Sponsored

The Analysis of Lee Financial Co's Holdings & P&L

Currently, Lee Financial Co holds 145 types of securities in its portfolio with a total value $708.8M. In the most recent quarter, they have increased their positions in TXN (+6.3K shares, valued at $1.2M), DELL (+6.4K shares, valued at $1.1M), WMB (+14.4K shares, valued at $1.0M); decreased their positions in IJT (-49.0K shares, valued at $7.1M), SHV (-38.7K shares, valued at $4.3M), FNDX (-140.5K shares, valued at $3.9M); initiated new positions in TXN (+6.3K shares, valued at $1.2M), DELL (+6.4K shares, valued at $1.1M), MCHP (+15.0K shares, valued at $968.1K).

1M P&L

+23.0M+3.53%

3M P&L

+34.8M+5.43%

HY P&L

+72.7M+12.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A540.8M

84.4%

2Consumer Electronics16.5M

2.6%

3Oil & Gas Midstream9.5M

1.5%

Top Industries by Stock Count

1N/A50 stocks

38.8%

2Oil & Gas Midstream11 stocks

8.5%

3Drug Manufacturers - General5 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR269.5K shares-1.29%2026-03-312026-04-13

IJH ISHARES TR1.4M shares0.32%2026-03-312026-04-13

FNDX SCHWAB STRATEGIC TR2.2M shares-6.04%2026-03-312026-04-13

IVW ISHARES TR354.5K shares-1.89%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL70.7K shares-6.35%2026-03-312026-04-13

GLD SPDR GOLD TR74.5K shares-2.42%2026-03-312026-04-13

EMLP FIRST TR EXCHANGE-TRADED FD688.4K shares-2.75%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR29.4K shares-5.33%2026-03-312026-04-13

Sponsored

AAPL APPLE INC65.2K shares-2.39%2026-03-312026-04-13

SHV ISHARES TR109.1K shares-26.18%2026-03-312026-04-13

FNDF SCHWAB STRATEGIC TR203.5K shares1.61%2026-03-312026-04-13

SCHM SCHWAB STRATEGIC TR317.2K shares-1.84%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR344.6K shares-2.98%2026-03-312026-04-13

DVY ISHARES TR50.1K shares-2.88%2026-03-312026-04-13

IJR ISHARES TR48.0K shares2.22%2026-03-312026-04-13

ACWI ISHARES TR40.9K shares-1.17%2026-03-312026-04-13

Sponsored

MSFT MICROSOFT CORP13.9K shares-9.37%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR82.3K shares-24.20%2026-03-312026-04-13

IWP ISHARES TR37.5K shares-7.87%2026-03-312026-04-13

BROADCOM INC BROADCOM INC13.0K shares-12.41%2026-03-312026-04-13

NEM NEWMONT CORP33.1K shares3.65%2026-03-312026-04-13

NVDA NVIDIA CORPORATION19.2K shares2.16%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR113.9K shares3.83%2026-03-312026-04-13

VTI VANGUARD INDEX FDS10.1K shares0.32%2026-03-312026-04-13

Sponsored

SCHE SCHWAB STRATEGIC TR97.7K shares-0.03%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO10.1K shares-3.65%2026-03-312026-04-13

XOM EXXON MOBIL CORP16.9K shares-10.20%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC14.5K shares-0.52%2026-03-312026-04-13

ETR ENTERGY CORP NEW20.1K shares-0.48%2026-03-312026-04-13

IEFA ISHARES TR24.7K shares0.00%2026-03-312026-04-13

TNGY TORTOISE CAPITAL SERIES TRUS211.4K shares-12.26%2026-03-312026-04-13

CFG CITIZENS FINL GROUP INC35.6K shares-0.44%2026-03-312026-04-13

Sponsored

OKE ONEOK INC NEW21.7K shares0.00%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L51.8K shares0.32%2026-03-312026-04-13

AMZN AMAZON COM INC9.2K shares-3.96%2026-03-312026-04-13

RTX RTX CORPORATION10.0K shares-0.84%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares26.82%2026-03-312026-04-13

