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| Name: |
Lee Financial CORP |
| City: |
DALLAS |
| State: |
TX |
| Zip: |
75251 |
| |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DOCU |
Docusign Inc |
153 |
Closed |
$52.05 |
$0 |
0 |
0% |
-2,000 |
-30 |
0 |
N/A |
|
|
TBIL |
Us Treasury 3 Month Bill Etf |
763 |
Closed |
$0.00 |
$0 |
0 |
0% |
-5,000 |
-100 |
0 |
N/A |
|
|
QCOM |
QUALCOMM Inc |
473 |
Closed |
$206.62 |
$0 |
0 |
0% |
-90,000 |
-623 |
0 |
Communication Equipment |
|
|
TDIV |
First Trust Vi First Trust ... |
185 |
Closed |
$73.31 |
$0 |
0 |
0% |
-86,000 |
-1,344 |
0 |
N/A |
|
|
SP |
SP Plus Corp |
795 |
Closed |
$53.99 |
$0 |
0 |
0% |
-3,000 |
-66 |
0 |
Consumer Services |
|
|
BSX |
Boston Scientific Corp |
505 |
Closed |
$77.11 |
$0 |
0 |
0% |
-10,000 |
-167 |
0 |
Medical Instruments &... |
|
|
NVO |
Novo Nordisk A/S (ADR) |
217 |
Closed |
$142.88 |
$0 |
0 |
0% |
-52,000 |
-500 |
0 |
Drug Manufacturers - ... |
|
|
RCII |
Rent-A-Center Inc |
827 |
Closed |
$32.79 |
$0 |
0 |
0% |
-4,000 |
-118 |
0 |
Rental & Leasing Serv... |
|
|
ITGR |
Integer Holdings Corporation |
537 |
Closed |
$121.11 |
$0 |
0 |
0% |
-18,000 |
-185 |
0 |
Industrial Electrical... |
|
|
SNA |
Snap-On Inc |
249 |
Closed |
$268.19 |
$0 |
0 |
0% |
-2,000 |
-8 |
0 |
Small Tools & Accesso... |
|
|
MTB |
M&T Bank Corp |
859 |
Closed |
$146.82 |
$0 |
0 |
0% |
-2,000 |
-18 |
0 |
Domestic Regional Banks |
|
|
AMAT |
Applied Materials Inc |
570 |
Closed |
$221.73 |
$0 |
0 |
0% |
-154,000 |
-953 |
0 |
Semiconductor Equipme... |
|
|
LRCX |
Lam Research Corp |
281 |
Closed |
$962.72 |
$0 |
0 |
0% |
-92,000 |
-117 |
0 |
Semiconductor Equipme... |
|
|
GBCI |
Glacier Bancorp Inc |
602 |
Closed |
$36.01 |
$0 |
0 |
0% |
-10,000 |
-245 |
0 |
Domestic Regional Banks |
|
|
CHX |
Championx Inc |
313 |
Closed |
$10.34 |
$0 |
0 |
0% |
-7,000 |
-250 |
0 |
N/A |
|
|
EOG |
EOG Resources Inc |
635 |
Closed |
$120.19 |
$0 |
0 |
0% |
-63,000 |
-519 |
0 |
Independent Oil & Gas |
|
|
DEA |
Easterly Government Propert... |
345 |
Closed |
$11.92 |
$0 |
0 |
0% |
-10,000 |
-775 |
0 |
N/A |
|
|
IDT |
IDT Corp |
667 |
Closed |
$37.79 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Integrated Telecommun... |
|
|
CC |
Chemours Co |
377 |
Closed |
$24.17 |
$0 |
0 |
0% |
-1,000 |
-20 |
0 |
N/A |
|
|
FDS |
Factset Research Systems Inc |
699 |
Closed |
$409.93 |
$0 |
0 |
0% |
-2,000 |
-5 |
0 |
Information & Deliver... |
|
|
DGS |
Wisdomtree Emerging Mkts Sm... |
409 |
Closed |
$51.10 |
$0 |
0 |
0% |
0 |
-2 |
0 |
Closed - End Fund - Debt |
|
|
MET |
MetLife Inc |
731 |
Closed |
$70.05 |
$0 |
0 |
0% |
-56,000 |
-850 |
0 |
Life & Health Insurance |
|
|
DUK |
Duke Energy Corp |
441 |
Closed |
$102.62 |
$0 |
0 |
0% |
-32,000 |
-333 |
0 |
Electric Utilities |
|
|
FBHS |
Fortune Brands Home & Secur... |
460 |
