Lee Financial CO Portfolio Holdings

Lee Financial CO

  • $699 Million
  • Q3 2024

Lee Financial CO has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $699 Million distributed in 277 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 $153M, Ishares Core S&P Mid Cap ETF with a value of $80M, Schwab Fundamental U S Large C with a value of $59.7M, Berkshire Hathaway Inc Class B with a value of $40.5M, and Ishares S&P 500 Growth ETF with a value of $32.6M.

Examining the 13F form we can see an increase of $88.5M in the current position value, from $611M to 699M.

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 $699 Million
ETFs: $510 Million
Financial Services: $55.2 Million
Technology: $49.7 Million
Energy: $26.9 Million
Healthcare: $14.7 Million
Consumer Cyclical: $11.7 Million
Industrials: $10.3 Million
Consumer Defensive: $9.06 Million
Other: $11.6 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$410,000 0.06% of portfolio
28,871
Q3 2024 New
$0
$247,000 0.04% of portfolio
38,012
Q3 2024 New
$0
$268,000 0.04% of portfolio
29,000
Q3 2024 New
$0
$180,000 0.03% of portfolio
29,000
Q3 2024 New
$34.5M
$7,000 0.0% of portfolio
29,729
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $699 Million
  • Prior Value $611 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 42 stocks
  • Additional Purchases 88 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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