ABBV ABBVIE INC8.8K shares-19.64%2026-03-312026-04-13

KO COCA COLA CO25.0K shares-2.78%2026-03-312026-04-13

CNQ CANADIAN NAT RES LTD MED TER37.8K shares-14.04%2026-03-312026-04-13

Sponsored

HD HOME DEPOT INC5.6K shares-6.65%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR73.3K shares-0.42%2026-03-312026-04-13

WMT WALMART INC14.5K shares-0.37%2026-03-312026-04-13

WMB WILLIAMS COS INC23.0K shares166.78%2026-03-312026-04-13

VB VANGUARD INDEX FDS6.3K shares0.00%2026-03-312026-04-13

MS MORGAN STANLEY9.9K shares-2.27%2026-03-312026-04-13

LLY ELI LILLY & CO1.7K shares-1.60%2026-03-312026-04-13

VIPER ENERGY INC VIPER ENERGY INC33.3K shares-0.33%2026-03-312026-04-13

Sponsored

SCZ ISHARES TR19.2K shares-1.86%2026-03-312026-04-13

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC6.4K shares-0.47%2026-03-312026-04-13

QSR RESTAURANT BRANDS INTL INC19.6K shares-0.55%2026-03-312026-04-13

IVE ISHARES TR6.9K shares-10.97%2026-03-312026-04-13

FAST FASTENAL CO30.2K shares-0.40%2026-03-312026-04-13

BR BROADRIDGE FINL SOLUTIONS IN8.6K shares15.67%2026-03-312026-04-13

ALPHABET INC ALPHABET INC4.9K shares-9.28%2026-03-312026-04-13

ABT ABBOTT LABORATORIES13.0K shares-9.96%2026-03-312026-04-13

Sponsored

ORI OLD REP INTL CORP33.4K shares-0.44%2026-03-312026-04-13

IGF ISHARES TR19.8K shares35.31%2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC1.3K shares-0.52%2026-03-312026-04-13

TXN TEXAS INSTRS INC6.3K sharesnew addition2026-03-312026-04-13

SCI SERVICE CORP INTL14.6K shares-0.52%2026-03-312026-04-13

FNDE SCHWAB STRATEGIC TR30.4K shares21.09%2026-03-312026-04-13

STERIS PLC STERIS PLC5.2K shares-9.78%2026-03-312026-04-13

AMGN AMGEN INC3.2K shares-0.44%2026-03-312026-04-13

Sponsored

ENB ENBRIDGE INC20.2K shares-44.54%2026-03-312026-04-13

CSCO CISCO SYS INC14.1K shares-38.19%2026-03-312026-04-13

IEMG ISHARES INC15.7K shares0.28%2026-03-312026-04-13

WTRG ESSENTIAL UTILS INC27.1K shares-0.41%2026-03-312026-04-13

ALLY ALLY FINL INC27.4K shares-0.40%2026-03-312026-04-13

DELL DELL TECHNOLOGIES INC6.4K sharesnew addition2026-03-312026-04-13

AGG ISHARES TR10.6K shares42.73%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC2.9K shares343.58%2026-03-312026-04-13

Sponsored

MA MASTERCARD INCORPORATED2.0K shares-0.92%2026-03-312026-04-13

RWR SPDR SERIES TRUST9.7K shares28.81%2026-03-312026-04-13

MCHP MICROCHIP TECHNOLOGY INC.15.0K sharesnew addition2026-03-312026-04-13

IJT ISHARES TR6.6K shares-88.09%2026-03-312026-04-13

IWF ISHARES TR2.2K shares0.36%2026-03-312026-04-13

ALPHABET INC ALPHABET INC3.2K shares-20.50%2026-03-312026-04-13

ORCL ORACLE CORP6.0K shares-3.14%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K sharesnew addition2026-03-312026-04-13

Sponsored

SHY ISHARES TR10.2K shares-14.18%2026-03-312026-04-13

META META PLATFORMS INC1.4K shares-2.43%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T1.2K shares-2.71%2026-03-312026-04-13

SLV ISHARES SILVER TR11.5K shares26.24%2026-03-312026-04-13

IP INTERNATIONAL PAPER CO21.8K shares-0.43%2026-03-312026-04-13

PAYX PAYCHEX INC8.4K shares-25.89%2026-03-312026-04-13

V VISA INC2.6K shares-10.25%2026-03-312026-04-13

ET ENERGY TRANSFER L P39.8K shares-8.69%2026-03-312026-04-13

Sponsored

IBDT ISHARES TR28.9K sharesnew addition2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION731 shares-33.97%2026-03-312026-04-13

