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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Lee Financial Co INSTITUTION : Lee Financial Co
Lee Financial Co Portfolio (reported on 2020-05-07)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P MCP ETF) IJH 52,592,000 365,578 17.44%
ISHARES TR    (0-5 YR TIPS ETF) STIP 27,975,000 280,034 9.28%
ISHARES TR    (CORE S&P500 ETF) IVV 24,950,000 96,556 8.27%
SCHWAB STRATEGIC TR    (SCHWB FDT EMK LG) FNDE 21,032,000 1,022,941 6.97%
ISHARES TR    (CORE US AGGBD ET) AGG 14,165,000 122,777 4.69%
ISHARES TR    (CORE S&P SCP ETF) IJR 11,910,000 212,270 3.95%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 9,514,000 225,671 3.15%
ISHARES INC    (CORE MSCI EMKT) IEMG 8,783,000 217,022 2.91%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 7,067,000 115,377 2.34%
ISHARES TR    (SELECT DIVID ETF) DVY 6,649,000 90,415 2.20%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 5,382,000 104,472 1.78%
APPLE INC    (COM) AAPL 5,151,000 20,258 1.70%
SCHWAB STRATEGIC TR    (US TIPS ETF) SCHP 4,718,000 82,032 1.56%
ISHARES TR    (CORE MSCI EAFE) IEFA 3,793,000 76,037 1.25%
SCHWAB STRATEGIC TR    (EMRG MKTEQ ETF) SCHE 3,774,000 182,403 1.25%
MICROSOFT CORP    (COM) MSFT 3,413,000 21,639 1.13%
SPDR GOLD TRUST    (GOLD SHS) GLD 3,333,000 22,515 1.10%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 3,235,000 59,602 1.07%
ISHARES TR    (S&P 500 GRWT ETF) IVW 2,722,000 16,490 0.90%
ISHARES TR    (USA MOMENTUM FCT) 2,371,000 22,270 0.78%
NEXTERA ENERGY INC    (COM) NEE 2,265,000 9,414 0.75%
ISHARES TR    (DEVSMCP EXNA ETF) IFSM 2,124,000 55,365 0.70%
BLACK STONE MINERALS L P    (COM UNIT) 2,071,000 442,473 0.68%
ISHARES TR    (MSCI ACWI ETF) ACWI 2,029,000 32,432 0.67%
SCHWAB STRATEGIC TR    (INTL EQTY ETF) SCHF 1,915,000 74,107 0.63%
AMERICAN TOWER CORP NEW    (COM) AMT 1,828,000 8,395 0.60%
UNITEDHEALTH GROUP INC    (COM) UNH 1,759,000 7,057 0.58%
LOCKHEED MARTIN CORP    (COM) LMT 1,727,000 5,095 0.57%
ISHARES TR    (1 3 YR TREAS BD) SHY 1,677,000 19,345 0.55%
BROADCOM INC    (COM) 1,634,000 6,890 0.54%
ISHARES TR    (CORE 1 5 YR USD) ISTB 1,598,000 31,653 0.53%
PHILIP MORRIS INTL INC    (COM) PM 1,572,000 21,538 0.52%
ISHARES TR    (JPMORGAN USD EMG) EMB 1,562,000 16,156 0.51%
CYRUSONE INC    (COM) CONE 1,536,000 24,880 0.50%
AMGEN INC    (COM) AMGN 1,499,000 7,395 0.49%
ABBVIE INC    (COM) ABBV 1,441,000 18,911 0.47%
MERCK & CO. INC    (COM) MRK 1,395,000 18,138 0.46%
CISCO SYS INC    (COM) CSCO 1,255,000 31,938 0.41%
CME GROUP INC    (COM) CME 1,252,000 7,237 0.41%
KIMBELL RTY PARTNERS LP    (UNIT) 1,244,000 213,350 0.41%
NEXTERA ENERGY PARTNERS LP    (COM UNIT PART IN) NEP 1,159,000 26,955 0.38%
BROADRIDGE FINL SOLUTIONS IN    (COM) BR 1,141,000 12,032 0.37%
ECOLAB INC    (COM) ECL 1,140,000 7,320 0.37%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 1,117,000 6,110 0.37%
