The Analysis of Lee Financial Co's Holdings
Currently, Lee Financial Co holds 182 types of securities in its portfolio with a total value $797.4M. In the most recent quarter, they have increased their positions in AAPL (+45.7K shares, valued at $11.6M), IVV (+8.7K shares, valued at $5.8M), IJH (+66.2K shares, valued at $4.3M); decreased their positions in XLE (-64.1K shares, valued at $5.7M), AVGO (-5.7K shares, valued at $1.9M), TNGY (-137.9K shares, valued at $1.3M); initiated new positions in BAC-PL (+1.8K shares, valued at $2.3M), VNOM (+39.7K shares, valued at $1.5M), GEL (+73.9K shares, valued at $1.2M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR283.9K shares3.15%2025-09-302025-11-04
IJH ISHARES TR1.4M shares5.10%2025-09-302025-11-04 FNDX SCHWAB STRATEGIC TR2.4M shares-1.29%2025-09-302025-11-04 IVW ISHARES TR362.7K shares-0.48%2025-09-302025-11-04 BRK.B BERKSHIRE HATHAWAY INC DEL82.4K shares-2.25%2025-09-302025-11-04 AAPL APPLE INC115.0K shares65.98%2025-09-302025-11-04 EMLP FIRST TR EXCHANGE-TRADED FD729.9K shares-0.80%2025-09-302025-11-04 GLD SPDR GOLD TR77.6K shares-0.29%2025-09-302025-11-04 SHV ISHARES TR200.3K shares16.57%2025-09-302025-11-04 QQQ INVESCO QQQ TR31.7K shares2.53%2025-09-302025-11-04 SCHM SCHWAB STRATEGIC TR328.2K shares-0.66%2025-09-302025-11-04 MSFT MICROSOFT CORP18.3K shares14.92%2025-09-302025-11-04 SCHX SCHWAB STRATEGIC TR355.3K shares2.48%2025-09-302025-11-04 FNDF SCHWAB STRATEGIC TR204.5K shares-2.70%2025-09-302025-11-04 DVY ISHARES TR55.2K shares-2.51%2025-09-302025-11-04 XLE SELECT SECTOR SPDR TR76.1K shares-45.70%2025-09-302025-11-04 NVDA NVIDIA CORPORATION34.9K shares87.37%2025-09-302025-11-04 IWP ISHARES TR42.4K shares-1.56%2025-09-302025-11-04 ACWI ISHARES TR42.6K shares1.82%2025-09-302025-11-04 AVGO BROADCOM INC17.7K shares-24.37%2025-09-302025-11-04 IJR ISHARES TR47.6K shares2.35%2025-09-302025-11-04 JPM JPMORGAN CHASE & CO.11.7K shares7.19%2025-09-302025-11-04 VTI VANGUARD INDEX FDS10.3K shares1.30%2025-09-302025-11-04 ET ENERGY TRANSFER L P193.8K shares359.72%2025-09-302025-11-04 SCHE SCHWAB STRATEGIC TR97.7K shares0.02%2025-09-302025-11-04 SCHA SCHWAB STRATEGIC TR108.7K shares4.87%2025-09-302025-11-04 AMZN AMAZON COM INC13.5K shares42.65%2025-09-302025-11-04 ABBV ABBVIE INC12.6K shares1.85%2025-09-302025-11-04 HD HOME DEPOT INC6.7K shares3.82%2025-09-302025-11-04 PM PHILIP MORRIS INTL INC16.7K shares1.79%2025-09-302025-11-04 NEM NEWMONT CORP31.9K shares2.42%2025-09-302025-11-04 ENB ENBRIDGE INC48.2K shares16.80%2025-09-302025-11-04 BAC-PL BANK AMERICA CORP1.8K sharesnew addition2025-09-302025-11-04 TNGY TORTOISE CAPITAL SERIES TRUS253.0K shares-35.28%2025-09-302025-11-04 IEFA ISHARES TR26.1K shares-2.80%2025-09-302025-11-04 XOM EXXON MOBIL CORP20.2K shares-5.08%2025-09-302025-11-04 TSLA TESLA INC5.0K shares255.55%2025-09-302025-11-04 ABT ABBOTT LABS16.5K shares3.29%2025-09-302025-11-04 ETR ENTERGY CORP NEW22.7K shares-1.75%2025-09-302025-11-04 