Closed |
$65.99 |
$0 |
0 |
0% |
0 |
-4 |
0 |
Security & Protection... |
|
|
UAL |
United Continental Holding |
172 |
Closed |
$50.67 |
$0 |
0 |
0% |
-2,000 |
-51 |
0 |
Major Airlines |
|
|
IBDQ |
Ishares Ibonds Dec 2025 Ter... |
782 |
Closed |
$24.78 |
$0 |
0 |
0% |
-458,000 |
-18,500 |
0 |
N/A |
|
|
LAD |
Lithia Motors Inc |
492 |
Closed |
$258.10 |
$0 |
0 |
0% |
-23,000 |
-70 |
0 |
Auto Dealerships |
|
|
AXSM |
Axsome Therapeutics, Inc. |
204 |
Closed |
$73.90 |
$0 |
0 |
0% |
-1,000 |
-16 |
0 |
N/A |
|
|
IWD |
iShares Russell 1000 Value |
814 |
Closed |
$175.47 |
$0 |
0 |
0% |
-7,000 |
-44 |
0 |
Closed - End Fund - E... |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
524 |
Closed |
$92.95 |
$0 |
0 |
0% |
-9,000 |
-92 |
0 |
Closed - End Fund - E... |
|
|
APTV |
Aptiv PLC |
236 |
Closed |
$74.95 |
$0 |
0 |
0% |
-4,000 |
-50 |
0 |
Auto Parts |
|
|
URI |
United Rentals Inc |
846 |
Closed |
$643.40 |
$0 |
0 |
0% |
-5,000 |
-8 |
0 |
Rental & Leasing Serv... |
|
|
MDLZ |
Mondelez International Inc |
557 |
Closed |
$67.81 |
$0 |
0 |
0% |
-22,000 |
-303 |
0 |
Food - Major Diversified |
|
|
ASO |
Academy Sports & Outdoors, ... |
268 |
Closed |
$0.00 |
$0 |
0 |
0% |
-1,000 |
-10 |
0 |
N/A |
|
|
IDA |
Idacorp Inc |
589 |
Closed |
$91.73 |
$0 |
0 |
0% |
-14,000 |
-140 |
0 |
Electric Utilities |
|
|
XYL |
Xylem Inc. |
300 |
Closed |
$137.32 |
$0 |
0 |
0% |
0 |
-1 |
0 |
Diversified Machinery |
|
|
VCEL |
Vericel Corp |
622 |
Closed |
$44.38 |
$0 |
0 |
0% |
-9,000 |
-245 |
0 |
Medical Laboratories ... |
|
|
CNXC |
Concentrix Corp |
332 |
Closed |
$61.32 |
$0 |
0 |
0% |
-2,000 |
-23 |
0 |
N/A |
|
|
PEAK |
Healthpeak Properties |
654 |
Closed |
$35.78 |
$0 |
0 |
0% |
-2,000 |
-114 |
0 |
REIT - Healthcare Fac... |
|
|
HON |
Honeywell International Inc |
364 |
Closed |
$208.78 |
$0 |
0 |
0% |
-144,000 |
-689 |
0 |
Conglomerates |
|
|
CSX |
CSX Corp |
686 |
Closed |
$32.75 |
$0 |
0 |
0% |
-117,000 |
-3,366 |
0 |
Railroads |
|
|
HAL |
Halliburton Co |
396 |
Closed |
$34.08 |
$0 |
0 |
0% |
-56,000 |
-1,558 |
0 |
Oil & Gas Equipment &... |
|
|
CZR |
Caesars Entertainment Inc |
718 |
Closed |
$36.06 |
$0 |
0 |
0% |
-2,000 |
-38 |
0 |
N/A |
|
|
DELL |
Dell Technologies Inc |
428 |
Closed |
$129.97 |
$0 |
0 |
0% |
-3,000 |
-45 |
0 |
N/A |
|
|
NFLX |
Netflix Inc |
140 |
Closed |
$641.47 |
$0 |
0 |
0% |
-97,000 |
-199 |
0 |
Music & Video Stores |
|
|
GCOW |
Pacer Global Cash Cows Divi... |
750 |
Closed |
$0.00 |
$0 |
0 |
0% |
-25,000 |
-720 |
0 |
N/A |
|
|
RBLX |
Roblox Corp |
159 |
Closed |
$0.00 |
$0 |
0 |
0% |
0 |
-2 |
0 |
N/A |
|
|
PWR |
Quanta Services Inc |
769 |
Closed |
$269.32 |
$0 |
0 |
0% |
-3,000 |
-14 |
0 |
General Contractors |
|
|
LVS |
Las Vegas Sands Corp |
479 |
Closed |
$45.02 |
$0 |
0 |
0% |
-3,000 |
-65 |
0 |
Gambling/Resorts |
|
|
RECN |
Resources Connection Inc |
