Lee Financial CO Reduced Holdings in Q1 2025

Lee Financial CO

  • $650 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ACN
Accenture PLC

Technology
-105
- 10.71%
$300.91 - $398.25 $31.6K - $41.8K
875 $273K
PG
Procter & Gamble CO

Consumer Defensive
-427
- 20.7%
$158.56 - $176.26 $67.7K - $75.3K
1.64K $278K
COST
Costco Wholesale Corp

Consumer Defensive
-109
- 8.71%
$890.62 - $1076.86 $97.1K - $117K
1.14K $1.08M
STZ
Constellation Brands, Inc.

Consumer Defensive
-24
- 1.48%
$161.05 - $222.93 $3.87K - $5.35K
1.6K $293K
BR
Broadridge Financial Solutions, Inc.

Technology
-819
- 9.71%
$221.46 - $244.83 $181K - $201K
7.62K $1.85M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-190
- 4.7%
$196.12 - $229.48 $37.3K - $43.6K
3.85K $778K
RWR
Spdr Dow Jones Reit ETF

ETFs
-553
- 16.86%
$95.15 - $104.06 $52.6K - $57.5K
2.73K $270K
WMT
Walmart Inc.

Consumer Defensive
-157
- 1.11%
$84.5 - $105.05 $13.3K - $16.5K
13.9K $1.22M
V
Visa Inc.

Financial Services
-476
- 14.02%
$306.92 - $362.71 $146K - $173K
2.92K $1.02M
FAST
Fastenal CO

Industrials
-1.72K
- 11.33%
$71.11 - $79.98 $122K - $137K
13.4K $1.04M
SPY
Spdr S&P 500 ETF Trust

ETFs
-38
- 4.73%
$551.42 - $612.93 $21K - $23.3K
765 $427K
MA
Mastercard Inc

Financial Services
-162
- 7.27%
$504.67 - $576.31 $81.8K - $93.4K
2.07K $1.13M
VO
Vanguard Mid Cap ETF

ETFs
-114
- 11.07%
$251.87 - $277.95 $28.7K - $31.7K
916 $236K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-168
- 5.11%
$169.43 - $182.84 $28.5K - $30.7K
3.12K $540K
STE
Steris PLC

Healthcare
-781
- 11.55%
$202.46 - $232.74 $158K - $182K
5.98K $1.35M
PEP
Pepsico Inc

Consumer Defensive
-173
- 6.27%
$142.64 - $156.42 $24.7K - $27.1K
2.58K $387K
WTRG
Essential Utilities, Inc.

Utilities
-3K
- 11.05%
$33.49 - $40.57 $100K - $122K
24.2K $954K
PFE
Pfizer Inc

Healthcare
-635
- 5.49%
$25.01 - $27.13 $15.9K - $17.2K
10.9K $277K
JNJ
Johnson & Johnson

Healthcare
-602
- 18.04%
$142.06 - $167.7 $85.5K - $101K
2.74K $453K
VBTX
Veritex Holdings, Inc.

Financial Services
-35
- 0.35%
$23.47 - $27.67 $821 - $968
10K $249K
IEMG
Ishares Inc

ETFs
-200
- 1.23%
N/A
16.1K $862K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-295
- 5.62%
$50.82 - $52.7 $15K - $15.5K
4.95K $259K
LUV
Southwest Airlines CO

Industrials
-273
- 2.93%
$28.18 - $34.84 $7.69K - $9.51K
9.04K $303K
IBM
International Business Machines Corp

Technology
-254
- 13.36%
$217.4 - $264.74 $55.2K - $67.2K
1.65K $409K
CRWD
Crowd Strike Holdings, Inc.

Technology
-32
- 4.17%
$308.86 - $455.36 $9.88K - $14.6K
736 $259K
MCD
Mcdonalds Corp

Consumer Cyclical
-74
- 7.86%
$279.74 - $321.29 $20.7K - $23.8K
867 $270K
TJX
Tjx Companies Inc

Consumer Cyclical
-21
- 0.89%
$112.81 - $126.16 $2.37K - $2.65K
2.33K $283K
Viper Energy Inc
-5.09K
- 12.95%
N/A
34.2K $0
Linde PLC
-402
- 13.4%
N/A
2.6K $0
Blackrock Inc
-320
- 19.0%
N/A
1.36K $0
CVX
Chevron Corp

Energy
-489
- 12.76%
$146.71 - $167.97 $71.7K - $82.1K
3.34K $559K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-294
- 1.21%
$20.2 - $22.24 $5.94K - $6.54K
24.1K $518K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-59
- 1.39%
$100.59 - $103.47 $5.93K - $6.1K
4.18K $432K
ETR
Entergy Corp

Utilities
-2.46K
- 10.53%
$75.26 - $87.89 $185K - $217K
20.9K $1.79M
PAYX
Paychex Inc

Industrials
-1.13K
- 8.24%
$136.06 - $154.52 $154K - $174K
12.6K $1.94M
HCA
Hca Healthcare, Inc.

Healthcare
-29
- 3.53%
$296.7 - $345.55 $8.6K - $10K
792 $273K
ORI
Old Republic International Corp

Financial Services
-2.01K
- 5.48%
$33.46 - $39.22 $67.1K - $78.6K
34.6K $1.36M
AMGN
Amgen Inc

Healthcare
-542
- 13.19%
$258.59 - $327.36 $140K - $177K
3.57K $1.11M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-3.1K
- 3.76%
$18.36 - $20.51 $56.9K - $63.6K
79.3K $1.57M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-46
- 0.22%
$59.28 - $66.1 $2.73K - $3.04K
20.7K $1.32M
FNF
Fidelity National Financial, Inc.

Financial Services
-1.73K
- 8.85%
$54.25 - $65.27 $94.1K - $113K
17.9K $1.16M
AMT
American Tower Corp

Real Estate
-717
- 11.14%
$173.46 - $217.6 $124K - $156K
5.72K $1.24M
ABBV
Abb Vie Inc.

Healthcare
-1.55K
- 11.58%
$169.2 - $216.66 $263K - $337K
11.9K $2.48M
KO
Coca Cola CO

Consumer Defensive
-2.05K
- 7.1%
$60.81 - $72.32 $124K - $148K
26.8K $1.92M
ABT
Abbott Laboratories

Healthcare
-1.36K
- 8.4%
$111.1 - $140.22 $151K - $191K
14.9K $1.97M
XOM
Exxon Mobil Corp

Energy
-989
- 4.21%
$105.44 - $118.93 $104K - $118K
22.5K $2.68M
NEM
Newmont Corp

Basic Materials
-584
- 1.84%
$37.79 - $48.39 $22.1K - $28.3K
31.2K $1.5M
PM
Philip Morris International Inc.

Consumer Defensive
-1.86K
- 11.06%
$117.15 - $158.79 $218K - $295K
14.9K $2.37M
FNDF
Schwab Fundamental Intl Large

ETFs
-707
- 0.34%
$32.9 - $37.45 $23.3K - $26.5K
207K $7.49M
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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