RTX RTX CORPORATION12.4K shares9.25%2025-09-302025-11-04 BR BROADRIDGE FINL SOLUTIONS IN8.3K shares-0.76%2025-09-302025-11-04 KO COCA COLA CO29.8K shares5.23%2025-09-302025-11-04 OKE ONEOK INC NEW27.1K shares22.08%2025-09-302025-11-04 EPD ENTERPRISE PRODS PARTNERS L63.0K shares22.29%2025-09-302025-11-04 ORCL ORACLE CORP6.7K shares8.84%2025-09-302025-11-04 MS MORGAN STANLEY11.8K shares2.39%2025-09-302025-11-04 CFG CITIZENS FINL GROUP INC35.2K shares-0.99%2025-09-302025-11-04 LLY ELI LILLY & CO2.4K shares37.43%2025-09-302025-11-04 BLK BLACKROCK INC1.6K shares3.13%2025-09-302025-11-04 SCHF SCHWAB STRATEGIC TR77.1K shares-2.60%2025-09-302025-11-04 CSCO CISCO SYS INC26.2K shares3.01%2025-09-302025-11-04 FAST FASTENAL CO34.3K shares-0.61%2025-09-302025-11-04 WSO WATSCO INC4.1K shares-0.98%2025-09-302025-11-04 WMT WALMART INC15.9K shares7.70%2025-09-302025-11-04 IVE ISHARES TR7.9K shares-3.70%2025-09-302025-11-04 FERG FERGUSON ENTERPRISES INC7.2K shares-1.12%2025-09-302025-11-04 STE STERIS PLC6.5K shares-0.93%2025-09-302025-11-04 PAYX PAYCHEX INC12.6K shares-1.17%2025-09-302025-11-04 VB VANGUARD INDEX FDS6.3K shares0.03%2025-09-302025-11-04 ORI OLD REP INTL CORP37.7K shares-1.25%2025-09-302025-11-04 CNQ CANADIAN NAT RES LTD49.4K shares-0.99%2025-09-302025-11-04 GOOGL ALPHABET INC6.5K shares70.48%2025-09-302025-11-04 SCZ ISHARES TR20.5K shares-1.25%2025-09-302025-11-04 META META PLATFORMS INC2.1K shares44.41%2025-09-302025-11-04 VNOM VIPER ENERGY INC39.7K sharesnew addition2025-09-302025-11-04 BRK.A BERKSHIRE HATHAWAY INC DEL2 shares100.00%2025-09-302025-11-04 QSR RESTAURANT BRANDS INTL INC22.1K shares-1.39%2025-09-302025-11-04 LIN LINDE PLC3.0K shares3.23%2025-09-302025-11-04 GOOG ALPHABET INC5.8K shares7.93%2025-09-302025-11-04 SCI SERVICE CORP INTL16.4K shares-1.32%2025-09-302025-11-04 SUN SUNOCO LP/SUNOCO FIN CORP25.7K shares573.08%2025-09-302025-11-04 MA MASTERCARD INCORPORATED2.3K shares9.99%2025-09-302025-11-04 ALKT ALKAMI TECHNOLOGY INC49.9K shares-9.11%2025-09-302025-11-04 ALLY ALLY FINL INC31.6K shares30.35%2025-09-302025-11-04 GEL GENESIS ENERGY L P73.9K sharesnew addition2025-09-302025-11-04 WTRG ESSENTIAL UTILS INC30.5K shares14.39%2025-09-302025-11-04 COST COSTCO WHSL CORP NEW1.3K shares6.57%2025-09-302025-11-04 SHY ISHARES TR14.3K shares-11.20%2025-09-302025-11-04 FNF FIDELITY NATIONAL FINANCIAL19.6K shares-0.83%2025-09-302025-11-04 UNH UNITEDHEALTH GROUP INC3.4K sharesnew addition2025-09-302025-11-04 IP INTERNATIONAL PAPER CO24.9K shares-1.15%2025-09-302025-11-04 AMT AMERICAN TOWER CORP NEW5.9K shares-0.27%2025-09-302025-11-04 V VISA INC3.3K shares18.22%2025-09-302025-11-04 DE DEERE & CO2.4K sharesnew addition2025-09-302025-11-04 WMB WILLIAMS COS INC17.6K shares102.70%2025-09-302025-11-04 MRK MERCK & CO INC13.2K shares4.78%2025-09-302025-11-04 VOO VANGUARD INDEX FDS1.8K shares5.88%2025-09-302025-11-04 AMGN AMGEN INC3.8K shares4.57%2025-09-302025-11-04 IEMG ISHARES