Lee Financial CO Reduced Holdings in Q2 2025

Lee Financial CO

  • $688 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-69.8K
- 33.26%
$76.44 - $94.13 $5.34M - $6.57M
140K $11.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1.19K
- 1.39%
$483.48 - $539.8 $575K - $642K
84.3K $41M
AAPL
Apple Inc.

Technology
-773
- 1.1%
$172.42 - $223.89 $133K - $173K
69.3K $14.2M
EMLP
First Tr Exchange Traded Iv

ETFs
-28.1K
- 3.68%
$33.62 - $37.89 $946K - $1.07M
736K $27.6M
SHV
Ishares Tr

ETFs
-7.56K
- 4.21%
$110.06 - $110.46 $832K - $835K
172K $19M
OKE
Oneok Inc

Energy
-2.8K
- 11.18%
$78.71 - $100.37 $220K - $281K
22.2K $1.82M
XOM
Exxon Mobil Corp

Energy
-1.29K
- 5.73%
$99.93 - $119.04 $129K - $154K
21.2K $2.29M
BNL
Broadstone Net Lease, Inc.

Real Estate
-16K
- 56.47%
$14.72 - $17.13 $236K - $275K
12.4K $198K
DVY
Ishares Tr

ETFs
-1.1K
- 1.9%
$118.37 - $134.86 $130K - $148K
56.6K $7.52M
CVX
Chevron Corp

Energy
-797
- 23.84%
$133.73 - $168.51 $107K - $134K
2.55K $364K
LLY
Eli Lilly & CO

Healthcare
-25
- 1.41%
$713.71 - $898.95 $17.8K - $22.5K
1.74K $1.36M
PEP
Pepsico Inc

Consumer Defensive
-393
- 15.21%
$128.02 - $151.37 $50.3K - $59.5K
2.19K $289K
IBM
International Business Machines Corp

Technology
-537
- 32.6%
$221.03 - $294.78 $119K - $158K
1.11K $327K
PG
Procter & Gamble CO

Consumer Defensive
-314
- 19.19%
$157.66 - $172.39 $49.5K - $54.1K
1.32K $210K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-786
- 4.65%
$82.21 - $83.12 $64.6K - $65.3K
16.1K $1.34M
MUB
Ishares National Muni Bond ETF

ETFs
-525
- 9.16%
$102.31 - $105.8 $53.7K - $55.5K
5.21K $544K
JNJ
Johnson & Johnson

Healthcare
-75
- 2.74%
$146.36 - $159.82 $11K - $12K
2.66K $406K
V
Visa Inc.

Financial Services
-136
- 4.66%
$308.27 - $373.31 $41.9K - $50.8K
2.78K $988K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.14K
- 4.73%
$18.94 - $21.67 $21.6K - $24.7K
22.9K $485K
MCD
Mcdonalds Corp

Consumer Cyclical
-22
- 2.54%
$285.55 - $321.23 $6.28K - $7.07K
845 $246K
TJX
Tjx Companies Inc

Consumer Cyclical
-231
- 9.92%
$119.13 - $135.03 $27.5K - $31.2K
2.1K $259K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-110
- 2.63%
$102.02 - $103.5 $11.2K - $11.4K
4.07K $418K
NEE
Nextera Energy Inc

Utilities
-42
- 1.26%
$64.11 - $75.0 $2.69K - $3.15K
3.3K $229K
BX
Blackstone Inc.

Financial Services
-19
- 1.08%
$120.07 - $151.11 $2.28K - $2.87K
1.74K $260K
MA
Mastercard Inc

Financial Services
-12
- 0.58%
$479.92 - $590.74 $5.76K - $7.09K
2.05K $1.15M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-10
- 0.32%
$152.93 - $181.74 $1.53K - $1.82K
3.11K $565K
HCA
Hca Healthcare, Inc.

Healthcare
-8
- 1.01%
$317.61 - $387.52 $2.54K - $3.1K
784 $300K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-38
- 0.66%
$45.98 - $56.15 $1.75K - $2.13K
5.71K $320K
TSLA
Tesla, Inc.

Consumer Cyclical
-89
- 5.95%
$221.86 - $362.89 $19.7K - $32.3K
1.41K $446K
VB
Vanguard Small Cap ETF

ETFs
-139
- 2.16%
$193.73 - $237.37 $26.9K - $33K
6.29K $1.49M
GOOGL
Alphabet Inc.

Communication Services
-64
- 1.65%
$144.7 - $178.6 $9.26K - $11.4K
3.81K $671K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-300
- 7.79%
$180.84 - $240.32 $54.3K - $72.1K
3.55K $853K
CRWD
Crowd Strike Holdings, Inc.

Technology
-2
- 0.27%
$321.63 - $509.31 $643 - $1.02K
734 $373K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-184
- 0.23%
$17.76 - $22.1 $3.27K - $4.07K
79.1K $1.75M
IEFA
Ishares Tr

ETFs
-25
- 0.09%
$67.83 - $84.09 $1.7K - $2.1K
26.8K $2.24M
META
Meta Platforms, Inc.

Communication Services
-21
- 1.43%
$484.66 - $738.09 $10.2K - $15.5K
1.45K $1.07M
FNDX
Schwab Fundamental U S Large C

ETFs
-82.4K
- 3.31%
$20.84 - $24.54 $1.72M - $2.02M
2.41M $59.1M
ORCL
Oracle Corp

Technology
-8
- 0.13%
$122.82 - $218.63 $983 - $1.75K
6.13K $1.34M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.12K
- 2.53%
$104.34 - $138.68 $117K - $155K
43K $5.97M
NVDA
Nvidia Corp

Technology
-534
- 2.79%
$94.31 - $157.99 $50.4K - $84.4K
18.6K $2.94M
GLD
Spdr Gold Trust

ETFs
-116
- 0.15%
$273.71 - $316.29 $31.8K - $36.7K
77.9K $23.7M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-222
- 0.71%
$416.06 - $551.64 $92.4K - $122K
30.9K $17M
Activity Summary
Buys All Purchases 73 New Holdings 9 Increased Positions 64 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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