Lee Financial CO New Holdings in Q3 2025

Lee Financial CO

  • $786 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GEL
Genesis Energy LP

Energy
73.9K
New
$15.75 - $17.48 $1.16M - $1.29M
73.9K $1.24M
UNH
Unitedhealth Group Inc

Healthcare
3.39K
New
$237.77 - $353.61 $806K - $1.2M
3.39K $1.17M
DE
Deere & CO

Industrials
2.44K
New
$457.26 - $524.37 $1.12M - $1.28M
2.44K $1.12M
TRP
Tc Energy Corp

Energy
16.8K
New
$46.58 - $54.41 $783K - $915K
16.8K $914K
GLP
Global Partners LP

Energy
18.8K
New
$48.0 - $53.11 $902K - $998K
18.8K $902K
ARKO
Arko Corp.

Consumer Cyclical
195K
New
$3.91 - $5.19 $762K - $1.01M
195K $891K
MMLP
Martin Midstream Partners L.P.

Energy
271K
New
$2.8 - $3.48 $760K - $944K
271K $849K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
3K
New
$232.86 - $268.01 $699K - $804K
3K $779K
IGF
Ishares Global Infrastructure

ETFs
11.9K
New
$58.29 - $61.43 $695K - $732K
11.9K $728K
NGL
Ngl Energy Partners LP

Energy
113K
New
$4.0 - $6.96 $452K - $786K
113K $679K
TRGP
Targa Resources Corp.

Energy
2.81K
New
$160.52 - $174.4 $451K - $490K
2.81K $471K
LEN
Lennar Corp

Consumer Cyclical
3.48K
New
$107.73 - $142.4 $375K - $496K
3.48K $438K
MPC
Marathon Petroleum Corp

Energy
2.13K
New
$158.59 - $198.69 $337K - $422K
2.13K $409K
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
28.9K
New
$13.53 - $14.11 $391K - $407K
28.9K $404K
VUG
Vanguard Growth ETF

ETFs
802
New
$433.97 - $484.08 $348K - $388K
802 $384K
CAPL
Cross America Partners LP

Energy
18K
New
$19.62 - $22.22 $353K - $400K
18K $378K
COP
Conocophillips

Energy
3.29K
New
$91.0 - $98.99 $299K - $326K
3.29K $311K
BSM
Black Stone Minerals, L.P.

Energy
22.4K
New
$11.92 - $13.41 $266K - $300K
22.4K $293K
AMAT
Applied Materials Inc

Technology
1.4K
New
$156.25 - $204.95 $219K - $287K
1.4K $286K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
29K
New
$9.0 - $9.32 $261K - $270K
29K $267K
FDX
Fedex Corp

Industrials
1.1K
New
$217.1 - $243.2 $239K - $268K
1.1K $259K
DTM
Dt Midstream, Inc.

Energy
2.2K
New
$99.17 - $113.27 $218K - $249K
2.2K $248K
NSC
Norfolk Southern Corp

Industrials
824
New
$259.49 - $300.41 $214K - $248K
824 $247K
LMT
Lockheed Martin Corp

Industrials
480
New
$410.74 - $499.21 $197K - $240K
480 $239K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
38.2K
New
$5.71 - $6.25 $218K - $239K
38.2K $238K
ADI
Analog Devices Inc

Technology
918
New
$220.68 - $255.63 $203K - $235K
918 $225K
CSX
Csx Corp

Industrials
6.18K
New
$32.05 - $36.52 $198K - $226K
6.18K $219K
AXP
American Express CO

Financial Services
629
New
$294.27 - $342.31 $185K - $215K
629 $208K
SYK
Stryker Corp

Healthcare
560
New
$368.57 - $403.53 $206K - $226K
560 $207K
GS
Goldman Sachs Group Inc

Financial Services
253
New
$696.56 - $806.32 $176K - $204K
253 $201K
NOC
Northrop Grumman Corp

Industrials
331
New
$498.9 - $609.32 $165K - $202K
331 $201K
SM
Sm Energy CO

Energy
8.02K
New
$24.97 - $28.98 $200K - $233K
8.02K $200K
TTI
Tetra Technologies Inc

Energy
32K
New
$3.23 - $5.89 $103K - $188K
32K $184K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
29K
New
$5.46 - $5.98 $158K - $173K
29K $171K
ATEC
Alphatec Holdings, Inc.

Healthcare
10.2K
New
$10.31 - $16.55 $105K - $169K
10.2K $148K
KRP
Kimbell Royalty Partners, LP

Energy
10.4K
New
$13.08 - $15.06 $136K - $157K
10.4K $140K
Iveda Solutions Inc
30K
New
N/A
30K $0
Bank America Corp
1.83K
New
N/A
1.83K $0
Kandi Technologies Group Inc
20K
New
N/A
20K $0
Viper Energy Inc
39.7K
New
N/A
39.7K $0
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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