INC16.3K shares0.19%2025-09-302025-11-04 IWF ISHARES TR2.2K shares0.00%2025-09-302025-11-04 SPY SPDR S&P 500 ETF TR1.5K shares58.79%2025-09-302025-11-04 OWL BLUE OWL CAPITAL INC56.5K shares84.00%2025-09-302025-11-04 DMLP DORCHESTER MINERALS LP35.6K shares44.71%2025-09-302025-11-04 FNDE SCHWAB STRATEGIC TR25.4K shares2.99%2025-09-302025-11-04 TRP TC ENERGY CORP16.8K sharesnew addition2025-09-302025-11-04 MTUM ISHARES TR3.6K shares0.00%2025-09-302025-11-04 GLP GLOBAL PARTNERS LP18.8K sharesnew addition2025-09-302025-11-04 ARKO ARKO CORP195.0K sharesnew addition2025-09-302025-11-04 MPLX MPLX LP16.7K shares126.25%2025-09-302025-11-04 MMLP MARTIN MIDSTREAM PRTNRS L P271.4K sharesnew addition2025-09-302025-11-04 OIH VANECK ETF TRUST3.0K sharesnew addition2025-09-302025-11-04 JPST J P MORGAN EXCHANGE TRADED F14.6K shares54.37%2025-09-302025-11-04 IBDT ISHARES TR28.9K shares0.00%2025-09-302025-11-04 IGF ISHARES TR11.9K sharesnew addition2025-09-302025-11-04 AGG ISHARES TR7.2K shares-43.54%2025-09-302025-11-04 LNG CHENIERE ENERGY INC3.1K shares197.87%2025-09-302025-11-04 NGL NGL ENERGY PARTNERS LP113.0K sharesnew addition2025-09-302025-11-04 RWR SPDR SERIES TRUST6.6K shares105.26%2025-09-302025-11-04 RSP INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2025-09-302025-11-04 NFLX NETFLIX INC489 sharesnew addition2025-09-302025-11-04 JNJ JOHNSON & JOHNSON3.1K shares17.29%2025-09-302025-11-04 VGT VANGUARD WORLD FD695 shares0.00%2025-09-302025-11-04 PLTR PALANTIR TECHNOLOGIES INC2.7K shares12.18%2025-09-302025-11-04 ITM VANECK ETF TRUST10.5K shares0.00%2025-09-302025-11-04 KMI KINDER MORGAN INC DEL16.8K shares43.60%2025-09-302025-11-04 IBDS ISHARES TR19.4K shares0.00%2025-09-302025-11-04 TRGP TARGA RES CORP2.8K sharesnew addition2025-09-302025-11-04 PAA PLAINS ALL AMERN PIPELINE L27.6K shares25.52%2025-09-302025-11-04 IBDR ISHARES TR19.3K shares0.00%2025-09-302025-11-04 SCHH SCHWAB STRATEGIC TR21.6K shares-5.69%2025-09-302025-11-04 CVX CHEVRON CORP NEW2.8K shares11.67%2025-09-302025-11-04 LEN LENNAR CORP3.5K sharesnew addition2025-09-302025-11-04 IBDW ISHARES TR20.0K shares0.00%2025-09-302025-11-04 NUW NUVEEN AMT-FREE MUN VALUE FD28.9K sharesnew addition2025-09-302025-11-04 MPC MARATHON PETE CORP2.1K sharesnew addition2025-09-302025-11-04 CRWD CROWDSTRIKE HLDGS INC796 shares8.45%2025-09-302025-11-04 VUG VANGUARD INDEX FDS802 sharesnew addition2025-09-302025-11-04 SLV ISHARES SILVER TR9.0K shares21.52%2025-09-302025-11-04 GLDM WORLD GOLD TR5.0K shares-19.39%2025-09-302025-11-04 CAPL CROSSAMERICA PARTNERS LP18.0K sharesnew addition2025-09-302025-11-04 DGRO ISHARES TR5.5K shares69.60%2025-09-302025-11-04 TJX TJX COS INC NEW2.4K shares16.59%2025-09-302025-11-04 IBM INTERNATIONAL BUSINESS MACHS1.2K shares11.62%2025-09-302025-11-04 IEV ISHARES TR5.3K shares0.00%2025-09-302025-11-04 HCA HCA HEALTHCARE INC816 shares4.08%2025-09-302025-11-04 NEE NEXTERA ENERGY INC4.5K shares37.73%2025-09-302025-11-04 IBDU