Lee Financial CO Incresed Positions in Q3 2024

Lee Financial CO

  • $699 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
20K
+ 8.15%
$520.18 - $576.82 $10.4M - $11.5M
265K $153M
AAPL
Apple Inc.

Technology
45.2K
+ 59.61%
$207.23 - $234.82 $9.37M - $10.6M
121K $28.2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
64.2K
+ 5.26%
$57.32 - $62.65 $3.68M - $4.02M
1.28M $80M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
672
+ 0.77%
$405.19 - $478.57 $272K - $322K
88.1K $40.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
17.5K
+ 5.43%
$84.77 - $97.13 $1.49M - $1.7M
340K $32.6M
EMLP
First Tr Exchange Traded Iv

ETFs
3.99K
+ 0.53%
$30.38 - $34.0 $121K - $136K
757K $25.4M
ET
Energy Transfer LP

Energy
151K
+ 376.06%
$15.43 - $16.44 $2.33M - $2.48M
191K $3.07M
SHV
Ishares Tr

ETFs
19.5K
+ 9.53%
$110.05 - $110.63 $2.15M - $2.16M
224K $24.8M
NVDA
Nvidia Corp

Technology
8.58K
+ 52.11%
$98.91 - $134.91 $849K - $1.16M
25.1K $3.04M
ETR
Entergy Corp

Utilities
4.64K
+ 67.0%
$104.75 - $131.61 $486K - $610K
11.6K $1.52M
ENB
Enbridge Inc

Energy
9.87K
+ 36.14%
$35.27 - $41.18 $348K - $406K
37.2K $1.51M
PM
Philip Morris International Inc.

Consumer Defensive
1.77K
+ 11.56%
$101.25 - $127.45 $179K - $226K
17.1K $2.07M
LLY
Eli Lilly & CO

Healthcare
619
+ 36.67%
$772.14 - $960.02 $478K - $594K
2.31K $2.04M
AVGO
Broadcom Inc.

Technology
22.7K
+ 954.81%
$136.27 - $1745.86 $3.1M - $39.7M
25.1K $4.33M
HD
Home Depot, Inc.

Consumer Cyclical
341
+ 5.64%
$333.64 - $405.2 $114K - $138K
6.39K $2.59M
OKE
Oneok Inc

Energy
3.73K
+ 26.72%
$78.62 - $95.27 $293K - $355K
17.7K $1.61M
MPLX
Mplx LP

Energy
10.1K
+ 142.46%
$40.44 - $45.07 $407K - $454K
17.1K $762K
ABT
Abbott Laboratories

Healthcare
2.95K
+ 23.98%
$100.07 - $118.13 $295K - $349K
15.3K $1.74M
UNH
Unitedhealth Group Inc

Healthcare
426
+ 15.56%
$488.01 - $604.18 $208K - $257K
3.16K $1.85M
KO
Coca Cola CO

Consumer Defensive
2.77K
+ 10.37%
$62.69 - $73.01 $174K - $202K
29.5K $2.12M
EPD
Enterprise Products Partners L.P.

Energy
13.8K
+ 27.54%
$27.88 - $30.0 $383K - $413K
63.7K $1.85M
AMT
American Tower Corp

Real Estate
711
+ 12.19%
$192.27 - $242.73 $137K - $173K
6.54K $1.52M
META
Meta Platforms, Inc.

Communication Services
490
+ 33.79%
$453.41 - $572.44 $222K - $280K
1.94K $1.11M
AMZN
Amazon Com Inc

Consumer Cyclical
2.32K
+ 26.31%
$161.02 - $200.0 $373K - $463K
11.1K $2.07M
NEM
Newmont Corp

Basic Materials
177
+ 0.57%
$41.65 - $55.85 $7.37K - $9.89K
31.3K $1.67M
PAA
Plains All American Pipeline LP

Energy
21.8K
+ 115.22%
$17.0 - $19.03 $370K - $415K
40.7K $707K
PAYX
Paychex Inc

Industrials
1.16K
+ 9.13%
$116.17 - $135.19 $135K - $157K
13.9K $1.86M
FNF
Fidelity National Financial, Inc.

