Lee Financial CO Portfolio Holdings

Lee Financial CO

  • $611 Million
  • Q2 2024

Lee Financial CO has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $611 Million distributed in 221 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 $134M, Ishares Core S&P Mid Cap ETF with a value of $71.3M, Schwab Fundamental U S Large C with a value of $56M, Berkshire Hathaway Inc Class B with a value of $35.6M, and Ishares S&P 500 Growth ETF with a value of $29.9M.

Examining the 13F form we can see an increase of $14M in the current position value, from $597M to 611M.

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 $611 Million
ETFs: $469 Million
Financial Services: $46.3 Million
Technology: $35.1 Million
Energy: $13.4 Million
Healthcare: $12.1 Million
Industrials: $9.64 Million
Consumer Defensive: $7.84 Million
Consumer Cyclical: $7.37 Million
Other: $9.47 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$152B
$211,000 0.03% of portfolio
2,984
Q2 2024 New
$92.1B
$206,000 0.03% of portfolio
1,132
Q2 2024 Added 2.07%
$92.8B
$207,000 0.03% of portfolio
695
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 221
  • Current Value $611 Million
  • Prior Value $597 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 16 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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