Lee Financial CO Incresed Positions in Q3 2025

Lee Financial CO

  • $786 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
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
PFE
Pfizer Inc

Healthcare
1.53K
+ 13.93%
$23.29 - $25.88 $35.5K - $39.5K
12.5K $317K
BA
Boeing CO

Industrials
199
+ 16.23%
$209.79 - $237.38 $41.7K - $47.2K
1.43K $307K
HCA
Hca Healthcare, Inc.

Healthcare
32
+ 4.08%
$334.32 - $426.2 $10.7K - $13.6K
816 $347K
BX
Blackstone Inc.

Financial Services
34
+ 1.95%
$152.77 - $188.68 $5.19K - $6.42K
1.77K $303K
ABT
Abbott Laboratories

Healthcare
526
+ 3.29%
$120.51 - $136.62 $63.4K - $71.9K
16.5K $2.21M
HESM
Hess Midstream LP

Energy
1.71K
+ 25.52%
$34.55 - $43.53 $58.9K - $74.2K
8.39K $289K
CSCO
Cisco Systems, Inc.

Technology
766
+ 3.01%
$66.2 - $71.79 $50.7K - $55K
26.2K $1.79M
IBM
International Business Machines Corp

Technology
129
+ 11.62%
$234.77 - $292.47 $30.3K - $37.7K
1.24K $349K
CRWD
Crowd Strike Holdings, Inc.

Technology
62
+ 8.45%
$412.46 - $514.1 $25.6K - $31.9K
796 $390K
SUI
Sun Communities Inc

Real Estate
4
+ 0.16%
$116.6 - $131.28 $466 - $525
2.51K $323K
IEMG
Ishares Inc

ETFs
31
+ 0.19%
N/A
16.3K $874K
Blackrock Inc
47
+ 3.13%
N/A
1.55K $0
Linde PLC
93
+ 3.23%
N/A
2.98K $0
COST
Costco Wholesale Corp

Consumer Defensive
81
+ 6.57%
$915.95 - $994.57 $74.2K - $80.6K
1.31K $1.22M
CCI
Crown Castle International Corp

Real Estate
43
+ 1.74%
$92.96 - $113.91 $4K - $4.9K
2.51K $242K
KO
Coca Cola CO

Consumer Defensive
1.48K
+ 5.23%
$65.67 - $71.67 $97.5K - $106K
29.8K $1.98M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
214
+ 3.75%
$38.58 - $58.24 $8.26K - $12.5K
5.93K $232K
PM
Philip Morris International Inc.

Consumer Defensive
293
+ 1.79%
$157.77 - $183.27 $46.2K - $53.7K
16.7K $2.7M
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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