Lee-Financial-Co
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, null, null, null, null, null, null, "QSR", null, "FNDF", "MPLX", "ACN", "ABT", "ABBV", "PAA", "GOOGL", null, "SCHH", "ALKT", "BLK", "AVGO", "CCI", "WTRG", null, "BUSE", "FERG", "DMLP", "TSHA", "AIV", "HD", null, "MCD", "MUB", "META", null, "IVW", "IJH", "DFPH", null, "KMI", "LIN", "GTEC", null, "MA", "MSFT", "MS", "BX", "FAST", "IJR", "ORCL", "OKE", "PAYX", "IWF", null, "PEP", "IEMG", null, "IVV", null, "AAPL", "SPY", "NVDA", "ENB", "PFE", "PG", "MRK", null, "AMGN", "FNDX", null, "IEFA", "SCHX", "RTX", "GLD", null, "AMT", "IBM", "TXN", "TJX", "VO", "NEM", "ACWV", null, "TRGP", "ETR", "VNOM", "WSO", "IP", "IWP", "AMZN", "IVE", "HCA", "LUV", "VGT", "VB", "VOO", "VBTX", "V", "WMT", "WMB", null, "FNF", "CNQ", "ET", "DVY", null, "SCHF", "SCHA", "SCI", "SUI", "ORI", "DINO", "MTUM", "HESM", null, "ALLY", "STE", "BRK-A", "BRK-B", "BNL", "BR", "CVX", "LNG", "CMG", "CSCO", "CFG", "KO", "CODI", "STZ", "COST", "CRWD", "DHR", "RSP", "NEE", "QQQ", "EPD", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "PM", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-13
- Total Holdings
- 206
- Total Value
- 654674962
- Accession Number
- 0001172661-25-001751
- Form Type
- 13F-HR
- Manager Name
- Lee-Financial-Co
Data Enrichment
88% identified181 identified25 unidentified
Holdings
206 positions • $654.7M total value
Manager:
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Page 8 of 8
Shares:10.0K
Value:$88.0K
% of Portfolio:0.0% ($88.0K/$654.7M)
Shares:20.0K
Value:$27.8K
% of Portfolio:0.0% ($27.8K/$654.7M)
G6333L200
Shares:16.0K
Value:$19.7K
% of Portfolio:0.0% ($19.7K/$654.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
81.4K | All Managers (Combined) | $92.8K | 0.0% ($92.8K/$654.7M) | |||
10.0K | All Managers (Combined) | $88.0K | 0.0% ($88.0K/$654.7M) | |||
20.0K | All Managers (Combined) | $27.8K | 0.0% ($27.8K/$654.7M) | |||
(cusipG6333L200)✕ | 16.0K | QoQ 0.00% (-0)YoY NEW(+16.0K) | All Managers (Combined) | $19.7K | 0.0% ($19.7K/$654.7M) | YoY NEW(+$19.7K) |
10.5K | QoQ NEW(+10.5K) YoY NEW(+10.5K) | All Managers (Combined) | $18.4K | 0.0% ($18.4K/$654.7M) | QoQ NEW(+$18.4K) YoY NEW(+$18.4K) |