Lee Financial Co
Q1 2025 13F Holdings
- Locationdallas, TX
- Num holdings
145
- Value ($000)
$654,675
- Date Filed05/13/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $151.33M | 23 % | 269,323 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $74.38M | 11 % | 1,274,772 | ||
FNDX SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $58.83M | 9 % | 2,491,933 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $45.54M | 7 % | 85,510 | ||
IVW ISHARES TR | S&P 500 GRWT ETF | 464287309 | $33.16M | 5 % | 357,201 | ||
EMLP FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 | $28.64M | 4 % | 763,885 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $22.47M | 3 % | 77,985 | ||
SHV ISHARES TR | SHORT TREAS BD | 464288679 | $19.82M | 3 % | 179,394 | ||
XLE SELECT SECTOR SPDR TR | ENERGY | 81369Y506 | $19.62M | 3 % | 209,983 | ||
AAPL APPLE INC | COM | 037833100 | $15.56M | 2 % | 70,058 |
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