Lee Financial CO Incresed Positions in Q2 2025

Lee Financial CO

  • $688 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
5.87K
+ 2.18%
$498.8 - $620.9 $2.93M - $3.64M
275K $171M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.2K
+ 2.02%
$82.96 - $110.1 $598K - $793K
364K $40.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
23.4K
+ 1.83%
$51.16 - $62.02 $1.2M - $1.45M
1.3M $80.5M
AVGO
Broadcom Inc.

Technology
1.47K
+ 6.67%
$146.29 - $275.65 $214K - $404K
23.4K $6.46M
MSFT
Microsoft Corp

Technology
1.17K
+ 7.87%
$354.56 - $497.45 $413K - $580K
16K $7.94M
FNDF
Schwab Fundamental Intl Large

ETFs
3.02K
+ 1.46%
$32.25 - $40.02 $97.2K - $121K
210K $8.41M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.46K
+ 0.71%
$19.6 - $24.44 $48.1K - $60K
347K $8.47M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
6.72K
+ 2.08%
$22.92 - $28.05 $154K - $188K
330K $9.27M
JPM
Jpmorgan Chase & CO

Financial Services
766
+ 7.56%
$210.28 - $289.91 $161K - $222K
10.9K $3.16M
PM
Philip Morris International Inc.

Consumer Defensive
1.42K
+ 9.47%
$149.23 - $184.95 $211K - $262K
16.4K $2.98M
CFG
Citizens Financial Group Inc

Financial Services
10.8K
+ 43.47%
$34.27 - $44.75 $370K - $483K
35.6K $1.59M
RTX
Raytheon Technologies Corp

Industrials
3.08K
+ 37.31%
$113.75 - $148.48 $350K - $457K
11.3K $1.65M
ENB
Enbridge Inc

Energy
9.52K
+ 30.01%
$41.09 - $47.16 $391K - $449K
41.2K $1.87M
MS
Morgan Stanley

Financial Services
1.21K
+ 11.71%
$99.83 - $140.86 $120K - $170K
11.5K $1.62M
FAST
Fastenal CO

Industrials
21.1K
+ 156.92%
$40.65 - $83.16 $857K - $1.75M
34.5K $1.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.42K
+ 3.16%
$90.56 - $109.49 $129K - $156K
46.5K $5.08M
CSCO
Cisco Systems, Inc.

Technology
1.98K
+ 8.42%
$53.19 - $69.38 $105K - $137K
25.4K $1.77M
VTI
Vanguard Total Stock Market Et

ETFs
50
+ 0.5%
$243.75 - $303.93 $12.2K - $15.2K
10.2K $3.08M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.73K
+ 1.8%
$24.38 - $30.18 $42.2K - $52.2K
97.7K $2.94M
SCHA
Schwab Strategic Tr Us Small C

ETFs
3.64K
+ 3.63%
$20.42 - $25.3 $74.2K - $92K
104K $2.62M
AMZN
Amazon Com Inc

Consumer Cyclical
13
+ 0.14%
$167.32 - $223.3 $2.18K - $2.9K
9.48K $2.08M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
319
+ 23.08%
$456.74 - $568.03 $146K - $181K
1.7K $966K
STE
Steris PLC

Healthcare
598
+ 10.0%
$208.55 - $252.55 $125K - $151K
6.58K $1.58M
WMT
Walmart Inc.

Consumer Defensive
838
+ 6.01%
$81.79 - $99.98 $68.5K - $83.8K
14.8K $1.45M
HD
Home Depot, Inc.

Consumer Cyclical
601
+ 10.29%
$335.24 - $380.78 $201K - $229K
6.44K $2.36M
ABT
Abbott Laboratories

Healthcare
1.12K
+ 7.53%
$123.95 - $138.08 $139K - $154K
16K $2.17M
BR
Broadridge Financial Solutions, Inc.

Technology
790
+ 10.37%
$217.22 - $246.25 $172K - $195K
8.41K $2.04M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
60
+ 0.29%
$57.14 - $72.68 $3.43K - $4.36K
20.8K $1.51M
CNQ
Canadian Natural Resources LTD

Energy
4.83K
+ 10.7%
$25.14 - $34.01 $121K - $164K
49.9K $1.57M
GOOG
Alphabet Inc.

Communication Services
350
+ 6.97%
$146.58 - $180.01 $51.3K - $63K
5.37K $952K
IP
International Paper CO

Consumer Cyclical
6.2K
+ 32.67%
$43.89 - $54.46 $272K - $337K
25.2K $1.18M
SPY
Spdr S&P 500 ETF Trust

ETFs
174
+ 22.75%
$496.48 - $617.85 $86.4K - $108K
939 $580K
SCI
Service Corp International

Consumer Cyclical
1.6K
+ 10.67%
$73.58 - $81.65 $118K - $131K
16.6K $1.35M
ALLY
Ally Financial Inc.

Financial Services
2.3K
+ 10.47%
$30.09 - $38.95 $69.1K - $89.4K
24.2K $943K
COST
Costco Wholesale Corp

Consumer Defensive
90
+ 7.87%
$908.13 - $1056.85 $81.7K - $95.1K
1.23K $1.22M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
2.1K
+ 10.34%
$60.03 - $72.0 $126K - $151K
22.4K $1.49M
ETR
Entergy Corp

Utilities
2.14K
+ 10.24%
$79.01 - $86.61 $169K - $186K
23.1K $1.92M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.17K
+ 10.0%
$96.84 - $99.46 $113K - $116K
12.8K $1.27M
ORI
Old Republic International Corp

Financial Services
3.57K
+ 10.31%
$35.25 - $39.79 $126K - $142K
38.2K $1.47M
KO
Coca Cola CO

Consumer Defensive
1.6K
+ 5.97%
$68.37 - $73.9 $109K - $118K
28.4K $2.01M
WMB
Williams Companies, Inc.

Energy
1.01K
+ 13.15%
$54.33 - $62.87 $54.8K - $63.4K
8.68K $544K
IEV
Ishares Tr Europe ETF

ETFs
910
+ 20.55%
$51.8 - $64.59 $47.1K - $58.8K
5.34K $337K
AMT
American Tower Corp

Real Estate
192
+ 3.36%
$203.96 - $228.19 $39.2K - $43.8K
5.91K $1.31M
FNDE
Schwab Fundamental Emerging Mk

ETFs
235
+ 0.96%
$26.66 - $33.09 $6.27K - $7.78K
24.7K $814K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
900
+ 10.52%
$50.36 - $50.68 $45.3K - $45.6K
9.46K $479K
RWR
Spdr Dow Jones Reit ETF

ETFs
508
+ 18.63%
$86.33 - $99.71 $43.9K - $50.7K
3.24K $311K
WTRG
Essential Utilities, Inc.

Utilities
2.51K
+ 10.39%
$36.92 - $41.39 $92.7K - $104K
26.7K $990K
IEMG
Ishares Inc

ETFs
181
+ 1.13%
N/A
16.3K $872K
Viper Energy Inc
2.82K
+ 8.25%
N/A
37K $0
Activity Summary
Buys All Purchases 73 New Holdings 9 Increased Positions 64 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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