0.0 | $61k | 3.7k | 16.34 | ||
| EOG Resources (EOG) | 0.0 | $59k | 478.00 | 123.29 | ||
| Baxter International (BAX) | 0.0 | $58k | NEW | 750.00 | 77.33 | |
| Ameren Corporation (AEE) | 0.0 | $58k | 617.00 | 94.00 | ||
| Target Corporation (TGT) | 0.0 | $58k | +5% | 231.00 | 250.00 | |
| Lam Research Corporation (LRCX) | 0.0 | $57k | -22% | 106.00 | 537.74 | |
| Exelon Corporation (EXC) | 0.0 | $57k | 1.2k | 47.14 | ||
| Citigroup Com New (C) | 0.0 | $57k | +56% | 1.1k | 53.44 | |
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $55k | 539.00 | 102.04 | ||
| Arcutis Biotherapeutics (ARQT) | 0.0 | $55k | 2.9k | 19.26 | ||
| Toyota Motor Corp Ads (TM) | 0.0 | $54k | 300.00 | 180.00 | ||
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.0 | $52k | +100% | 1.1k | 47.27 | |
| MetLife (MET) | 0.0 | $52k | +933% | 775.00 | 66.67 | |
| Royalty Pharma Shs Class A (RPRX) | 0.0 | $51k | 1.3k | 39.23 | ||
| Duke Energy Corp Com New (DUK) | 0.0 | $51k | -2% | 458.00 | 111.35 | |
| Medtronic SHS (MDT) | 0.0 | $49k | -74% | 445.00 | 111.11 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.0 | $48k | -3% | 208.00 | 230.77 | |
| Crown Castle Intl (CCI) | 0.0 | $48k | 261.00 | 183.91 | ||
| Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.0 | $48k | 970.00 | 49.48 | ||
| Schwab Strategic Tr Schwab Fdt Us Bm (FNDB) | 0.0 | $47k | 815.00 | 57.67 | ||
| L3harris Technologies (LHX) | 0.0 | $46k | 187.00 | 245.99 | ||
| Starbucks Corporation (SBUX) | 0.0 | $46k | 505.00 | 91.09 | ||
| Nustar Energy Unit Com (NS) | 0.0 | $45k | -23% | 3.1k | 14.52 | |
| PacWest Ban (PACW) | 0.0 | $44k | 1.0k | 43.22 | ||
| General Electric Com New (GE) | 0.0 | $43k | +16% | 494.00 | 87.91 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.0 | $43k | 208.00 | 206.73 | ||
Past Filings by Lee Financial
SEC 13F filings are viewable for Lee Financial going back to 2016
- 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
- Lee Financial 2018 Q4 filed Feb. 11, 2019
- Lee Financial 2018 Q3 filed Nov. 7, 2018
- Lee Financial 2018 Q2 filed Aug. 14, 2018