LINDE PLC    (SHS) 1,107,000 6,402 0.36%
KINDER MORGAN INC DEL    (COM) KMI 1,090,000 78,235 0.36%
WATSCO INC    (COM) WSO 1,077,000 6,818 0.35%
STAG INDL INC    (COM) STAG 1,004,000 44,616 0.33%
ISHARES TR    (IBONDS DEC 26) 993,000 38,500 0.32%
PAYCHEX INC    (COM) PAYX 975,000 15,502 0.32%
ISHARES TR    (INTRM TR CRP ETF) CIU 909,000 16,558 0.30%
RESTAURANT BRANDS INTL INC    (COM) QSR 903,000 22,577 0.29%
OLD REP INTL CORP    (COM) ORI 857,000 56,236 0.28%
NEWMONT CORP    (COM) NEM 727,000 16,060 0.24%
MASTERCARD INC    (CL A) MA 725,000 3,000 0.24%
KAR AUCTION SVCS INC    (COM) KAR 703,000 58,551 0.23%
ENERGY TRANSFER LP    (COM UT LTD PTN) ETE 684,000 148,590 0.22%
ISHARES TR    (IBONDS DEC2026) 684,000 27,866 0.22%
ISHARES TR    (IBONDS DEC25 ETF) 680,000 27,221 0.22%
ISHARES TR    (IBONDS DEC2023) 667,000 25,994 0.22%
ISHARES TR    (IBONDS DEC24 ETF) 665,000 26,920 0.22%
EXXON MOBIL CORP    (COM) XOM 648,000 17,055 0.21%
SPDR SER TR    (DJ REIT ETF) RWR 640,000 8,870 0.21%
VICI PPTYS INC    (COM) 621,000 37,290 0.20%
PHYSICIANS RLTY TR    (COM) DOC 617,000 44,285 0.20%
FIRSTENERGY CORP    (COM) FE 566,000 14,140 0.18%
AGNC INVT CORP    (COM) 563,000 53,170 0.18%
SELECT SECTOR SPDR TR    (ENERGY) XLE 556,000 19,140 0.18%
VANECK VECTORS ETF TR    (AMT FREE INT ETF) 516,000 10,500 0.17%
ALTRIA GROUP INC    (COM) MO 498,000 12,889 0.16%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 484,000 33,851 0.16%
ISHARES TR    (RUS 1000 GRW ETF) IWF 444,000 2,944 0.14%
ISHARES TR    (EAFE SML CP ETF) SCZ 435,000 9,694 0.14%
FACEBOOK INC    (CL A) FB 419,000 2,511 0.13%
WALMART INC    (COM) WMT 413,000 3,633 0.13%
ISHARES TR    (FLTG RATE NT ETF) FLOT 407,000 8,357 0.13%
VANGUARD INDEX FDS    (TOTAL STK MKT) VTI 406,000 3,149 0.13%
EQUITY LIFESTYLE PPTYS INC    (COM) ELS 405,000 7,055 0.13%
COHEN & STEERS QUALITY INCOM    (COM) RQI 389,000 43,004 0.12%
ISHARES TR    (0-5YR HI YL CP) SHYG 376,000 9,195 0.12%
DORCHESTER MINERALS LP    (COM UNIT) DMLP 367,000 39,418 0.12%
INVESCO QQQ TR    (UNIT SER 1) 359,000 1,886 0.11%
REATA PHARMACEUTICALS INC    (CL A) 339,000 2,347 0.11%
SUNOCO LP    (COM UT REP LP) SUN 339,000 21,650 0.11%
FIRST TR MLP & ENERGY INCOME    (COM) FEI 335,000 75,681 0.11%
ONEOK INC NEW    (COM) OKE 319,000 14,641 0.10%
BK OF AMERICA CORP    (7.25%CNV PFD L) BAC/PL 317,000 250 0.10%
ORACLE CORP    (COM) ORCL 316,000 6,531 0.10%
MARTIN MIDSTREAM PRTNRS L P    (UNIT L P INT) MMLP 299,000 271,369 0.09%
BERKSHIRE HATHAWAY INC DEL    (CL A) BRK.A 272,000 1 0.09%
ISHARES TR    (EUROPE ETF) IEV 268,000 7,578 0.08%
ISHARES TR    (IBONDS DEC2022) 265,000 10,183 0.08%
VERITEX HLDGS INC    (COM) VBTX 264,000 18,900 0.08%
ISHARES TR    (IBONDS DEC2021) 261,000 10,221 0.08%
FIBROGEN INC    (COM) FGEN 255,000 7,324 0.08%
AMAZON COM INC    (COM) AMZN 253,000 130 0.08%
VISA INC    (COM CL A) V 253,000 1,572 0.08%
