Lee Financial Co
Q4 2024 13F Holdings
- Locationdallas, TX
- Num holdings
182
- Value ($000)
$712,166
- Date Filed01/30/2025
- Form type13F-HR
- CIK0001391166
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $157.43M | 22 % | 267,429 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $80.13M | 11 % | 1,286,049 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $59.04M | 8 % | 2,493,356 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $39.43M | 6 % | 86,984 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $35.15M | 5 % | 346,205 | ||
AAPL APPLE INC | COM | 037833100 | $29.26M | 4 % | 116,838 | ||
EMLP FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | $27.39M | 4 % | 768,289 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $24.38M | 3 % | 221,437 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $19.20M | 3 % | 79,279 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $17.88M | 3 % | 208,775 |
Rows Per Page
1 - 10 of 18210
- 10
- 50
- 100