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.

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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$392,000 0.06% of portfolio
28,871
Q3 2024 New
$0
$252,000 0.04% of portfolio
29,000
Q3 2024 New
$0
$229,000 0.03% of portfolio
38,070
Q4 2024 Added 0.15%
$0
$168,000 0.02% of portfolio
29,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 273
  • Current Value $706 Million
  • Prior Value $699 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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