Lee Financial CO Incresed Positions in Q4 2024

Lee Financial CO

  • $706 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
2.44K
+ 0.92%
$570.51 - $610.59 $1.39M - $1.49M
267K $157M
IVW
Ishares S&P 500 Growth ETF

ETFs
6.01K
+ 1.77%
$94.43 - $105.47 $567K - $634K
346K $35.2M
EMLP
First Tr Exchange Traded Iv

ETFs
11.8K
+ 1.56%
$33.69 - $38.24 $397K - $451K
768K $27.4M
ET
Energy Transfer LP

Energy
1.66K
+ 0.87%
$16.05 - $19.86 $26.6K - $32.9K
193K $3.78M
NVDA
Nvidia Corp

Technology
2.39K
+ 9.55%
$117.0 - $148.88 $280K - $356K
27.4K $3.69M
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
+ 10.38%
$180.88 - $232.93 $209K - $269K
12.3K $2.69M
JPM
Jpmorgan Chase & CO

Financial Services
233
+ 2.1%
$205.18 - $250.29 $47.8K - $58.3K
11.3K $2.71M
ETR
Entergy Corp

Utilities
11.8K
+ 102.42%
$73.19 - $156.4 $866K - $1.85M
23.4K $1.77M
TSLA
Tesla, Inc.

Consumer Cyclical
180
+ 14.5%
$213.65 - $479.86 $38.5K - $86.4K
1.42K $573K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.15K
+ 58.57%
$96.64 - $101.23 $208K - $218K
5.82K $564K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.79K
+ 0.22%
$61.68 - $67.87 $172K - $189K
1.29M $80.1M
V
Visa Inc.

Financial Services
28
+ 0.83%
$273.87 - $320.91 $7.67K - $8.99K
3.4K $1.07M
NFLX
Netflix Inc

Communication Services
57
+ 11.7%
$687.65 - $936.56 $39.2K - $53.4K
544 $484K
WMT
Walmart Inc.

Consumer Defensive
10
+ 0.07%
$79.1 - $95.7 $791 - $957
14.1K $1.27M
VTI
Vanguard Total Stock Market Et

ETFs
184
+ 1.84%
$280.04 - $302.45 $51.5K - $55.7K
10.2K $2.95M
ABT
Abbott Laboratories

Healthcare
957
+ 6.27%
$111.93 - $119.39 $107K - $114K
16.2K $1.83M
VUG
Vanguard Growth ETF

ETFs
169
+ 32.38%
$378.79 - $428.11 $64K - $72.4K
691 $283K
KMI
Kinder Morgan, Inc.

Energy
62
+ 0.45%
$22.59 - $28.54 $1.4K - $1.77K
13.8K $379K
SCHX
Schwab Strategic Tr Us Large C

ETFs
231K
+ 195.42%
$22.4 - $68.28 $5.18M - $15.8M
349K $8.1M
META
Meta Platforms, Inc.

Communication Services
55
+ 2.84%
$554.08 - $632.68 $30.5K - $34.8K
2K $1.18M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
90
+ 8.92%
$521.84 - $558.82 $47K - $50.3K
1.1K $592K
CRWD
Crowd Strike Holdings, Inc.

Technology
12
+ 1.59%
$275.15 - $388.2 $3.3K - $4.66K
768 $262K
PG
Procter & Gamble CO

Consumer Defensive
330
+ 19.04%
$161.05 - $179.7 $53.1K - $59.3K
2.06K $345K
PAA
Plains All American Pipeline LP

Energy
3.17K
+ 7.79%
$16.27 - $18.67 $51.6K - $59.2K
43.9K $749K
BX
Blackstone Inc.

Financial Services
5
+ 0.25%
$148.45 - $199.05 $742 - $995
1.99K $343K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
913
+ 2.19%
$113.92 - $127.38 $104K - $116K
42.7K $4.92M
VO
Vanguard Mid Cap ETF

ETFs
114
+ 12.45%
$261.5 - $284.63 $29.8K - $32.4K
1.03K $272K
CVX
Chevron Corp

Energy
247
+ 6.89%
$141.15 - $162.53 $34.9K - $40.1K
3.83K $555K
ENLC
En Link Midstream, LLC

Energy
4.09K
+ 4.28%
$13.74 - $16.01 $56.1K - $65.4K
99.5K $1.41M
ETN
Eaton Corp PLC

Industrials
59
+ 8.53%
$326.96 - $377.52 $19.3K - $22.3K
751 $249K
MUB
Ishares National Muni Bond ETF

ETFs
294
+ 5.56%
$105.78 - $108.7 $31.1K - $32K
5.58K $594K
SPY
Spdr S&P 500 ETF Trust

ETFs
14
+ 1.77%
$567.81 - $607.81 $7.95K - $8.51K
803 $470K
DE
Deere & CO

Industrials
8
+ 0.33%
$389.45 - $466.0 $3.12K - $3.73K
2.4K $1.02M
RWR
Spdr Dow Jones Reit ETF

ETFs
339
+ 11.53%
$97.84 - $108.61 $33.2K - $36.8K
3.28K $324K
TJX
Tjx Companies Inc

Consumer Cyclical
9
+ 0.38%
$112.15 - $127.2 $1.01K - $1.14K
2.35K $283K
TRP
Tc Energy Corp

Energy
246
+ 3.1%
$44.03 - $50.23 $10.8K - $12.4K
8.19K $380K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
227
+ 4.52%
$51.33 - $53.74 $11.7K - $12.2K
5.25K $270K
IEMG
Ishares Inc

ETFs
2
+ 0.01%
N/A
16.3K $873K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
64
+ 0.49%
$50.37 - $50.6 $3.22K - $3.24K
13K $655K
IBM
International Business Machines Corp

Technology
3
+ 0.16%
$204.9 - $238.04 $615 - $714
1.9K $417K
RSP
Invesco S&P 500 Equal Weight E

ETFs
34
+ 1.04%
$174.22 - $187.62 $5.92K - $6.38K
3.29K $576K
SCHA
Schwab Strategic Tr Us Small C

ETFs
46.3K
+ 98.72%
$25.33 - $51.16 $1.17M - $2.37M
93.2K $2.41M
FNDE
Schwab Fundamental Emerging Mk

ETFs
1.97K
+ 9.64%
$28.89 - $33.95 $56.9K - $66.9K
22.4K $651K
MCD
Mcdonalds Corp

Consumer Cyclical
2
+ 0.21%
$288.47 - $316.54 $577 - $633
941 $272K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
58
+ 0.15%
$5.98 - $6.61 $347 - $383
38.1K $229K
PEP
Pepsico Inc

Consumer Defensive
159
+ 6.12%
$151.29 - $176.1 $24.1K - $28K
2.76K $419K
NEE
Nextera Energy Inc

Utilities
301
+ 7.41%
$69.77 - $85.43 $21K - $25.7K
4.37K $312K
AMGN
Amgen Inc

Healthcare
627
+ 18.0%
$258.78 - $328.31 $162K - $206K
4.11K $1.07M
JNJ
Johnson & Johnson

Healthcare
38
+ 1.15%
$143.34 - $165.86 $5.45K - $6.3K
3.34K $482K
Activity Summary
Buys All Purchases 65 New Holdings 7 Increased Positions 58 Sells All Sells 67 Reductions 67 Sold out 0 Options Calls 0 Puts 0
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