Fund HoldingsLee Financial Co

Total Portfolio Value
$704.16M
Total Bought
$92.76M
Total Sold
$16.02M
Net Transaction
+$76.73M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
ISHARES TR245,011264,985+19,974134,077152,84921.71%+18,771
APPLE INC(AAPL)75,849121,066+45,21715,97528,2084.01%+12,233
ISHARES TR01,283,262+1,283,262079,97311.36%+79,973
BERKSHIRE HATHAWAY INC DEL088,091+88,091040,5455.76%+40,545
SCHWAB STRATEGIC TR836,020832,515-3,50556,14359,7418.48%+3,598
ISHARES TR322,670340,198+17,52829,86032,5744.63%+2,714
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
752,508756,501+3,99322,92125,4183.61%+2,497
ENERGY TRANSFER L P(ET)40,185191,304+151,1196523,0700.44%+2,419
ISHARES TR204,783224,309+19,52622,62924,8153.52%+2,187
SPDR GOLD TR(GLD)84,54080,395-4,14518,17719,5412.78%+1,364
SUNOCO LP/SUNOCO FIN CORP(SUN)025,103+25,10301,3480.19%+1,348
FERGUSON ENTERPRISES INC(FERG)06,475+6,47501,2860.18%+1,286
ARKO CORP0170,000+170,00001,1930.17%+1,193
GENESIS ENERGY L P(GEL)080,085+80,08501,0710.15%+1,071
NVIDIA CORPORATION(NVDA)16,47025,052+8,5822,0353,0420.43%+1,008
MARTIN MIDSTREAM PRTNRS L P0271,369+271,36909900.14%+990
GLOBAL PARTNERS LP(GLP)018,800+18,80008750.12%+875
INTERNATIONAL PAPER CO(IP)017,715+17,71508650.12%+865
VANECK ETF TRUST
OIL SERVICES ETF
03,000+3,00008510.12%+851
ENTERGY CORP NEW(ETR)6,92111,558+4,6377411,5210.22%+781
BERKSHIRE HATHAWAY INC DEL01+106910.10%+691
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
012,941+12,94106570.09%+657
LENNAR CORP(LEN)03,491+3,49106540.09%+654
ABBVIE INC(ABBV)013,624+13,62402,6900.38%+2,690
ENBRIDGE INC(ENB)27,30537,174+9,8699721,5100.21%+538
PHILIP MORRIS INTL INC(PM)15,31317,083+1,7701,5552,0770.30%+522
ELI LILLY & CO(LLY)1,6882,307+6191,5282,0440.29%+516
VIPER ENERGY INC(VNOM)039,759+39,75901,7940.25%+1,794
BROADCOM INC(AVGO)2,38125,115+22,7343,8234,3320.62%+510
SCHWAB STRATEGIC TR0110,899+110,89909,2151.31%+9,215
HOME DEPOT INC(HD)06,390+6,39002,5890.37%+2,589
ONEOK INC NEW(OKE)13,95017,678+3,7281,1381,6110.23%+473
MPLX LP(MPLX)7,07017,142+10,0723017620.11%+461
ABBOTT LABS12,30815,260+2,9521,2791,7400.25%+461
UNITEDHEALTH GROUP INC(UNH)03,164+3,16401,8500.26%+1,850
SPDR S&P 500 ETF TR(SPY)0789+78904530.06%+453
CHENIERE ENERGY INC(LNG)02,363+2,36304250.06%+425
COCA COLA CO(KO)26,69329,461+2,7681,7042,1230.30%+419
NUVEEN AMT-FREE MUN VALUE FD028,871+28,87104120.06%+412
ENTERPRISE PRODS PARTNERS L(EPD)49,94063,693+13,7531,4471,8540.26%+407
WESTERN MIDSTREAM PARTNERS L(WES)010,144+10,14403880.06%+388
AMERICAN TOWER CORP NEW(AMT)06,544+6,54401,5220.22%+1,522
META PLATFORMS INC(META)1,4501,940+4907311,1110.16%+380
SCHWAB STRATEGIC TR118,601118,222-3797,6428,0211.14%+379
TC ENERGY CORP(TRP)07,939+7,93903780.05%+378
CROSSAMERICA PARTNERS LP(CAPL)018,000+18,00003730.05%+373
AMAZON COM INC(AMZN)8,80611,123+2,3171,7022,0730.29%+371
