Lee Financial CO Portfolio Holdings
Lee Financial CO
- $650 Million
- Q1 2025
Lee Financial CO has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $650 Million distributed in 206 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 $151M, Ishares Core S&P Mid Cap ETF with a value of $74.4M, Schwab Fundamental U S Large C with a value of $58.8M, Berkshire Hathaway Inc Class B with a value of $45.5M, and Ishares S&P 500 Growth ETF with a value of $33.2M.
Examining the 13F form we can see an decrease of $56.4M in the current position value, from $706M to 650M.
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 206
- Current Value $650 Million
- Prior Value $706 Million
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 6 stocks
- Additional Purchases 18 stocks
- Sold out of 0 stocks
- Reduced holdings in 103 stocks