DMLP DORCHESTER MINERALS L P26.6K shares3.91%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-13

AMCOR PLC AMCOR PLC17.2K sharesnew addition2026-03-312026-04-13

MTUM ISHARES TR2.7K shares-11.29%2026-03-312026-04-13

ALKT ALKAMI TECHNOLOGY INC40.5K shares-18.88%2026-03-312026-04-13

GPC GENUINE PARTS CO6.0K sharesnew addition2026-03-312026-04-13

Sponsored

OWL BLUE OWL CAPITAL INC66.8K shares-0.53%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON2.5K shares-5.50%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2026-03-312026-04-13

THOMSON REUTERS CORP THOMSON REUTERS CORP6.2K sharesnew addition2026-03-312026-04-13

LINDE PLC LINDE PLC1.1K shares-56.97%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F10.5K shares8.93%2026-03-312026-04-13

PAA PLAINS ALL AMERN PIPELINE L22.0K shares0.00%2026-03-312026-04-13

ITM VANECK ETF TRUST10.5K shares0.00%2026-03-312026-04-13

Sponsored

CVX CHEVRON CORPORATION2.3K shares4.32%2026-03-312026-04-13

IBDS ISHARES TR19.4K shares0.00%2026-03-312026-04-13

IBDR ISHARES TR19.3K shares0.00%2026-03-312026-04-13

FNF FIDELITY NATL FINL INC9.7K shares-5.00%2026-03-312026-04-13

ARES ARES MANAGEMENT CORPORATION4.1K sharesnew addition2026-03-312026-04-13

MPLX MPLX LP7.4K shares0.00%2026-03-312026-04-13

IBDW ISHARES TR20.0K shares0.00%2026-03-312026-04-13

DGRO ISHARES TR5.6K shares-11.22%2026-03-312026-04-13

Sponsored

GLDM WORLD GOLD TR4.2K shares0.00%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS1.6K shares69.17%2026-03-312026-04-13

TSLA TESLA INC1.0K shares0.39%2026-03-312026-04-13

HCA HCA HEALTHCARE INC782 shares0.00%2026-03-312026-04-13

SCHH SCHWAB STRATEGIC TR16.7K shares-22.67%2026-03-312026-04-13

TJX TJX COS INC NEW2.2K shares0.18%2026-03-312026-04-13

LUV SOUTHWEST AIRLS CO9.1K shares0.04%2026-03-312026-04-13

IBDU ISHARES TR14.6K sharesnew addition2026-03-312026-04-13

Sponsored

GLW CORNING INC2.3K sharesnew addition2026-03-312026-04-13

CQP CHENIERE ENERGY PARTNERS L P4.8K shares4.51%2026-03-312026-04-13

AMAT APPLIED MATLS INC900 shares0.00%2026-03-312026-04-13

PFE PFIZER INC10.8K shares-0.86%2026-03-312026-04-13

NEE NEXTERA ENERGY INC3.2K shares-1.76%2026-03-312026-04-13

TRGP TARGA RES CORP1.2K shares0.00%2026-03-312026-04-13

MUB ISHARES TR2.8K shares2.56%2026-03-312026-04-13

SUN SUNOCO LP/SUNOCO FIN CORP4.5K shares4.76%2026-03-312026-04-13

Sponsored

PH PARKER-HANNIFIN CORP328 shares0.00%2026-03-312026-04-13

BUSE FIRST BUSEY CORP11.5K shares0.00%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC733 shares0.00%2026-03-312026-04-13

