Lee Financial CO Reduced Holdings in Q1 2025

Lee Financial CO

  • $650 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-46.8K
- 40.04%
$209.68 - $247.1 $9.81M - $11.6M
70.1K $15.6M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-11.3K
- 0.88%
$57.21 - $65.8 $645K - $742K
1.27M $74.4M
SHV
Ishares Tr

ETFs
-42K
- 18.99%
$110.11 - $110.51 $4.63M - $4.65M
179K $19.8M
ET
Energy Transfer LP

Energy
-151K
- 78.15%
$17.26 - $21.08 $2.6M - $3.18M
42.2K $783K
AVGO
Broadcom Inc.

Technology
-2.84K
- 11.43%
$167.43 - $244.7 $475K - $694K
22K $3.68M
MSFT
Microsoft Corp

Technology
-2.26K
- 13.27%
$375.39 - $447.2 $850K - $1.01M
14.8K $5.55M
NVDA
Nvidia Corp

Technology
-8.28K
- 30.15%
$106.98 - $149.43 $885K - $1.24M
19.2K $2.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-407
- 1.29%
$468.34 - $539.52 $191K - $220K
31.1K $14.6M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.81K
- 22.89%
$190.26 - $242.06 $535K - $680K
9.47K $1.8M
ALKT
Alkami Technology, Inc.

Technology
-7.61K
- 12.17%
$23.76 - $37.53 $181K - $286K
54.9K $1.44M
GOOGL
Alphabet Inc.

Communication Services
-2.17K
- 35.89%
$154.33 - $206.19 $335K - $447K
3.87K $598K
IWP
Ishares Russell Mid Cap Growth

ETFs
-720
- 1.6%
$114.9 - $139.6 $82.7K - $101K
44.2K $5.19M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-4.98K
- 1.43%
$21.75 - $24.28 $108K - $121K
344K $7.6M
DMLP
Dorchester Minerals, L.P.

Energy
-11K
- 30.89%
$29.17 - $34.68 $321K - $381K
24.6K $740K
MPLX
Mplx LP

Energy
-9.77K
- 56.99%
$47.88 - $54.65 $468K - $534K
7.37K $394K
TRGP
Targa Resources Corp.

Energy
-2.61K
- 56.59%
$178.44 - $217.22 $465K - $566K
2K $400K
LLY
Eli Lilly & CO

Healthcare
-650
- 26.89%
$725.72 - $929.72 $472K - $604K
1.77K $1.46M
DVY
Ishares Tr

ETFs
-4.07K
- 6.59%
$128.58 - $138.1 $524K - $562K
57.7K $7.75M
CODI
Compass Diversified Holdings

Industrials
-6.08K
- 11.0%
$18.67 - $22.9 $113K - $139K
49.2K $918K
VB
Vanguard Small Cap ETF

ETFs
-915
- 12.46%
$217.89 - $252.64 $199K - $231K
6.43K $1.43M
HD
Home Depot, Inc.

Consumer Cyclical
-520
- 8.17%
$347.25 - $424.87 $181K - $221K
5.84K $2.14M
META
Meta Platforms, Inc.

Communication Services
-524
- 26.27%
$576.36 - $736.67 $302K - $386K
1.47K $847K
PAA
Plains All American Pipeline LP

Energy
-22.7K
- 51.73%
$17.32 - $20.96 $393K - $476K
21.2K $423K
EPD
Enterprise Products Partners L.P.

Energy
-13.5K
- 20.94%
$31.75 - $34.14 $429K - $462K
51.1K $1.74M
MS
Morgan Stanley

Financial Services
-1.48K
- 12.56%
$111.68 - $141.08 $165K - $209K
10.3K $1.2M
GOOG
Alphabet Inc.

Communication Services
-513
- 9.27%
$156.06 - $207.71 $80.1K - $107K
5.02K $784K
LNG
Cheniere Energy, Inc.

Energy
-1.33K
- 56.28%
$209.32 - $253.66 $278K - $337K
1.03K $239K
BNL
Broadstone Net Lease, Inc.

Real Estate
-17.1K
- 37.54%
$15.2 - $17.25 $259K - $294K
28.4K $483K
HESM
Hess Midstream LP

Energy
-7.18K
- 53.75%
$37.59 - $43.88 $270K - $315K
6.18K $261K
JPM
Jpmorgan Chase & CO

Financial Services
-1.19K
- 10.54%
$225.19 - $279.95 $269K - $334K
10.1K $2.49M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.45K
- 34.19%
$50.39 - $50.66 $224K - $225K
8.56K $433K
ORCL
Oracle Corp

Technology
-309
- 4.79%
$139.81 - $186.47 $43.2K - $57.6K
6.14K $858K
FNDX
Schwab Fundamental U S Large C

ETFs
-1.42K
- 0.06%
$23.03 - $25.01 $32.8K - $35.6K
2.49M $58.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.27K
- 11.84%
$81.83 - $82.73 $186K - $188K
16.9K $1.4M
VTI
Vanguard Total Stock Market Et

ETFs
-74
- 0.73%
$271.18 - $303.12 $20.1K - $22.4K
10.1K $2.78M
MRK
Merck & Co., Inc.

Healthcare
-583
- 4.73%
$83.01 - $101.02 $48.4K - $58.9K
11.7K $1.05M
CNQ
Canadian Natural Resources LTD

Energy
-5.16K
- 10.27%
$26.72 - $32.74 $138K - $169K
45.1K $1.39M
ENB
Enbridge Inc

Energy
-4.88K
- 13.34%
$41.54 - $45.45 $203K - $222K
31.7K $1.41M
SCI
Service Corp International

Consumer Cyclical
-1.81K
- 10.78%
$75.99 - $84.16 $138K - $153K
15K $1.2M
WMB
Williams Companies, Inc.

Energy
-3.05K
- 28.46%
$54.02 - $61.09 $165K - $186K
7.67K $458K
CSCO
Cisco Systems, Inc.

Technology
-3.04K
- 11.48%
$58.74 - $64.87 $179K - $197K
23.5K $1.45M
TXN
Texas Instruments Inc

Technology
-625
- 10.74%
N/A
5.2K $1.01M
ALLY
Ally Financial Inc.

Financial Services
-3.44K
- 13.55%
$32.99 - $40.09 $113K - $138K
21.9K $799K
BX
Blackstone Inc.

Financial Services
-235
- 11.79%
$136.53 - $186.74 $32.1K - $43.9K
1.76K $245K
WSO
Watsco Inc

Industrials
-463
- 10.96%
$463.86 - $530.75 $215K - $246K
3.76K $1.91M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-350
- 5.74%
$47.79 - $59.89 $16.7K - $21K
5.75K $288K
IVE
Ishares S&P 500 Value ETF

ETFs
-388
- 4.08%
$185.78 - $198.58 $72.1K - $77K
9.11K $1.74M
NEE
Nextera Energy Inc

Utilities
-1.02K
- 23.39%
$66.96 - $76.16 $68.4K - $77.8K
3.34K $237K
DHR
Danaher Corp

Healthcare
-170
- 10.93%
$201.62 - $250.59 $34.3K - $42.6K
1.39K $283K
Activity Summary
Buys All Purchases 24 New Holdings 6 Increased Positions 18 Sells All Sells 103 Reductions 103 Sold out 0 Options Calls 0 Puts 0
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