NEWMONT CORP(NEM)31,16031,337+1771,3051,6750.24%+370
PLAINS ALL AMERN PIPELINE L(PAA)18,91340,705+21,7923387070.10%+369
PAYCHEX INC(PAYX)013,895+13,89501,8650.26%+1,865
FIDELITY NATIONAL FINANCIAL(FNF)019,942+19,94201,2380.18%+1,238
MARATHON PETE CORP(MPC)02,147+2,14703500.05%+350
NETFLIX INC(NFLX)0487+48703450.05%+345
LOCKHEED MARTIN CORP(LMT)0584+58403410.05%+341
ISHARES TR40,22740,646+4194,5214,8590.69%+338
BLACK STONE MINERALS L P(BSM)022,350+22,35003370.05%+337
CONOCOPHILLIPS(COP)03,204+3,20403370.05%+337
TESLA INC(TSLA)01,241+1,24103250.05%+325
BLACKROCK INC(BLK)01,710+1,71001,6240.23%+1,624
SM ENERGY CO(SM)08,000+8,00003200.05%+320
ESSENTIAL UTILS INC(WTRG)19,97627,591+7,6157461,0640.15%+318
JPMORGAN CHASE & CO.(JPM)9,99911,093+1,0942,0222,3390.33%+317
DORCHESTER MINERALS LP(DMLP)035,605+35,60501,0730.15%+1,073
ENLINK MIDSTREAM LLC78,01095,449+17,4391,0731,3850.20%+312
BROADRIDGE FINL SOLUTIONS IN(BR)08,560+8,56001,8420.26%+1,842
ISHARES TR041,765+41,76504,8850.69%+4,885
FEDEX CORP(FDX)01,091+1,09103000.04%+300
CISCO SYS INC(CSCO)026,693+26,69301,4210.20%+1,421
TARGA RES CORP(TRGP)3,1064,607+1,5014006820.10%+282
OLD REP INTL CORP(ORI)037,199+37,19901,3180.19%+1,318
NUVEEN SELECT MAT MUN FD029,000+29,00002690.04%+269
THERMO FISHER SCIENTIFIC INC(TMO)0427+42702640.04%+264
HESS MIDSTREAM LP(HESM)5,80213,361+7,5592114710.07%+260
SYSCO CORP(SYY)018,731+18,73101,4620.21%+1,462
BNY MELLON STRATEGIC MUNS IN038,012+38,01202480.04%+248
ORACLE CORP(ORCL)6,7887,081+2939581,2070.17%+248
SCHWAB STRATEGIC TR95,94195,916-252,5512,7990.40%+247
WALMART INC(WMT)13,18114,088+9078921,1380.16%+245
SERVICE CORP INTL(SCI)15,52317,071+1,5481,1041,3470.19%+243
PARKER-HANNIFIN CORP(PH)0370+37002340.03%+234
CSX CORP(CSX)06,576+6,57602270.03%+227
INVESCO QQQ TR31,71331,596-11715,21115,4362.19%+225
FASTENAL CO(FAST)015,383+15,38301,0990.16%+1,099
SUN LIFE FINANCIAL INC.(SLF)03,766+3,76602180.03%+218
MORGAN STANLEY(MS)011,976+11,97601,2480.18%+1,248
CROWDSTRIKE HLDGS INC(CRWD)0756+75602120.03%+212
ISHARES SILVER TR(SLV)07,440+7,44002110.03%+211
ANALOG DEVICES INC(ADI)0911+91102100.03%+210
WASTE CONNECTIONS INC(WCN)01,143+1,14302040.03%+204
SCHWAB STRATEGIC TR46,42946,877+4482,2102,4140.34%+204
STERIS PLC(STE)6,0716,322+2511,3331,5330.22%+201
VANGUARD INDEX FDS0522+52202000.03%+200
LINDE PLC(LIN)03,055+3,05501,4570.21%+1,457
BNY MELLON STRATEGIC MUN BD029,000+29,00001810.03%+181
MICROSOFT CORP(MSFT)16,06917,088+1,0197,1827,3531.04%+171
KIMBELL RTY PARTNERS LP(KRP)010,417+10,41701680.02%+168
ALLY FINL INC(ALLY)18,93125,764+6,8337519170.13%+166
RESTAURANT BRANDS INTL INC(QSR)020,067+20,06701,4490.21%+1,449
WILLIAMS COS INC(WMB)7,74110,719+2,9783294890.07%+160
VANGUARD INDEX FDS10,0249,990-342,6872,8340.40%+147
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