Lee Financial CO Incresed Positions in Q3 2025

Lee Financial CO

  • $786 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
8.67K
+ 3.15%
$620.67 - $670.08 $5.38M - $5.81M
284K $190M
AAPL
Apple Inc.

Technology
45.7K
+ 65.98%
$202.38 - $256.87 $9.25M - $11.7M
115K $29.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
66.2K
+ 5.1%
$62.09 - $66.51 $4.11M - $4.4M
1.36M $89M
NVDA
Nvidia Corp

Technology
16.3K
+ 87.37%
$153.3 - $186.58 $2.5M - $3.04M
34.9K $6.51M
SHV
Ishares Tr

ETFs
28.5K
+ 16.57%
$110.06 - $110.49 $3.13M - $3.15M
200K $22.1M
ET
Energy Transfer LP

Energy
152K
+ 359.72%
$17.11 - $18.16 $2.59M - $2.75M
194K $3.33M
QQQ
Invesco Qqq Trust, Series 1

ETFs
782
+ 2.53%
$546.99 - $602.2 $428K - $471K
31.7K $19M
TSLA
Tesla, Inc.

Consumer Cyclical
3.59K
+ 255.55%
$293.94 - $444.72 $1.06M - $1.6M
5K $2.22M
MSFT
Microsoft Corp

Technology
2.38K
+ 14.92%
$491.09 - $535.64 $1.17M - $1.28M
18.3K $9.5M
SUN
Sunoco LP

Energy
21.9K
+ 573.08%
$48.42 - $55.31 $1.06M - $1.21M
25.7K $1.29M
AMZN
Amazon Com Inc

Consumer Cyclical
4.04K
+ 42.65%
$211.65 - $238.24 $856K - $963K
13.5K $2.97M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.61K
+ 2.48%
$24.46 - $26.5 $211K - $228K
355K $9.36M
NEM
Newmont Corp

Basic Materials
755
+ 2.42%
$57.35 - $85.25 $43.3K - $64.4K
31.9K $2.69M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
+ 100.0%
$692600.0 - $759798.0 $693K - $760K
2 $1.51M
ABBV
Abb Vie Inc.

Healthcare
228
+ 1.85%
$184.85 - $231.54 $42.1K - $52.8K
12.6K $2.91M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.09K
+ 2.35%
$108.46 - $120.63 $119K - $132K
47.6K $5.65M
WMB
Williams Companies, Inc.

Energy
8.91K
+ 102.7%
$56.52 - $64.01 $504K - $570K
17.6K $1.11M
ENB
Enbridge Inc

Energy
6.93K
+ 16.8%
$43.79 - $50.46 $303K - $350K
48.2K $2.43M
ORCL
Oracle Corp

Technology
542
+ 8.84%
$218.96 - $328.33 $119K - $178K
6.67K $1.88M
JPM
Jpmorgan Chase & CO

Financial Services
784
+ 7.19%
$282.78 - $316.06 $222K - $248K
11.7K $3.68M
ACWI
Ishares Msci Acwi ETF

ETFs
760
+ 1.82%
$128.32 - $138.41 $97.5K - $105K
42.6K $5.88M
LNG
Cheniere Energy, Inc.

Energy
2.04K
+ 197.87%
$222.68 - $244.28 $455K - $499K
3.08K $723K
LLY
Eli Lilly & CO

Healthcare
652
+ 37.43%
$625.65 - $812.69 $408K - $530K
2.39K $1.83M
META
Meta Platforms, Inc.

Communication Services
644
+ 44.41%
$695.21 - $791.73 $448K - $510K
2.09K $1.54M
GOOG
Alphabet Inc.

Communication Services
426
+ 7.93%
$175.16 - $255.24 $74.6K - $109K
5.8K $1.41M
MPLX
Mplx LP

Energy
9.31K
+ 126.25%
$49.42 - $52.71 $460K - $491K
16.7K $833K
RTX
Raytheon Technologies Corp

Industrials
1.05K
+ 9.25%
$144.19 - $167.33 $151K - $175K
12.4K $2.07M
SPY
Spdr S&P 500 ETF Trust

ETFs
552
+ 58.79%
$617.65 - $666.84 $341K - $368K
1.49K $993K
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.05K
+ 4.87%
$25.29 - $28.33 $128K - $143K
109K $3.03M
EPD
Enterprise Products Partners L.P.

Energy
11.5K
+ 22.29%
$30.74 - $32.14 $353K - $369K
63K $1.97M
OWL
Blue Owl Capital Inc.

Financial Services
25.8K
+ 84.0%
$16.93 - $20.8 $437K - $536K
56.5K $956K
RWR
Spdr Dow Jones Reit ETF

ETFs
3.41K
+ 105.26%
$95.17 - $101.62 $324K - $346K
6.64K $665K
HD
Home Depot, Inc.

Consumer Cyclical
246
+ 3.82%
$357.4 - $423.42 $87.9K - $104K
6.69K $2.71M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15
+ 0.02%
$30.13 - $33.37 $452 - $501
97.7K $3.26M
ALLY
Ally Financial Inc.

Financial Services
7.35K
+ 30.35%
$36.95 - $44.58 $272K - $328K
31.6K $1.24M
VTI
Vanguard Total Stock Market Et

ETFs
132
+ 1.3%
$303.93 - $329.86 $40.1K - $43.5K
10.3K $3.37M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.14K
+ 54.37%
$50.47 - $50.74 $260K - $261K
14.6K $740K
MS
Morgan Stanley

Financial Services
275
+ 2.39%
$139.09 - $161.16 $38.2K - $44.3K
11.8K $1.87M
DMLP
Dorchester Minerals, L.P.

Energy
11K
+ 44.71%
$24.12 - $27.96 $265K - $308K
35.6K $921K
WTRG
Essential Utilities, Inc.

Utilities
3.84K
+ 14.39%
$36.73 - $39.9 $141K - $153K
30.5K $1.22M
WMT
Walmart Inc.

Consumer Defensive
1.14K
+ 7.7%
$94.4 - $104.27 $107K - $119K
15.9K $1.64M
JNJ
Johnson & Johnson

Healthcare
460
+ 17.29%
$155.17 - $185.42 $71.4K - $85.3K
3.12K $578K
DGRO
Ishares Core Dividend Growth E

ETFs
2.26K
+ 69.6%
$64.12 - $68.08 $145K - $154K
5.5K $374K
PLTR
Palantir Technologies Inc.

Technology
297
+ 12.18%
$130.68 - $186.97 $38.8K - $55.5K
2.74K $498K
OKE
Oneok Inc

Energy
4.91K
+ 22.08%
$71.36 - $83.47 $350K - $410K
27.1K $1.98M
SLV
I Shares Silver Trust

ETFs
1.6K
+ 21.52%
$32.73 - $42.5 $52.4K - $68K
9.04K $383K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
100
+ 5.88%
$567.77 - $614.76 $56.8K - $61.5K
1.8K $1.1M
V
Visa Inc.

Financial Services
507
+ 18.22%
$332.09 - $358.86 $168K - $182K
3.29K $1.12M
KMI
Kinder Morgan, Inc.

Energy
5.1K
+ 43.6%
$26.23 - $28.5 $134K - $145K
16.8K $475K
Activity Summary
Buys All Purchases 122 New Holdings 41 Increased Positions 81 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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