HESM HESS MIDSTREAM LP7.1K shares0.00%2026-03-312026-04-13

IGIB ISHARES TR5.0K shares0.00%2026-03-312026-04-13

ADI ANALOG DEVICES INC817 shares0.00%2026-03-312026-04-13

TOI THE ONCOLOGY INSTITUTE INC81.4K shares0.00%2026-03-312026-04-13

MCD MCDONALDS CORP794 shares-6.59%2026-03-312026-04-13

Sponsored

STZ CONSTELLATION BRANDS INC1.6K shares0.00%2026-03-312026-04-13

KMI KINDER MORGAN INC DEL7.0K shares-43.04%2026-03-312026-04-13

ACWV ISHARES INC1.9K shares0.00%2026-03-312026-04-13

AIRR FIRST TR EXCHANGE TRADED FD2.0K sharesnew addition2026-03-312026-04-13

BA BOEING CO1.1K shares9.99%2026-03-312026-04-13

NSC NORFOLK SOUTHN CORP736 shares0.00%2026-03-312026-04-13

TAC TRANSALTA CORP10.0K sharesnew addition2026-03-312026-04-13

TSHA TAYSHA GENE THERAPIES INC20.0K shares0.00%2026-03-312026-04-13

Sponsored

APARTMENT INVT & MGMT CO APARTMENT INVT & MGMT CO10.0K shares0.00%2026-03-312026-04-13

IVV

ISHARES TR

-1.29%

Shares269.5K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

0.32%

Shares1.4M

Event2026-03-31

Filed2026-04-13

FNDX

SCHWAB STRATEGIC TR

-6.04%

Shares2.2M

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

-1.89%

Shares354.5K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

-6.35%

Shares70.7K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

-2.42%

Shares74.5K

Event2026-03-31

Filed2026-04-13

EMLP

FIRST TR EXCHANGE-TRADED FD

-2.75%

Shares688.4K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-5.33%

Shares29.4K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-2.39%

Shares65.2K

Event2026-03-31

Filed2026-04-13

SHV

ISHARES TR

-26.18%

Shares109.1K

Event2026-03-31

Filed2026-04-13

FNDF

SCHWAB STRATEGIC TR

1.61%

Shares203.5K

Event2026-03-31

Filed2026-04-13

SCHM

SCHWAB STRATEGIC TR

-1.84%

Shares317.2K

Event2026-03-31

Filed2026-04-13

SCHX

SCHWAB STRATEGIC TR

-2.98%

Shares344.6K

Event2026-03-31

Filed2026-04-13

DVY

ISHARES TR

-2.88%

Shares50.1K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

2.22%

Shares48.0K

Event2026-03-31

Filed2026-04-13

ACWI

ISHARES TR

-1.17%

Shares40.9K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-9.37%

Shares13.9K

Event2026-03-31

Filed2026-04-13

XLE

SELECT SECTOR SPDR TR

-24.20%

Shares82.3K

Event2026-03-31

Filed2026-04-13

IWP

ISHARES TR

-7.87%

Shares37.5K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

-12.41%

Shares13.0K

Event2026-03-31

Filed2026-04-13

NEM

NEWMONT CORP

3.65%

Shares33.1K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

2.16%

Shares19.2K

Event2026-03-31

Filed2026-04-13

SCHA

SCHWAB STRATEGIC TR

3.83%

Shares113.9K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

0.32%

Shares10.1K

Event2026-03-31

Filed2026-04-13

SCHE

SCHWAB STRATEGIC TR

-0.03%

Shares97.7K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-3.65%

Shares10.1K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

-10.20%

Shares16.9K

Event2026-03-31

Filed2026-04-13

PHILIP MORRIS INTL INC

-0.52%

Shares14.5K

Event2026-03-31

Filed2026-04-13

ETR

ENTERGY CORP NEW

-0.48%

Shares20.1K

Event2026-03-31

Filed2026-04-13

IEFA

ISHARES TR

0.00%

Shares24.7K

Event2026-03-31

Filed2026-04-13

TNGY

TORTOISE CAPITAL SERIES TRUS

-12.26%

Shares211.4K

Event2026-03-31

Filed2026-04-13

CFG

CITIZENS FINL GROUP INC

-0.44%

Shares35.6K

Event2026-03-31

Filed2026-04-13

OKE

ONEOK INC NEW

0.00%

Shares21.7K

Event2026-03-31

Filed2026-04-13

EPD

ENTERPRISE PRODS PARTNERS L

0.32%

Shares51.8K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-3.96%

