Lee Financial CO Purchases in Q3 2025

Lee Financial CO

  • $786 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HD
Home Depot, Inc.

Consumer Cyclical
246
+ 3.82%
$357.4 - $423.42 $87.9K - $104K
6.69K $2.71M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
15
+ 0.02%
$30.13 - $33.37 $452 - $501
97.7K $3.26M
COP
Conocophillips

Energy
3.29K
New
$91.0 - $98.99 $299K - $326K
3.29K $311K
ALLY
Ally Financial Inc.

Financial Services
7.35K
+ 30.35%
$36.95 - $44.58 $272K - $328K
31.6K $1.24M
BSM
Black Stone Minerals, L.P.

Energy
22.4K
New
$11.92 - $13.41 $266K - $300K
22.4K $293K
VTI
Vanguard Total Stock Market Et

ETFs
132
+ 1.3%
$303.93 - $329.86 $40.1K - $43.5K
10.3K $3.37M
AMAT
Applied Materials Inc

Technology
1.4K
New
$156.25 - $204.95 $219K - $287K
1.4K $286K
NIM
Nuveen Select Maturities Municipal Fund

Financial Services
29K
New
$9.0 - $9.32 $261K - $270K
29K $267K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
5.14K
+ 54.37%
$50.47 - $50.74 $260K - $261K
14.6K $740K
FDX
Fedex Corp

Industrials
1.1K
New
$217.1 - $243.2 $239K - $268K
1.1K $259K
DTM
Dt Midstream, Inc.

Energy
2.2K
New
$99.17 - $113.27 $218K - $249K
2.2K $248K
NSC
Norfolk Southern Corp

Industrials
824
New
$259.49 - $300.41 $214K - $248K
824 $247K
LMT
Lockheed Martin Corp

Industrials
480
New
$410.74 - $499.21 $197K - $240K
480 $239K
LEO
Bny Mellon Strategic Municipals, Inc.

Financial Services
38.2K
New
$5.71 - $6.25 $218K - $239K
38.2K $238K
DMLP
Dorchester Minerals, L.P.

Energy
11K
+ 44.71%
$24.12 - $27.96 $265K - $308K
35.6K $921K
WTRG
Essential Utilities, Inc.

Utilities
3.84K
+ 14.39%
$36.73 - $39.9 $141K - $153K
30.5K $1.22M
ADI
Analog Devices Inc

Technology
918
New
$220.68 - $255.63 $203K - $235K
918 $225K
CSX
Csx Corp

Industrials
6.18K
New
$32.05 - $36.52 $198K - $226K
6.18K $219K
AXP
American Express CO

Financial Services
629
New
$294.27 - $342.31 $185K - $215K
629 $208K
SYK
Stryker Corp

Healthcare
560
New
$368.57 - $403.53 $206K - $226K
560 $207K
GS
Goldman Sachs Group Inc

Financial Services
253
New
$696.56 - $806.32 $176K - $204K
253 $201K
NOC
Northrop Grumman Corp

Industrials
331
New
$498.9 - $609.32 $165K - $202K
331 $201K
SM
Sm Energy CO

Energy
8.02K
New
$24.97 - $28.98 $200K - $233K
8.02K $200K
WMT
Walmart Inc.

Consumer Defensive
1.14K
+ 7.7%
$94.4 - $104.27 $107K - $119K
15.9K $1.64M
TTI
Tetra Technologies Inc

Energy
32K
New
$3.23 - $5.89 $103K - $188K
32K $184K
JNJ
Johnson & Johnson

Healthcare
460
+ 17.29%
$155.17 - $185.42 $71.4K - $85.3K
3.12K $578K
DSM
Bny Mellon Strategic Municipal Bond Fund, Inc.

Financial Services
29K
New
$5.46 - $5.98 $158K - $173K
29K $171K
DGRO
Ishares Core Dividend Growth E

ETFs
2.26K
+ 69.6%
$64.12 - $68.08 $145K - $154K
5.5K $374K
PLTR
Palantir Technologies Inc.

Technology
297
+ 12.18%
$130.68 - $186.97 $38.8K - $55.5K
2.74K $498K
OKE
Oneok Inc

Energy
4.91K
+ 22.08%
$71.36 - $83.47 $350K - $410K
27.1K $1.98M
ATEC
Alphatec Holdings, Inc.

Healthcare
10.2K
New
$10.31 - $16.55 $105K - $169K
10.2K $148K
KRP
Kimbell Royalty Partners, LP

Energy
10.4K
New
$13.08 - $15.06 $136K - $157K
10.4K $140K
SLV
I Shares Silver Trust

ETFs
1.6K
+ 21.52%
$32.73 - $42.5 $52.4K - $68K
9.04K $383K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
100
+ 5.88%
$567.77 - $614.76 $56.8K - $61.5K
1.8K $1.1M
V
Visa Inc.

Financial Services
507
+ 18.22%
$332.09 - $358.86 $168K - $182K
3.29K $1.12M
KMI
Kinder Morgan, Inc.

Energy
5.1K
+ 43.6%
$26.23 - $28.5 $134K - $145K
16.8K $475K
MA
Mastercard Inc

Financial Services
205
+ 9.99%
$550.18 - $598.96 $113K - $123K
2.26K $1.28M
NEE
Nextera Energy Inc

Utilities
1.25K
+ 37.73%
$69.77 - $77.54 $86.9K - $96.6K
4.55K $343K
MRK
Merck & Co., Inc.

Healthcare
603
+ 4.78%
$77.6 - $87.37 $46.8K - $52.7K
13.2K $1.11M
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.03%
$237.58 - $259.17 $475 - $518
6.29K $1.6M
FNDE
Schwab Fundamental Emerging Mk

ETFs
739
+ 2.99%
$33.13 - $36.31 $24.5K - $26.8K
25.4K $919K
TJX
Tjx Companies Inc

Consumer Cyclical
348
+ 16.59%
$121.35 - $144.54 $42.2K - $50.3K
2.45K $353K
PG
Procter & Gamble CO

Consumer Defensive
592
+ 44.78%
$150.47 - $161.22 $89.1K - $95.4K
1.91K $294K
CVX
Chevron Corp

Energy
297
+ 11.67%
$145.57 - $161.83 $43.2K - $48.1K
2.84K $441K
ETN
Eaton Corp PLC

Industrials
156
+ 21.61%
$342.99 - $392.76 $53.5K - $61.3K
878 $328K
PAA
Plains All American Pipeline LP

Energy
5.61K
+ 25.52%
$16.88 - $18.93 $94.7K - $106K
27.6K $470K
PH
Parker Hannifin Corp

Industrials
60
+ 18.29%
$697.13 - $769.67 $41.8K - $46.2K
388 $294K
AMGN
Amgen Inc

Healthcare
167
+ 4.57%
$271.18 - $309.22 $45.3K - $51.6K
3.82K $1.08M
MCD
Mcdonalds Corp

Consumer Cyclical
148
+ 17.51%
$291.67 - $316.99 $43.2K - $46.9K
993 $301K
Activity Summary
Buys All Purchases 122 New Holdings 41 Increased Positions 81 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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