ISHARES TR14.6K shares0.00%2025-09-302025-11-04 VBTX VERITEX HLDGS INC10.0K shares0.00%2025-09-302025-11-04 ETN EATON CORP PLC878 shares21.61%2025-09-302025-11-04 SUI SUN CMNTYS INC2.5K shares0.16%2025-09-302025-11-04 PFE PFIZER INC12.5K shares13.93%2025-09-302025-11-04 COP CONOCOPHILLIPS3.3K sharesnew addition2025-09-302025-11-04 BA BOEING CO1.4K shares16.23%2025-09-302025-11-04 BX BLACKSTONE INC1.8K shares1.95%2025-09-302025-11-04 MCD MCDONALDS CORP993 shares17.51%2025-09-302025-11-04 PEP PEPSICO INC2.1K shares-3.33%2025-09-302025-11-04 PH PARKER-HANNIFIN CORP388 shares18.29%2025-09-302025-11-04 PG PROCTER AND GAMBLE CO1.9K shares44.78%2025-09-302025-11-04 BSM BLACK STONE MINERALS L P22.4K sharesnew addition2025-09-302025-11-04 MUB ISHARES TR2.7K shares-47.49%2025-09-302025-11-04 LUV SOUTHWEST AIRLS CO9.1K shares0.00%2025-09-302025-11-04 HESM HESS MIDSTREAM LP8.4K shares25.52%2025-09-302025-11-04 AMAT APPLIED MATLS INC1.4K sharesnew addition2025-09-302025-11-04 TOI THE ONCOLOGY INSTITUTE INC81.4K shares0.00%2025-09-302025-11-04 STIP ISHARES TR2.6K shares-35.01%2025-09-302025-11-04 NIM NUVEEN SELECT MAT MUN FD29.0K sharesnew addition2025-09-302025-11-04 IGIB ISHARES TR5.0K shares0.00%2025-09-302025-11-04 BUSE FIRST BUSEY CORP11.5K shares0.00%2025-09-302025-11-04 FDX FEDEX CORP1.1K sharesnew addition2025-09-302025-11-04 DTM DT MIDSTREAM INC2.2K sharesnew addition2025-09-302025-11-04 NSC NORFOLK SOUTHN CORP824 sharesnew addition2025-09-302025-11-04 CCI CROWN CASTLE INC2.5K shares1.74%2025-09-302025-11-04 LEO BNY MELLON STRATEGIC MUNS IN38.2K sharesnew addition2025-09-302025-11-04 LMT LOCKHEED MARTIN CORP480 sharesnew addition2025-09-302025-11-04 CMG CHIPOTLE MEXICAN GRILL INC5.9K shares3.75%2025-09-302025-11-04 ACWV ISHARES INC1.9K shares-19.95%2025-09-302025-11-04 ADI ANALOG DEVICES INC918 sharesnew addition2025-09-302025-11-04 CSX CSX CORP6.2K sharesnew addition2025-09-302025-11-04 STZ CONSTELLATION BRANDS INC1.6K shares0.00%2025-09-302025-11-04 AXP AMERICAN EXPRESS CO629 sharesnew addition2025-09-302025-11-04 SYK STRYKER CORPORATION560 sharesnew addition2025-09-302025-11-04 NOC NORTHROP GRUMMAN CORP331 sharesnew addition2025-09-302025-11-04 GS GOLDMAN SACHS GROUP INC253 sharesnew addition2025-09-302025-11-04 SM SM ENERGY CO8.0K sharesnew addition2025-09-302025-11-04 TTI TETRA TECHNOLOGIES INC DEL32.0K sharesnew addition2025-09-302025-11-04 DSM BNY MELLON STRATEGIC MUN BD29.0K sharesnew addition2025-09-302025-11-04 ATEC ALPHATEC HLDGS INC10.2K sharesnew addition2025-09-302025-11-04 KRP KIMBELL RTY PARTNERS LP10.4K sharesnew addition2025-09-302025-11-04 AIV APARTMENT INVT & MGMT CO10.0K shares0.00%2025-09-302025-11-04 TSHA TAYSHA GENE THERAPIES INC20.0K shares0.00%2025-09-302025-11-04 IVDA IVEDA SOLUTIONS INC30.0K sharesnew addition2025-09-302025-11-04 KNDI KANDI TECHNOLOGIES GROUP INC20.0K sharesnew addition2025-09-302025-11-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available