Shares9.2K

Event2026-03-31

Filed2026-04-13

RTX

RTX CORPORATION

-0.84%

Shares10.0K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

26.82%

Shares3.2K

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

-19.64%

Shares8.8K

Event2026-03-31

Filed2026-04-13

COCA COLA CO

-2.78%

Shares25.0K

Event2026-03-31

Filed2026-04-13

CNQ

CANADIAN NAT RES LTD MED TER

-14.04%

Shares37.8K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

-6.65%

Shares5.6K

Event2026-03-31

Filed2026-04-13

SCHF

SCHWAB STRATEGIC TR

-0.42%

Shares73.3K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

-0.37%

Shares14.5K

Event2026-03-31

Filed2026-04-13

WMB

WILLIAMS COS INC

166.78%

Shares23.0K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-13

MORGAN STANLEY

-2.27%

Shares9.9K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

-1.60%

Shares1.7K

Event2026-03-31

Filed2026-04-13

VIPER ENERGY INC

-0.33%

Shares33.3K

Event2026-03-31

Filed2026-04-13

SCZ

ISHARES TR

-1.86%

Shares19.2K

Event2026-03-31

Filed2026-04-13

FERGUSON ENTERPRISES INC

-0.47%

Shares6.4K

Event2026-03-31

Filed2026-04-13

QSR

RESTAURANT BRANDS INTL INC

-0.55%

Shares19.6K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

-10.97%

Shares6.9K

Event2026-03-31

Filed2026-04-13

FAST

FASTENAL CO

-0.40%

Shares30.2K

Event2026-03-31

Filed2026-04-13

BROADRIDGE FINL SOLUTIONS IN

15.67%

Shares8.6K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-9.28%

Shares4.9K

Event2026-03-31

Filed2026-04-13

ABT

ABBOTT LABORATORIES

-9.96%

Shares13.0K

Event2026-03-31

Filed2026-04-13

ORI

OLD REP INTL CORP

-0.44%

Shares33.4K

Event2026-03-31

Filed2026-04-13

IGF

ISHARES TR

35.31%

Shares19.8K

Event2026-03-31

Filed2026-04-13

BLACKROCK INC

-0.52%

Shares1.3K

Event2026-03-31

Filed2026-04-13

TXN

TEXAS INSTRS INC

New

Shares6.3K

Event2026-03-31

Filed2026-04-13

SCI

SERVICE CORP INTL

-0.52%

Shares14.6K

Event2026-03-31

Filed2026-04-13

FNDE

SCHWAB STRATEGIC TR

21.09%

Shares30.4K

Event2026-03-31

Filed2026-04-13

STERIS PLC

-9.78%

Shares5.2K

Event2026-03-31

Filed2026-04-13

AMGN

AMGEN INC

-0.44%

Shares3.2K

Event2026-03-31

Filed2026-04-13

ENB

ENBRIDGE INC

-44.54%

Shares20.2K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

-38.19%

Shares14.1K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

0.28%

Shares15.7K

Event2026-03-31

Filed2026-04-13

WTRG

ESSENTIAL UTILS INC

-0.41%

Shares27.1K

Event2026-03-31

Filed2026-04-13

ALLY

ALLY FINL INC

-0.40%

Shares27.4K

Event2026-03-31

Filed2026-04-13

DELL

DELL TECHNOLOGIES INC

New

Shares6.4K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

42.73%

Shares10.6K

Event2026-03-31

Filed2026-04-13

EATON CORP PLC

343.58%

Shares2.9K

Event2026-03-31

Filed2026-04-13

MASTERCARD INCORPORATED

-0.92%

Shares2.0K

Event2026-03-31

Filed2026-04-13

RWR

SPDR SERIES TRUST

28.81%

Shares9.7K

Event2026-03-31

Filed2026-04-13

MCHP

MICROCHIP TECHNOLOGY INC.

New

Shares15.0K

Event2026-03-31

Filed2026-04-13

IJT

ISHARES TR

-88.09%

Shares6.6K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

0.36%

Shares2.2K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-20.50%

Shares3.2K

Event2026-03-31

Filed2026-04-13

ORCL

ORACLE CORP

-3.14%

Shares6.0K

Event2026-03-31

Filed2026-04-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares2.5K

Event2026-03-31

Filed2026-04-13

SHY

ISHARES TR

-14.18%

Shares10.2K

Event2026-03-31

Filed2026-04-13