VERIZON COMMUNICATIONS INC    (COM) VZ 245,000 4,565 0.08%
SOUTHWEST AIRLS CO    (COM) LUV 232,000 6,525 0.07%
CONSTELLATION BRANDS INC    (CL A) STZ 229,000 1,600 0.07%
GLOBAL PARTNERS LP    (COM UNITS) GLP 228,000 25,800 0.07%
LENNAR CORP    (CL A) LEN 212,000 5,557 0.07%
KAYNE ANDERSN MLP MIDS INVT    (COM) KYN 206,000 56,700 0.06%
ABBOTT LABS    (COM) ABT 203,000 2,576 0.06%
J P MORGAN EXCHANGE-TRADED F    (ULTRA SHRT INC) 199,000 4,000 0.06%
HCA HEALTHCARE INC    (COM) HCA 195,000 2,170 0.06%
HOME DEPOT INC    (COM) HD 183,000 978 0.06%
TC PIPELINES LP    (UT COM LTD PRT) TCLP 183,000 6,645 0.06%
JOHNSON & JOHNSON    (COM) JNJ 166,000 1,265 0.05%
FIRST TR EXCHANGE-TRADED FD    (NO AMER ENERGY) EMLP 164,000 9,235 0.05%
GILEAD SCIENCES INC    (COM) GILD 162,000 2,164 0.05%
ISHARES TR    (NASDAQ BIOTECH) IBB 162,000 1,500 0.05%
COSTCO WHSL CORP NEW    (COM) COST 158,000 555 0.05%
NETFLIX INC    (COM) NFLX 156,000 416 0.05%
ISHARES TR    (IBONDS SEP2020) IBMI 156,000 6,151 0.05%
ALPHABET INC    (CAP STK CL C) GOOG 153,000 132 0.05%
BOEING CO    (COM) BA 148,000 990 0.04%
CROSSAMERICA PARTNERS LP    (UT LTD PTN INT) CAPL 145,000 18,000 0.04%
TEXAS INSTRS INC    (COM) TXN 140,000 1,399 0.04%
HOLLY ENERGY PARTNERS L P    (COM UT LTD PTN) HEP 140,000 10,000 0.04%
AMERICAN AIRLS GROUP INC    (COM) AAL 138,000 11,331 0.04%
FLAHERTY & CRUMRIN PFD & INM    (COM) PFO 132,000 13,300 0.04%
CHIPOTLE MEXICAN GRILL INC    (COM) CMG 131,000 200 0.04%
INTEL CORP    (COM) INTC 128,000 2,366 0.04%
LAS VEGAS SANDS CORP    (COM) LVS 127,000 3,000 0.04%
FEDEX CORP    (COM) FDX 126,000 1,037 0.04%
CORNING INC    (COM) GLW 123,000 5,991 0.04%
ICAHN ENTERPRISES LP    (DEPOSITARY UNIT) IEP 119,000 2,467 0.03%
ALPHATEC HLDGS INC    (COM NEW) 114,000 32,930 0.03%
SCHWAB STRATEGIC TR    (US REIT ETF) SCHH 112,000 3,409 0.03%
MAGELLAN MIDSTREAM PRTNRS LP    (COM UNIT RP LP) MMP 110,000 3,036 0.03%
AEGLEA BIOTHERAPEUTICS INC    (COM) 104,000 22,408 0.03%
JPMORGAN CHASE & CO    (COM) JPM 104,000 1,155 0.03%
LILLY ELI & CO    (COM) LLY 103,000 739 0.03%
PEPSICO INC    (COM) PEP 103,000 859 0.03%
ALPHABET INC    (CAP STK CL A) GOOGL 100,000 86 0.03%
ISHARES INC    (MSCI EURZONE ETF) EZU 87,000 2,856 0.02%
TORTOISE MIDSTRM ENERGY FD I    (COM) NTG 84,000 97,882 0.02%
CONCHO RES INC    (COM) CXO 82,000 1,920 0.02%
GENESIS ENERGY L P    (UNIT LTD PARTN) GEL 82,000 21,000 0.02%
PLAINS ALL AMERN PIPELINE L    (UNIT LTD PARTN) PAA 79,000 14,900 0.02%
CHEVRON CORP NEW    (COM) CVX 77,000 1,056 0.02%
INTERNATIONAL FLAVORS&FRAGRA    (COM) IFF 77,000 750 0.02%
MPLX LP    (COM UNIT REP LTD) MPLX 77,000 6,690 0.02%
PHILLIPS 66 PARTNERS LP    (COM UNIT REP INT) PSXP 73,000 2,001 0.02%
LAM RESEARCH CORP    (COM) LRCX 73,000 303 0.02%
ENLINK MIDSTREAM LLC    (COM UNIT REP LTD) ENLC 73,000 66,818 0.02%
CHECK POINT SOFTWARE TECH LT    (ORD) CHKP 71,000 711 0.02%
NVIDIA CORP    (COM) NVDA 70,000 266 0.02%