191 |
Closed |
$10.99 |
$0 |
0 |
0% |
-2,000 |
-166 |
0 |
Management Services |
|
|
SBUX |
Starbucks Corp |
801 |
Closed |
$81.43 |
$0 |
0 |
0% |
-50,000 |
-522 |
0 |
Specialty Eateries |
|
|
PFE |
Pfizer Inc |
511 |
Closed |
$28.58 |
$0 |
0 |
0% |
-123,000 |
-4,261 |
0 |
Drug Manufacturers - ... |
|
|
GS |
Goldman Sachs Group Inc |
223 |
Closed |
$454.91 |
$0 |
0 |
0% |
-116,000 |
-301 |
0 |
Investment Brokerage ... |
|
|
UHS |
Universal Health Services Inc |
833 |
Closed |
$187.53 |
$0 |
0 |
0% |
-4,000 |
-29 |
0 |
Hospitals |
|
|
AEG |
AEGON N.V. (ADR) |
543 |
Closed |
$4.80 |
$0 |
0 |
0% |
0 |
-8 |
0 |
Life & Health Insurance |
|
|
TT |
Trane Technologies (Ingerso... |
255 |
Closed |
$319.03 |
$0 |
0 |
0% |
-5,000 |
-22 |
0 |
Diversified Machinery |
|
|
DTM |
Dt Midstream, Inc. |
576 |
Closed |
$68.30 |
$0 |
0 |
0% |
-9,000 |
-165 |
0 |
N/A |
|
|
HEDJ |
Wisdomtree International He... |
287 |
Closed |
$47.62 |
$0 |
0 |
0% |
-2,000 |
-44 |
0 |
N/A |
|
|
DKNG |
Draftkings Inc Class A |
608 |
Closed |
$0.00 |
$0 |
0 |
0% |
-6,000 |
-169 |
0 |
N/A |
|
|
MOS |
Mosaic Co |
319 |
Closed |
$28.28 |
$0 |
0 |
0% |
-6,000 |
-168 |
0 |
Agricultural & Fertil... |
|
|
SLAB |
Silicon Laboratories Inc |
641 |
Closed |
$119.15 |
$0 |
0 |
0% |
-13,000 |
-100 |
0 |
Semiconductor - Speci... |
|
|
EXP |
Eagle Materials Inc |
351 |
Closed |
$224.69 |
$0 |
0 |
0% |
-21,000 |
-105 |
0 |
General Building Mate... |
|
|
MRVL |
Marvell Technology, Inc. |
673 |
Closed |
$67.99 |
$0 |
0 |
0% |
-3,000 |
-51 |
0 |
N/A |
|
|
PNC |
PNC Financial Services Grou... |
383 |
Closed |
$155.88 |
$0 |
0 |
0% |
-11,000 |
-69 |
0 |
Domestic Money Center... |
|
|
CL |
Colgate Palmolive Co |
705 |
Closed |
$93.89 |
$0 |
0 |
0% |
-16,000 |
-200 |
0 |
Personal Products |
|
|
MBLY |
Mobileye Global Inc. |
415 |
Closed |
$31.68 |
$0 |
0 |
0% |
-108,000 |
-2,500 |
0 |
N/A |
|
|
MLI |
Mueller Industries Inc |
737 |
Closed |
$55.33 |
$0 |
0 |
0% |
-10,000 |
-202 |
0 |
Metal Fabrication |
|
|
GMED |
Genomed Inc |
447 |
Closed |
$65.12 |
$0 |
0 |
0% |
-15,000 |
-285 |
0 |
N/A |
|
|
AGI |
Alamos Gold Inc |
466 |
Closed |
$15.96 |
$0 |
0 |
0% |
0 |
-13 |
0 |
Gold |
|
|
VRTX |
Vertex Pharmaceuticals Inc |
178 |
Closed |
$483.04 |
$0 |
0 |
0% |
-54,000 |
-133 |
0 |
Drug Manufacturers - ... |
|
|
NOW |
Servicenow, Inc. |
788 |
Closed |
$698.81 |
$0 |
0 |
0% |
-8,000 |
-12 |
0 |
Information Technolog... |
|
|
HOOD |
Robinhood Markets, Inc. |
498 |
Closed |
$22.18 |
$0 |
0 |
0% |
-1,000 |
-68 |
0 |
N/A |
|
|
TXRH |
Texas Roadhouse Inc |
210 |
Closed |
$167.93 |
$0 |
0 |
0% |
-24,000 |
-200 |
0 |
Restaurants |
|
|
SCHW |
Charles Schwab Corp |
820 |
Closed |
$73.93 |
$0 |
0 |
0% |
-171,000 |
-2,478 |
0 |
Investment Brokerage ... |
|
|
HGER |
Harbor All-weather Inflatio... |
530 |
Closed |
$0.00 |
$0 |
0 |
