Lee Financial CO Portfolio Holdings
Lee Financial CO
- $706 Million
- Q4 2024
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.