Financial Services
2K
+ 11.13%
$48.08 - $62.04 $96K - $124K
19.9K $1.24M
ACWI
Ishares Msci Acwi ETF

ETFs
419
+ 1.04%
$107.24 - $119.84 $44.9K - $50.2K
40.6K $4.86M
BLK
Black Rock Inc.

Financial Services
57
+ 3.45%
$782.27 - $949.51 $44.6K - $54.1K
1.71K $1.62M
WTRG
Essential Utilities, Inc.

Utilities
7.62K
+ 38.12%
$36.74 - $41.49 $280K - $316K
27.6K $1.06M
JPM
Jpmorgan Chase & CO

Financial Services
1.09K
+ 10.94%
$194.9 - $224.8 $213K - $246K
11.1K $2.34M
DMLP
Dorchester Minerals, L.P.

Energy
11K
+ 44.71%
$28.87 - $32.64 $318K - $359K
35.6K $1.07M
ENLC
En Link Midstream, LLC

Energy
17.4K
+ 22.35%
$11.9 - $14.7 $208K - $256K
95.4K $1.38M
BR
Broadridge Financial Solutions, Inc.

Technology
760
+ 9.74%
$196.56 - $218.55 $149K - $166K
8.56K $1.84M
CSCO
Cisco Systems, Inc.

Technology
2.76K
+ 11.52%
$44.74 - $53.22 $123K - $147K
26.7K $1.42M
TRGP
Targa Resources Corp.

Energy
1.5K
+ 48.33%
$127.86 - $156.46 $192K - $235K
4.61K $681K
ORI
Old Republic International Corp

Financial Services
3.28K
+ 9.67%
$29.89 - $35.9 $98K - $118K
37.2K $1.32M
HESM
Hess Midstream LP

Energy
7.56K
+ 130.28%
$34.91 - $38.61 $264K - $292K
13.4K $471K
SYY
Sysco Corp

Consumer Defensive
1.73K
+ 10.16%
$69.16 - $78.98 $120K - $136K
18.7K $1.46M
ORCL
Oracle Corp

Technology
293
+ 4.32%
$125.9 - $170.35 $36.9K - $49.9K
7.08K $1.21M
WMT
Walmart Inc.

Consumer Defensive
907
+ 6.88%
$66.91 - $81.4 $60.7K - $73.8K
14.1K $1.14M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
4.77K
+ 58.42%
$50.25 - $50.74 $240K - $242K
12.9K $656K
SCI
Service Corp International

Consumer Cyclical
1.55K
+ 9.97%
$69.55 - $80.63 $108K - $125K
17.1K $1.35M
FAST
Fastenal CO

Industrials
1.44K
+ 10.3%
$62.09 - $71.83 $89.2K - $103K
15.4K $1.1M
MS
Morgan Stanley

Financial Services
1.34K
+ 12.62%
$92.07 - $106.96 $124K - $144K
12K $1.25M
SCHA
Schwab Strategic Tr Us Small C

ETFs
448
+ 0.96%
$46.9 - $51.96 $21K - $23.3K
46.9K $2.41M
STE
Steris PLC

Healthcare
251
+ 4.13%
$213.51 - $247.14 $53.6K - $62K
6.32K $1.53M
MSFT
Microsoft Corp

Technology
1.02K
+ 6.34%
$395.15 - $467.56 $403K - $476K
17.1K $7.35M
Activity Summary
Buys All Purchases 130 New Holdings 42 Increased Positions 88 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lee Financial CO Portfolio

Follow Lee Financial CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lee Financial CO, based on Form 13F filings with the SEC.

News

Stay updated on Lee Financial CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email