0% |
-2,000 |
-106 |
0 |
N/A |
|
|
APH |
Amphenol Corp |
242 |
Closed |
$130.64 |
$0 |
0 |
0% |
-4,000 |
-41 |
0 |
Diversified Electronics |
|
|
BBT |
Truist Financial Corp |
852 |
Closed |
$35.64 |
$0 |
0 |
0% |
-8,000 |
-223 |
0 |
Domestic Regional Banks |
|
|
UL |
Unilever Plc (ADR) |
563 |
Closed |
$55.61 |
$0 |
0 |
0% |
-5,000 |
-96 |
0 |
Food - Major Diversified |
|
|
RPD |
Rapid7, Inc. |
274 |
Closed |
$37.64 |
$0 |
0 |
0% |
-10,000 |
-180 |
0 |
N/A |
|
|
KMX |
CarMax Inc |
595 |
Closed |
$69.17 |
$0 |
0 |
0% |
-3,000 |
-33 |
0 |
Auto Dealerships |
|
|
DDS |
Dillards Inc |
306 |
Closed |
$429.44 |
$0 |
0 |
0% |
-3,000 |
-7 |
0 |
Department Stores |
|
|
NBIX |
Neurocrine Biosciences Inc |
628 |
Closed |
$134.97 |
$0 |
0 |
0% |
-20,000 |
-150 |
0 |
Biotechnology |
|
|
DE |
Deere & Co |
338 |
Closed |
$368.58 |
$0 |
0 |
0% |
-97,000 |
-242 |
0 |
Farm & Construction M... |
|
|
HOLX |
Hologic Inc |
660 |
Closed |
$74.51 |
$0 |
0 |
0% |
-18,000 |
-250 |
0 |
Medical Appliances & ... |
|
|
CEIX |
Consol Energy Inc. |
370 |
Closed |
$98.23 |
$0 |
0 |
0% |
-2,000 |
-17 |
0 |
N/A |
|
|
RHS |
Invesco S&p 500 Equal Weigh... |
692 |
Closed |
$31.38 |
$0 |
0 |
0% |
-3,000 |
-90 |
0 |
Closed - End Fund - E... |
|
|
MAN |
Manpower Inc |
402 |
Closed |
$71.57 |
$0 |
0 |
0% |
-4,000 |
-46 |
0 |
Staffing & Outsourcin... |
|
|
MANH |
Manhattan Associates Inc |
724 |
Closed |
$220.55 |
$0 |
0 |
0% |
-24,000 |
-111 |
0 |
Technical & System So... |
|
|
GMS |
GMS Inc |
434 |
Closed |
$89.36 |
$0 |
0 |
0% |
-4,000 |
-52 |
0 |
N/A |
|
|
ARLP |
Alliance Resource Partners LP |
146 |
Closed |
$24.59 |
$0 |
0 |
0% |
-13,000 |
-600 |
0 |
Nonmetallic Mineral M... |
|
|
PTEN |
Patterson-UTI Energy |
756 |
Closed |
$10.22 |
$0 |
0 |
0% |
-2,000 |
-141 |
0 |
Oil & Gas Drilling & ... |
|
|
CCCS |
Dragoneer Growth Opportunit... |
165 |
Closed |
$11.48 |
$0 |
0 |
0% |
-16,000 |
-1,370 |
0 |
N/A |
|
|
CHKP |
Check Point Software Techno... |
775 |
Closed |
$156.41 |
$0 |
0 |
0% |
-109,000 |
-711 |
0 |
Security Software & S... |
|
|
CRUS |
Cirrus Logic Inc |
485 |
Closed |
$117.52 |
$0 |
0 |
0% |
-2,000 |
-30 |
0 |
Semiconductor - Speci... |
|
|
RS |
Reliance Steel & Aluminum Co |
197 |
Closed |
$286.96 |
$0 |
0 |
0% |
-2,000 |
-8 |
0 |
Metal Fabrication |
|
|
TNON |
Tenon Medical, Inc. |
807 |
Closed |
$0.09 |
$0 |
0 |
0% |
-6,000 |
-3,499 |
0 |
N/A |
|
|
RRC |
Range Resources Corp |
517 |
Closed |
$36.30 |
$0 |
0 |
0% |
-2,000 |
-67 |
0 |
Independent Oil & Gas |
|
|
INTU |
Intuit Inc |
229 |
Closed |
$573.90 |
$0 |
0 |
0% |
-31,000 |
-49 |
0 |
Application Software |
|
|
GD |
General Dynamics Corp |
839 |
Closed |
$299.14 |
$0 |
0 |
0% |
-8,000 |
-31 |
0 |
Aerospace/Defense - M... |
|
|
AMR |
Alpha Metallurgical Resourc... |
550 |
Closed |
$50.08 |
$0 |
0 |
0% |
-3,000 |
-10 |
0 |
N/A |
|