SABINE ROYALTY TR    (UNIT BEN INT) SBR 69,000 2,500 0.02%
BK OF AMERICA CORP    (COM) BAC 68,000 3,210 0.02%
HOST HOTELS & RESORTS INC    (COM) HST 64,000 5,828 0.02%
AMERICAN ELEC PWR CO INC    (COM) AEP 64,000 801 0.02%
CSX CORP    (COM) CSX 60,000 1,050 0.01%
VANGUARD STAR FDS    (VG TL INTL STK F) VXUS 59,000 1,400 0.01%
TC ENERGY CORP    (COM) 58,000 1,304 0.01%
MCDONALDS CORP    (COM) MCD 58,000 348 0.01%
CITIGROUP INC    (COM NEW) C 58,000 1,369 0.01%
BLACKSTONE GROUP INC    (COM CL A) 57,000 1,247 0.01%
TEXAS PAC LD TR    (SUB CTF PROP I T) TPL 57,000 151 0.01%
DIAGEO P L C    (SPON ADR NEW) DEO 57,000 450 0.01%
PFIZER INC    (COM) PFE 55,000 1,687 0.01%
ISHARES TR    (SHORT TREAS BD) SHV 54,000 489 0.01%
GOLDMAN SACHS GROUP INC    (COM) GS 53,000 342 0.01%
DUKE ENERGY CORP NEW    (COM NEW) DUK 52,000 643 0.01%
TYSON FOODS INC    (CL A) TSN 52,000 904 0.01%
ALPS ETF TR    (SECTR DIV DOGS) SDOG 52,000 1,661 0.01%
CLOROX CO DEL    (COM) CLX 52,000 300 0.01%
MEDTRONIC PLC    (SHS) MDT 51,000 565 0.01%
SOUTHERN CO    (COM) SO 51,000 933 0.01%
HONEYWELL INTL INC    (COM) HON 51,000 383 0.01%
INVESCO EXCHANGE TRADED FD T    (S&P500 QUALITY) 51,000 1,720 0.01%
KIMBERLY CLARK CORP    (COM) KMB 50,000 391 0.01%
PROCTER & GAMBLE CO    (COM) PG 49,000 441 0.01%
NOVARTIS A G    (SPONSORED ADR) NVS 49,000 600 0.01%
MGM RESORTS INTERNATIONAL    (COM) MGM 48,000 4,081 0.01%
AT&T INC    (COM) T 48,000 1,652 0.01%
GENERAL MLS INC    (COM) GIS 47,000 900 0.01%
MARATHON PETE CORP    (COM) MPC 47,000 2,000 0.01%
PACWEST BANCORP DEL    (COM) PACW 46,000 2,581 0.01%
AMEREN CORP    (COM) AEE 45,000 617 0.01%
ISHARES TR    (S&P 500 VAL ETF) IVE 44,000 458 0.01%
JPMORGAN CHASE & CO    (ALERIAN ML ETN) AMJ 44,000 4,868 0.01%
MICROCHIP TECHNOLOGY INC    (COM) MCHP 44,000 635 0.01%
SI BONE INC    (COM) 44,000 3,700 0.01%
ISHARES TR    (RUS 1000 VAL ETF) IWD 43,000 435 0.01%
ENTERGY CORP NEW    (COM) ETR 42,000 450 0.01%
TJX COS INC NEW    (COM) TJX 41,000 864 0.01%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 40,000 468 0.01%
ETF MANAGERS TR    (BLUESTAR ISRAEL) 39,000 1,096 0.01%
WELLS FARGO CO NEW    (COM) WFC 38,000 1,315 0.01%
SHELL MIDSTREAM PARTNERS L P    (UNIT LTD INT) SHLX 38,000 3,823 0.01%
PARKER HANNIFIN CORP    (COM) PH 38,000 294 0.01%
INTERNATIONAL BUSINESS MACHS    (COM) IBM 37,000 338 0.01%
WILLIAMS COS INC    (COM) WMB 37,000 2,672 0.01%
BP PLC    (SPONSORED ADR) BP 34,000 1,402 0.01%
CAESARS ENTMT CORP    (COM) CZR 34,000 5,000 0.01%
L3HARRIS TECHNOLOGIES INC    (COM) 34,000 187 0.01%
UBER TECHNOLOGIES INC    (COM) 33,000 1,195 0.01%
COCA COLA CO    (COM) KO 33,000 744 0.01%
1 2 3 Next >Full Portfolio View
Total Value As 2020-03-31: 301,449,000 SEC FILING
* Portfolios do not reflect changes after reporting
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Warren Buffett
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