Lee Financial CO has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $706 Million distributed in 273 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $157M, Ishares Core S&P Mid Cap ETF with a value of $80.1M, Schwab Fundamental U S Large C with a value of $59M, Berkshire Hathaway Inc Class B with a value of $39.4M, and Ishares S&P 500 Growth ETF with a value of $35.2M.
Examining the 13F form we can see an increase of $6.67M in the current position value, from $699M to 706M.
Lee Financial CO is based out at Dallas, TX
Below you can find more details about Lee Financial CO portfolio as well as his latest detailed transactions.
Portfolio value
$706 Million
ETFs: $516 Million
Technology: $55.3 Million
Financial Services: $53 Million
Energy: $27.8 Million
Healthcare: $13.2 Million
Consumer Cyclical: $11.8 Million
Industrials: $10 Million
Consumer Defensive: $7.99 Million
Other: $10.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
